Through The Pines

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his YouTube videos (that no one has ever seen), this is Through the Pines…

Transitioning into retirement - A perspective from a retiring financial advisor:

• What's if feel like leading up to retirement?
• How to know when it's time to phase into retirement?
• How to prepare emotionally for retirement
• How to prepare financially for retirement
• What's the most difficult part of retirement?
• What's the most enjoyable part of retirement?
• Should you start a second career after retirement?

We'll answer these questions and more on this episode of Through the Pines…

Our Advisors for this episode is planwithbaxter.com

Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates

Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates

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

YouTube: https://www.youtube.com/@throughthepines

Facebook: https://www.facebook.com/pinespodcast

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 - Bank Failures & Keeping Your Money Safe

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while ironing his clothes, this is Through the Pines… On this episode we'll discuss

Bank Failures and Keeping Your Money Safe:

• What's the current status of CD's, Money Markets and Cash Equivalents
• How are bond portfolios looking right now?
• How are stock portfolios performing?
• What's the difference between the bank failures of today and 2008?
• How common are bank failures
• What should we worry about with banks today?
• What can we learn from recent market volatility?

We'll answer these questions and more on this episode of Through the Pines…

Our Advisors for this episode is planwithbaxter.com

Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates

Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates

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

YouTube: https://www.youtube.com/@throughthepines

Facebook: https://www.facebook.com/pinespodcast

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 reviewing his portfolio, this is Through the Pines…

How the Wealthy Invest & What Can We Learn

• How the Wealthy Invest & What Can We Learn
• What is considered wealthy / Ultra-wealthy or High Net Worth? 1 Million, 10 Million, 30 Million?
• How to become wealthy over time? (3 Pillars) / Personal Habits
• What is a typical investment allocation of the wealthy / Is it much different than non-wealthy?
• Are there investments that are only for high net worth investors?
• What professionals do Ultra high net worth people use and how?
• What are personal habits of the wealthy?
• What Type of Charitable Giving is done by those with High Net Worth?
• How does one maintain an ultra high net worth?

We'll go a bit more in depth on 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 - Baxter, Nelsen & Associates

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates

Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates

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 - 2023

Through the Pines - Long Term Care

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while charging his EV, this is Through the Pines…

How to prepare for Long Term Care

• What is Long Term Care?
• What does it Cost?
• What are the Odds?
• Does your need Change if You're Married?
• How does Medicaid Work?
• How can you prevent Long Term Care from derailing your Finances?
• • Traditional LTC Policy
  • Life Policy with LTC Rider
  • Self Insure
  • Lean on spouse/family

We'll go a bit more in depth on these topics 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 - 2023

Through the Pines - Crush it Financially in 2023!

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while building snowmen, this is Through the Pines…

Here's tips to consider to financially position yourself better in the upcoming year!

Save More

Payoff Debt

Increase Income

Have a Plan

Talk about it

Learn More

Take the Match

Nevermind the Naysayers

Diversify

Protect your assets

Ensure your money makes money

Just start

We'll go a bit more in depth on these topics 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 - 2023

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

Money Mistakes Financial Advisors Have Seen Over the Years - Don't Make Them.

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while stamping out forest fires, this is Through the Pines…

Money Mistake Topics:

- Social Security Mistakes

- Mismanaging IRA's or 401K's

- Taking too much or too little risk

- Lack of planning

- Not diversified

- Not using a financial planner

- Never starting

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

YouTube: https://www.youtube.com/channel/UCQ1a0zfcJaiXJynxoTFrgeg

Facebook: https://www.facebook.com/pinespodcast

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 - November, 2022

HOW to Manage MONEY in Your 30s // Through the Pines Podcast

Your thirties are an exciting decade! You most likely are into your career and beginning to make a decent salary. So, what are the best strategies for managing all your dolla bills? How much should you be saving for retirement? How do you buy your first home? What about insurance? What percentage of your income should be debt? We answer these questions and more on this episode of Through the Pines!

GUESTS

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

HOW TO MANAGE MONEY IN YOUR THIRTIES - THROUGH THE PINES PODCAST

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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 - December, 2022

Pros & Cons of Using Your BUSINESS as Your FINANCIAL PLAN // Through the Pines Podcast

What are the pros and cons of using your personal business as part of your financial plan? We explore the pitfalls and advantages of using a personal business to build wealth.

GUESTS

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

BUSINESS AS A FINANCIAL PLAN - THROUGH THE PINES PODCAST

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

Featuring Real Estate Investor/Agent, Paden Anderson Contact: [email protected] Website: https://lifeelevatedrealestate.com/

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

REAL ESTATE AS A FINANCIAL PLAN - THROUGH THE PINES PODCAST

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 - November, 2022