Through The Pines
57 episodes - English - Latest episode: 16 days ago - ★★★★★ - 29 ratingsA financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Five Core Values of Smart Money Kids
April 10, 2024 21:00 - 51 minutes - 70.7 MBFive Core Values of Smart Money Kids Learning How to Spend, Save, and Manage Money Maintaining an Emergency Fund Understanding Credit Compounding Interest Live Minimally We cover these topics on this episode of Through The Pines… Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while foraging and dodging trail cams, this is Through the Pines… On this episode we explore how to raise money smart kids. Our Advisors for this episode are Rex and Br...
Financial Portfolio Basics // Through The Pines
March 22, 2024 20:30 - 43 minutes - 60.2 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his TikTok videos, this is Through the Pines… On this episode we explore Portfolio Types Types Personality We cover these topics on this episode of Through The Pines… Our Advisors for this episode are Rex Baxter and Brandyn Smith with planwithbaxter.com 2023 & 2024 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch unde...
How to Leave a Legacy // Through The Pines Podcast
March 15, 2024 18:00 - 52 minutes - 73 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while doing his taxes, this is Through the Pines… On this episode we explore the Legacy Planning Phase of Life Portfolio & Risk Tolerance Tax Planning Qualified Charitable Distributions Charitable Remainder Trusts Estate Plans Helping Grandchildren We cover these topics on this episode of Through The Pines… Our Advisors for this episode are Rex and Brandyn with planwithbaxter.com ...
Retirement Phase of Life //Through The Pines Podcast
February 21, 2024 23:00 - 53 minutes - 74.5 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while blending in on the beach in Florida, this is Through the Pines… On this episode we explore the Retirement Phase of Life: Both Emotional & Financial Emotional Preparedness Financial Preparedness We cover these topics on this episode of Through The Pines… Our Advisors for this episode are Rex and Brandyn with planwithbaxter.com 2022 & 2023 Forbes Best in State Wealth Management Tea...
How to Set Your 2024 Financial Goals // Through The Pines Podcast
January 31, 2024 21:30 - 39 minutes - 55.2 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens sweating it out in his sauna, this is Through the Pines… On this episode we explore Financial Goal Setting For The New Year How to Set Financial Goals How to Track Your Financials Creating a Budget Breaking Free - Becoming Financially Independent Growing Your Wealth Protecting Your Assets We cover these topics on this episode of Through The Pines… Article Referenced: https://www.ner...
What Wealth Means To You - Through The Pines Podcast
December 28, 2023 22:00 - 1 hour - 88.1 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens trimming the tree, this is Through the Pines… On this episode we explore What Wealth Means to You! Beliefs about Wealth Money and Personal Relationships Wealth and a Sense of Identity Wealth & Personal Accomplishments What’s the “Right” Level of Wealth How Does Money Help You in Life We cover these topics on this episode of Through The Pines… Article Referenced: https://www.newretirement.c...
The Pre-Retirement Phase of Life (5-10 years before Retirement)
December 07, 2023 22:00 - 49 minutes - 68.5 MBThrough the Pines - The Pre-Retirement Phase of Life (5-10 years before Retirement) Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while practicing hot yoga, this is Through the Pines… On this episode we explore the Pre-Retirement Phase of Life When to start Medicare? How does Social Security work? Retirement Distribution Strategies We cover these topics on this episode of Through The Pines… Our Advisors for this episode is planwithbaxte...
Through The Pines - How to Sell Your Business
December 01, 2023 21:30 - 51 minutes - 71.9 MBPines - Selling Your Business Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while avoiding sending invoices, this is Through the Pines… On this episode we cover SELLING YOUR BUSINESS with Business Broker, Michael Westover Topics: Valuing a Business Finding a Match Negotiating a Deal Signing a Deal We cover these topics on this episode of Through The Pines GUEST: Business Broker, Owner of Biznis Resource… Michael Westover -...
