Shows / Through The Pines
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
Through The PinesHow Couples Can Solve Money Issues (Save Your Marriage / Avoid Divorce) | Ep. 109
On this episode of Through The Pines we'll discuss How Couples can SOLVE their Money Issues Welcome to a Financial Planning Podcast with a down to earth vibe…
Through The PinesEp. 108 - Why Couples Fight About Money
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while charging his EV this is Through the Pines. Our Advisors for this…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesPines 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The Pines9.30.25 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesWhy 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesEp. 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…
Through The PinesBiggest 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…
Through The PinesIncome 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… ◼…
Through The PinesLove & 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…
Through The PinesMost 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…
Through The PinesWhat 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…
Through The PinesNET 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…
Through The Pines7 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…
Through The PinesWhat 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…
Through The PinesHow 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?…
Through The PinesBehavioral 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…
Through The Pines2024 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…
Through The PinesWhy 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…
Through The PinesFinancial 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…
Through The PinesReceiving 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…
Through The PinesWhy 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…
Through The PinesFive 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…
Through The PinesFinancial 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…
Through The PinesHow 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…
Through The PinesRetirement 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…
Through The PinesHow 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…
Through The PinesWhat 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…
Through The PinesThe Pre-Retirement Phase of Life (5-10 years before Retirement)
Through the Pines - The Pre-Retirement Phase of Life (5-10 years before Retirement) Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch…