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Best podcasts about forbes best

Latest podcast episodes about forbes best

Through The Pines
Ep. 76 Preparing for Estate Settlement

Through The Pines

Play Episode Listen Later May 28, 2025 50:44


What you need to know about Estate Settlement including…   What is an Estate Settlement What generally needs to happen What happens with your home How personal assets are handled Bank Account transfers IRA Beneficiaries Life Insurance implications Annuity challenges Why you need a Trust   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens making AI photos of himself in public & having a great laugh about it, 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: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2   __________________________________________________________________________   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 - 2025

The Banyan Collective
Through The Pines Ep. 76 - Preparing For Estate Settlement

The Banyan Collective

Play Episode Listen Later May 28, 2025 50:43


What you need to know about Estate Settlement including…   What is an Estate Settlement What generally needs to happen What happens with your home How personal assets are handled Bank Account transfers IRA Beneficiaries Life Insurance implications Annuity challenges Why you need a Trust   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens making AI photos of himself in public & having a great laugh about it, 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: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2   __________________________________________________________________________   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.   **** What you need to know about Estate Settlement including…   What is an Estate Settlement What generally needs to happen What happens with your home How personal assets are handled Bank Account transfers IRA Beneficiaries Life Insurance implications Annuity challenges Why you need a Trust   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens making AI photos of himself in public & having a great laugh about it, 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: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2   __________________________________________________________________________   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 - 2025   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 - 2025

Through The Pines
Ep. 75 - Caring Financially for Aging Parents

Through The Pines

Play Episode Listen Later May 6, 2025 44:45


Financial care for aging parents: tough decisions unveiled…   On this episode of Through The Pines, we'll discus some of the biggest financial challenges facing aging parents including:   Home Care vs. Care Facility When to add adult kids names to accounts Reviewing your estate plan When do you start thinking about taking the keys away? Senior Fraud Joint meetings with professionals   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while combing out his lovely locks,  this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024 & 2025 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: rex.m.baxter@ampf.com 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 - 2025

The Banyan Collective
Through The Pines Ep. 75 - Caring Financially for Aging Parents

The Banyan Collective

Play Episode Listen Later May 6, 2025 44:44


Financial care for aging parents: tough decisions unveiled…   On this episode of Through The Pines, we'll discus some of the biggest financial challenges facing aging parents including:   Home Care vs. Care Facility When to add adult kids names to accounts Reviewing your estate plan When do you start thinking about taking the keys away? Senior Fraud Joint meetings with professionals   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while combing out his lovely locks,  this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024 & 2025 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: rex.m.baxter@ampf.com 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 - 2025

Through The Pines
Why You Shouldn't Panic During a Chaotic Market

Through The Pines

Play Episode Listen Later Apr 24, 2025 57:36


Investing in uncertain times, making sense of markets, emotions, and sticking to timeless strategies to weather the storm  On this episode of Through The Pines, we'll discus investing in chaos including: Understanding Market Volatility The emotional Rollercoaster Timeless Strategies That Weather the Storm Investing Trends in 2025 Inflation & Interest Rates Geopolitical Wildcards Learning From the Pros in the Industry Laying out Your “Chaos” Playbook Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while laying out by the pool,  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: rex.m.baxter@ampf.com 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 - 2025

The Banyan Collective
Why You Shouldn't Panic During a Chaotic Market - Through The Pines Ep. 74

The Banyan Collective

Play Episode Listen Later Apr 24, 2025 57:35


Investing in uncertain times, making sense of markets, emotions, and sticking to timeless strategies to weather the storm    On this episode of Through The Pines, we'll discus investing in chaos including:   Understanding Market Volatility The emotional Rollercoaster Timeless Strategies That Weather the Storm Investing Trends in 2025 Inflation & Interest Rates Geopolitical Wildcards Learning From the Pros in the Industry Laying out Your “Chaos” Playbook   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while laying out by the pool,  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: rex.m.baxter@ampf.com 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 - 2025

