Through the Pines Ep. 26 - The ULTIMATE Financial Plan

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