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
Songs from ”Nocturnal Country,” Sammy Brue on Van Sessions at The Monarch
Improving Ogden’s Trails & Arts Administration with Mike Goodrick and Camille Washington
Emily Hicks on Van Sessions at The Monarch
Through The Pines Ep. 45 - Stackin’ Cash: The Accumulation Phase of Wealth Building
Ogden Arts & Adventure Show - Filmmakers Cassidy Eames & Cam McLeod & Dancer/Professor, Jo Blake on Following Your HEART
Through The Pines Ep. 44 - How To Avoid Financial Scams
The Northern Utah Trailfest with Aric Manning
Follow your passion to live your best life // Guest: Ultra Runner Alex Docta on the OAA #podcast
Mixed Media & Why You Should Attend The NUT (Northern Utah Trailfest)
What To Do With Your Money During A Recession
Del Perro on Van Sessions at The Monarch
The one piece of advice Non-Profit leaders need to know // Ogden Arts & Adventure Podcast
Through The Pines Ep. 42 - Should You Change Your Financial Advisor?
Why Mentorship Matters in Arts & Sports
Should I Manage My Own Money, Through The Pines Podcast
Wildlife Rehabilitation Center Needs a Home, and The Art of Living a Creative Life with Amir Jackson
It’s About The Trails with Aric Manning, Trails Foundation Northern Utah
ex.five.two on Van Sessions at The Monarch
Through The Pines Ep. 38 - Barriers To Financial Planning
Ogden Arts & Adventure Show 21 - Trails, Nature, Photography, & Making a Living as an Artist
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