Through the Pines Financial Planning #podcast
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Special thanks to our financial wizards this week from planwithbaxter.com Rex Baxter, Brandyn Smith, and Dan Nelsen. Any questions, reach out here: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
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Through the Pines - LOVE and MONEY: how to structure finances as a couple
Topics:
Debt
Current Debt
Feelings on Debt
When you get a new job, what does Gross Income versus Net Income look like?
Recreational Spending
How much?
How often?
Beneficiaries on each other’s accounts?
We usually recommend waiting until after marriage unless it’s a long-term serious relationship with kids or other financial dependent factors.
Feelings on how kids and careers will work together.
Once Married
Joint accounts versus Separate Accounts, how do you decide?
Splitting bills with different incomes.
Joint Goals versus Individual Financial Goals
(S’more Numbers) - Dynamics of Spenders Versus Savers
Challenges and Strengths of:
2 Savers
2 Spenders
1 Saver and 1 Spender
How do you get on the same page?
Communicate and Set Goals/ spending boundaries.
How do the financial dynamics change when people are on 2nd or 3rd marriages?
Often times more separate accounts?\
How are bills split?
Prenuptial Agreements
What happens when a surviving spouse marries a much younger spouse late in retirement?
How do people handle inheritances? (both biological parents have passed, but assets remain with 2nd surviving spouse unless trust work is involved
Contact Info: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams
Bumper Music: Branson Anderson on Van Sessions as produced by The Banyan Collective - https://www.thebanyancollective.com/vansessions/2020/6/27/van-sessions-at-the-monarch-branson-anderson
Ogden Mayor, Ben Nadolski & Power Couple Kristin & John Wojciechowski // Ogden Ars & Adventure Show
Why Are These Financial Subjects NOT Taught in School? // Through The Pines Podcast
Odd Balls & Nebu Summit - 2 Local Startups // Ogden Arts & Adventure Show
Kate MacLeod on Van Sessions at The Monarch
Earth & Asphalt - Ogden Nature Center & Tucker Speed // Ogden Arts & Adventure Show
Five Core Values of Smart Money Kids - Through The Pines Podcast
Rock & GOAL - Ogden Arts & Adventure Show
Christine Baird on Van Sessions at The Monarch
Rock & GOAL // Ogden Arts & Adventure Show
Ogden Beer Festival // Ogden Arts & Adventure Show
Financial Portfolio Basics, Through The Pines
UTOG Brewing Celebrates 5 Years in Business // Ogden Arts & Adventure Show
Bad Luck Brigade on Van Sessions at The Monarch
How to Leave a Legacy // Through The Pines Podcast
Ogden Arts & Adventure Show Ep. 41 - Intermountain Sustainability Summit, Ogden
Spirit Machines on Van Sessions at The Monarch
Ogden Arts & Adventure Show 37 - Upcoming Gallery Exhibitions & Marketing Ogden Contemporary Arts!
How to Set Your 2024 Financial Goals // Through The Pines Podcast
Hither on Locals Rock Van Sessions at The Monarch
How to Make Ogden the Writing Capital of The West // Patrick Ramsay of Happy Magpie Book & Quill
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