Edward Jones - Financial Advisor Nathan Osterhout

Edward Jones - Financial Advisor Nathan Osterhout Financial Advisor & Regional Leader at Edward Jones | Guiding clients to build, protect, and enjoy their wealth with confidence

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registrationAs a business owner, you've put everything int...
06/02/2026

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registration

As a business owner, you've put everything into building something that works. But one question I find most business owners haven't fully answered is what happens to the business, and to their family, if something happened to them tomorrow.

Who keeps things running? Who covers the financial obligations? What happens to your partners, your employees, your clients? These are the kind of questions that determine whether what you've built survives you or depends entirely on you showing up every single day.

I'm hosting ๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—จ๐—ป๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ: ๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—Ÿ๐—ฒ๐—ด๐—ฎ๐—ฐ๐˜†, a free conversational webinar where I'll walk business owners through how to think about protection planning in a way that accounts for both what you've built professionally and what matters most personally.

๐Ÿ“… Thursday, June 4, 2026
โฐ 11:00 AM MDT
๐Ÿ’ป Free | Live | Online

If you've never had a direct conversation about what your business looks like on the other side of the unexpected, this is worth an hour of your time.

๐Ÿ‘‡ Grab your spot here: https://webinars.nathanosterhouthub.com/webinar-registration

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registrationMost people I sit down with aren't starting fr...
05/30/2026

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registration

Most people I sit down with aren't starting from zero. They may have some coverage through work, a savings account they've been building. On paper, it looks like a plan. But there's a difference between having financial products and having a strategy that actually holds up when something unexpected happens, and that gap is more common than most people realize.

I'm hosting ๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—จ๐—ป๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ: ๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—Ÿ๐—ฒ๐—ด๐—ฎ๐—ฐ๐˜†, a free live webinar where we'll have an open conversation about what a real protection strategy looks like and how to know whether yours is actually doing what you think it is.

๐Ÿ“… Thursday, June 4, 2026
โฐ 11:00 AM MDT
๐Ÿ’ป Free | Live | Online

If you've never had someone walk you through your full picture and stress test it against real-life scenarios, this is a good place to start.

๐Ÿ‘‡ Grab your spot here: https://webinars.nathanosterhouthub.com/webinar-registration

Of 10 wealthy clients I work with, roughly 1 will naturally talk to their family about money. The other 9 have to be coa...
05/29/2026

Of 10 wealthy clients I work with, roughly 1 will naturally talk to their family about money. The other 9 have to be coached into it.

And the consequences of that silence are not small.

According to a Leger poll, nearly 1 in 4 Canadians consider money a taboo topic โ€” on par with religion, politics, and s*x. And the data shows something I have seen constantly in years of practice: the higher your income, the less likely you are to have these conversations.

Here's what silence costs:

The kids don't know what's coming. The one child who bore the brunt of caregiving โ€” Parkinson's, other diseases, years of their life, watches an equal split happen that never acknowledged what they gave. The child in financial difficulty needed a conversation that never happened. And then you're gone, and the silence you kept to protect your family from awkwardness becomes the very thing that tears them apart permanently.

I've watched siblings stop attending Christmas dinner. Families that no longer speak to each other. All of it is completely preventable.

The fear is usually this: "If I tell them I have millions, they'll ask for loans. I want them to be successful on their own." That's a legitimate concern. But balance that desire against creating a family war after you're gone that is never reconcilable.

Have you had the wealth conversation with your family? What's stopped you?

If you want to think through how to approach it, that's exactly the kind of planning we do. Send me a message to start the conversation.

Read more here: https://www.newswire.ca/news-releases/money-religion-politics-and-s*x-canadians-share-their-taboo-topics-860346993.html #:~:text=A%20new%20national%20survey%20by,time%2Dhonoured%2C%20forbidden%20subjects.&text=The%20Discomfort%20Index%2C%20a%20Leger,discussing%20a%20series%20of%20issues.

A financial plan for a business owner is not the same thing as a financial plan for a high earner with a job. Not even c...
05/27/2026

A financial plan for a business owner is not the same thing as a financial plan for a high earner with a job. Not even close.

The high earner with a job never has to think about most of this:

The business is their baby, and they have to sell it, pass it on, or wind it down. That single reality triggers a cascade: tax implications, estate implications, bank financing or self-financing, finding a buyer. And then there's the valuation. It's worth what somebody is actually willing to pay for it. A stellar year? Worth more. A bad year? Worth less. You're constantly planning around a moving target.

Add to that the tax complexity of investing inside a corporation โ€” passive income vs. active income, how it affects the small business deduction, what that means for your personal draw strategy. It's a completely different world.

I see business owners all the time who don't even know where to start. The complexity of their situation can run off the rails quickly if youโ€™re not working with someone who has genuine experience in this area and can have a real, direct conversation about it, not a clinical one.

If you own a business: when did you last have your plan reviewed with the sale or transition in mind?

That's a conversation you're going to want to have sooner rather than later.

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registrationMortgage payments. Kids to raise. College to f...
05/26/2026

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registration

Mortgage payments. Kids to raise. College to fund. Final expenses that nobody wants to think about but everyone eventually faces. Most people I talk to have thought about each of these individually, but very few have a strategy that connects all of them and accounts for what happens if their income suddenly changed.

That's why I'm hosting ๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—จ๐—ป๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ: ๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—Ÿ๐—ฒ๐—ด๐—ฎ๐—ฐ๐˜†, a free conversational webinar where I'll walk you through how to evaluate your current protection strategy and make sure the people and responsibilities depending on you are actually covered.

We'll talk about income protection, liabilities, education planning, and long-term financial responsibilities so you can leave the conversation knowing where you stand and what, if anything, needs to change.