Anxious Filmmaker with Chris Brodhead
#126 Maintaining Healthy Growth After Your First Billion In AUM w/ Kevin Kirchheimer, Private Wealth Advisor, Ameriprise Financial Services, LLC

Anxious Filmmaker with Chris Brodhead

Play Episode Listen Later Apr 7, 2025 36:08


Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.In this episode, Chris and Kevin discuss:1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions2. Developing An Interest In Finance Early In Life3. Building Referral Networks4. How Financial Advisors Can Keep Their M&A Pipeline FullLinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/ Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Seniority Authority
Future-Proofing Your Finances: Wealth Advice with Tom Sedoric & Casey Snyder

Seniority Authority

Play Episode Listen Later Apr 3, 2025 23:57


Is Your Financial Plan Missing Something Big?What if your retirement plan has a blind spot you didn't know existed?In this enlightening episode, host Cathleen Toomey welcomes wealth management experts Tom Sedoric and Casey Snyder of Clove Hitch Advisors to break down the real secrets of retirement success. With decades of experience and national recognition from Forbes, these two know exactly what can derail even the most prepared retiree---and how to fix it.Tom and Casey dive into the psychology of financial planning, including the dangers of optimism bias and recency bias. They discuss why collaboration with estate planners and accountants is essential, and how to create tax flexibility for a more secure future.You'll learn:Why your plan might not be as resilient as you thinkHow to start the financial conversation with your familyThe critical importance of having a written planAnd how financial advisors themselves can future-proof their businesses

Through The Pines
Ep. 73 - How to Create a Winning Business Plan

Through The Pines

Play Episode Listen Later Apr 2, 2025 46:07


On this episode of Through The Pines, we'll discuss how to build a winning business plan, including… What is an annual Business Plan? Why do you need an annual Business Plan? What benefits do you see from a Business Plan? How do you write a business plan? Mission / Vision Statement Past Goals / Year in Review Current State of Business Future Goals Activities Needed to Achieve those goals   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while puffing on his Beehive branded cigar, 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: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2   _________________________________________________________   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 - 2025

The Banyan Collective
How to Build a Winning Business Plan - Through The Pines Ep. 73

The Banyan Collective

Play Episode Listen Later Apr 2, 2025 46:06


On this episode of Through The Pines, we'll discuss how to build a winning business plan, including…   What is an annual Business Plan? Why do you need an annual Business Plan? What benefits do you see from a Business Plan? How do you write a business plan? Mission / Vision Statement Past Goals / Year in Review Current State of Business Future Goals Activities Needed to Achieve those goals   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while puffing on his Beehive branded cigar, 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: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2   _________________________________________________________________   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 - 2025

Through The Pines
Ep. 72 - Master Your Money in 2025: Budgeting, Investing, and Winning with Market Trends

Through The Pines

Play Episode Listen Later Mar 26, 2025 51:36


Win financially in 2025 by mastering the following: Budgeting Pay Yourself First Debt Management / Strategic Borrowing Investing / Wealth Building Understanding Market Trends Income Diversification / Skill Acquisition Personal Financial Growth Set Clear Goals Leveraging Technology Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sipping mai tai's on the beach, 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: rex.m.baxter@ampf.com 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

The Banyan Collective
Ep. 72 - Master Your Money in 2025: Budgeting, Investing, and Winning with Market Trends

The Banyan Collective

Play Episode Listen Later Mar 26, 2025 51:35


On this episode of Through The Pines, we'll discuss How to Win Financially in 2025! Including…   Creating a Budget Pay Yourself First Debt Management / Strategic Borrowing Investing / Wealth Building Understanding Market Trends Income Diversification / Skill Acquisition  Personal Financial Growth Set Clear Goals Leverage Technology     Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sipping mai tai's on the beach, 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: rex.m.baxter@ampf.com 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

Through The Pines
Ep. 71 - Unveiling Insurance Secrets: Save Big or Risk It All?

