On this Through The Pines episode, we’ll discuss the importance of marriage and finance… Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while hot-tubbing under the stars, this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com 2023 & 2024 For…

The following financial topics may often be overlooked when chatting with your advisor, so we’ll address these topics on this episode of Through The Pines…. On this Through The Pines episode, we’ll discuss often overlooked financial planning topics… Based on this Forbes article: https://www.forbes.com/councils/forbesfinancecouncil/2023/04/28/15-ove…

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 l…

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 properl…

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 Mortga…

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 Welcom…

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 …

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 beha…

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 investmen…

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 wit…

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: …

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… Welco…

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 Entrepr…

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 cam…

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.co…

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 to…

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 Ad…

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…

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 Mone…

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 Di…

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 thes…

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 gener…

Behavioral Finance: How human psychology can impact financial decisions and how to overcome common cognitive biases in money management. Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while waxing his EV, this is Through the Pines… On this episode we cover Money Mind Games On this episode of Through the Pines: -…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while solving his weekly crossword puzzle, this is Through the Pines… On this episode we cover the Accumulation Phase of Wealth Building Accumulation Phase Emergency Fund Paying Off Debt Retirement Savings Matching Vesting Roth vs. Traditional IRA Investment Allocat…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while brewing his morning coffee, this is Through the Pines… On this episode we’ll chat financial scams How to Avoid Financial Scams Romance scams Lottery scams Inheritance scams Time Share scams Real Estate scams Event scams Tech scams Red Flags We cover these topi…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while picking blueberries, this is Through the Pines… On this episode we’ll chat when to change advisors What To Do With Your Money During A Recession Should you change anything? Rebalance your portfolio. Revisit your budget. Max out retirement contributions? Conver…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle boarding, this is Through the Pines… On this episode we’ll chat when to change advisors 9 considerations when changing financial advisors: Are you on track to accomplish your goals? How will your retirement accounts work together with Social Security, P…

Pines - Market Update July 2023 Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle sunbathing poolside in Tahoe, this is Through the Pines… On this episode we’ll chat current market conditions… Considerations: Overview of current economy Inflation update Fed rates How does higher interest rates eventual…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while dusting his abode, this is Through the Pines… On this episode we’ll discuss Should I Manage My Own Money: Do I have the passion and consistency to maintain an investment portfolio? Do I have the competency, background and confidence to build a portfolio and st…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while searching Chat GPT, this is Through the Pines… On this episode we’ll discuss Buying & Selling Businesses with Michael Westover: How to evaluate a business? What to look for when buying or selling a business? How to increase the value of your business? Steps to…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sweeping his porch, this is Through the Pines… On this episode we’ll discuss Barriers to Financial Planning: What are the barriers to financial planning Have you been burned by a planner in the past Don’t think you have enough money Understanding the costs Not…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while mowing his lawn, this is Through the Pines… On this episode we’ll discuss Secure Act 2.0 - How New Retirement Rules May Impact You Increase RMD age Catch-up Contributions 529 Changes Roth Contributions by Employers Auto Enrollment on New 401K Plans We’ll answe…

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 retiremen…

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 b…

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 ove…

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 …

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…

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 considerin…

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 pl…

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 pe…

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: rex.m.baxter@ampf.com W…

Featuring Real Estate Investor/Agent, Paden Anderson Contact: Paden@LifeElevatedRE.com Website: https://lifeelevatedrealestate.com/ Financial Advisors: Baxter, Nelson & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/ Find value in this podcast, consider supporting us here: https:/…

The ULTIMATE FINANCIAL PLAN - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines… * 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.inst…

The ULTIMATE 401(K) GUIDE - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines… * 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.instag…

HOW TO TAKE MONEY OUT OF AN IRA - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would listen to while churning butter, this is Through the Pines… * Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com…

HOW TO PUT MONEY INTO AN IRA - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe… * 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/ *…

HOW TO STICK TO A BUDGET - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would listen to while churning butter, this is Through the Pines… *** Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pine…

Through the Pines Financial Planning #podcast Did you find value from this podcast, please consider supporting us here: https://www.buymeacoffee.com/banyanmedia Special thanks to our financial wizards this week from planwithbaxter.com Rex Baxter, Brandyn Smith, and Dan Nelsen. Any questions, reach out here: https://www.ameripriseadvisors.com/team/b…

Building a Money Base - Managing Money in Your Teens and 20s Talking to Kids about Money Does College make sense? Trade Schools?Community College? Student Loans/ Other debt Is owning a Credit Card a good idea? Car Loans? Building Credit Forming good habits and savings money. 401k Plans Emergency funds S’MORE NUMBERS How to manage money in relations…

Through the Pines Financial Podcast Ep. 19 - Basics of a Bear Market Bear Market Basics - Are we in a BEAR Market? - Are we in a Recession? - If so, how does that affect investing? - What’s the best way to evaluate our current financial portfolios? - Stocks lose 36% on average in a bear market.1 By contrast, stocks gain 114% on average during a bul…