About this episode

This episode discusses the importance of having financial conversations with your partner before marriage.

On this episode of Through The Pines we'll cover why & how to have the talk, the money talk with your partner before marriage Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while washing his air cooled Porsche 911, this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com 2023, 2024, 2025 & 2026 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 Money Mindset & Values Current Financial Snapshot Combining Finances (or not) Protecting Each Other: Insurance Safety Nets Short, Mid, & Long Term Financial Goals Investing Style & Philosophy Past Financial Baggage Estate Planning & Legacy Day-to-Day Financial Management Prenups ____________________________________ 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…

People in this episode

Host: Through The Pines

Guests: Rex Baxter, Brandyn Smith

Topics covered

• financial planning
• money talk
• pre-marriage discussions
• financial goals
• insurance
• investing

Keywords

• money mindset
• financial snapshot
• combining finances
• financial goals
• estate planning
• day-to-day financial management

Mentioned in this episode

Organizations: planwithbaxter.com, Forbes, Ameriprise

Places: Utah, Ogden, 9 Rails Arts District, Historic 25th Street

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