Congratulations, you've built up a good-sized nest egg of wealth! Now, what are the risks

you need to watch out for.

Obviously, there are a variety of ways people lose money. Vices, scams, etc. However,

today we will be discussing the major risks to a financial plan that we can plan for.

On this episode of Through The Pines we'll cover risks that threaten wealth building including…

• Inflation
• Stock Market Fluctuation Risk
• Sequence of Returns Risk
• Distribution Rate Risk
• Interest Rate Risk
• Credit Risk
• Concentration Risk
• Liability Risk

let's dive in!

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while playing pickleball by himself, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: [email protected]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

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Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.

****

This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2025