Though The Pines Ep. 34 - How the Wealthy Invest, and What We Can Learn
Though The Pines Ep. 34 - How the Wealthy Invest, and What We Can Learn
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while reviewing his portfolio, this is Through the Pines…
How the Wealthy Invest & What Can We Learn
How the Wealthy Invest & What Can We Learn
What is considered wealthy / Ultra-wealthy or High Net Worth? 1 Million, 10 Million, 30 Million?
How to become wealthy over time? (3 Pillars) / Personal Habits
What is a typical investment allocation of the wealthy / Is it much different than non-wealthy?
Are there investments that are only for high net worth investors?
What professionals do Ultra high net worth people use and how?
What are personal habits of the wealthy?
What Type of Charitable Giving is done by those with High Net Worth?
How does one maintain an ultra high net worth?
We’ll go a bit more in depth on 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 - Baxter, Nelsen & Associates
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates
Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates
Financial Advisors: Baxter, Nelson & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
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Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
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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 - 2023
Through The Pines Ep. 54 - Financial Portfolio Basics