Ep. 94 - Questions Financial Advisors LOVE vs. HATE

About this episode

This episode discusses the questions that financial advisors love and hate, providing insights into effective financial planning.

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…

People in this episode

Host: Through The Pines

Guests: Rex Baxter, Brandyn Smith

Topics covered

• financial planning
• investment strategies
• retirement planning
• financial advisor insights
• tax considerations
• market trends

Keywords

• financial advisors
• retirement risks
• investment returns
• tax planning
• gold vs crypto
• financial success

Mentioned in this episode

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

Books & works: Through The Pines

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