Through the Pines Ep. 26 - The ULTIMATE Financial Plan

Through the Pines EP. 26 - The ULTIMATE Financial Plan

The ULTIMATE FINANCIAL PLAN - THROUGH THE PINES PODCAST

Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines…

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*TIME STAMPS*

• 2:30 Step 1 - Assessing Your Net Worth

• 7:40 Step 2 - Goal Setting

• 13:00 Step 3 - Budgeting // Cash Flow

• 15:00 Step 4 - Emergency Fund Importance // How much?

• 17:25 Step 5 - Debt Management

• 20:00 Step 6 - Insurance

• 23:20 Step 7 - 401(k) and IRA Investing

• 24:20 Step 8 - Buying a Home // Considerations.

• 27:00 Step 9 - Estate Planning

• 30:00 SMORE NUMBERS

• 31:30 Step 10 - Tax Planning

• 36:20 Step 11 - Education Funding

• 42:20 Step 12 - Retirement Living

• 54:45 Step 13 - Charitable Giving

• 55:23 Step 14 - Review & Rebalance

Plan with Baxter: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

This episode includes financial advice from professionals. Visit 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 - October, 2022