Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens trimming the tree, this is Through the Pines… On this episode we explore What Wealth Means to You!
We cover these topics on this episode of Through The Pines…
Article Referenced: https://www.newretirement.com/retirement/87-thought-provoking-questions-about-wealth-and-money/
Our Advisors for this episode is planwithbaxter.com
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/
Beliefs:
- What does wealth mean to you?
- How do you know when you have enough money?
- Are you wealthy? Do you want to be?
Wealth & Relationships:
- Do you judge others or feel judged by others about financial decisions?
- Do you talk about money or salary with co-workers?
- Do you think personal relationships would change if they know how much money you have or don’t have?
- Has money impacted or been inspired by your parents?
- Have you made purchases to impress friends?
- Do you talk about money with your family or friends?
Wealth as a Sense of Identify:
- Does how much money you have affect how you see yourself? How others see you?
- Do you try to act like you have more or less money than you do?
- Does the way you spend money match your values?
- Is your self worth and identity linked to the amount of money you have?
- Do you think wealth changes people or reveals them?
Wealth & Personal Accomplishments
- What do you attribute your personal success to - circumstance, luck, choices, talent?
- Do you identify with your work? In addition to a paycheck, what else do you get out of your job?
*What role does money play in motivation?
Wealth & Charitable Giving
- What do you gain when you give? What keeps you giving or prevents you from giving?
Wealth & Society
- What is the “right” level of wealth for the majority of people?
What Does Wealth Enable?
- What problems has money fixed in your life?
- What problems has money caused in your life?
- What does it mean to feel wealthy?
* How has money improved your life?
- What would you do if you have all the money in the world?
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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 - 2023
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