Through The Pines
Business & Finance
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.
Episodes
- 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 li…
- 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, t…
- 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…
- 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 Earni…
- 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 retili…
- 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…
- 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/ @a…
- 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 G…
- 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…
- 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…
- 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 Spe…
- 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…
- 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 option…
- 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 majo…
- 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…
- 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 comprehe…
- 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…
- 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 expens…
- 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…
- 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…
- 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 Fina…
- 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 Con…
- 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…
- 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 implic…
- 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 name…
- 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…
- 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…
- 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 Gr…
- 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 ins…
- 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 financiall…
- 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 ◼ I…
- 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…
- 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 planni…
- 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…
- 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 dis…
- 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 In…
- 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 P…
- 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…
- 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 epi…
- 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 Usin…
- 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 tru…
- 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,…
- 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…
- Why Are These Financial Subjects NOT Taught in School?
On this episode we explore the financial subjects that should be taught in school. Income Taxes Filing Tax Returns Managing & Understanding Debt Allocating Income / Budgeting Basics of Investing & Compound Interest (building good habits) U…
- Five Core Values of Smart Money Kids
Five Core Values of Smart Money Kids Learning How to Spend, Save, and Manage Money Maintaining an Emergency Fund Understanding Credit Compounding Interest Live Minimally We cover these topics on this episode of Through The Pines… Welcome t…
- Financial Portfolio Basics // Through The Pines
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his TikTok videos, this is Through the Pines… On this episode we explore Portfolio Types Types Personality We cover these topics on this epis…
- How to Leave a Legacy // Through The Pines Podcast
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while doing his taxes, this is Through the Pines… On this episode we explore the Legacy Planning Phase of Life Portfolio & Risk Tolerance Tax Planning Qual…
- Retirement Phase of Life //Through The Pines Podcast
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while blending in on the beach in Florida, this is Through the Pines… On this episode we explore the Retirement Phase of Life: Both Emotional & Financial E…
- How to Set Your 2024 Financial Goals // Through The Pines Podcast
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens sweating it out in his sauna, this is Through the Pines… On this episode we explore Financial Goal Setting For The New Year How to Set Financial Goals How…
- What Wealth Means To You - Through The Pines Podcast
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 We…