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 wi...
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?
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
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.
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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 - 2025
