On this episode of Through The Pines we’ll cover your Ultimate Financial High Level Financial Checklist including…

• Insurance
• Emergency Fund
• Debt
• Estate Planning
• Savings Strategies
• Retirement
• Financial Goals & Dreams

*This is not a comprehensive list, however, it is a really good list to make sure you have your financial bases covered. It’s also in a good order of operations. So, grab a note taking tool, a pencil, a notes app, etc. and let’s dive in!

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while chopping wood with his bare hands, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023, 2024 & 2025 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

Are your insurances in order?

• Health Insurance
• Home and Auto Insurance
• Life Insurance
• Disability Insurance

Is your Emergency fund fully funded?

Is your debt appropriate?

• What kinds of debt
• Debt to income ratios

Is your Estate Planning taken care of?

• Wills
• Trusts
• Etc.

Are you taking advantage of Savings strategies available to you?

• 401k Match
• HSA
• Employer Stock Plans
• Etc.

s your Retirement on track?

• Will you be able to continue your current expenses in retirement
• What other retirement goals do you have

Kids/ Grandkids Education and other savings

Other Major Financial Goals

• Boats, Cabins, vacations
• Family Foundations
• Generational Wealth

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This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

WATCH & SUBSCRIBE to us on YouTube @throughthepines

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

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 - 2025

On this episode of Through The Pines we’ll learn how to build wealth in Retirement including…

• • Diversifying Investments
  • Optimizing Withdrawals
  • Generating Passive Income
  • Minimizing Taxes
  • Controlling Expenses
  • Flexible Work
  • Protecting Against Inflation
  • Managing Healthcare Costs
  • Seeking Professional Advice

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while polishes his F1 car, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023, 2024 & 2025 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

__________________________________________________________________________

This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

WATCH & SUBSCRIBE to us on YouTube @throughthepines

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

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 - 2025

#podcast #money #wealth #retirement #financialplanning #finances #networth

On this episode of Through The Pines we’ll dive into how to financially help our adult children

• • How do you see people handle Education expenses for kids or grandkids?
  • When do you see people stop helping their kids with basic monthly expenses?
  • Wedding Expenses?
  • How much do we help with living expenses as kids get married
  • How do you handle emergency situations
  • How do you handle disagreements with how they are spending their money if you are helping them out
  • financially.
  • What do you do when spouses disagree how to help kids?
  • Family Vacations/ Reunions?

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while foraging for hallucinogenic mushrooms, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023, 2024 & 2025 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

__________________________________________________________________________

This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

WATCH & SUBSCRIBE to us on YouTube @throughthepines

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

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 - 2025