Pines Ep. 92 - Saving For Your Kids' Future

On this episode of Through The Pines we'll cover Saving For Your Kids' Future, including

• Trump Accounts - What are they, features & contributions
• 529 Plans
• Custodial Accounts
• Roth IRA's for Kids
• Investment Strategies

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while writing his New Year's Resolutions, 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

__________________________________________________________________________

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 - 2026

#podcast #money #wealth #retirement #financialplanning #finances #networth

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 Television, sharing his views on the future of retirement planning.

________________________________________

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

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