The Banyan Collective

How to Leave a Legacy // Through The Pines Podcast


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Welcome 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

     

    2022 & 2023 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

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

     

    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/

     

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

     

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    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 - 2024

     

    #podcast #money #wealth #retirement #financialplanning #finances #insurance

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    The Banyan CollectiveBy The Banyan Collective

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