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Through The Pines

Through The Pines

著者： Through The Pines
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 A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.Through The Pines, The Banyan Collective 2019 個人ファイナンス 個人的成功 経済学 自己啓発
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  • Ep. 90 The Hartford: Transitioning Into Retirement (The Freedom Paradox)

    Ep. 90 The Hartford: Transitioning Into Retirement (The Freedom Paradox)
    2025/12/10

    On this episode of Through The Pines we'll cover transitioning into retirement.

    Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while changing the oil in his vintage Land Rover Defender, 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

    Our Guests today…

    John Diehl, Senior Vice President, leads the Applied Insights Team at Hartford Funds

    Been with Hartford Funds 37+ years

    Leads Hartford Funds research efforts with the Massachusetts Institute of Technology AgeLab, as well as other subject matter experts, which he will talk about in a moment.

    John has been quoted in many consumer and industry publications including the Wall Street Journal, Financial Planning and others. He has also been a featured guest on CNBC and Bloomberg Television, sharing his views on the future of retirement planning.

    ________________________________________

    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
    続きを読む 一部表示
    47 分
  • Ep. 89 - Your Year End Financial Review (Deadlines Approaching)

    Ep. 89 - Your Year End Financial Review (Deadlines Approaching)
    2025/12/03

    On this episode of Through The Pines we'll cover your year-end financial planning checklist!

    • Maxing out Retirement Contributions
    • Harvest Investment
    • Taking Required Minimum Distributions
    • Charitable Gifts
    • Deferring Income
    • Roth Strategies
    • Spending FSA Funds
    • Portfolio Rebalancing
    • Evaluating Business Retirement Plans
    • Updating Estate Plans
    • Reflecting on Financial Goals

    Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while buffing his vintage Porsche 911 Speedster, 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: planwithbaxter.com
    続きを読む 一部表示
    42 分
  • Ep. 88 - AI vs. Certified Financial Planners (Who Comes Out Ahead?)

    Ep. 88 - AI vs. Certified Financial Planners (Who Comes Out Ahead?)
    2025/11/25

    On this episode of Through The Pines we'll pit AI versus certified financial planners, and the biggest issues affecting both including…

    • Will AI Steal Financial Planners Jobs
    • Fiduciary Duty
    • Cost
    • Emotional/Personal Touch
    • Complex Tax & Estate planning
    • Speed and Access
    • Bias & Conflicts
    • Behavioral Coaching
    • Regulatory Issues

    Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while raking the leaves, 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
    続きを読む 一部表示
    42 分
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