On this episode of Through The Pines we’ll cover your Ultimate Financial High Level Financial Checklist including…
- Insurance
- Emergency Fund
- Debt
- Estate Planning
- Savings Strategies
- Retirement
- Financial Goals & Dreams
*This is not a comprehensive list, however, it is a really good list to make sure you have your financial bases covered. It’s also in a good order of operations. So, grab a note taking tool, a pencil, a notes app, etc. and let’s dive in!
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while chopping wood with his bare hands, this is Through the Pines.
Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com
2023, 2024 & 2025 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
Are your insurances in order?
- Health Insurance
- Home and Auto Insurance
- Life Insurance
- Disability Insurance
Is your Emergency fund fully funded?
Is your debt appropriate?
- What kinds of debt
- Debt to income ratios
Is your Estate Planning taken care of?
- Wills
- Trusts
- Etc.
Are you taking advantage of Savings strategies available to you?
- 401k Match
- HSA
- Employer Stock Plans
- Etc.
s your Retirement on track?
- Will you be able to continue your current expenses in retirement
- What other retirement goals do you have
Kids/ Grandkids Education and other savings
Other Major Financial Goals
- Boats, Cabins, vacations
- Family Foundations
•⁃Generational Wealth
This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.
***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia
WATCH & SUBSCRIBE to us on YouTube @throughthepines
LIKE our Facebook Page: https://www.facebook.com/pinespodcast
Follow our Instagram: https://www.instagram.com/pines_podcast/
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
****
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 - 2025
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
The Brothers Ortiz
The Brothers Ortiz is the story of two brothers–both successful, but in very different ways. Gabe Ortiz becomes a third-highest ranking officer in all of Texas while his younger brother Larry climbs the ranks in Puro Tango Blast, a notorious Texas Prison gang. Gabe doesn’t know all the details of his brother’s nefarious dealings, and he’s made a point not to ask, to protect their relationship. But when Larry is murdered during a home invasion in a rented beach house, Gabe has no choice but to look into what happened that night. To solve Larry’s murder, Gabe, and the whole Ortiz family, must ask each other tough questions.