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 - Grandprix
Through The Pines Ep. 37 - Secure Act 2.0: How New Retirement Rules May Impact You
Through The Pines Ep. 36 - Transitioning Into Retirement
Eric J Garcia, muralist, on becoming an artist // Ogden Arts & Adventure Show
Booking Ogden Twilight Concert Series with Jared Allen
Frank Flowers // Van Sessions at The Monarch
Why You Should Attend Earth Day at The Ogden Nature Center
Ogden Music Festival with Michelle Tanner, Jess & Jason Dasher
Ogden Twilight, Ogden Music Festival & Ogden Nature Center’s Earth Days
Outdoor Adventure X Comes to Snowbasin // Emily Boden, Director of Events
The Effects of Altitude on Endurance Athletes // Ogden Arts & Adventure Show Podcast
The Effects of Altitude on Endurance Athletes // Outdoor Adventure X Comes to Snowbasin
Mitten Durch Festival for Mental Health Awareness
16th Annual Ogden Climbing Festival Preview with Amy & Hailey
Bank Failures & Keeping Your Money Safe // Through the Pines Podcast
Mitten Durch, Mental Health Awareness, and The Ogden Climbing Festival // Ogden Arts & Adventure
Teaching STEM kids art with Joel Kitamura, Artist/Teacher
Lucky Find // Van Sessions at The Monarch
If and When, Van Sessions at The Monarch
Ogden Staple, Bingham Cyclery & Life as a High School Art Teacher // Ogden Arts & Adventure Show
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