Through The Pines

Play Episode Listen Later Mar 5, 2025 57:14


Oh, for the love of insurance…    On this episode of Through The Pines, we'll discuss the importance of Insurance when it comes to your finances, along the potential savings and risks involved       - Why do we have insurance - The invention of insurance     - What is a loss ratio?     - Most important insurances: Auto, Health, Life, Disability, etc…     - What are HSA's and should you have one?   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sipping hot cocoa, 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: rex.m.baxter@ampf.com 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 - 2025

The Banyan Collective
Through The Pines Ep. 71 - Unveiling Insurance Secrets: Save Big or Risk It All?

The Banyan Collective

Play Episode Listen Later Mar 5, 2025 57:13


Oh, for the love of insurance…    On this episode of Through The Pines, we'll discuss the importance of Insurance when it comes to your finances, along the potential savings and risks involved       - Why do we have insurance - The invention of insurance     - What is a loss ratio?     - Most important insurances: Auto, Health, Life, Disability, etc…     - What are HSA's and should you have one?   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sipping hot cocoa, 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: rex.m.baxter@ampf.com 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 - 2025

Through The Pines
Biggest Reasons People FAIL to Plan Financially

Through The Pines

Play Episode Listen Later Feb 19, 2025 45:33


Financial planning is crucial for achieving financial stability and reaching long-term goals, yet many individuals struggle with it.  On this Through The Pines episode, we'll discus some of the biggest reasons people fail to plan financially and what you can do about it, including… Procrastination Living Beyond One's Means Emergency Expenses Fear of Investment or Risk Aversion No Clear Goals Mental or Psychological Barriers Poor Debt Management  Lack of Discipline Life Changes and Lack of Adjustment Economic Conditions Over-reliance on One Income Source Neglecting Retirement Planning Not Seeking Professional Advice   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while contemplating the mysteries of the universe, 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: rex.m.baxter@ampf.com 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 - 2025

The Banyan Collective
Biggest Reasons People FAIL to Plan Financially

The Banyan Collective

Play Episode Listen Later Feb 19, 2025 45:32


Financial planning is crucial for achieving financial stability and reaching long-term goals, yet many individuals struggle with it.    On this Through The Pines episode, we'll discus some of the biggest reasons people fail to plan financially and what you can do about it, including…   Procrastination Living Beyond One's Means Emergency Expenses Fear of Investment or Risk Aversion No Clear Goals Mental or Psychological Barriers Poor Debt Management  Lack of Discipline Life Changes and Lack of Adjustment Economic Conditions Over-reliance on One Income Source Neglecting Retirement Planning Not Seeking Professional Advice   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while contemplating the mysteries of the universe, 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: rex.m.baxter@ampf.com 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 - 2025

The Faces of Business
Scaling for the Sale: Preparing Your Business to Maximize Value

The Faces of Business

Play Episode Listen Later Feb 19, 2025 48:51


In this episode of The Faces of Business, Doug Greenberg, CIMA®, Principal Wealth Advisor at Pinnacle Wealth Advisory, shares insights on how strategic scaling and operational readiness can boost your business's value before a sale. Doug will discuss financial planning and structuring techniques to help you achieve the highest valuation for your business. Doug brings over 30 years of financial expertise, guiding business owners through complex wealth management strategies. His dedication to building enduring relationships and delivering personalized financial solutions has earned him accolades like Barron's Top Advisor Rankings and recognition as a Forbes Best-in-State Wealth Advisor. At Pinnacle Wealth Advisory, Doug leads a client-centric firm that integrates wealth, tax, and estate planning into cohesive, impactful strategies.   Check out the Blog post here: Scaling for the Sale: Preparing Your Business to Maximize Value   Thanks for taking the time to listen today.   Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed.    On Twitter as @dpistulka with inspiration and sharing thoughts.    Find out more about Damon when he's not working.  @damonpistulka on Instagram, or Damon Pistulka on Facebook.      More information on building businesses you can sell or succeed and the Exit Your Way method on our website   View our blog page for this episode here.   Email us for more information info@exityourway.com

