Through The Pines

Financial care for aging parents: tough decisions unveiled…   On this episode of Through The Pines, we'll discus some of the biggest financial challenges facing aging parents including:   Home Care vs. Care Facility When to add adult kids names to accounts Reviewing your estate plan When do you start thinking about taking the keys away? Senior Fraud Joint meetings with professionals   Welcome to a...

Investing in uncertain times, making sense of markets, emotions, and sticking to timeless strategies to weather the storm   On this episode of Through The Pines, we'll discus investing in chaos including: Understanding Market Volatility The emotional Rollercoaster Timeless Strategies That Weather the Storm Investing Trends in 2025 Inflation & Interest Rates Geopolitical Wildcards Learning From the...

On this episode of Through The Pines, we'll discuss how to build a winning business plan, including… What is an annual Business Plan? Why do you need an annual Business Plan? What benefits do you see from a Business Plan? How do you write a business plan? Mission / Vision Statement Past Goals / Year in Review Current State of Business Future Goals Activities Needed to Achieve those goals   Welcome...

Win financially in 2025 by mastering the following: Budgeting Pay Yourself First Debt Management / Strategic Borrowing Investing / Wealth Building Understanding Market Trends Income Diversification / Skill Acquisition Personal Financial Growth Set Clear Goals Leveraging Technology Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sipping mai tai's on the bea...

Oh, for the love of insurance…     On this episode of Through The Pines, we'll discuss the importance of Insurance when it comes to your finances, along the potential savings and risks involved       - Why do we have insurance - The invention of insurance     - What is a loss ratio?     - Most important insurances: Auto, Health, Life, Disability, etc…     - What are HSA's and should you have one?...

Financial planning is crucial for achieving financial stability and reaching long-term goals, yet many individuals struggle with it.   On this Through The Pines episode, we'll discus some of the biggest reasons people fail to plan financially and what you can do about it, including… Procrastination Living Beyond One's Means Emergency Expenses Fear of Investment or Risk Aversion No Clear Goals Ment...

Yes, you can create income in retirement without a j.o.b…   On this episode of Through The Pines, we'll discuss avenues for income in retirement including…   ◼ Social Security ◼ Annuities ◼ Real Estate ◼ Cash Investing   ◼ Pensions from work ◼ Investment account distributions   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while grooming that tremendous fur co...

On this Through The Pines episode, we'll discuss the importance of marriage and finance…   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while hot-tubbing under the stars, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023 & 2024 Forbes Best in State Wealth Management Teams Fo...

The following financial topics may often be overlooked when chatting with your advisor, so we'll address these topics on this episode of Through The Pines….   On this Through The Pines episode, we'll discuss often overlooked financial planning topics…   Based on this Forbes article: https://www.forbes.com/councils/forbesfinancecouncil/2023/04/28/15-overlooked-financial-planning-topics-clients-forg...

What You Need to Know About Charitable Giving Do you come out ahead financially What are the tax consequences Itemized Deductions vs. Standard Deductions CRATS, CRUTS, CLT Family Foundations Donating Appreciated Stock Qualified Charitable Distributions Donor Advised Funds Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while fundraising for his nonprofit SAVING...

Why is knowing your Net Worth so important to your financial wellbeing? How does knowing your Net Worth help define future choices with your budget? How do you properly calculate your Net Worth?   On this Through The Pines episode, we'll discuss the importance of Net Worth…   Why is knowing your Net Worth important? Net Worth Definitions How to properly calculate your Net Worth How to Increase Net...

Inspired from the article on thomaskopelman.com https://www.thomaskopelman.com/blog/the-most-debated-personal-finance-topics-and-my-opinions-on-each   Should you…   Rent vs Buy Payoff Debt vs Invest Credit Card vs Not Term vs Permanent Life Insurance ETF's vs Mutual Funds   *** SMORE NUMBERS     Emergency Fund vs Pay Off Credit Card Debt 15 vs 30 Year Mortgage   We'll cover these hotly debated fin...