Do THIS to Build Generational Wealth
November 09, 2023 22:00 - 40 minutes - 56.1 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while raking the leaves, this is Through the Pines… On this episode we cover BUILDING GENERATIONAL WEALTH What is Generational Wealth? What are some challenges to building generational wealth? What are three ways to build generational wealth? How to build your generational wealth team? We cover these topics on this episode of Through The Pines - Building Generational Wealth! Our Adviso...
Money Mind Games
October 30, 2023 19:56 - 1 hour - 84.4 MBBehavioral Finance: How human psychology can impact financial decisions and how to overcome common cognitive biases in money management. Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while waxing his EV, this is Through the Pines… On this episode we cover Money Mind Games On this episode of Through the Pines: - Emotions and Money - Cognitive Biases in Wealth Management - Behavioral Finance Strategies - Long-Term vs Short-Term Thinking...
How to Stack Cash - The Accumulation Phase of Wealth Building
October 05, 2023 21:00 - 51 minutes - 71.5 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while solving his weekly crossword puzzle, this is Through the Pines… On this episode we cover the Accumulation Phase of Wealth Building Accumulation Phase Emergency Fund Paying Off Debt Retirement Savings Matching Vesting Roth vs. Traditional IRA Investment Allocation Insurance We cover these topics on this episode of Through The Pines - The Accumulation Phase of Wealth Building ...
Through The Pines Ep. 44 - How To Avoid Financial SCAMS
September 28, 2023 15:00 - 53 minutes - 75 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while brewing his morning coffee, this is Through the Pines… On this episode we’ll chat financial scams How to Avoid Financial Scams Romance scams Lottery scams Inheritance scams Time Share scams Real Estate scams Event scams Tech scams Red Flags We cover these topics on this episode of Through The Pines - SCAMS Our Advisors for this episode is planwithbaxter.com Forbes B...
What To Do With Your Money During A Recession
September 07, 2023 22:59 - 35 minutes - 49.8 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while picking blueberries, this is Through the Pines… On this episode we’ll chat when to change advisors What To Do With Your Money During A Recession Should you change anything? Rebalance your portfolio. Revisit your budget. Max out retirement contributions? Convert funds to a Roth IRA? Properly diversify your investments. Invest in well-managed companies that have low debt, good cash flow...
9 Questions to Ask When Considering Changing Financial Advisors
August 12, 2023 00:10 - 51 minutes - 71.1 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle boarding, this is Through the Pines… On this episode we’ll chat when to change advisors 9 considerations when changing financial advisors: Are you on track to accomplish your goals? How will your retirement accounts work together with Social Security, Pension, ESOP, etc.? How much risk are you taking in your investments and what is your target rate of return? Have you reviewed your...
July '23 Market Update: Are we heading into a Recession?
July 21, 2023 18:35 - 54 minutes - 76.6 MBPines - Market Update July 2023 Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle sunbathing poolside in Tahoe, this is Through the Pines… On this episode we’ll chat current market conditions… Considerations: Overview of current economy Inflation update Fed rates How does higher interest rates eventually lead to a recession? Our Advisors for this episode is planwithbaxter.com Forbes Best in State Wealth Management Teams For Utah - ...
Should You Manage Your Own Money, Through The Pines Podcast
June 29, 2023 20:00 - 56 minutes - 77.5 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while dusting his abode, this is Through the Pines… On this episode we’ll discuss Should I Manage My Own Money: Do I have the passion and consistency to maintain an investment portfolio? Do I have the competency, background and confidence to build a portfolio and stick to it? Do I have the time and long-term discipline to regularly revisit and do the research? Will my portfolio stay within a percent ...
Buying & Selling Businesses with Michael Westover
June 01, 2023 21:00 - 1 hour - 90.3 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while searching Chat GPT, this is Through the Pines… On this episode we’ll discuss Buying & Selling Businesses with Michael Westover: How to evaluate a business? What to look for when buying or selling a business? How to increase the value of your business? Steps to do before selling your business? We’ll answer these questions and more on this episode of Through the Pines… Our Advi...