Through The Pines
Income During Retirement - Through The Pines Ep. 69

Through The Pines

Play Episode Listen Later Jan 23, 2025 42:24


Yes, you can create income in retirement without a j.o.b…   On this episode of Through The Pines, we'll discuss avenues for income in retirement including…   ◼ Social Security ◼ Annuities ◼ Real Estate ◼ Cash Investing  ◼ Pensions from work ◼ Investment account distributions   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while grooming that tremendous fur coat of his, 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: rex.m.baxter@ampf.com 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 - 2025

The Banyan Collective
Income During Retirement - Through The Pines Ep. 69

The Banyan Collective

Play Episode Listen Later Jan 23, 2025 42:23


Yes, you can create income in retirement without a j.o.b…   On this episode of Through The Pines, we'll discuss avenues for income in retirement including…   ◼ Social Security ◼ Annuities ◼ Real Estate ◼ Cash Investing  ◼ Pensions from work ◼ Investment account distributions   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while grooming that tremendous fur coat of his, 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: rex.m.baxter@ampf.com 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 - 2025

Smart Money Circle
This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out)

Smart Money Circle

Play Episode Listen Later Jan 20, 2025 30:54


This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning. He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat. SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives. Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.

Through The Pines
Love & Money: How to Structure Cash in Your Marriage

Through The Pines

Play Episode Listen Later Dec 18, 2024 43:35


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 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 happiness can be achieved on a tight budget. Although more money tends to allow for more opportunities and fun, there doesn't seem to be a dramatic correlation between lack of marital financial fights and income. -Brandyn What is it that causes financial conflict within a relationship? ◼ Not feeling fairly treated (whether true or not true) ◼ Lack of communication ◼ Different pain points (savings/ CC debt) ◼ Different long-term goals Spending, how do couples work it out? ◼ Spender vs Saver ◼ Spender vs Saver ◼ Saver and Saver Everyone has a pain threshold and usually it is different. ◼ $100k in savings ◼ $20k in savings ◼ $0 in savings ◼ $10,000 in CC debt ◼ $30,000 in CC debt o When spouses have different pain points, they will likely feel financial tension.   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 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

The Banyan Collective
Love and Money: How To Structure Cash in Your Marriage // Through The Pines Ep. 68

The Banyan Collective

Play Episode Listen Later Dec 18, 2024 43:34


Love, marriage, and money…    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 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 happiness can be achieved on a tight budget. Although more money tends to allow for more opportunities and fun, there doesn't seem to be a dramatic correlation between lack of marital financial fights and income. -Brandyn What is it that causes financial conflict within a relationship? ◼ Not feeling fairly treated (whether true or not true) ◼ Lack of communication ◼ Different pain points (savings/ CC debt) ◼ Different long-term goals Spending, how do couples work it out? ◼ Spender vs Saver ◼ Spender vs Saver ◼ Saver and Saver Everyone has a pain threshold and usually it is different. ◼ $100k in savings ◼ $20k in savings ◼ $0 in savings ◼ $10,000 in CC debt ◼ $30,000 in CC debt o When spouses have different pain points, they will likely feel financial tension.   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 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

Through The Pines
Most Overlooked Financial Planning Topics

Through The Pines

Play Episode Listen Later Dec 11, 2024 47:58


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-overlooked-financial-planning-topics-clients-forget-to-ask-about/   - Transferring Real Estate w/out considering taxes - Determining a personal inflation rate - Finding a specialized financial planner - Protecting assets from lawsuits - Understanding the significance of taxes - Risk Management & Estate Planning - Taking advantage of high-interest savings accounts - Owning equity - Asking about the bigger picture - Establishing a balance between work/business and personal well-being   Advisors:    Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   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 -  _________________________________________________________________________   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

