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…
* 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/
*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
Through The Pines Ep. 52 - Retirement Phase of Life
Through The Pines Ep. 51 - How to Set Your 2024 Financial GOALS
Through The Pines Ep. 50 - What Wealth Means To You!
Through The Pines Ep. 49 - The Pre-Retirement Phase of Life
Through The Pines Ep. 48 - How To Sell Your Business
Through The Pines Ep. 47 - Do THIS to Build Generational Wealth
Through The Pines EP. 45 - Stackin’ Cash: The Accumulation Phase of Wealth Building
Through The Pines Ep. 44 - Do This To Avoid Financial Scams
Through The Pines Ep. 43 - What To Do With Your Money During A Recession
Through The Pines Ep. 42 - Should You Change Your Financial Advisor?
Through The Pines Ep. 41 - Market Update July 2023: Are We Headed Into Recession?
Through The Pines Ep. 40 - Should I Manage My Own Money
Through The Pines Ep. 39 - Buying and Selling Businesses with Michael Westover
Through The Pines Ep. 38 - Barriers To Financial Planning
Through The Pines Ep. 37 - Secure Act 2.0: How New Retirement Rules May Impact You
Through The Pines Ep. 36 - Transitioning Into Retirement
Through the Pines Ep. 35 - Bank Failures & Keeping Your Money Safe
Though The Pines Ep. 34 - How the Wealthy Invest, and What We Can Learn
Through The Pines Ep. 33 - Prepare For Long Term Care
Through The Pines Ep. 32 - Crush It Financially In 2023!
Through The Pines Ep. 31 - Financial Planning In Your 80s & Beyond!
Through The Pines Ep. 30 - Money Mistakes Financial Advisors Have Seen Over the Years
Through The Pines Ep. 29 - Managing Money In Your Thirties
Through The Pines Ep. 28 - Business as a Financial Plan
Through the Pines Ep. 27 - Real Estate as Your Financial Plan
Through the Pines Ep. 26 - The ULTIMATE Financial Plan
Through The Pines Ep. 54 - Financial Portfolio Basics