PODCAST · business
Through The Pines
by Through The Pines
A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
Episodes
-
Ep. 107 - The Longevity Surprise: Why Some Retirement Plans May End Too Soon
On this episode of Through The Pines we'll discuss the longevity surprise: why some retirement plans may end 15-20 years too soon, and what you should be doing to protect your wealth for a longer life. Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while…
more -
Ep. 106 - The Financial Side of Divorce: Protecting Your Future
Pines 106 - The Financial Side of Divorce: Protecting Your Future While Navigating a Major Life Transition On this episode of Through The Pines we'll discuss the financial impacts of divorce and protecting your future while navigating a Major Life Transition. Welcome to a Financial Planning…
more -
Ep. 105 - "Girl Math?," Why We All Make Irrational Money Decisions
On this episode of Through The Pines we'll discuss "GIRL MATH" the financial shortcuts, habits, and irrational decisions that everyone makes. Explore how to become more intentional with money while still enjoying life and creating meaningful experiences. Welcome to a Financial Planning Podcast…
more -
Ep. 104 - Financial Goal Setting in 2026 | Through The Pines Ep. 104
On this episode of Through The Pines we'll chat financial GOAL SETTING & LIFE PLANNING in 2026 from headwinds & pitfalls to clear values-aligned goals to motivate you! Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his daily vlog (he never...
-
Ep. 103 - Summer 2026 Financial Trends and Retirement Strategies
On this episode of Through The Pines we'll chat Hot Financial Planning Topics for Summer 2026, From AI, to Energy Inflation, Fed policy, economy resilience, market outlook, and more! Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sneaking into World Cup...
-
Ep. 102 - Reality of the Retirement Tax Trap
Avoid the retirement tax trap with expert financial planning strategies. Learn how to manage your taxes without complex schemes. On this episode of Through The Pines we'll "The Reality of the Retirement Tax Trap — and How to Navigate It Without Being Sold Something at a Fancy Dinner" Welcome to a...
-
Ep. 101 - Money Mastery in the Gig Economy
On this episode of Through The Pines we'll over money mastery in a gig economy including core challenges of a non-W2 worker, budgeting & cash flow for irregular income, taxes, self funded benefits like insurance, and more! Welcome to a Financial Planning Podcast with a down to earth vibe…
more -
Ep. 100 - 100 Episodes of Through the Pines - The Full Story & What We've Learned
On this episode of Through The Pines we're covering what we've learned along with our favorite moments as we celebrate our 100th episodes of Through The Pines!! Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while enjoying his first latte of the day, this is...
-
Ep. 99 - Breaking Down the Money Principles That Matter Most
On this episode of Through The Pines we'll cover the Most Important Concepts Investors Live By Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while performing his morning routine for optimized living, this is Through the Pines. Our Advisors for this episode…
more -
Pines Ep. 98 - Money Talks 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...
-
Ep. 97 - 5 Ways to Build & Destroy Wealth (in 2026!)
On this episode of Through The Pines we'll cover 5 ways to Build Wealth and 5 ways to Destroy Wealth in 2026… Build: Live Below Your Means Build an Emergency Fund Eliminate High-Interest Debt Aggressively Invest Consistently Increase Earning Power Destroy: Lifestyle Inflation High-Interest…
more -
Ep. 96 - Money Fads & Bubbles vs. Fundamentals
On this episode of Through The Pines we'll cover the differences and the pros and cons between Fads, Bubbles, Speculation and The Stock Market Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while retiling his kitchen, this is Through the Pines. Our Advisors…
more -
Ep. 95 - Reasons You NEED a Financial Advisor in 2026 (Before It's Too Late)
Is hiring a financial planner worth it in 2026? 🤔 In this episode of Through the Pines, we break down 7 compelling reasons to work with a financial advisor in today's complex and evolving financial landscape. From navigating changing tax laws and RMD rules to behavioral coaching during volatile...
-
Ep. 94 - Questions Financial Advisors LOVE vs. HATE
Pines Ep. 94 - Questions Financial Advisors Love vs. Hate 🎙️The Banyan Collective Podcast Family: http://www.thebanyancollective.com/ ➡️ Van Sessions: https://www.youtube.com/ @vansessionspod ➡️ Ascent Life: https://www.youtube.com/ @ascentlifenow ➡️ Through The Pines…
more -
Ep. 93 - 2026 Financial Landscape & How to Navigate
Through The Pines Ep. 93 - 2026 Financial Landscape & How to Navigate On this episode of Through The Pines we'll cover the 2026 Financial Landscape when I comes to… Investing AI Interest Rates & Monetary Policy Inflation & Tariff Impacts Geopolitical & Policy Shifts Global Diversification &...
-
Ep. 92 - Trump Accounts & How to Save for Your Kids Future
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...
-
Ep. 90 The Hartford: Transitioning Into Retirement (The Freedom Paradox)
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...
-
Ep. 89 - Your Year End Financial Review (Deadlines Approaching)
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...
-
Ep. 88 - AI vs. Certified Financial Planners (Who Comes Out Ahead?)
