Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while reviewing his portfolio, this is Through the Pines…   How the Wealthy Invest & What Can We Learn   How the Wealthy Invest & What Can We Learn What is considered wealthy / Ultra-wealthy or High Net Worth? 1 Million, 10 Million, 30 Million? How to become wealthy over time? (3 Pillars) / Personal Habits What is a typical investment allocation of the wealthy / Is it much different than non-wealthy? Are there investments that are only for high net worth investors? What professionals do Ultra high net worth people use and how? What are personal habits of the wealthy? What Type of Charitable Giving is done by those with High Net Worth? How does one maintain an ultra high net worth?     We'll go a bit more in depth on these topics on this episode of Through the Pines…   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: [email protected] 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

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