Ep. 84 - The Ultimate Financial Checklist

On this episode of Through The Pines we’ll cover your Ultimate Financial High Level Financial Checklist including…

Insurance
Emergency Fund
Debt
Estate Planning
Savings Strategies
Retirement
Financial Goals & Dreams

*This is not a comprehensive list, however, it is a really good list to make sure you have your financial bases covered. It’s also in a good order of operations. So, grab a note taking tool, a pencil, a notes app, etc. and let’s dive in!

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while chopping wood with his bare hands, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

Are your insurances in order?

Health Insurance
Home and Auto Insurance
Life Insurance
Disability Insurance

Is your Emergency fund fully funded?

Is your debt appropriate?

What kinds of debt
Debt to income ratios

Is your Estate Planning taken care of?

Wills
Trusts
Etc.

Are you taking advantage of Savings strategies available to you?

401k Match
HSA
Employer Stock Plans
Etc.

s your Retirement on track?

Will you be able to continue your current expenses in retirement
What other retirement goals do you have

Kids/ Grandkids Education and other savings

Other Major Financial Goals

Boats, Cabins, vacations
Family Foundations
Generational Wealth

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This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

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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.

Brandon LongOctober 17, 2025Comment