On this episode of Through The Pines we'll pit AI versus certified financial planners, and the biggest issues affecting both including… Will AI Steal Financial Planners Jobs Fiduciary Duty Cost Emotional/Personal Touch Complex Tax & Estate planning Speed and Access Bias & Conflicts Behavioral...
-
Ep. 87 - Steps to Create Financial Independence
Creating Financial Independence (FIRE) for Any Age: What It Actually Takes The Financial Independence, Retire Early (FIRE) movement is a strategy for achieving financial freedom, allowing individuals of any age to retire early, work optionally, or pursue passions without financial stress. FIRE...
-
Ep. 86 - Risks That Threaten & Destroy Wealth
Congratulations, you've built up a good-sized nest egg of wealth! Now, what are the risks you need to watch out for. Obviously, there are a variety of ways people lose money. Vices, scams, etc. However, today we will be discussing the major risks to a financial plan that we can plan for. On this...
-
9.30.25 Pines Ep. 85 - How Health & Longevity Matters for Wealth-Building
9.30.25 Pines Ep. 85 - How Health & Longevity Matters for Wealth-Building On this episode of Through The Pines we'll cover How Health & Longevity Matter for Wealth-Building How Living Longer helps Health Compound Preventative Measures as a Financial Investment Health Savings Accounts Longevity...
-
Ep. 84 - The Ultimate Financial Checklist
On this episode of Through The Pines we'll cover your Ultimate Financial High Level Financial Checklist including… Insurance Emergency Fund Debt Estate Planning Savings Strategies Retirement Financial Goals & Dreams *This is not a comprehensive list, however, it is a really good list to make sure...
-
Ep. 83 - Building Wealth in Retirement
On this episode of Through The Pines we'll learn how to build wealth in Retirement including… Diversifying Investments Optimizing Withdrawals Generating Passive Income Minimizing Taxes Controlling Expenses Flexible Work Protecting Against Inflation Managing Healthcare Costs Seeking Professional...
-
Ep. 82 - Financially Supporting Your Adult Kids (When You Should)
On this episode of Through The Pines we'll dive into how to financially help our adult children How do you see people handle Education expenses for kids or grandkids? When do you see people stop helping their kids with basic monthly expenses? Wedding Expenses? How much do we help with living...
-
Ep. 81 - A Millennials Guide to Financial Freedom
On this episode of Through The Pines, we'll provide a Millennial's Guide to Financial Freedom Millennials and Gen Z are navigating a financial landscape marked by high living costs, stagnant wages relative to inflation, and evolving career dynamics (e.g., gig economy, remote work). Recent data...
-
Ep. 80 - The 5 Money Questions You MUST Ask Your Partner
On this episode of Through The Pines, we'll discuss 5 questions to ask your partner to ensure you're on the same page financially… 1. Hypothetical 2. How much $ do you need? 3. What happens if one of us were to die? 4. What happens if one of us is disabled? 5. How do you feel about our current...
-
Ep. 79 - Why Save & Invest (We're just going to die anyway?)
Saving money vs spending money - what are the benefits to both saving & spending? On this episode of Through The Pines, we talk to two certified financial planning professionals to get their opinion on saving vs spending: Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch...
-
Ep. 78 - Building Wealth With a Roth IRA
What is a Roth IRA, and How can you use a Roth to build wealth? On this episode of Through The Pines, we'll discuss all things Roth IRA's, including… Roth vs. Traditional IRA's What is a Backdoor Roth Contribution? When can you do Roth Conversions? What is a MEGA-Backdoor Roth? Does your 401K…
more -
Ep. 77 Mastering Debt: The Good, Bad & The Ugly
On today's episode of Through the Pines we'll explore the complexities of debt including: What is debt & why it's not always evil Using debt as a tool for growth Defining the debt that drags you down Recognizing when debt becomes a crisis Understanding the psychology of debt Looking at debt in…
more -
Ep. 76 Preparing for Estate Settlement
What you need to know about Estate Settlement including… What is an Estate Settlement What generally needs to happen What happens with your home How personal assets are handled Bank Account transfers IRA Beneficiaries Life Insurance implications Annuity challenges Why you need a Trust Welcome to…
more -
Ep. 75 - Caring Financially for Aging Parents
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...
-
Why You Shouldn't Panic During a Chaotic Market
Investing in uncertain times, making sense of markets, emotions, and sticking to timeless strategies to weather the storm On this episode of Through The Pines, we'll discus investing in chaos including: Understanding Market Volatility The emotional Rollercoaster Timeless Strategies That Weather…
more -
Ep. 73 - How to Create a Winning Business Plan
On this episode of Through The Pines, we'll discuss how to build a winning business plan, including… What is an annual Business Plan? Why do you need an annual Business Plan? What benefits do you see from a Business Plan? How do you write a business plan? Mission / Vision Statement Past Goals /...
-
Ep. 72 - Master Your Money in 2025: Budgeting, Investing, and Winning with Market Trends
Win financially in 2025 by mastering the following: Budgeting Pay Yourself First Debt Management / Strategic Borrowing Investing / Wealth Building Understanding Market Trends Income Diversification / Skill Acquisition Personal Financial Growth Set Clear Goals Leveraging Technology Welcome to a...
-
Ep. 71 - Unveiling Insurance Secrets: Save Big or Risk It All?
Oh, for the love of insurance… On this episode of Through The Pines, we'll discuss the importance of Insurance when it comes to your finances, along the potential savings and risks involved - Why do we have insurance - The invention of insurance - What is a loss ratio? - Most important…
more -
Biggest Reasons People FAIL to Plan Financially
Financial planning is crucial for achieving financial stability and reaching long-term goals, yet many individuals struggle with it. On this Through The Pines episode, we'll discus some of the biggest reasons people fail to plan financially and what you can do about it, including… Procrastination...
-
Income During Retirement - Through The Pines Ep. 69
Yes, you can create income in retirement without a j.o.b… On this episode of Through The Pines, we'll discuss avenues for income in retirement including… ◼ Social Security ◼ Annuities ◼ Real Estate ◼ Cash Investing ◼ Pensions from work ◼ Investment account distributions Welcome to a Financial...
-
Love & Money: How to Structure Cash in Your Marriage
On this Through The Pines episode, we'll discuss the importance of marriage and finance… Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while hot-tubbing under the stars, this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and...
-
Most Overlooked Financial Planning Topics
The following financial topics may often be overlooked when chatting with your advisor, so we'll address these topics on this episode of Through The Pines…. On this Through The Pines episode, we'll discuss often overlooked financial planning topics… Based on this Forbes article:...
-
What You Need to Know About Charitable Giving
What You Need to Know About Charitable Giving Do you come out ahead financially What are the tax consequences Itemized Deductions vs. Standard Deductions CRATS, CRUTS, CLT Family Foundations Donating Appreciated Stock Qualified Charitable Distributions Donor Advised Funds Welcome to a Financial...
-
NET WORTH is The Most Important Number in Your Financial Life!
Why is knowing your Net Worth so important to your financial wellbeing? How does knowing your Net Worth help define future choices with your budget? How do you properly calculate your Net Worth? On this Through The Pines episode, we'll discuss the importance of Net Worth… Why is knowing your Net...
-
7 Most Debated Financial Topics (Who is right?)
Inspired from the article on thomaskopelman.com https://www.thomaskopelman.com/blog/the-most-debated-personal-finance-topics-and-my-opinions-on-each Should you… Rent vs Buy Payoff Debt vs Invest Credit Card vs Not Term vs Permanent Life Insurance ETF's vs Mutual Funds *** SMORE NUMBERS Emergency...
-
What To Do With Excess Cash
With so many options opened up by higher interest rates, people are wondering, what is the best thing to do with extra cash right now? What happens to each asset class in a rising or falling interest rate environment? On this Through The Pines episode, we'll walk you through what to do with…
more -
How To Invest (The Basics)
Are you investment curious? Thinking about investing your money, but don't know where to start? Are you a business owner stacking cash, but now want to invest? Or, maybe you've just inherited a brick of bills you would like to grow into a fortune… On this Through The Pines episode, we'll walk you...
-
Behavioral Finance & How our Subconscious Controls our Money
In Behavioral Finance we study many of the subconscious views that investors have towards investing and money. Often times these views can negatively impact our decisions and ultimately our investment returns. On this Through The Pines episode, we'll dive into the following behavioral financial...
-
2024 Financial TRENDS (and what hasn't changed?)
What are the Financial Planning Trends of 2024? Holistic Approach to financial planning: focusing on factors outside of just investments Staying ahead of client's insatiable appetite for financial news and information Virtual meetings Using AI to determine financial trends. Other uses for AI…
more -
Why You Need a Trust
Setting Up Your Revocable Living Family Trust Why do we use Trusts What are the parts that make up a Trust What is the lifecycle of a typical trust? What other documents do people usually have prepared when doing their revocable living trust? We tackle these questions on this episode of Through…
more -
Financial Risk Management - Through The Pines Ep. 58
Financial risk management - what it means, and what you can do about it. What is Financial Risk Management? Risk Management Techniques: Avoidance, Retention, Sharing, Transferring, Loss Prevention & Reduction Investment Approaches: Bonds, Derivatives, Options/Futures, Diverisification, Asset...
-
Receiving an Inheritance, now what?
Receiving an Inheritance, now what? Pay off Debt or Invest? Hold onto a property and Rent or Liquidate? How long does a typical inheritance last? What are some of the inheritance success stories you've seen? How long does it take to get an inheritance after someone passes? Taxes? We tackle these...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
HOSTED BY
Through The Pines
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Through The Pines have?
Through The Pines currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Through The Pines about?
A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
How often does Through The Pines release new episodes?
Through The Pines has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Through The Pines?
You can listen to Through The Pines on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Through The Pines?
Through The Pines is created and hosted by Through The Pines.
URL copied to clipboard!