Ep. 89 - Your Year End Financial Review (Deadlines Approaching)

Ep. 89 - Your Year End Financial Review (Deadlines Approaching)

From Through The Pines by Through The Pines

December 3, 2025 · 42 min

About this episode

This episode covers essential year-end financial planning strategies and checklists.

On this episode of Through The Pines we'll cover your year-end financial planning checklist! Maxing out Retirement Contributions Harvest Investment Taking Required Minimum Distributions Charitable Gifts Deferring Income Roth Strategies Spending FSA Funds Portfolio Rebalancing Evaluating Business Retirement Plans Updating Estate Plans Reflecting on Financial Goals Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while buffing his vintage Porsche 911 Speedster, 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

People in this episode

Host: Through The Pines

Guests: Rex Baxter, Brandyn Smith

Topics covered

  • year-end financial planning
  • retirement contributions
  • investment strategies
  • charitable gifts
  • estate planning
  • financial goals

Keywords

  • financial review
  • retirement
  • investment
  • charitable giving
  • estate planning
  • financial goals

Mentioned in this episode

Organizations: planwithbaxter.com, Forbes, Ameriprise, Advisor Hub

Books & works: Through The Pines

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