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

  • 2025/05/06
  • 再生時間: 45 分
  • ポッドキャスト

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

  • サマリー

  • 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: rex.m.baxter@ampf.com

    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

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あらすじ・解説

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: rex.m.baxter@ampf.com

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

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