Through The Pines Ep. 38 - Barriers to Financial Planning
May 18, 2023 21:00 - 38 minutes - 52.5 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sweeping his porch, this is Through the Pines… On this episode we’ll discuss Barriers to Financial Planning: What are the barriers to financial planning Have you been burned by a planner in the past Don’t think you have enough money Understanding the costs Not knowing who to talk to… We’ll answer these questions and more on this episode of Through the Pines… Our Advisors for this episode i...
Through the Pines - Secure Act 2.0: How New Retirement Rules May Impact You
May 04, 2023 21:00 - 39 minutes - 54.9 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while mowing his lawn, this is Through the Pines… On this episode we’ll discuss Secure Act 2.0 - How New Retirement Rules May Impact You Increase RMD age Catch-up Contributions 529 Changes Roth Contributions by Employers Auto Enrollment on New 401K Plans We’ll answer these questions and more on this episode of Through the Pines… Our Advisors for this episode is planwithbaxter.com...
Transitioning Into Retirement, A Perspective From a Retired Financial Advisor
April 28, 2023 15:48 - 49 minutes - 68.7 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his YouTube videos (that no one has ever seen), this is Through the Pines… Transitioning into retirement - A perspective from a retiring financial advisor: What’s if feel like leading up to retirement? How to know when it’s time to phase into retirement? How to prepare emotionally for retirement How to prepare financially for retirement What’s the most difficult part of retirement? ...
Through the Pines Ep. 34 - Bank Failures & Keeping Your Money Safe
April 07, 2023 00:00 - 55 minutes - 76.3 MBThrough the Pines - Bank Failures & Keeping Your Money Safe Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while ironing his clothes, this is Through the Pines… On this episode we’ll discuss Bank Failures and Keeping Your Money Safe: What’s the current status of CD’s, Money Markets and Cash Equivalents How are bond portfolios looking right now? How are stock portfolios performing? What’s the difference between the bank failures of t...
How the Wealthy Invest, and What We Can Learn // Through the Pines
March 10, 2023 18:11 - 47 minutes - 66.1 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while reviewing his portfolio, this is Through the Pines… How the Wealthy Invest & What Can We Learn How the Wealthy Invest & What Can We Learn What is considered wealthy / Ultra-wealthy or High Net Worth? 1 Million, 10 Million, 30 Million? How to become wealthy over time? (3 Pillars) / Personal Habits What is a typical investment allocation of the wealthy / Is it much different than non-weal...
Through The Pines Ep. 33 - Prepare For Long Term Care
February 23, 2023 19:00 - 37 minutes - 52.1 MBThrough the Pines - Long Term Care Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while charging his EV, this is Through the Pines… How to prepare for Long Term Care What is Long Term Care? What does it Cost? What are the Odds? Does your need Change if You’re Married? How does Medicaid Work? How can you prevent Long Term Care from derailing your Finances? Traditional LTC Policy Life Policy with LTC Rider Self Insure Lean on spous...
Through the Pines - Crush it Financially in 2023!
February 16, 2023 22:38 - 55 minutes - 76 MBThrough the Pines - Crush it Financially in 2023! Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while building snowmen, this is Through the Pines… Here’s tips to consider to financially position yourself better in the upcoming year! Save More Payoff Debt Increase Income Have a Plan Talk about it Learn More Take the Match Nevermind the Naysayers Diversify Protect your assets Ensure your money makes money Just start ...
Through The Pines Ep. 31 - Financial Planning in Your 80s & Beyond!
January 20, 2023 17:39 - 55 minutes - 76.8 MBThrough the Pines - Financial Planning in Your 80s & Beyond! Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while trimming the tree, this is Through the Pines… Financial Planning in Your 80s - If you’re NOT in your 80s, maybe your parents or grandparents are, and these are the questions they should be considering… How do you work with an advisor in your 80s? What’s your Investment Allocation? What’s the best way to GIFT? How do you plan for care ...
Through The Pines Ep. 30 - Money Mistakes Financial Advisors Have Seen Over the Years - Don't Make Them.
