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 relationships? Pre and Post marriage money management What if one is a “saver” and the other is a “spender”? Getting into a home How much down?  How much in savings? Contact Info: planwithbaxter.com Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: https://www.buymeacoffee.com/banyanmedia This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

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 relationships? Pre and Post marriage money management What if one is a “saver” and the other is a “spender”? Getting into a home How much down? How much in savings? Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a> Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: <a href="https://www.buymeacoffee.com/banyanmedia" rel="nofollow" target="_blank">https://www.buymeacoffee.com/banyanmedia</a> This episode includes financial advice from professionals. Visit the financial planners in this podcast at <a href="http://www.planwithbaxter.com" rel="nofollow" target="_blank">www.planwithbaxter.com</a>. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Ep. 20 - Building a Money Base

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 bull market. - The average length of a bear market is 289 days, or about 9.6 months. That’s significantly shorter than the average length of a bull market, which is 991 days or 2.7 years. - Emergency Fund Basics for Bear Markets - Debt payoff strategies during Bear Markets Contact Info: planwithbaxter.com Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: https://www.buymeacoffee.com/banyanmedia This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

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 bull market. - The average length of a bear market is 289 days, or about 9.6 months. That’s significantly shorter than the average length of a bull market, which is 991 days or 2.7 years. - Emergency Fund Basics for Bear Markets - Debt payoff strategies during Bear Markets Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a> Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: <a href="https://www.buymeacoffee.com/banyanmedia" rel="nofollow" target="_blank">https://www.buymeacoffee.com/banyanmedia</a> This episode includes financial advice from professionals. Visit the financial planners in this podcast at <a href="http://www.planwithbaxter.com" rel="nofollow" target="_blank">www.planwithbaxter.com</a>. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through The Pines Ep. 19 - Bear Market Basics

#Podcast: How to Build an Investment Portfolio - What you NEED to know! Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure an investment portfolio and deal with the ups and downs of the market over time to eventually build wealth. WHAT WE COVER - How do you start building an Investment Portfolio? - How do you predict market downturns? - How do I know the amount of my portfolio that needs to be in higher risk versus less volatile assets? - Types of risk tolerances. - Planning for the future - Calculate living expenses, factor in taxes, inflation, Social Security, etc. Then determine annual distribution needs and multiply that by 5. ( 2008 took about 4 years to recover from the bottom, but was down for about 5.5 years) - Gut Risk- Even if the plan can handle the ups and downs, we don’t ever want to put a client in a place they feel uncomfortable. - Timing the market - Can it be done? - Do you ever see people in the wrong risk tolerances? - When is it time to adjust your portfolio? Contact Info: planwithbaxter.com Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: https://www.buymeacoffee.com/banyanmedia This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

#Podcast: How to Build an Investment Portfolio - What you NEED to know! Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure an investment portfolio and deal with the ups and downs of the market over time to eventually build wealth. WHAT WE COVER - How do you start building an Investment Portfolio? - How do you predict market downturns? - How do I know the amount of my portfolio that needs to be in higher risk versus less volatile assets? - Types of risk tolerances. - Planning for the future - Calculate living expenses, factor in taxes, inflation, Social Security, etc. Then determine annual distribution needs and multiply that by 5. ( 2008 took about 4 years to recover from the bottom, but was down for about 5.5 years) - Gut Risk- Even if the plan can handle the ups and downs, we don’t ever want to put a client in a place they feel uncomfortable. - Timing the market - Can it be done? - Do you ever see people in the wrong risk tolerances? - When is it time to adjust your portfolio? Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a> Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: <a href="https://www.buymeacoffee.com/banyanmedia" rel="nofollow" target="_blank">https://www.buymeacoffee.com/banyanmedia</a> This episode includes financial advice from professionals. Visit the financial planners in this podcast at <a href="http://www.planwithbaxter.com" rel="nofollow" target="_blank">www.planwithbaxter.com</a>. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Ep. 18 - How to Build a Financial Portfolio

