))
Through the Pines Ep. 26 - The Ultimate Financial Plan
Manage episode 407299201 series 3561660
Content provided by R. Brandon Long and Through The Pines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by R. Brandon Long and Through The Pines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 - 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
61 episodes
Share
