Through The Pines Ep. 40 - Should You Manage Your Own Money

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while dusting his abode, this is Through the Pines… On this episode we’ll discuss

Should You Manage Your Own Money:

  • Do I have the passion and consistency to maintain an investment portfolio?

  • Do I have the competency, background and confidence to build a portfolio and stick to it?

  • Do I have the time and long-term discipline to regularly revisit and do the research?

  • Will my portfolio stay within a percent or two of a professionally managed portfolio?

  • Can’t I just buy and hold?

We’ll answer these questions and more 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/

 

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 - 2023

Brandon LongComment