How to Structure MONEY in Retirement - Decade of Your 70s // Through the Pines #Podcast: You're retired, now what do you do with your money? Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure money once retired, and how we can help our parents who are in their 70s better manage their money. WHAT WE COVER Once I’m retired, do I put all my investments in cash or does it stay invested? Required Minimum Distributions (RMD’s) - What are they? When do RMD's start? How much do I need to take out of my accounts? What happens if I don’t take my RMD's? How does insurance needs change during retirement? Home Insurance? Health Insurance/Medicare? Long-term care Insurance? (In case of a care facility) SMORE NUMBERS Do I need to start positioning assets to pass to the next generation?  Reference the Estate Planning Podcasts for:Trusts  $12.06 million exemption in 2022Do Roth Conversions make sense? Contact Info: planwithbaxter.com Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: https://www.buymeacoffee.com/banyanmedia This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

How to Structure MONEY in Retirement - Decade of Your 70s // Through the Pines #Podcast: You're retired, now what do you do with your money? Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure money once retired, and how we can help our parents who are in their 70s better manage their money. WHAT WE COVER Once I’m retired, do I put all my investments in cash or does it stay invested? Required Minimum Distributions (RMD’s) - What are they? When do RMD's start? How much do I need to take out of my accounts? What happens if I don’t take my RMD's? How does insurance needs change during retirement? Home Insurance? Health Insurance/Medicare? Long-term care Insurance? (In case of a care facility) SMORE NUMBERS Do I need to start positioning assets to pass to the next generation? Reference the Estate Planning Podcasts for:Trusts $12.06 million exemption in 2022Do Roth Conversions make sense? Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a> Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams Consider supporting the podcast: <a href="https://www.buymeacoffee.com/banyanmedia" rel="nofollow" target="_blank">https://www.buymeacoffee.com/banyanmedia</a> This episode includes financial advice from professionals. Visit the financial planners in this podcast at <a href="http://www.planwithbaxter.com" rel="nofollow" target="_blank">www.planwithbaxter.com</a>. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Ep. 17 - How to Structure MONEY in Retirement - Decade of Your 70s

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would ride with you on a bicycle built for you, this is Through the Pines… Estate Planning and Trusts Part 2 - Types of Trusts and Why You Need One Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen &amp; Bryce Froerer SNOW NOTES: Estate Planning: Part 2  Types of Trusts: Asset Protection Trust / Businesses (LLC, S-Corp, etc.)  Funding Trusts Special Needs What is Medicaid and how does it differ from Medicare How do you qualify for Medicaid   How can trusts help with this qualification?   Asset Protection Trusts How does this protect my assets? I Own a business or Rental Property, how do I coordinate my business ownership with my estate plan? What are some common provisions that people include in a trust like this?    SMORE NUMBERS    Special Needs Trust Can you describe some clients where this trust may be appropriate for? How does this protect my assets from Medicaid I Own a business or rental property, how do I coordinate my business ownership with my estate plan? What are some common provisions that people include in a trust like this? TCRAT, GRAT, CRAT, CLAT…. Oh MY!!!    Contact Info: planwithbaxter.com   Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would ride with you on a bicycle built for you, this is Through the Pines… Estate Planning and Trusts Part 2 - Types of Trusts and Why You Need One Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen &amp; Bryce Froerer SNOW NOTES: Estate Planning: Part 2 <ul> <li>Types of Trusts: Asset Protection Trust / Businesses (LLC, S-Corp, etc.) </li> <li>Funding Trusts</li> <li>Special Needs</li> <li>What is Medicaid and how does it differ from Medicare</li> <li>How do you qualify for Medicaid</li> <li> <ul> <li>How can trusts help with this qualification?</li> </ul> </li> <li>Asset Protection Trusts</li> <li>How does this protect my assets?</li> <li>I Own a business or Rental Property, how do I coordinate my business ownership with my estate plan?</li> <li>What are some common provisions that people include in a trust like this?</li> </ul> SMORE NUMBERS <ul> <li>Special Needs Trust</li> <li>Can you describe some clients where this trust may be appropriate for?</li> <li>How does this protect my assets from Medicaid</li> <li>I Own a business or rental property, how do I coordinate my business ownership with my estate plan?</li> <li>What are some common provisions that people include in a trust like this?</li> <li>TCRAT, GRAT, CRAT, CLAT…. Oh MY!!!</li> </ul> Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a> Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams

Through the Pines Ep. 16 - Estate Planning and Trusts Part 2

Through the Pines Financial Podcast - What you need to know about Estate Planning and Trusts Part 1 Show Notes: What is estate planning and why is it important? When should you get started?  Is Estate Planning only for the Rich? What documents are normally included in an estate plan? What is a Trust? What are POA (Immediate vs Springing) and Medical POA's? What are some examples of "Personal Property?" What are some of the common roles and responsibilities? What is Estate “Funding” and why is that important? What different kinds of trust are there? Revocable vs. Irrevocable, Family Trust, By-Pass Trust, Asset Protection Trust, Special Needs Trust, etc. TCRAT, GRAT, CRAT, CLAT... Advisor Contact: https://www.ameripriseadvisors.com/te... Like what you hear, support the program and buy us a beer: https://www.buymeacoffee.com/banyanmedia This episode includes financial advice from professionals. Visit www.planwithbaxter.com to the financial planners in this podcast. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Financial Podcast - What you need to know about Estate Planning and Trusts Part 1 Show Notes: What is estate planning and why is it important? When should you get started?  Is Estate Planning only for the Rich? What documents are normally included in an estate plan? What is a Trust? What are POA (Immediate vs Springing) and Medical POA's? What are some examples of "Personal Property?" What are some of the common roles and responsibilities? What is Estate “Funding” and why is that important? What different kinds of trust are there? Revocable vs. Irrevocable, Family Trust, By-Pass Trust, Asset Protection Trust, Special Needs Trust, etc. TCRAT, GRAT, CRAT, CLAT... Advisor Contact: <a href="https://www.ameripriseadvisors.com/te" rel="nofollow" target="_blank">https://www.ameripriseadvisors.com/te</a>... Like what you hear, support the program and buy us a beer: <a href="https://www.buymeacoffee.com/banyanmedia" rel="nofollow" target="_blank">https://www.buymeacoffee.com/banyanmedia</a> This episode includes financial advice from professionals. Visit <a href="http://www.planwithbaxter.com" rel="nofollow" target="_blank">www.planwithbaxter.com</a> to the financial planners in this podcast. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Ep. 15 - Estate Planning and Trusts Part 1

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would take the “Red Pill” for, this is Through the Pines… How to Manage Money in Your 40s! Our financial wizards this week include Rex Baxter, and Brandyn Smith Topics: Emergency Fund - How Much? Debt - How much Debt is too much debt in your 40s? Investment Strategy - How aggressive? Insurance - What do I need? SMORE NUMBERS Kids - How do talk to kids about money? Books? Subsidize Balance? Estate Planning? Combining 401K with Other Investments to reach Retirement Goals? Living vs Saving? What’s the balance? Common questions from investors in their 40s?  Contact Info: planwithbaxter.com  Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would take the “Red Pill” for, this is Through the Pines… How to Manage Money in Your 40s! Our financial wizards this week include Rex Baxter, and Brandyn Smith Topics: Emergency Fund - How Much? Debt - How much Debt is too much debt in your 40s? Investment Strategy - How aggressive? Insurance - What do I need? SMORE NUMBERS Kids - How do talk to kids about money? Books? Subsidize Balance? Estate Planning? Combining 401K with Other Investments to reach Retirement Goals? Living vs Saving? What’s the balance? Common questions from investors in their 40s? Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a> Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams

Through The Pines Ep. 14 - How to Manage Money in Your 40s!