December 22, 2022 17:36 - 57 minutes - 78.4 MBMoney Mistakes Financial Advisors Have Seen Over the Years - Don't Make Them. Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while stamping out forest fires, this is Through the Pines… Money Mistake Topics: - Social Security Mistakes - Mismanaging IRA's or 401K's - Taking too much or too little risk - Lack of planning - Not diversified - Not using a financial planner - Never starting Financial Advisors: Baxter, Nelson & Associa...
Through the Pines Ep. 29 - Managing Money In Your Thirties
December 16, 2022 01:25 - 41 minutes - 56.9 MBHOW to Manage MONEY in Your 30s // Through the Pines Podcast Your thirties are an exciting decade! You most likely are into your career and beginning to make a decent salary. So, what are the best strategies for managing all your dolla bills? How much should you be saving for retirement? How do you buy your first home? What about insurance? What percentage of your income should be debt? We answer these questions and more on this episode of Through the Pines! GUESTS Financial Advisors: ...
Through the Pines Ep. 28 - Business As A Financial Plan
December 07, 2022 22:30 - 41 minutes - 57 MBPros & Cons of Using Your BUSINESS as Your FINANCIAL PLAN // Through the Pines Podcast What are the pros and cons of using your personal business as part of your financial plan? We explore the pitfalls and advantages of using a personal business to build wealth. GUESTS Financial Advisors: Baxter, Nelson & Associates Contact: [email protected] Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/ Find value in this podcast, consider supporting us here: h...
Through the Pines Ep. 27 - Real Estate as Part of Your Financial Plan: How to Start!
November 11, 2022 01:10 - 56 minutes - 77.7 MBFeaturing Real Estate Investor/Agent, Paden Anderson Contact: [email protected] Website: https://lifeelevatedrealestate.com/ Financial Advisors: Baxter, Nelson & Associates Contact: [email protected] Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/ Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia REAL ESTATE AS A FINANCIAL PLAN - THROUGH THE PINES PODCAST LIKE our Facebook Page: https://www.fa...
Through the Pines Ep. 26 - The Ultimate Financial Plan
October 04, 2022 12:36 - 1 hour - 85.9 MBThe ULTIMATE FINANCIAL PLAN - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines… * Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ *TIME STAMPS* 2:30 Step 1 - Assessing Your Net Worth 7:40 Step 2 - Goal Setting 13:00 Step 3 - Budgeting //...
Through the Pines Ep. 25 - The ULTIMATE 401(k) Guide
September 22, 2022 12:00 - 57 minutes - 79 MBThe ULTIMATE 401(K) GUIDE - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines… * Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ *TIME STAMPS* 2:30 - 401(k) Eligibility 5:00 - How much to contribute to a 401(k) 8:45 - What is “matching?” ...
Through the Pines Ep. 24 - How to Take Money OUT of an IRA
September 06, 2022 11:00 - 39 minutes - 54.1 MBHOW TO TAKE MONEY OUT OF AN IRA - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would listen to while churning butter, this is Through the Pines… * Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ *TIME STAMPS* 1:15 - Basic Rules to Access IRA Money 4:1...
Through the Pines Ep. 23 - How to Put Money Into an IRA
August 24, 2022 11:00 - 35 minutes - 49.1 MBHOW TO PUT MONEY INTO AN IRA - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe… * Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ *TIME STAMPS* :50 How do you put money into an IRA? 1:45 - What is an IRA? 2:45 - ROTH IRA vs. Traditional IRA 4:30 - ...
Through the Pines Ep. 22 - How to Stick to a Budget
August 02, 2022 11:00 - 45 minutes - 62.4 MBHOW TO STICK TO A BUDGET - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would listen to while churning butter, this is Through the Pines… *** Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ **TIME STAMPS** 0:45 - Why are Budget’s so hard to stick to? ...
