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
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
Mel Soul - Van Sessions at The Monarch
What Wealth Means To You - Through The Pines Podcast
What a Head Brewer Actually Does: Jacquie King with Ogden Beer Company - Ogden Arts & Adventure
Snarlin’ Yarns on Locals Rock Van Sessions at The Monarch
ExcessSass on Locals Rock Van Sessions at The Monarch
Through The Pines - The Pre-Retirement Phase of Life (5-10 years before Retirement)
The Dirt Nappers on Van Sessions at The Monarch
Through The Pines - How To Sell Your Business
Ogden, Meet Your New Neighbors
Imag!nary Friendz on Van Sessions at The Monarch
Ogden Arts & Adventure Ep. 31 - We’re Thankful For Ogden Avalanche
2 Truths & a Lie with Author, Kase Johnstun on Ogden Arts & Adventure
Ambedo on Van Sessions at The Monarch
Behind the Scenes of Building Community with Angela Brown (SLUG) & Amy Wicks (Ogden Journal)
Through The Pines Ep. 46 - Do THIS to Build Generational Wealth
Vincent Draper & The Culls on Van Sessions at The Monarch 2023
Money Mind Games - Why Your Brain is Keeping You Poor
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