Podcast: Through The Pines Ep. 13 - Financial Planning Basics: How Much Do You Need For Retirement? Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would fight Boba Fett for, this is Through the Pines… This week we cover Financial Planning Basics with our financial wizards Rex Baxter and Brandyn Smith. Time Stamps: 01:03 Basics of a Financial Plan 08:12 Amount of Money You Need for Retirement 11:12 Calculate Your Net Worth 12:59 Determine Your Risk Tolerance 14:35 All in ONE basket or diversify? 16:13 Multiple Layers of Diversification 18:46 Why should you invest? 20:59 Understanding 401K's and should you use the company match? 25:22 Is it worth starting a 401K at ALL your jobs when you're young? "The Rollover" 29:01 What percentage of your income should you save for retirement? 33:00 Can you save too much? 36:35 Smore Numbers: Overspending 40:00 Why use a financial planner? 41:07 How Financial Planners get Paid  Contact Info: planwithbaxter.com: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/   Through the Pines - Reminding you to use yesterday’s dollars to finance tomorrow’s dreams.  This episode includes financial advice from professionals. Visit www.planwithbaxter.com for more information. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Podcast: Through The Pines Ep. 13 - Financial Planning Basics: How Much Do You Need For Retirement? Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would fight Boba Fett for, this is Through the Pines… This week we cover Financial Planning Basics with our financial wizards Rex Baxter and Brandyn Smith. Time Stamps: 01:03 Basics of a Financial Plan 08:12 Amount of Money You Need for Retirement 11:12 Calculate Your Net Worth 12:59 Determine Your Risk Tolerance 14:35 All in ONE basket or diversify? 16:13 Multiple Layers of Diversification 18:46 Why should you invest? 20:59 Understanding 401K's and should you use the company match? 25:22 Is it worth starting a 401K at ALL your jobs when you're young? "The Rollover" 29:01 What percentage of your income should you save for retirement? 33:00 Can you save too much? 36:35 Smore Numbers: Overspending 40:00 Why use a financial planner? 41:07 How Financial Planners get Paid Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a>: <a href="https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/" rel="nofollow" target="_blank">https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/</a> Through the Pines - Reminding you to use yesterday’s dollars to finance tomorrow’s dreams. This episode includes financial advice from professionals. Visit <a href="http://www.planwithbaxter.com" rel="nofollow" target="_blank">www.planwithbaxter.com</a> for more information. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through The Pines Ep. 13 - Financial Planning Basics: How Much Do You Need For Retirement?

A Financial Planning Podcast with a down to earth vibe even Sasquatch would watch Beetlejuice for, this is Through the Pines… Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen with planwithbaxter.com Topics: - I’m 60, do I still need life insurance? - I’m 60 do I need disability insurance? - When should I take Social Security - Will Social Security be there? - How do I transition my income from working to retirement income? - In-service distributions. ( I know we mentioned it in the 50’s, but I think anyone in their 60’s should be reminded of it) - Roth Conversions.  Contact Info: planwithbaxter.com:  https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/   Through the Pines - Reminding you to use yesterday’s dollars to finance tomorrow’s dreams

A Financial Planning Podcast with a down to earth vibe even Sasquatch would watch Beetlejuice for, this is Through the Pines… Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen with <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a> Topics: - I’m 60, do I still need life insurance? - I’m 60 do I need disability insurance? - When should I take Social Security - Will Social Security be there? - How do I transition my income from working to retirement income? - In-service distributions. ( I know we mentioned it in the 50’s, but I think anyone in their 60’s should be reminded of it) - Roth Conversions. Contact Info: <a href="http://planwithbaxter.com" rel="nofollow" target="_blank">planwithbaxter.com</a>: <a href="https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/" rel="nofollow" target="_blank"> https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/</a> Through the Pines - Reminding you to use yesterday’s dollars to finance tomorrow’s dreams