Through the Pines Ep. 21 - LOVE and MONEY, How to Structure Finances as a Couple
July 22, 2022 20:55 - 52 minutes - 71.5 MBThrough the Pines Financial Planning #podcast Did you find value from this podcast, please consider supporting us here: https://www.buymeacoffee.com/banyanmedia Special thanks to our financial wizards this week from planwithbaxter.com Rex Baxter, Brandyn Smith, and Dan Nelsen. Any questions, reach out here: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/ Follow us on Instagram: https://www.instagram.com/pines_podcast/ LIKE our new Facebook Page: https://www.facebook...
Through the Pines Ep. 20 - Building a Money Base
July 14, 2022 11:00 - 56 minutes - 78 MBBuilding a Money Base - Managing Money in Your Teens and 20s Talking to Kids about Money Does College make sense? Trade Schools? Community College? Student Loans/ Other debt Is owning a Credit Card a good idea? Car Loans? Building Credit Forming good habits and savings money. 401k Plans Emergency funds S’MORE NUMBERS How to manage money in relationships? Pre and Post marriage money management What if one is a “saver” and the other is a “spender”? Getting into a home How m...
Through The Pines Ep. 19 - Bear Market Basics
June 23, 2022 20:22 - 48 minutes - 66.9 MBThrough the Pines Financial Podcast Ep. 19 - Basics of a Bear Market Bear Market Basics - Are we in a BEAR Market? - Are we in a Recession? - If so, how does that affect investing? - What’s the best way to evaluate our current financial portfolios? - Stocks lose 36% on average in a bear market.1 By contrast, stocks gain 114% on average during a bull market. - The average length of a bear market is 289 days, or about 9.6 months. That’s significantly shorter than the average length of...
Through the Pines Ep. 18 - How to Build a Financial Portfolio
June 16, 2022 17:57 - 59 minutes - 81.7 MB#Podcast: How to Build an Investment Portfolio - What you NEED to know! Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure an investment portfolio and deal with the ups and downs of the market over time to eventually build wealth. WHAT WE COVER - How do you start building an Investment Portfolio? - How do you predict market downturns? - How do I know the amount of my portfolio that needs to be in higher risk versus less volatile assets? ...
Through the Pines Ep. 17 - How to Structure MONEY in Retirement - Decade of Your 70s
May 27, 2022 11:00 - 46 minutes - 64.2 MBHow to Structure MONEY in Retirement - Decade of Your 70s // Through the Pines #Podcast: You're retired, now what do you do with your money? Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure money once retired, and how we can help our parents who are in their 70s better manage their money. WHAT WE COVER Once I’m retired, do I put all my investments in cash or does it stay invested? Required Minimum Distributions (RMD’s) - What are they...
Through the Pines Ep. 16 - Estate Planning and Trusts Part 2
May 17, 2022 13:30 - 54 minutes - 74.6 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would ride with you on a bicycle built for you, this is Through the Pines… Estate Planning and Trusts Part 2 - Types of Trusts and Why You Need One Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen & Bryce Froerer SNOW NOTES: Estate Planning: Part 2 Types of Trusts: Asset Protection Trust / Businesses (LLC, S-Corp, etc.) Funding Trusts Special Needs What is Medicaid and...
Through the Pines Ep. 15 - Estate Planning and Trusts Part 1
April 22, 2022 23:22 - 1 hour - 84.1 MBThrough the Pines Financial Podcast - What you need to know about Estate Planning and Trusts Part 1 Show Notes: What is estate planning and why is it important? When should you get started? Is Estate Planning only for the Rich? What documents are normally included in an estate plan? What is a Trust? What are POA (Immediate vs Springing) and Medical POA's? What are some examples of "Personal Property?" What are some of the common roles and responsibilities? What is Estate “Fundin...
Through the Pines Financial Podcast - Estate Planning and Trusts Part 1
April 22, 2022 23:22 - 1 hour - 84.1 MBThrough the Pines Financial Podcast - What you need to know about Estate Planning and Trusts Part 1 Show Notes: What is estate planning and why is it important? When should you get started? Is Estate Planning only for the Rich? What documents are normally included in an estate plan? What is a Trust? What are POA (Immediate vs Springing) and Medical POA's? What are some examples of "Personal Property?" What are some of the common roles and responsibilities? What is Estate “Fundin...
