Ep. 94 - Questions Financial Advisors LOVE vs. HATE

Ep. 94 - Questions Financial Advisors LOVE vs. HATE

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On this episode of Through The Pines we’ll cover the questions Financial Advisors LOVE vs. HATE including questions like…

  • What are the biggest risks to my retirement plan?

  • What return can I expect from this?

  • How should I be thinking about taxes over my lifetime?

  • Should I put money into gold or crypto?

  • What decisions today will matter 10-15 years from now?

  • My friend did this, should I do the same?

  • How will our strategy change once I retire?

  • Should I move everything into cash until things “calm down?”

  • How do we define success if it’s not just investment returns?

  • Is now a good time to invest?

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while prepping his tax returns, 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: planwithbaxter.com

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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.

 

Through the Pines Podcast Copyright, The Banyan Collective - 2026

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