How To Leave A Legacy // Through The Pines Podcast Through The Pines podcast

How to Leave a Legacy // Through The Pines Podcast

10M ago 52:10

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R. Brandon Long and Through The Pines द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री R. Brandon Long and Through The Pines या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

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…

Our Advisors for this episode are Rex and Brandyn with planwithbaxter.com

2022 & 2023 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & 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

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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 - 2024

#podcast #money #wealth #retirement #financialplanning #finances #insurance

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