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Do I Need A Trust (#61)

The Wiser Financial Advisor Podcast with Josh Nelson · 30 марта 2026 г. · 23 мин

What is a financial trust? Who should have such a trust? How do we go about getting one? In this episode, host Josh Nelson answers these questions and provides more practical advice about this critically important aspect in your financial life. Transcript of this episodeis available to read or copy and save. Click the Transcript button above.  Thanks for listening and supporting The Wiser Financial Advisor. Contact Josh Nelson: https://keystonefinancial.com Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com