Through The Pines Ep. 14 - How to Manage Money in Your 40s!
March 10, 2022 18:25 - 58 minutes - 80.7 MBWelcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would take the “Red Pill” for, this is Through the Pines… How to Manage Money in Your 40s! Our financial wizards this week include Rex Baxter, and Brandyn Smith Topics: Emergency Fund - How Much? Debt - How much Debt is too much debt in your 40s? Investment Strategy - How aggressive? Insurance - What do I need? SMORE NUMBERS Kids - How do talk to kids about money? Books? Subsidize Balance? Estate Plan...
Through The Pines Ep. 13 - Financial Planning Basics: How Much Do You Need For Retirement?
January 27, 2022 12:00 - 47 minutes - 65.6 MBPodcast: Through The Pines Ep. 13 - Financial Planning Basics: How Much Do You Need For Retirement? Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would fight Boba Fett for, this is Through the Pines… This week we cover Financial Planning Basics with our financial wizards Rex Baxter and Brandyn Smith. Time Stamps: 01:03 Basics of a Financial Plan 08:12 Amount of Money You Need for Retirement 11:12 Calculate Your Net Worth 12:59 Determine Your Risk Toleran...
Through The Pines Ep. 12 - Financial Considerations in Your 60s
December 15, 2021 12:00 - 53 minutes - 72.9 MBA Financial Planning Podcast with a down to earth vibe even Sasquatch would watch Beetlejuice for, this is Through the Pines… Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen with planwithbaxter.com Topics: - I’m 60, do I still need life insurance? - I’m 60 do I need disability insurance? - When should I take Social Security - Will Social Security be there? - How do I transition my income from working to retirement income? - In-service distribution...
Through The Pines Ep. 11 - 75 Years of Wealth Building Advice
November 22, 2021 00:00 - 46 minutes - 63.6 MBWhat 3 financial planners have learned from over 75 years of WEALTH building // Through the Pines Financial Podcast Support the podcast: https://www.buymeacoffee.com/banyanmedia Professional financial planners Rex Baxter, Brandyn Smith, and Dan Nelsen cover wealth building topics and advice derived from over 75 years of wealth building experience. Topics covered include: - What is the most common mistake people make with their money? - What piece of technology has most improved fina...
Through The Pines - Scary Good Money Moves
November 01, 2021 00:53 - 54 minutes - 75.3 MBScary Good Money Moves - Through the Pines Financial Podcast Happy Halloween! We cover real life financial scenario's in this scary-good episode of Through the Pines! Support the podcast: https://www.buymeacoffee.com/banyanmedia This episode includes financial advice from professionals. Visit planwithbaxter.com to the financial planners in this podcast.
Through The Pines Ep. 9 - Holy 50s Batman! // How to Structure Finances in Your Fifties
September 28, 2021 21:00 - 42 minutes - 58.3 MBHow to Structure Finances in Your Fifties - retirement, marriage, timeline, etc. On this episode of Through the Pines, our financial planning wizards Rex Baxter, Brandyn Smith, and Dan Nelsen join us to discuss all the financial considerations when you're in your Fifties. What should you be focused on? We answer the following questions: When deciding on Roth or Traditional contributions, do the recommendations change when I get close to retirement? Somebody said there is a “Age 55” ...
Through The Pines Ep. 8 - The Secure Act & Its Impact On Your Retirement
June 25, 2020 21:14 - 31 minutes - 43.5 MBWhat is the Secure Act and how does it affect your tax advantaged-accounts and your retirement? Learn more about our guest Wealth Advisor Rex Baxter here: https://www.ameripriseadvisors.com/rex.m.baxter Subscribe on iTunes here: https://podcasts.apple.com/us/podcast/through-the-pines/id1483401973
Through The Pines Ep. 7 - How Much Is Too Much Debt
January 20, 2020 03:06 - 38 minutes - 52.3 MBHow much debt is too much debt? Great question. We tackle the numbers on this episode of Through The Pines.