Through The Pines

Through The Pines
  • 5.0(31개의 평가)
  • 투자
  • 매월 업데이트

A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.

  1. 5일 전

    Pines Ep. 98 - Money Talks BEFORE Marriage

    On this episode of Through The Pines we'll cover why & how to have the talk, the money talk with your partner before marriage        Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while washing his air cooled Porsche 911, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024, 2025 & 2026 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: planwithbaxter.com   Money Mindset & Values Current Financial Snapshot Combining Finances (or not) Protecting Each Other: Insurance Safety Nets Short, Mid, & Long Term Financial Goals Investing Style & Philosophy Past Financial Baggage Estate Planning & Legacy Day-to-Day Financial Management Prenups ____________________________________   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 - 2026

    59분

  2. 3월 11일

    Ep. 97 - 5 Ways to Build & Destroy Wealth (in 2026!)

    On this episode of Through The Pines we'll cover 5 ways to Build Wealth and 5 ways to Destroy Wealth in 2026… Build: Live Below Your Means Build an Emergency Fund Eliminate High-Interest Debt Aggressively Invest Consistently  Increase Earning Power Destroy: Lifestyle Inflation High-Interest Consumer Debt Trying to Time the Market / Chasing "HOT" Investments High-Cost Borrowing Ignoring or Under-Utilizing Tax-Advantaged Accounts & Employee Matches   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while tanning in February, 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: planwithbaxter.com 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 - 2026

    3분

  3. 3월 5일

    Ep. 96 - Money Fads & Bubbles vs. Fundamentals

    On this episode of Through The Pines we'll cover the differences and the pros and cons between Fads, Bubbles, Speculation and The Stock Market   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while retiling his kitchen, 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: planwithbaxter.com   ____________________________________   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 - 2026   #podcast #money #wealth #retirement #financialplanning #finances #networth

    52분

  4. 2월 18일

    Ep. 95 - Reasons You NEED a Financial Advisor in 2026 (Before It's Too Late)

    Is hiring a financial planner worth it in 2026? 🤔 In this episode of Through the Pines, we break down 7 compelling reasons to work with a financial advisor in today's complex and evolving financial landscape. From navigating changing tax laws and RMD rules to behavioral coaching during volatile markets, we cover why professional guidance can help you maximize returns, reduce stress, and prepare for major life transitions. You'll learn about: ✔️ Tax-efficient strategies like Roth conversions and backdoor Roth IRAs ✔️ The power of fiduciary advice vs. commission-based models ✔️ How advisors help prevent emotional investing mistakes ✔️ Personalized retirement, 529, and business planning strategies ✔️ Preparing for retirement, inheritance, marriage, and other life changes If you're wondering whether AI can replace a financial advisor—or if expert guidance still matters—this episode gives you practical insights to help you decide. Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while shoveling his driveway, 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: planwithbaxter.com   🔔 Subscribe for more financial planning, retirement strategy, and wealth-building conversations. ————————————————————— 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   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 - 2026 #podcast #money #wealth #retirement #financialplanning #finances #networth

    37분

  5. 2월 12일

    Ep. 94 - Questions Financial Advisors LOVE vs. HATE

    Pines Ep. 94 - Questions Financial Advisors Love vs. Hate   🎙️The Banyan Collective Podcast Family: http://www.thebanyancollective.com/   ➡️ Van Sessions: https://www.youtube.com/ ⁨@vansessionspod⁩   ➡️ Ascent Life: https://www.youtube.com/ ⁨@ascentlifenow⁩   ➡️ Through The Pines: https://www.youtube.com/ ⁨@throughthepines⁩   ➡️ Ogden Arts & Adventure: https://www.youtube.com/ ⁨@ogdenartsandadventure⁩     On this episode of Through The Pines we'll cover the questions Financial Advisors LOVE vs. HATE including questions like…    What are the biggest risks to my retirement plan? What return can I expect from this? How should I be thinking about taxes over my lifetime? Should I put money into gold or crypto? What decisions today will matter 10-15 years from now? My friend did this, should I do the same? How will our strategy change once I retire? Should I move everything into cash until things "calm down?" How do we define success if it's not just investment returns? Is now a good time to invest?   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while prepping his tax returns, 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: planwithbaxter.com     ____________________________________   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 - 2026

    52분

  6. 1월 30일

    Ep. 93 - 2026 Financial Landscape & How to Navigate

    Through The Pines Ep. 93 - 2026 Financial Landscape & How to Navigate    On this episode of Through The Pines we'll cover the 2026 Financial Landscape when I comes to…   Investing AI Interest Rates & Monetary Policy Inflation & Tariff Impacts Geopolitical & Policy Shifts Global Diversification & Emerging Markets Cryptocurrency & Digital Assets Private Markets & Alternatives Labor Market & Consumer Resilience  Cybersecurity, Fraud, and Regulatory Evolution   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while combing out his glorious lochs of fur, 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: planwithbaxter.com     ____________________________________   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   #podcast #money #wealth #retirement #financialplanning #finances #networth

    44분

  7. 1월 14일

    Ep. 92 - Trump Accounts & How to Save for Your Kids Future

    Pines Ep. 92 - Saving For Your Kids' Future   On this episode of Through The Pines we'll cover Saving For Your Kids' Future, including   Trump Accounts - What are they, features & contributions 529 Plans Custodial Accounts Roth IRA's for Kids Investment Strategies   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while writing his New Year's Resolutions, 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: planwithbaxter.com     __________________________________________________________________________   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 - 2026   #podcast #money #wealth #retirement #financialplanning #finances #networth

    43분

  8. 2025. 12. 10.

    Ep. 90 The Hartford: Transitioning Into Retirement (The Freedom Paradox)

    On this episode of Through The Pines we'll cover transitioning into retirement.      Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while changing the oil in his vintage Land Rover Defender, 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     Our Guests today…   John Diehl, Senior Vice President, leads the Applied Insights Team at Hartford Funds   Been with Hartford Funds 37+ years   Leads Hartford Funds research efforts with the Massachusetts Institute of Technology AgeLab, as well as other subject matter experts, which he will talk about in a moment.   John has been quoted in many consumer and industry publications including the Wall Street Journal, Financial Planning and others.  He has also been a featured guest on CNBC and Bloomberg Television, sharing his views on the future of retirement planning.     ________________________________________   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

    47분
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소개

A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.

정보

  • 제작진
    Through The Pines
  • 방송 연도
    2019년 - 2026년
  • 에피소드
    97
  • 등급
    전체 연령 사용가
  • 저작권
    © Through The Pines, The Banyan Collective 2019
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    Through The Pines