The Banyan Collective

Through The Pines Ep. 89 - Your Year-End Financial Review (Deadlines Approaching)


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On this episode of Through The Pines we’ll cover your year-end financial planning checklist!

 

  • Maxing out Retirement Contributions
  • Harvest Investment
  • Taking Required Minimum Distributions
  • Charitable Gifts
  • Deferring Income
  • Roth Strategies
  • Spending FSA Funds
  • Portfolio Rebalancing
  • Evaluating Business Retirement Plans
  • Updating Estate Plans
  • Reflecting on Financial Goals
  •  

    Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while buffing his vintage Porsche 911 Speedster, 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

    Website: planwithbaxter.com

    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

     

    WATCH & SUBSCRIBE to us on YouTube @throughthepines

    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 - 2025

     

    #podcast #money #wealth #retirement #financialplanning #finances #networth 

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