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Through The Pines Ep. 31 - Financial Planning in Your 80s & Beyond!
Through 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 expenses?
Should you set up charitable strategies?
Why you should review your Estate Plan?
Why kids of those in their 80s should be involved in planning?
We address these questions and more on this episode of Through the Pines…
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
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.
****
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 - December, 2022
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By The Banyan Collective
4.7
1515 ratings
Through 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 expenses?
Should you set up charitable strategies?
Why you should review your Estate Plan?
Why kids of those in their 80s should be involved in planning?
We address these questions and more on this episode of Through the Pines…
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
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.
****
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 - December, 2022