Through The Pines Ep. 26 - The Ultimate Financial Plan Through The Pines podcast

Through the Pines Ep. 26 - The Ultimate Financial Plan

2y ago 1:02:26

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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।

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

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