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How the Wealthy Invest, and What We Can Learn // Through the Pines
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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 a typical investment allocation of the wealthy / Is it much different than non-wealthy?
- Are there investments that are only for high net worth investors?
- What professionals do Ultra high net worth people use and how?
- What are personal habits of the wealthy?
- What Type of Charitable Giving is done by those with High Net Worth?
- How does one maintain an ultra high net worth?
We’ll go a bit more in depth on these topics on this episode of Through the Pines…
Our Advisors for this episode is planwithbaxter.com
Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates
Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates
Financial Advisors: Baxter, Nelson & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
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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 - 2023
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