Through The Pines

What You Need to Know About Charitable Giving

• Do you come out ahead financially
• What are the tax consequences
• Itemized Deductions vs. Standard Deductions
• CRATS, CRUTS, CLT
• Family Foundations
• Donating Appreciated Stock
• Qualified Charitable Distributions
• Donor Advised Funds

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while fundraising for his nonprofit SAVING THE FORESTS, this is Through the Pines.

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

2023 & 2024 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.

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 - 2024

Why is knowing your Net Worth so important to your financial wellbeing? How does knowing your Net Worth help define future choices with your budget? How do you properly calculate your Net Worth?

On this Through The Pines episode, we'll discuss the importance of Net Worth…

• Why is knowing your Net Worth important?
• Net Worth Definitions
• How to properly calculate your Net Worth
• How to Increase Net Worth

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while carving pumpkins, this is Through the Pines.

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

2023 & 2024 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.

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 - 2024

Inspired from the article on thomaskopelman.com

https://www.thomaskopelman.com/blog/the-most-debated-personal-finance-topics-and-my-opinions-on-each

Should you…

• Rent vs Buy
• Payoff Debt vs Invest
• Credit Card vs Not
• Term vs Permanent Life Insurance
• ETF's vs Mutual Funds

*** SMORE NUMBERS

• Emergency Fund vs Pay Off Credit Card Debt
• 15 vs 30 Year Mortgage

We'll cover these hotly debated financial topics on this episode of Through The Pines

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while running sea trials on his new yacht, this is Through the Pines.

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

2023 & 2024 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.

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 - 2024

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

With so many options opened up by higher interest rates, people are wondering, what is the best thing

to do with extra cash right now? What happens to each asset class in a rising or falling interest rate environment?

On this Through The Pines episode, we'll walk you through what to do with excess cash

• Money Market Accounts
• CD's
• Bonds
• Stocks

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while waxing his Ferrari, this is Through the Pines.

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

2023 & 2024 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.

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 - 2024

Are you investment curious? Thinking about investing your money, but don't know where to start? Are you a business owner stacking cash, but now want to invest? Or, maybe you've just inherited a brick of bills you would like to grow into a fortune…

On this Through The Pines episode, we'll walk you through How to Invest including:

• Financial Planning vs. Investing
• When to Start (hint: now)
• How Much to Invest?
• Opening an Investment Account
• Choose an Investment Strategy (short term; long term; retirement)
• Investment Vehicle Options
• Using a Professional
• Investing with BIG MONEY

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while picking up pinecones, this is Through the Pines.

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

2023 & 2024 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.

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 - 2024

In Behavioral Finance we study many of the subconscious views that

investors have towards investing and money. Often times these views can

negatively impact our decisions and ultimately our investment returns.

On this Through The Pines episode, we'll dive into the following behavioral financial concepts:

• Mental accounting
• Familiarity Bias
• Herd behavior
• Emotional gap
• Self-attribution
• Confirmation Bias
• Recency Bias
• Loss Aversion
• Anchoring

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while brushing his teeth, this is Through the Pines.

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

2023 & 2024 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.

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 - 2024

What are the Financial Planning Trends of 2024?

• Holistic Approach to financial planning: focusing on factors outside of just investments
• Staying ahead of client's insatiable appetite for financial news and information
• Virtual meetings
• Using AI to determine financial trends. Other uses for AI within the industry.
• Client services
• Coin / Alt investments
• What doesn't change?

We tackle these questions on this episode of Through The Pines…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sipping his matcha, this is Through the Pines.

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

2023 & 2024 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/

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.

Setting Up Your Revocable Living Family Trust

• Why do we use Trusts
• What are the parts that make up a Trust
• What is the lifecycle of a typical trust?
• What other documents do people usually have prepared when doing their revocable living trust?

We tackle these questions on this episode of Through The Pines…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while slapping on suntan lotion by the pond this is Through the Pines.

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

2023 & 2024 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/

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 - 2024

Financial risk management - what it means, and what you can do about it.

• What is Financial Risk Management?
• Risk Management Techniques: Avoidance, Retention, Sharing, Transferring, Loss Prevention & Reduction
• Investment Approaches: Bonds, Derivatives, Options/Futures, Diverisification, Asset Allocation, Position Sizing,
• Risk Management Psychology: loss aversion
• The Cost of risk

Financial Risk Management

Article: https://www.investopedia.com/terms/r/riskmanagement.asp

We tackle these questions on this episode of Through The Pines…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while foraging berries, this is Through the Pines… On this episode we explore what to do when receiving an inheritance

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

2023 & 2024 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/

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 - 2024

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

Receiving an Inheritance, now what?

• Pay off Debt or Invest?
• Hold onto a property and Rent or Liquidate?
• How long does a typical inheritance last?
• What are some of the inheritance success stories you've seen?
• How long does it take to get an inheritance after someone passes?
• Taxes?

We tackle these questions on this episode of Through The Pines…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while driving his EV to morning coffee, this is Through the Pines… On this episode we explore what to do when receiving an inheritance

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

2023 & 2024 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/

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 - 2024