Through The Pines Ep. 12 - Financial Considerations in Your 60s

What 3 financial planners have learned from over 75 years of WEALTH building // Through the Pines Financial Podcast Support the podcast: https://www.buymeacoffee.com/banyanmedia Professional financial planners Rex Baxter, Brandyn Smith, and Dan Nelsen cover wealth building topics and advice derived from over 75 years of wealth building experience. Topics covered include: - What is the most common mistake people make with their money? - What piece of technology has most improved financial planning? - What is the most important piece of advice you give your clients regarding saving and investing? - The difference between suffering and sacrificing financially. - Why do most people adjust lifestyle spending to match income? - How to build an emergency fund? - People are usually much closer to their retirement goals than they think. - What's the best way to compensate your financial advisor? - Social Security – when to take it and when to leave it? Contact Info:  planwithbaxter.com This episode includes financial advice from professionals. Visit www.planwithbaxter.com for more information. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

What 3 financial planners have learned from over 75 years of WEALTH building // Through the Pines Financial Podcast Support the podcast: <a href="https://www.buymeacoffee.com/banyanmedia" rel="nofollow" target="_blank">https://www.buymeacoffee.com/banyanmedia</a> Professional financial planners Rex Baxter, Brandyn Smith, and Dan Nelsen cover wealth building topics and advice derived from over 75 years of wealth building experience. Topics covered include: - What is the most common mistake people make with their money? - What piece of technology has most improved financial planning? - What is the most important piece of advice you give your clients regarding saving and investing? - The difference between suffering and sacrificing financially. - Why do most people adjust lifestyle spending to match income? - How to build an emergency fund? - People are usually much closer to their retirement goals than they think. - What's the best way to compensate your financial advisor? - Social Security – when to take it and when to leave it? Contact Info: <a href="https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/" rel="nofollow" target="_blank"> planwithbaxter.com</a> This episode includes financial advice from professionals. Visit <a href="http://www.planwithbaxter.com" rel="nofollow" target="_blank">www.planwithbaxter.com</a> for more information. The Banyan Collective &amp; Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through The Pines Ep. 11 - 75 Years of Wealth Building Advice

A financial podcast Sasquatch would lick to get to the center of. We navigate the world of money and financial planning with a laid-back outdoorsy vibe.

Scary Good Money Moves - Through the Pines Financial Podcast Happy Halloween! We cover real life financial scenario's in this scary-good episode of Through the Pines! Support the podcast: https://www.buymeacoffee.com/banyanmedia This episode includes financial advice from professionals. Visit planwithbaxter.com to the financial planners in this podcast.

Scary Good Money Moves - Through the Pines Financial Podcast Happy Halloween! We cover real life financial scenario's in this scary-good episode of Through the Pines! Support the podcast: <a href="https://www.buymeacoffee.com/banyanmedia" rel="nofollow" target="_blank">https://www.buymeacoffee.com/banyanmedia</a> This episode includes financial advice from professionals. Visit <a href="https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/" rel="noreferrer noopener nofollow" target="_blank">planwithbaxter.com</a> to the financial planners in this podcast.

Through The Pines - Scary Good Money Moves

How to Structure Finances in Your Fifties - retirement, marriage, timeline, etc.  On this episode of Through the Pines, our financial planning wizards Rex Baxter, Brandyn Smith, and Dan Nelsen join us to discuss all the financial considerations when you're in your Fifties.  What should you be focused on? We answer the following questions:  When deciding on Roth or Traditional contributions, do the recommendations change when I get close to retirement? Somebody said there is a “Age 55” Rule…. What is that? Why am I allowed to move my 401k to an IRA at 59.5? How concerned should I be of a market crash? Can I plan on Social Security? Is it too late or too early to start planning for my retirement at 50? Do I need life insurance? What should be the mix of assets going forward ?  stocks, bonds, cash, alts, real estate, commodities, life insurance,  bitcoin?  Should I contribute to my 401k? --- what about company match? How important is that? I’m 59 and In Love, Should I get married this year?  Advisor Contact: planwithbaxter.com

