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Through the Pines Ep. 26 - The Ultimate Financial Plan
Manage episode 407299201 series 3561660
コンテンツは R. Brandon Long and Through The Pines によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、R. Brandon Long and Through The Pines またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
The ULTIMATE FINANCIAL PLAN - THROUGH THE PINES PODCAST
Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines…
* Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia
LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/
*TIME STAMPS*
2:30 Step 1 - Assessing Your Net Worth 7:40 Step 2 - Goal Setting 13:00 Step 3 - Budgeting // Cash Flow 15:00 Step 4 - Emergency Fund Importance // How much? 17:25 Step 5 - Debt Management 20:00 Step 6 - Insurance 23:20 Step 7 - 401(k) and IRA Investing 24:20 Step 8 - Buying a Home // Considerations. 27:00 Step 9 - Estate Planning 30:00 SMORE NUMBERS 31:30 Step 10 - Tax Planning 36:20 Step 11 - Education Funding 42:20 Step 12 - Retirement Living 54:45 Step 13 - Charitable Giving 55:23 Step 14 - Review & Rebalance
Plan with Baxter: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
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 - October, 2022
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