The Banyan Collective
Most Overlooked Financial Planning Topics - Through The Pines Ep. 67

The Banyan Collective

Play Episode Listen Later Dec 11, 2024 47:57


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-overlooked-financial-planning-topics-clients-forget-to-ask-about/   - Transferring Real Estate w/out considering taxes - Determining a personal inflation rate - Finding a specialized financial planner - Protecting assets from lawsuits - Understanding the significance of taxes - Risk Management & Estate Planning - Taking advantage of high-interest savings accounts - Owning equity - Asking about the bigger picture - Establishing a balance between work/business and personal well-being   Advisors:    Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   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 -  _________________________________________________________________________   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

Through The Pines
What You Need to Know About Charitable Giving

Through The Pines

Play Episode Listen Later Dec 4, 2024 37:38


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: rex.m.baxter@ampf.com 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

The Banyan Collective
What You Need To Know About Charitable Giving // Through The Pines Ep. 66

The Banyan Collective

Play Episode Listen Later Dec 4, 2024 37:37


What You Need to Know About Charitable Giving   On this Through The Pines episode, we'll discuss Charitable Giving topics like… 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: rex.m.baxter@ampf.com 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

Through The Pines
NET WORTH is The Most Important Number in Your Financial Life!

Through The Pines

Play Episode Listen Later Oct 31, 2024 39:17


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: rex.m.baxter@ampf.com 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

The Banyan Collective
Net Worth is The Most Important Number in Your Financial Life!

The Banyan Collective

Play Episode Listen Later Oct 31, 2024 39:16


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: rex.m.baxter@ampf.com 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

Gaijin Guys
Hanabie J-Rock news INTERVIEW, Forbes best metal bands, Nemophila + Ailifdopa, and more!

Gaijin Guys

Play Episode Listen Later Oct 15, 2024 81:55


❤️Join this channel to get access to reactions and analysis of some of our favorite songs by all the guys:https://www.youtube.com/channel/UCwb6YTNZoNpRTD-xQs1oEMQ/joinStream Podcast on Spotify https://open.spotify.com/show/0WIi51GaCxHWupnYjf14ad?si=c7f9b710236c48cc

Through The Pines
7 Most Debated Financial Topics (Who is right?)

Through The Pines

Play Episode Listen Later Oct 3, 2024 41:49


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: rex.m.baxter@ampf.com 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 

The Banyan Collective
7 Most Debated Financial Topics (Who is right?)

The Banyan Collective

Play Episode Listen Later Oct 3, 2024 41:48


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: rex.m.baxter@ampf.com 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

The Paul W. Smith Show
Paul Congratulates DFCU's CEO on the Company's Forbes Award

The Paul W. Smith Show

Play Episode Listen Later Oct 2, 2024 5:22


October 2, 2024 ~ DFCU has been recognized as a Forbes Best-in-State Credit Union for 2024 and CEO Ryan Goldberg tells Paul W. Smith he is pleased with the award.

forbes forbes best paul w smith
Through The Pines
What To Do With Excess Cash

Through The Pines

Play Episode Listen Later Sep 11, 2024 49:00


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: rex.m.baxter@ampf.com 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

The Banyan Collective
What To Do With Excess Cash

The Banyan Collective

Play Episode Listen Later Sep 11, 2024 48:59


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: rex.m.baxter@ampf.com 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

Business Muscle
61. Maximize financial potential with Rachel James of Torque Financial Group

