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
Through the Pines Ep. 18 - How to Build an Investment Portfolio
Van Sessions at The Monarch - King Thurber
Through the Pines Ep. 17 - How to Structure MONEY in Retirement - Decade of Your 70s
Through The Pines Ep. 16 - Estate Planning and Trusts Part 2: Types of Trusts and Why You Need One
Van Sessions at The Monarch - Kyle McBride
Ogden Outdoor Adventure Show Ep. 390 - Heli-Doping
Van Sessions at The Monarch - Imag!inary Friendz
Through The Pines Ep. 15 - Estate Planning and Trusts Part 1
Van Sessions at The Monarch - Compass Rose
Ogden Outdoor Adventure Show Ep. 389 - Holy Pieps Check, Batman!
Bourbon, Beer and Books - Marvel Comics Author, Ben Percy
Ogden Outdoor Adventure Show Ep. 388 - April Winter, Sharma, and The Emergence of Bears
Van Sessions at The Monarch - Fur Foxen
Van Sessions at The Monarch - Josaleigh Pollet
Ogden Outdoor Adventure Show Ep. 387 - Ogden Climbing Festival, Duel Mooning and Prehistoric Cheetas
Van Sessions at The Monarch - Miki Sawada, Gather Hear Tour
Van Sessions at The Monarch - Standards and Substandards 2021
Through The Pines Ep. 14 - How to Manage Money in Your 40s!
Bourbon, Beer & Books - Home Alone (Movie Critique)
Ogden Outdoor Adventure Show Ep. 386 - Raging Moose, Sabotage & Powder Mountain
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