Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens trimming the tree, this is Through the Pines… On this episode we explore What Wealth Means to You!

 

• Beliefs about Wealth


• Money and Personal Relationships


• Wealth and a Sense of Identity


• Wealth & Personal Accomplishments


• What’s the “Right” Level of Wealth


• How Does Money Help You in Life

 

We cover these topics on this episode of Through The Pines…

 

Article Referenced:  https://www.newretirement.com/retirement/87-thought-provoking-questions-about-wealth-and-money/

 

Our Advisors for this episode is planwithbaxter.com

 

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/

 

Beliefs:

- What does wealth mean to you?

- How do you know when you have enough money?

- Are you wealthy? Do you want to be?

 

Wealth & Relationships:

- Do you judge others or feel judged by others about financial decisions?

- Do you talk about money or salary with co-workers?

- Do you think personal relationships would change if they know how much money you   have or don’t have?

- Has money impacted or been inspired by your parents?

- Have you made purchases to impress friends?

- Do you talk about money with your family or friends?

 

Wealth as a Sense of Identify:

- Does how much money you have affect how you see yourself? How others see you?

- Do you try to act like you have more or less money than you do?

- Does the way you spend money match your values?

- Is your self worth and identity linked to the amount of money you have?

- Do you think wealth changes people or reveals them?

 

Wealth & Personal Accomplishments

- What do you attribute your personal success to - circumstance, luck, choices, talent?

- Do you identify with your work? In addition to a paycheck, what else do you get out of   your job?

*What role does money play in motivation?

 

Wealth & Charitable Giving

- What do you gain when you give? What keeps you giving or prevents you from giving?

 

Wealth & Society

- What is the “right” level of wealth for the majority of people?

 

What Does Wealth Enable?

- What problems has money fixed in your life?

- What problems has money caused in your life?

- What does it mean to feel wealthy?

* How has money improved your life?

- What would you do if you have all the money in the world?

 

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

 

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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 - 2023