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How to Leave a Legacy // Through The Pines Podcast
Manage episode 407299174 series 3561660
Вміст надано R. Brandon Long and Through The Pines. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією R. Brandon Long and Through The Pines або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while doing his taxes, this is Through the Pines… On this episode we explore the Legacy Planning Phase of Life
- Portfolio & Risk Tolerance
- Tax Planning
- Qualified Charitable Distributions
- Charitable Remainder Trusts
- Estate Plans
- Helping Grandchildren
We cover these topics on this episode of Through The Pines…
Our Advisors for this episode are Rex and Brandyn with planwithbaxter.com
2022 & 2023 Forbes Best in State Wealth Management Teams For Utah -
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -
Receivers of the Ameriprise Client Experience Award -
Financial Advisors: Baxter, Smith & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia
LIKE our Facebook Page: https://www.facebook.com/pinespodcast
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Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
Through the Pines Podcast Copyright, The Banyan Collective - 2024
#podcast #money #wealth #retirement #financialplanning #finances #insurance
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