The Banyan Collective

Through The Pines Ep. 84 - The Ultimate Financial Checklist

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On this episode of Through The Pines we’ll cover your Ultimate Financial High Level Financial Checklist including…

 

  • Insurance
  • Emergency Fund
  • Debt
  • Estate Planning
  • Savings Strategies
  • Retirement
  • Financial Goals & Dreams

    •  

    *This is not a comprehensive list, however, it is a really good list to make sure you have your financial bases covered. It’s also in a good order of operations. So, grab a note taking tool, a pencil, a notes app, etc. and let’s dive in!

     

    Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while chopping wood with his bare hands, 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

     

    Are your insurances in order?

    • Health Insurance
    • Home and Auto Insurance
    • Life Insurance
    • Disability Insurance

      •  

      Is your Emergency fund fully funded?

       

      Is your debt appropriate?

      • What kinds of debt
      • Debt to income ratios

        •  

        Is your Estate Planning taken care of?

        • Wills
        • Trusts
        • Etc.

          •  

          Are you taking advantage of Savings strategies available to you?

          • 401k Match
          • HSA
          • Employer Stock Plans
          • Etc.

            •  

            s your Retirement on track?

            • Will you be able to continue your current expenses in retirement
            • What other retirement goals do you have

              •  

              Kids/ Grandkids Education and other savings

               

              Other Major Financial Goals

              • Boats, Cabins, vacations
              • Family Foundations

                • •⁃Generational Wealth

                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.

                 

                ***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

                 

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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

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