Through The Pines

On this episode we explore the financial subjects that should be taught in school.

• Income Taxes
• Filing Tax Returns
• Managing & Understanding Debt
• Allocating Income / Budgeting
• Basics of Investing & Compound Interest (building good habits)
• Using Financial Advisors / Investment Firms
• Understanding Inflation
• Building and Maintaining Good Credit
• Entrepreneurship

We cover these topics on this episode of Through The Pines…

Our Advisors for this episode are Rex and Brandyn 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

Five Core Values of Smart Money Kids

• Learning How to Spend, Save, and Manage Money
• Maintaining an Emergency Fund
• Understanding Credit
• Compounding Interest
• Live Minimally

We cover these topics on this episode of Through The Pines…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while foraging and dodging trail cams, this is Through the Pines… On this episode we explore how to raise money smart kids.

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

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

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his TikTok videos, this is Through the Pines… On this episode we explore Portfolio Types

• Types
• Personality

We cover these topics on this episode of Through The Pines…

Our Advisors for this episode are 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/

PORTFOLIO TYPES

Types:

• Stocks
• Bonds
• Mutual Funds
• Alternative Investments
• Cash
• Real Estate
• Business Ownership

Personality: (Investopidea)

• Aggressive: An aggressive portfolio takes on great risks in search of great returns
• Defensive: A defensive portfolio focuses on consumer staples that are impervious to downturns
• Income: An income portfolio concentrates on shareholder distributions
• Speculative: The speculative portfolio is not for the faint-hearted…
• Hybrid: The hybrid portfolio diversifies across asset classes

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

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

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

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while blending in on the beach in Florida, this is Through the Pines… On this episode we explore the Retirement Phase of Life: Both Emotional & Financial

• Emotional Preparedness
• Financial Preparedness

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

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

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens sweating it out in his sauna, this is Through the Pines… On this episode we explore Financial Goal Setting For The New Year

• How to Set Financial Goals
• How to Track Your Financials
• Creating a Budget
• Breaking Free - Becoming Financially Independent
• Growing Your Wealth
• Protecting Your Assets

We cover these topics on this episode of Through The Pines…

Article Referenced: https://www.nerdwallet.com/article/investing/what-is-a-financial-plan

Our Advisors for this episode is 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

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

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens trimming the tree, this is Through the Pines… On this episode we explore What Wealth Means to You!

• Beliefs about Wealth
• Money and Personal Relationships
• Wealth and a Sense of Identity
• Wealth & Personal Accomplishments
• What's the "Right" Level of Wealth
• How Does Money Help You in Life

We cover these topics on this episode of Through The Pines…

Article Referenced: https://www.newretirement.com/retirement/87-thought-provoking-questions-about-wealth-and-money/

Our Advisors for this episode is planwithbaxter.com

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/

Beliefs:

- What does wealth mean to you?

- How do you know when you have enough money?

- Are you wealthy? Do you want to be?

Wealth & Relationships:

- Do you judge others or feel judged by others about financial decisions?

- Do you talk about money or salary with co-workers?

- Do you think personal relationships would change if they know how much money you have or don't have?

- Has money impacted or been inspired by your parents?

- Have you made purchases to impress friends?

- Do you talk about money with your family or friends?

Wealth as a Sense of Identify:

- Does how much money you have affect how your see yourself? How others see you?

- Do you try to act like you have more or less money than you do?

- Does the way you spend money match your values?

- Is your self worth and identity linked to the amount of money you have?

- Do you think wealth changes people or reveals them?

Wealth & Personal Accomplishments

- What do you attribute your personal success to - circumstance, luck, choices, talent?

- Do you identify with your work? In addition to a paycheck, what else do you get out of your job?

*What role does money play in motivation?

Wealth & Charitable Giving

- What do you gain when you give? What keeps you giving or prevents you from giving?

Wealth & Society

- What is the "right" level of wealth for the majority of people?

What Does Wealth Enable?

- What problems has money fixed in your life?

- What problems has money caused in your life?

- What does it mean to feel wealthy?

* How has money improved your life?

- What would you do if you have all the money in the world?

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 - 2023

Through the Pines - The Pre-Retirement Phase of Life (5-10 years before Retirement)

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while practicing hot yoga, this is Through the Pines… On this episode we explore the Pre-Retirement Phase of Life

• When to start Medicare?
• How does Social Security work?
• Retirement Distribution Strategies

We cover these topics on this episode of Through The Pines…

Our Advisors for this episode is planwithbaxter.com

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 - 2023

Pines - Selling Your Business

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while avoiding sending invoices, this is Through the Pines… On this episode we cover SELLING YOUR BUSINESS with Business Broker, Michael Westover

Topics:

Valuing a Business

Finding a Match

Negotiating a Deal

Signing a Deal

We cover these topics on this episode of Through The Pines

GUEST: Business Broker, Owner of Biznis Resource… Michael Westover - https://biznisresource.com/

Our Advisors for this episode is planwithbaxter.com

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 - 2023

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while raking the leaves, this is Through the Pines… On this episode we cover BUILDING GENERATIONAL WEALTH

What is Generational Wealth?

What are some challenges to building generational wealth?

What are three ways to build generational wealth?

How to build your generational wealth team?

We cover these topics on this episode of Through The Pines - Building Generational Wealth!

Our Advisors for this episode is planwithbaxter.com

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 - 2023