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Most Overlooked Financial Planning Topics
Manage episode 455049519 series 3561660
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The following financial topics may often be overlooked when chatting with your advisor, so we’ll address these topics on this episode of Through The Pines….
On this Through The Pines episode, we’ll discuss often overlooked financial planning topics…
Based on this Forbes article: https://www.forbes.com/councils/forbesfinancecouncil/2023/04/28/15-overlooked-financial-planning-topics-clients-forget-to-ask-about/
- Transferring Real Estate w/out considering taxes
- Determining a personal inflation rate
- Finding a specialized financial planner
- Protecting assets from lawsuits
- Understanding the significance of taxes
- Risk Management & Estate Planning
- Taking advantage of high-interest savings accounts
- Owning equity
- Asking about the bigger picture
- Establishing a balance between work/business and personal well-being
Advisors:
Financial Advisors: Baxter, Smith & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates
2023 & 2024 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 -
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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.
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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
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