๐Ÿ“… Thursday, June 4, 2026
โฐ 11:00 AM MDT
๐Ÿ’ป Free | Live | Online

If you've ever looked at everything on your plate and wondered whether your financial plan is truly built to protect all of it, this conversation is for you.

๐Ÿ‘‡ Grab your spot here: https://webinars.nathanosterhouthub.com/webinar-registration

05/25/2026

Remarriage is a deep personal decision, and it deserves to be celebrated. It also deserves a conversation that most people skip entirely.

Before entering a second marriage, speaking with a financial advisor, an accountant, and a lawyer is not a sign of distrust. It is one of the most responsible things a person can do for themselves and for the person they are planning a future with. Understanding what is at risk, what has been built, and how assets could be affected in the event of a breakdown is information that protects everyone involved.

Love is real and it matters. So do the financial consequences of entering a marriage without that preparation. I have had more conversations than I can count with clients who discovered after the fact just how much of their accumulated growth became subject to matrimonial division, and the surprise is always the same. They simply had no idea what.

The prenup conversation, the asset discussion, the question of what belongs to whom before the relationship begins, these are not unromantic. They are necessary. And they are far easier to have before a commitment is made than after one falls apart.

It does not matter who you have that conversation with. Just have it.

๐Ÿ‘‰ Are you or someone you know entering a significant relationship without having looked at the financial picture first? If you are ready to have that conversation, feel free to reach out or book a time to connect.

05/22/2026

Most of the hesitation around talking openly about wealth with family lives more in the imagination than in reality.

Parents worry that if their children know the full picture, it will change the dynamic. That someone will start asking for loans. That the motivation to build their own success will disappear. That they will suddenly become a target rather than a parent. Those concerns come from a genuine place, and there is nothing wrong with wanting your children to find their own footing.

But that fear must be weighed against something else. Because when the conversation never happens and the details only come out after someone is gone, the outcome is often far worse than anything that was feared while they were alive. Children who feel blindsided. Unequal distributions with no explanation attached. Relationships that do not recover.

In practice, the families who have had some version of that conversation ahead of time tend to handle the transition far better than expected. The reaction is rarely as dramatic as parents anticipate. What people respond to most is not the number. It feels like they were trusted enough to be included.

Protecting your family from conflict after you are gone sometimes means having the conversation you have been putting off while you are still here.

๐Ÿ‘‰ Is the fear of how your family might react holding you back from a conversation that could actually bring more peace than problems? If you are ready to think about it, feel free to reach out or book a time to connect.

If you just inherited significant wealth, the first thing you should do is nothing.I mean that literally.The number of t...
05/20/2026

If you just inherited significant wealth, the first thing you should do is nothing.

I mean that literally.

The number of times I've seen someone receive a substantial inheritance and immediately take action, like paying off all their debt, giving a chunk to the kids, redeploying the capital, and then finding out they could have handled it in a completely different way with dramatically better outcomes.

"Well, I just paid all my debt off."

We could have turned that into a tax deduction, but now you've already done it.

"I decided to give it all to my kids."

But we needed that capital to properly achieve your goals.

Inherited wealth often arrives at an emotional time, which is exactly the wrong time to make permanent financial decisions.

Slow down. Bring in your accountant, your lawyer, and your financial advisor before you move a single dollar. There are almost always clearer, better paths available, but only if you haven't already closed them.

Have you (or someone you know) ever made a financial decision in haste that you later regretted?

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registrationMost people spend years building financial sta...
05/20/2026

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ก๐—ผ๐˜„: https://webinars.nathanosterhouthub.com/webinar-registration

Most people spend years building financial stability โ€” paying down debt, growing their income, and working toward long-term goals without ever stopping to ask what happens if something interrupts all of it. I see this often when I sit down with people who feel like they're doing everything right.

That's why I'm hosting ๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—จ๐—ป๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ: ๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—Ÿ๐—ฒ๐—ด๐—ฎ๐—ฐ๐˜†, a free live, conversational webinar where I'll walk you through a practical framework for identifying where your financial plan may be exposed and what you can do about it.

We'll talk through the risks of income loss, liabilities, education costs, and long-term financial responsibilities, and I'll help you walk away with clarity on whether your current strategy is actually built to withstand the unexpected.

๐Ÿ“… Thursday, June 4, 2026
โฐ 11:00 AM MDT
๐Ÿ’ป Free | Live | Online

If you've spent years building something worth protecting, I'd love to have you in the room for this conversation.

๐Ÿ‘‡ Grab your spot here: https://webinars.nathanosterhouthub.com/webinar-registration

05/18/2026

When it comes to how wealth gets distributed across a family, there is no universal answer. Every situation is shaped by relationships, history, and the dynamics that have developed over a lifetime.

What I do see consistently is that the families who spend the most time together tend to make decisions that reflect those bonds. Grandparents who are deeply present in their grandchildren's lives naturally want that closeness to be acknowledged. Estrangement, on the other hand, almost always factors into the conversation in some way. None of this is surprising. What is painful to watch is what happens when the reasoning behind those decisions is never communicated.

It does not have to be a formal or complicated conversation. It can be as straightforward as sitting down and saying: this is what I have, this is what I want each of you to have, and this is why. The why is the part that most people leave out, and it is almost always the part that matters most. Without it, the people left behind are left to fill in the gaps on their own, and that is where hurt feelings and fractured relationships tend to begin.

A decision does not have to be equal to being fair. But it does need to be explained.

๐Ÿ‘‰ Have you thought about how you would explain your wishes to the people who matter most to you? If you are ready to have that conversation with someone who can help you think it through, feel free to reach out or book a time to connect.

Address

#207, 13245-140 Avenue NE
Edmonton, AB
T6V0E4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17804721688

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor Nathan Osterhout posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor Nathan Osterhout:

Featured

Share