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
Ogden Outdoor Adventure Show Ep. 385 - Ondra, Olympics & JaPOW
Ogden Outdoor Adventure Show Ep. 384 - Ski Team, Banff & Adventurefuls
Van Sessions at The Monarch - Yudi Ko
Through The Pines Ep. 13 - Financial Planning BASICS: How Much Do You Need For Retirement?
Ogden Outdoor Adventure Show Ep. 383 - Moose, Avalanche & GOAL
LITerally Ep. 56 - Teresa Dovalpage, Death Under The Perseids
Van Sessions at The Monarch - Vincent Draper & The Culls // Ogden First Friday
Ogden Outdoor Adventure Show Ep. 382 - Loose Moose, Wolves & Leonardo DiCaprio
LITerally Podcast Ep. 55 - Essayist, Poet // Rob Carney
Through The Pines Ep. 12 - Financial Considerations in Your 60s
LITerally Ep. 54 - Larry Feign, The Flower Boat Girl
Nine Rails Arts Podcast Ep. 29 - Vida Muerte Justicia / Life Death Justice
Through The Pines Ep. 11 - 75 Years of Wealth Building Advice
Ogden Outdoor Adventure Show 381 - Deep Slab
Ogden Outdoor Adventure Show Ep. 380 - CUP HOP
LITerally Ep. 53 - Amanda Kabak, Upended
Van Sessions at The Monarch - Morgan and The Mountain
Through The Pines - Scary Good Money Moves
Van Sessions at The Monarch - BRUE
Through The Pines Ep. 9 - Holy 50s Batman! // How to Structure Finances in Your Fifties
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