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
Van Sessions at The Monarch - The Proper Way 2021
LITerally Podcast Ep. 52 - David Gessner: Quiet Desperation, Savage Delight
Van Sessions at The Monarch - Cory Mon
Ogden Outdoor Adventure Show Ep. 378 - The Return!
Nine Rails Arts Podcast Ep. 28 - Social Undistance
Van Sessions at The Monarch - Orchard Wild
Bourbon, Beer & Books Ep. 5 - Remote Control
Nine Rails Arts Podcast Ep. 27 - Fine Artist/Muralist Don Rimx and Company
Van Sessions at The Monarch - Wood Carver
Bourbon, Beer & Books Ep. 4 - Rendezvous with Rama
Nine Rails Arts Podcast Ep. 26 - Ogden City Limits
Van Sessions at The Monarch: The Last Visible Dog
Bourbon, Beer & Books Ep. 3 - Jaws
LITerally Ep. 51 - Utah Poet Laureate Paisley Rekdal, APPROPRIATE
Van Sessions at The Monarch: Che Zuro
Bourbon, Beer & Books Ep. 2 - The Sun Also Rises
Nine Rails Arts Podcast Ep. 25 - Vanessa Castagnoli, Executive Director of Ogden Contemporary Arts
Ogden Outdoor Adventure Show 376 - Bluff Charge
LITerally Ep. 50 - Bradford Philen
Van Sessions at The Monarch - Triggers & Slips 2021
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