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 your 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