Business Muscle

Play Episode Listen Later Sep 2, 2024 44:09


On this week's episode, we sit down with Rachel James, the founder of Torque Financial Group. Rachel has built a powerhouse in the financial services industry, dedicating her expertise to helping blue-collar businesses maximize their financial potential. Since founding Torque Financial Group, Rachel has earned several awards, including the Forbes Best in State Financial Security Award, and now supports around 500 clients each year! Throughout this episode, Rachel dives into her essential financial strategies, sharing her knowledge on everything from budgeting and forecasting to managing cash flow and preparing for growth.Whether you're a small business owner or thinking about starting your own business, this episode is packed with insights to help you navigate the financial side of your business. Rachel offers practical advice on avoiding common financial pitfalls, understanding key financial statements, and leveraging technology to streamline financial management. She also provides tips on accessing capital, preparing for loans, and planning for tax season. Tune in to gain the financial muscle your business needs to thrive!Book with Torque Financial Group: https://www.northwesternmutual.com/financial/advisor/rachel-james/Work with us here: https://www.businessmusclepodcast.com/You can follow us on Instagram @businessmusclepodcast, @elisecaira and @dr.ariel.dpt. Follow us on facebook: https://www.facebook.com/profile.php?id=100095609733486Join our Facebook community of other entrepreneurs for insider tips and tricks: https://www.facebook.com/groups/255295687403161Get your FREE Business Starter Checklist: https://www.businessmusclepodcast.com/freechecklistFIXXED: https://www.fixxedstudios.com/Sweat Fixx: https://www.sweatfixx.com/

Through The Pines
How To Invest (The Basics)

Through The Pines

Play Episode Listen Later Aug 29, 2024 30:47


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: rex.m.baxter@ampf.com 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

The Banyan Collective
How To Invest (The Basics) // Through The Pines Podcast

The Banyan Collective

Play Episode Listen Later Aug 29, 2024 30:46


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: rex.m.baxter@ampf.com 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

Through The Pines
Behavioral Finance & How our Subconscious Controls our Money

Through The Pines

Play Episode Listen Later Aug 1, 2024 34:43


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: rex.m.baxter@ampf.com 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

Through The Pines
2024 Financial TRENDS (and what hasn't changed?)

Through The Pines

Play Episode Listen Later Jul 14, 2024 52:26


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: rex.m.baxter@ampf.com 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.

Van Sessions
2024 Financial TRENDS (and what hasn't changed?)

Van Sessions

Play Episode Listen Later Jul 3, 2024 52:26


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: rex.m.baxter@ampf.com 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

The Banyan Collective
2024 Financial TRENDS (and what hasn't changed?)

The Banyan Collective

Play Episode Listen Later Jul 3, 2024 52:25


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: rex.m.baxter@ampf.com 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

Through The Pines
Why You Need a Trust

Through The Pines

Play Episode Listen Later Jun 21, 2024 46:46


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: rex.m.baxter@ampf.com 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

The Banyan Collective
Why You Need A Family Trust

The Banyan Collective

Play Episode Listen Later Jun 21, 2024 46:45


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: rex.m.baxter@ampf.com 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

Through The Pines
Financial Risk Management - Through The Pines Ep. 58

Through The Pines

Play Episode Listen Later May 29, 2024 38:22


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: rex.m.baxter@ampf.com 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

The Banyan Collective
Financial Risk Management // Through The Pines Ep. 58

The Banyan Collective

Play Episode Listen Later May 29, 2024 38:21


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: rex.m.baxter@ampf.com 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

Through The Pines
Receiving an Inheritance, now what?

Through The Pines

Play Episode Listen Later May 15, 2024 42:45


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: rex.m.baxter@ampf.com 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

Through The Pines
Why Are These Financial Subjects NOT Taught in School?

Through The Pines

Play Episode Listen Later May 1, 2024 54:49


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: rex.m.baxter@ampf.com 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

Through The Pines
Five Core Values of Smart Money Kids

Through The Pines

Play Episode Listen Later Apr 10, 2024 51:27


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: rex.m.baxter@ampf.com 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

Through The Pines
Financial Portfolio Basics // Through The Pines

Through The Pines

Play Episode Listen Later Mar 22, 2024 43:27


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: rex.m.baxter@ampf.com 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

Through The Pines
How to Leave a Legacy // Through The Pines Podcast

Through The Pines

Play Episode Listen Later Mar 15, 2024 52:10


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: rex.m.baxter@ampf.com 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