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 Fa ..read more

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: B ..read more

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 ..read more

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while blending in on the beach in Florida, this is Through the Pines… On this episode we explore the Retirement Phase of Life: Both Emotional & Financial   Emotional Preparedness Financial Preparedness   We cover these topics on this episode of Through The Pines…   Our Advisors for this episode are Rex and Brandyn with planwithbaxter.com   2022 & 2023 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of ..read more

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens sweating it out in his sauna, this is Through the Pines… On this episode we explore Financial Goal Setting For The New Year   How to Set Financial Goals How to Track Your Financials Creating a Budget Breaking Free - Becoming Financially Independent Growing Your Wealth Protecting Your Assets   We cover these topics on this episode of Through The Pines…   Article Referenced:  https://www.nerdwallet.com/article/investing/what-is-a-financial-plan   Our Advisors for this episode is planwit ..read more

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens trimming the tree, this is Through the Pines… On this episode we explore What Wealth Means to You! Beliefs about Wealth Money and Personal Relationships Wealth and a Sense of Identity Wealth & Personal Accomplishments What’s the “Right” Level of Wealth How Does Money Help You in Life   We cover these topics on this episode of Through The Pines… Article Referenced:  https://www.newretirement.com/retirement/87-thought-provoking-questions-about-wealth-and-money/ Our Advisors for this episode is&nbs ..read more

Through the Pines - The Pre-Retirement Phase of Life (5-10 years before Retirement) Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while practicing hot yoga, this is Through the Pines… On this episode we explore the Pre-Retirement Phase of Life When to start Medicare? How does Social Security work? Retirement Distribution Strategies   We cover these topics on this episode of Through The Pines…   Our Advisors for this episode is planwithbaxter.com   Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors ..read more

Pines - Selling Your Business   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while avoiding sending invoices, this is Through the Pines… On this episode we cover SELLING YOUR BUSINESS with Business Broker, Michael Westover   Topics: Valuing a Business Finding a Match Negotiating a Deal Signing a Deal   We cover these topics on this episode of Through The Pines   GUEST: Business Broker, Owner of Biznis Resource… Michael Westover - https://biznisresource.com/   Our Advisors for this episode is planwithbaxter.com   Forbes Best i ..read more

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while raking the leaves, this is Through the Pines… On this episode we cover BUILDING GENERATIONAL WEALTH   What is Generational Wealth? What are some challenges to building generational wealth? What are three ways to build generational wealth? How to build your generational wealth team?   We cover these topics on this episode of Through The Pines - Building Generational Wealth!   Our Advisors for this episode is planwithbaxter.com   Forbes Best in State Wealth Management Teams For Utah - Ad ..read more

Behavioral Finance: How human psychology can impact financial decisions and how to overcome common cognitive biases in money management.   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while waxing his EV, this is Through the Pines… On this episode we cover Money Mind Games   On this episode of Through the Pines: - Emotions and Money - Cognitive Biases in Wealth Management - Behavioral Finance Strategies - Long-Term vs Short-Term Thinking - The Role of a Good Financial Advisor - Practical Tips for Money Mind Games   Our Advisors for this epi ..read more