With so many options opened up by higher interest rates, people are wondering, what is the best thing to do with extra cash right now? What happens to each asset class in a rising or falling interest rate environment?   On this Through The Pines episode, we'll walk you through what to do with excess cash   Money Market Accounts CD's Bonds Stocks   Welcome to a Financial Planning Podcast with a dow...

Are you investment curious? Thinking about investing your money, but don't know where to start? Are you a business owner stacking cash, but now want to invest? Or, maybe you've just inherited a brick of bills you would like to grow into a fortune…   On this Through The Pines episode, we'll walk you through How to Invest including:   Financial Planning vs. Investing When to Start (hint: now) How Mu...

In Behavioral Finance we study many of the subconscious views that investors have towards investing and money. Often times these views can negatively impact our decisions and ultimately our investment returns.   On this Through The Pines episode, we'll dive into the following behavioral financial concepts:   Mental accounting Familiarity Bias Herd behavior Emotional gap Self-attribution Confirmati...

What are the Financial Planning Trends of 2024?   Holistic Approach to financial planning: focusing on factors outside of just investments Staying ahead of client's insatiable appetite for financial news and information Virtual meetings Using AI to determine financial trends. Other uses for AI within the industry. Client services Coin / Alt investments What doesn't change?     We tackle these ques...

Setting Up Your Revocable Living Family Trust Why do we use Trusts What are the parts that make up a Trust What is the lifecycle of a typical trust? What other documents do people usually have prepared when doing their revocable living trust?   We tackle these questions on this episode of Through The Pines… Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while s...

Financial risk management - what it means, and what you can do about it.   What is Financial Risk Management? Risk Management Techniques: Avoidance, Retention, Sharing, Transferring, Loss Prevention & Reduction Investment Approaches: Bonds, Derivatives, Options/Futures, Diverisification, Asset Allocation, Position Sizing, Risk Management Psychology: loss aversion The Cost of risk   Financial Risk...

Receiving an Inheritance, now what? Pay off Debt or Invest? Hold onto a property and Rent or Liquidate? How long does a typical inheritance last? What are some of the inheritance success stories you've seen? How long does it take to get an inheritance after someone passes? Taxes? We tackle these questions on this episode of Through The Pines… Welcome to a Financial Planning Podcast with a down to...

On this episode we explore the financial subjects that should be taught in school. Income Taxes Filing Tax Returns Managing & Understanding Debt Allocating Income / Budgeting Basics of Investing & Compound Interest (building good habits) Using Financial Advisors / Investment Firms Understanding Inflation Building and Maintaining Good Credit Entrepreneurship We cover these topics on this episode of...

Five Core Values of Smart Money Kids Learning How to Spend, Save, and Manage Money Maintaining an Emergency Fund Understanding Credit Compounding Interest Live Minimally We cover these topics on this episode of Through The Pines… Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while foraging and dodging trail cams, this is Through the Pines… On this episode we e...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his TikTok videos, this is Through the Pines… On this episode we explore Portfolio Types   Types Personality   We cover these topics on this episode of Through The Pines…   Our Advisors for this episode are Rex Baxter and Brandyn Smith with planwithbaxter.com   2023 & 2024 Forbes Best in State Wealth...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while doing his taxes, this is Through the Pines… On this episode we explore the Legacy Planning Phase of Life   Portfolio & Risk Tolerance Tax Planning Qualified Charitable Distributions Charitable Remainder Trusts Estate Plans Helping Grandchildren   We cover these topics on this episode of Through The Pines…   O...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while blending in on the beach in Florida, this is Through the Pines… On this episode we explore the Retirement Phase of Life: Both Emotional & Financial   Emotional Preparedness Financial Preparedness   We cover these topics on this episode of Through The Pines…   Our Advisors for this episode are Rex and Brandyn...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens sweating it out in his sauna, this is Through the Pines… On this episode we explore Financial Goal Setting For The New Year   How to Set Financial Goals How to Track Your Financials Creating a Budget Breaking Free - Becoming Financially Independent Growing Your Wealth Protecting Your Assets   We cover these topics...