Through The Pines

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens trimming the tree, this is Through the Pines… On this episode we explore What Wealth Means to You! Beliefs about Wealth Money and Personal Relationships Wealth and a Sense of Identity Wealth & Personal Accomplishments What's the "Right" Level of Wealth How Does Money Help You in Life   We cover these topics on this...

Through the Pines - The Pre-Retirement Phase of Life (5-10 years before Retirement) Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while practicing hot yoga, this is Through the Pines… On this episode we explore the Pre-Retirement Phase of Life When to start Medicare? How does Social Security work? Retirement Distribution Strategies   We cover these topics on t...

Pines - Selling Your Business   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while avoiding sending invoices, this is Through the Pines… On this episode we cover SELLING YOUR BUSINESS with Business Broker, Michael Westover   Topics: Valuing a Business Finding a Match Negotiating a Deal Signing a Deal   We cover these topics on this episode of Through The Pine...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while raking the leaves, this is Through the Pines… On this episode we cover BUILDING GENERATIONAL WEALTH   What is Generational Wealth? What are some challenges to building generational wealth? What are three ways to build generational wealth? How to build your generational wealth team?   We cover these topics on...

Behavioral Finance: How human psychology can impact financial decisions and how to overcome common cognitive biases in money management.   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while waxing his EV, this is Through the Pines… On this episode we cover Money Mind Games   On this episode of Through the Pines: - Emotions and Money - Cognitive Biases in Weal...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while solving his weekly crossword puzzle, this is Through the Pines… On this episode we cover the Accumulation Phase of Wealth Building   Accumulation Phase Emergency Fund Paying Off Debt Retirement Savings Matching Vesting Roth vs. Traditional IRA Investment Allocation Insurance   We cover these topics on this ep...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while brewing his morning coffee, this is Through the Pines… On this episode we'll chat financial scams   How to Avoid Financial Scams Romance scams Lottery scams Inheritance scams Time Share scams Real Estate scams Event scams Tech scams Red Flags   We cover these topics on this episode of Through The Pines - SCAM...

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 i...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle boarding, this is Through the Pines… On this episode we'll chat when to change advisors   9 considerations when changing financial advisors: Are you on track to accomplish your goals? How will your retirement accounts work together with Social Security, Pension, ESOP, etc.?  How much risk are you takin...

Pines - Market Update July 2023 Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle sunbathing poolside in Tahoe, this is Through the Pines… On this episode we'll chat current market conditions… Considerations: Overview of current economy Inflation update Fed rates How does higher interest rates eventually lead to a recession? Our Advisors for this epis...

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 I Manage My 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 discip...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while searching Chat GPT, this is Through the Pines… On this episode we'll discuss   Buying & Selling Businesses with Michael Westover:   How to evaluate a business? What to look for when buying or selling a business? How to increase the value of your business? Steps to do before selling your business?   We'll answ...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sweeping his porch, this is Through the Pines… On this episode we'll discuss Barriers to Financial Planning: What are the barriers to financial planning Have you been burned by a planner in the past Don't think you have enough money Understanding the costs Not knowing who to talk to… We'll answer these questi...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while mowing his lawn, this is Through the Pines… On this episode we'll discuss   Secure Act 2.0 - How New Retirement Rules May Impact You   Increase RMD age Catch-up Contributions 529 Changes Roth Contributions by Employers Auto Enrollment on New 401K Plans   We'll answer these questions and more on this episode o...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his YouTube videos (that no one has ever seen), this is Through the Pines… Transitioning into retirement - A perspective from a retiring financial advisor: What's if feel like leading up to retirement? How to know when it's time to phase into retirement? How to prepare emotionally for retirement How t...

Through the Pines - Bank Failures & Keeping Your Money Safe   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while ironing his clothes, this is Through the Pines… On this episode we'll discuss   Bank Failures and Keeping Your Money Safe:   What's the current status of CD's, Money Markets and Cash Equivalents How are bond portfolios looking right now? How are st...

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while reviewing his portfolio, this is Through the Pines…   How the Wealthy Invest & What Can We Learn   How the Wealthy Invest & What Can We Learn What is considered wealthy / Ultra-wealthy or High Net Worth? 1 Million, 10 Million, 30 Million? How to become wealthy over time? (3 Pillars) / Personal Habits What is...

Through the Pines - Long Term Care   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while charging his EV, this is Through the Pines… How to prepare for Long Term Care What is Long Term Care? What does it Cost? What are the Odds? Does your need Change if You're Married? How does Medicaid Work? How can you prevent Long Term Care from derailing your Finances? Tra...

Through the Pines - Crush it Financially in 2023!   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while building snowmen, this is Through the Pines…   Here's tips to consider to financially position yourself better in the upcoming year!   Save More Payoff Debt Increase Income Have a Plan Talk about it Learn More Take the Match Nevermind the Naysayers Diversify...

Through the Pines - Financial Planning in Your 80s & Beyond! Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while trimming the tree, this is Through the Pines… Financial Planning in Your 80s - If you're NOT in your 80s, maybe your parents or grandparents are, and these are the questions they should be considering… How do you work with an advisor in your 80s? Wh...

Money Mistakes Financial Advisors Have Seen Over the Years - Don't Make Them. Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while stamping out forest fires, this is Through the Pines…   Money Mistake Topics: - Social Security Mistakes - Mismanaging IRA's or 401K's - Taking too much or too little risk - Lack of planning - Not diversified - Not using a financial...

HOW to Manage MONEY in Your 30s // Through the Pines Podcast Your thirties are an exciting decade! You most likely are into your career and beginning to make a decent salary. So, what are the best strategies for managing all your dolla bills? How much should you be saving for retirement? How do you buy your first home? What about insurance? What percentage of your income should be debt? We answer...

Pros & Cons of Using Your BUSINESS as Your FINANCIAL PLAN // Through the Pines Podcast What are the pros and cons of using your personal business as part of your financial plan? We explore the pitfalls and advantages of using a personal business to build wealth. GUESTS Financial Advisors: Baxter, Nelson & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/ba...

Featuring Real Estate Investor/Agent, Paden Anderson   Contact: Paden@LifeElevatedRE.com Website: https://lifeelevatedrealestate.com/ 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 REAL ESTATE AS...

The ULTIMATE FINANCIAL PLAN - THROUGH THE PINES PODCAST Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines… * 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/ *TIME STAMPS* 2:30 Step 1...