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
Heather Bird, AmaZing Z Race for Down Syndrome // Author’s Life with Kase Johnstun
How the Wealthy Invest, and What We Can Learn // Through the Pines
Alex Davenport, Ogden Valley Adaptive Sport (ADAPT) // Ogden Arts & Adventure Podcast
Congo & Co. on Van Sessions at The Monarch
Kathryn Wilder, Desert Chrome: Water, A Woman, And Wild Horses In The West
Lovesick on Van Sessions at The Monarch
Through The Pines Ep. 33 - Prepare For Long Term Care
Caden Holmes // Van Sessions at The Monarch
Painting, Publishing, Podcasting & More with Jane & Vince Font // Ogden Arts & Adventure
Adventure: Local Mountain Shop, GEAR:30 with Greg Bean & Devon Hummer
The Rose Club & Fine Art Western Photography // Michelle, Jess & Alex Ogden Arts & Adventure Podcast
Ogden Arts & Adventure: Eric Bauman // Executive Director, The GOAL Foundation
Ogden Arts & Adventure: Luna // Owner, Spellbound Tattoo
High Plains Book Award WINNER, Craig Lancaster on Being a Writer
Tayler Lacey, Van Sessions at The Monarch
Pompe ’n Honey, Van Sessions at The Monarch
Banff World Tour with Jan Larsen & GEAR:30’s Greg Bean and Devon Hummer
Tycoon Machete, Van Sessions at The Monarch
Hectic Hobo, Van Sessions at The Monarch
John ”Wojo” Wojciechowski on Gravel Bikes, Marathon History & Utah Safety
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