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…
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*TIME STAMPS*
2:30 Step 1 - Assessing Your Net Worth
7:40 Step 2 - Goal Setting
13:00 Step 3 - Budgeting // Cash Flow
15:00 Step 4 - Emergency Fund Importance // How much?
17:25 Step 5 - Debt Management
20:00 Step 6 - Insurance
23:20 Step 7 - 401(k) and IRA Investing
24:20 Step 8 - Buying a Home // Considerations.
27:00 Step 9 - Estate Planning
30:00 SMORE NUMBERS
31:30 Step 10 - Tax Planning
36:20 Step 11 - Education Funding
42:20 Step 12 - Retirement Living
54:45 Step 13 - Charitable Giving
55:23 Step 14 - Review & Rebalance
Plan with Baxter: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
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 - October, 2022