Through The Pines Ep. 43 - What To Do With Your Money During A Recession

Through The Pines Ep. 43 - What To Do With Your Money During A Recession

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while picking blueberries, this is Through the Pines… On this episode we’ll chat when to change advisors

What To Do With Your Money During A Recession

  • Should you change anything?

  • Rebalance your portfolio.

  • Revisit your budget.

  • Max out retirement contributions?

  • Convert funds to a Roth IRA?

  • Properly diversify your investments.

  • Invest in well-managed companies that have low debt, good cash flow, and strong balance sheets.

  • Avoid investing in companies that are highly leveraged, cyclical, or speculative

  • When to contact your advisor

We cover these topics on this episode of Through The Pines - What to do with your money during a recession

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

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