How the Wealthy Invest, and What We Can Learn // Through the Pines

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