How to Structure Finances in Your Fifties - retirement, marriage, timeline, etc.  On this episode of Through the Pines, our financial planning wizards Rex Baxter, Brandyn Smith, and Dan Nelsen join us to discuss all the financial considerations when you're in your Fifties.  What should you be focused on? We answer the following questions: <ul> <li>When deciding on Roth or Traditional contributions, do the recommendations change when I get close to retirement?</li> <li>Somebody said there is a “Age 55” Rule…. What is that?</li> <li>Why am I allowed to move my 401k to an IRA at 59.5?</li> <li>How concerned should I be of a market crash?</li> <li>Can I plan on Social Security?</li> <li>Is it too late or too early to start planning for my retirement at 50?</li> <li>Do I need life insurance?</li> <li>What should be the mix of assets going forward ?  stocks, bonds, cash, alts, real estate, commodities, life insurance,  bitcoin? </li> <li>Should I contribute to my 401k? --- what about company match? How important is that?</li> <li>I’m 59 and In Love, Should I get married this year?</li> </ul> Advisor Contact: <a href="https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/" rel="noreferrer noopener nofollow" target="_blank">planwithbaxter.com</a>

Through The Pines Ep. 9 - Holy 50s Batman! // How to Structure Finances in Your Fifties

What is the Secure Act and how does it affect your tax advantaged-accounts and your retirement? Learn more about our guest Wealth Advisor Rex Baxter here: https://www.ameripriseadvisors.com/rex.m.baxter Subscribe on iTunes here: https://podcasts.apple.com/us/podcast/through-the-pines/id1483401973

What is the Secure Act and how does it affect your tax advantaged-accounts and your retirement? Learn more about our guest Wealth Advisor Rex Baxter here: <a href="https://www.ameripriseadvisors.com/rex.m.baxter" rel="nofollow" target="_blank">https://www.ameripriseadvisors.com/rex.m.baxter</a> Subscribe on iTunes here: <a href="https://podcasts.apple.com/us/podcast/through-the-pines/id1483401973" rel="noopener nofollow" target="_blank">https://podcasts.apple.com/us/podcast/through-the-pines/id1483401973</a>

Through The Pines Ep. 8 - The Secure Act & Its Impact On Your Retirement

How much debt is too much debt? Great question. We tackle the numbers on this episode of Through The Pines. 

How much debt is too much debt? Great question. We tackle the numbers on this episode of Through The Pines.

Through The Pines Ep. 7 - How Much Is Too Much Debt

All your eggs in one basket, or many baskets with many eggs. How should you master your assets? We find out on this episode of Through the Pines. 

All your eggs in one basket, or many baskets with many eggs. How should you master your assets? We find out on this episode of Through the Pines.

Through The Pines Ep. 6 - Mastering Your Assets

The financial industry contains language many of us find confusing. Here is a list with definitions of the top 10 most confusing financial terms. 

The financial industry contains language many of us find confusing. Here is a list with definitions of the top 10 most confusing financial terms.

Through The Pines Ep. 5 - Top 10 Most Confusing Financial Terms

Here are four different ways to save for your kids college fund. 

Here are four different ways to save for your kids college fund.

Through The Pines Ep. 4 - Ways to Save for College

13 Criteria for determining what to do with your employer retirement plan.

13 Criteria for determining what to do with your employer retirement plan.

Through The Pines Ep. 3 - Leave It or Roll It

Are you the King of Cash, or is cash the king of you? How can you better organize and save your cash on this Episode of Through The Pines. 

Are you the King of Cash, or is cash the king of you? How can you better organize and save your cash on this Episode of Through The Pines.

Through The Pines Ep. 2 - King of Cash

In this inaugural episode of Through The Pines, we chat about how to choose a financial advisor, include multiple financial examples using our Sasquatch friends, give some very interesting financial numbers, and a money quote of the week.

In this inaugural episode of Through The Pines, we chat about how to choose a financial advisor, include multiple financial examples using our Sasquatch friends, give some very interesting financial numbers, and a money quote of the week.

Through The Pines Ep. 1 - How To Choose A Financial Advisor

I especially love when Brandyn Smith is on!!

Best Financial Podcast

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Through The Pines

The best podcasts about ourselves as well as the world through the lense of Science. Specific topics include things about our brain, emotions to biology, physics and more!

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