Artwork

Content provided by The Banyan Collective. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Banyan Collective or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Through The Pines Ep. 75 - Caring Financially for Aging Parents

44:44
 
Share
 

Manage episode 481084558 series 2539422
Content provided by The Banyan Collective. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Banyan Collective or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Financial care for aging parents: tough decisions unveiled…

On this episode of Through The Pines, we’ll discus some of the biggest financial challenges facing aging parents including:

  • Home Care vs. Care Facility
  • When to add adult kids names to accounts
  • Reviewing your estate plan
  • When do you start thinking about taking the keys away?
  • Senior Fraud
  • Joint meetings with professionals

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while combing out his lovely locks, 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: [email protected]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

__________________________________________________________________________

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

  continue reading

315 episodes

Artwork
iconShare
 
Manage episode 481084558 series 2539422
Content provided by The Banyan Collective. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Banyan Collective or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Financial care for aging parents: tough decisions unveiled…

On this episode of Through The Pines, we’ll discus some of the biggest financial challenges facing aging parents including:

  • Home Care vs. Care Facility
  • When to add adult kids names to accounts
  • Reviewing your estate plan
  • When do you start thinking about taking the keys away?
  • Senior Fraud
  • Joint meetings with professionals

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while combing out his lovely locks, 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: [email protected]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

__________________________________________________________________________

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

  continue reading

315 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play