Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while picking blueberries, this is Through the Pines… On this episode we’ll chat when to change advisors
What To Do With Your Money During A Recession
Should you change anything? Rebalance your portfolio. Revisit your budget. Max out retirement contributions? Convert funds to a Roth IRA? Properly diversify your investments. Invest in well-managed companies that have low debt, good cash flow, and strong balance sheets. Avoid investing in companies that are highly leveraged, cyclical, or speculative When to contact your advisor
We cover these topics on this episode of Through The Pines - What to do with your money during a recession
Our Advisors for this episode is planwithbaxter.com
Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates
Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates
Financial Advisors: Baxter, Nelson & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia
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 - 2023
