About this episode

This episode discusses transitioning into retirement with insights from financial experts.

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…

People in this episode

Hosts: Rex Baxter, Brandyn Smith

Guest: John Diehl

Topics covered

• retirement planning
• financial advice
• wealth management
• transitioning into retirement
• financial planning

Keywords

• retirement
• financial planning
• wealth management
• Hartford Funds
• advisors

Mentioned in this episode

Organizations: Hartford Funds, Forbes, Ameriprise, Banyan Collective

Places: Utah, Ogden, Monarch Building, 9 Rails Arts District

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