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
James Fredrick, Onstage Ogden Executive Director
Through The Pines Ep. 31 - Financial Planning in Your 80s & Beyond!
Tattoo’s & Running - Luna w/Spellbound Tattoo & Eric, Executive Director, The GOAL Foundation
Onstage Ogden Executive Director, James Fredrick, and Gravel Bike Future Champ John Wojciechowski
Leon Araujo, Visual Artist & Emerging Artist Ogden Mayor’s Award Winner - OAA Show
Visual Arts & Running Up For Air with Ogden’s Leon Araujo and Tara Warren
Through The Pines Ep. 30 - Money Mistakes Financial Advisors Have Seen Over the Years - Don’t Make Them.
Ogden Friends of Acoustic Music & Powder Mountain on this Music and Mountains Episode of OAA
Roller Girl Art, 5050 BMX, Ramp Building, and How it all comes TOGETHER!
”Adventure” Photographer, Cam McLeod & Ogden Contemporary Arts Board President Kelly McLeod
Two Headed Trout // Van Sessions at The Monarch
Sam Crow Coaching, Iron Pine Photography, and Ogden Avalanche Backcountry Bash! // Ogden Arts & Adventure Podcast
The Cost of Trails, and the Worth of Poetry // Guests Aric Manning & Angelika Brewer
Ogden Arts & Adventure with Guests Deann Armes, Troy Callentine & Jules Goguely
Through the Pines Ep. 27 - Real Estate as Part of Your Financial Plan: How to Start!
Ogden Arts & Adventure Show with Brandi Bosworth & Shane Osguthorpe
Van Sessions ROOTS at The Brue Haus - John Calvin Abney
Bourbon, Beer & Books - Slaughterhouse Five
Van Sessions ROOTS at The Brue Haus - Christian Scheller
Van Sessions ROOTS at The Brue Haus - Sammy Brue
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