BANDER Wealth Management

Working with BANDER means more than financial advice. We bring fresh ideas, smart tracking, and strategies that help you reach your goals with clarity and confidence. Clarity today is what gives you confidence tomorrow. banderwealth.com #BANDERWealth #TaxSmart #FinancialPlanning

💰 Your Health Savings Account is one of the most powerful tax tools available - and you still have until April 15 (provider cutoff applies) to max it out for 2025. Triple tax advantage: ✅ Tax-deductible contributions 📈 Tax-deferred growth 🏥 Tax-free withdrawals 2025 Family Limit: $8,550 | Self-only: $4,300 Make every dollar count. Clock is ticking. 🕛 BANDER Wealth Management | banderwealth.com/resources @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #HSA #TaxDay #TaxTips #WealthManagement

This week’s Let’s Talk About Stats segment on @espnthefan featured Kyler Kasper, Ben Criddle & Blayne Andersen, CFP® of BANDER Wealth breaking down BYU football, WR play, and Kyler’s upside. Blayne is Chief Investment Officer at BANDER Wealth and a Registered Financial Advisor with the NFLPA. BANDER Wealth provides personalized financial planning & investment management for small business owners, retirees, & professionals. Listen here: podcasts.apple.com/us/podcast/cou… #BYU #BYUFootball #GoCougs #ESPN960

Real estate investors: if you sold a property after Oct. 16 and your 1031 Exchange isn't done - Your 180-day window could close April 15th instead of day 180. Filing a tax extension before Tax Day preserves the full timeline. One deadline. Potentially six figures at stake. → banderwealth.com/contact-us #TaxSeason #TaxPlanning #1031Exchange @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810

Most people have a CPA and a wealth advisor - but rarely working together. That’s where gaps happen: • Tax strategy ≠ portfolio activity • Investment strategy ≠ tax impact → Missed opportunities At BANDER, our Accounting Group optimizes the integration of wealth advisement and accounting - so every decision is aligned with your long-term goals. We’ll also coordinate with your current CPA. Coordination isn’t a bonus. It’s how outcomes improve. Now offering complimentary Tax Return Observations & Analysis.👇 banderwealth.com/bander-account… @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #WealthManagement #TaxPlanning

We love our clients… especially when they take us all over the world 🌍✈️ Grateful for the relationships we’ve built and the journeys we get to be a part of—both financially and personally. Here’s to more adventures together! #letsinvest #banderwealth #wealthmanagement

No one hands you a financial playbook when you go from W-2 to 1099 or start your own business. Money questions hit fast - and the foundation usually needs to start before you think it does. On ESPN, Ben Criddle asked how BANDER advises athletes navigating NIL. Blayne Andersen’s answer: the same 5 pillars apply at any age: • Estate & Liability • Tax Strategy • Risk Management • Income Planning • Investment Strategy The pillars don’t change - but what you keep can, if you wait. Comment “PILLARS” or visit 👇banderwealth.com/contact-us for a complimentary review. @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #FinanceGoals #FinanceTips

Changed job - Changed income - Changed benefits? Same old unreviewed financial plan? 🚨 One listener came to us after switching jobs - we helped: → Add an IRA + 401k → Set up an HSA → Build a college plan for 4 kids → Create a short/mid/long-term bucket strategy When one thing changes, it can quietly throw off everything else. We've opened a limited number of complimentary Tax Efficiency Reviews. 📅 Schedule yours: banderwealth.com/contact-us @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #FinanceGoals

We had a great time at our BANDER Wealth March Madness Professional Lunch! 🏀 It was an awesome opportunity to connect with clients and fellow professionals while enjoying great food and catching the excitement of the games together. Events like these remind us how valuable it is to build relationships beyond the office and share experiences as a community. Thank you to everyone who joined us—we look forward to the next one! #BanderWealth #MarchMadness #ClientAppreciation #ProfessionalNetworking

📈 Markets moved in February. Hear Blayne Andersen's perspective.👇 Is your tax strategy keeping up? Filing is backward-looking. Stress-testing asks what happens if markets shift, you sell a business, or retire early. Most plans haven't been pressure-tested - they've just been repeated. BANDER offers Complimentary Advanced Tax Strategy Reviews. Simply Click To Schedule. 👇 banderwealth.com/contact-us/ @CriddleBenjamin @espnthefan @ronthe3manweav @BANDER_810 #InvestmentAdvice #TaxPlanning

🎙️ Missed it? No worries. In this ESPN interview, BANDER's Joe Holloway, CPA breaks down our complimentary Tax Return Analysis + the power of having an in-house tax & investment team working together. 📈 Tax-Smart Investment Planning on one side - Tax Impact Analysis on the other 💡 Having "A Real Team Behind You" - that comes with EXPERTISE, EXPERIENCE, and COLLABORATION A Fully Cohesive Professional Team Helps You Prevent The Pains That Can Come From Poor Investment and Asset Location Decisions. 🎧 Hit play below! 📩 Schedule your Complimentary Tax Return Analysis → banderwealth.com/bander-account… @CriddleBenjamin @espnthefan @ronthe3manweav @BANDER_810 #WealthManagement #TaxPlanning

We're back on ESPN The Fan! 🎙️ Tune in Thursday as BANDER Wealth joins @BenCriddle on Podcast Live - FULL Integration Tax and Wealth Planning, and Cougar Sports 🏀 Drop your questions below 👇 We might just answer them on air. @ronthe3manweav @CriddleBenjamin @espnthefan @BANDER_810 📻 #ESPNTheFan #BANDERWealth

🚀Going the extra mile isn’t a slogan - it’s our process. BANDER Founder & CIO Blayne Andersen attended a due diligence conference in Arizona 🌵, meeting with top economists like Brian Wesbury, and investment leaders like Jim Bowen, the CEO of First Trust. Before any recommendation: we travel, show up, and ask hard questions. On-site we: ✅ Met fund & private investment leaders ✅ Evaluated investment vehicles ✅ Heard economic projections ✅ Discussed global trends Because your financial future deserves more than surface-level research. 📩 We offer *Lifetime Tax Analysis*. Book a complimentary consult.👇 banderwealth.com/contact-us/ @CriddleBenjamin @espnthefan @ronthe3manweav @BANDER_810

Most portfolios focus on what you own. Few focus on where it lives. Taxable, tax-deferred, tax-free. Asset location can matter just as much as allocation. Over decades, it can make a huge difference. Is location part of your strategy - or just how your accounts happened to be set up? 👀 Tell us how you think about this in your own planning? @CriddleBenjamin @espnthefan @ronthe3manweav

🎙️ BANDER founder Blayne Andersen, CFP® and Randall Jones, CPA joined ESPN The Fan’s Ben Criddle to discuss how tax strategy and investment strategy should work together. In this clip: • Where Tax Planning Should Begin • Why a CPA Matters • Who BANDER’s Integration Advisory Helps • What Clients Receive from both the Advisory & Accounting Sides ▶️ Listen to the highlight. @CriddleBenjamin @espnthefan @ronthe3manweav @BANDER_810

🎙️ Live Today – 3:30 PM MST BANDER founder Blayne Andersen, CFP®, and Randall Jones, CPA, will join Ben Criddle on ESPN The Fan to talk: 🏀 BYU Basketball 📊 Financial Planning 💲 Modeling Lifetime Tax Projections 📈 Building long-term financial stability for athletes & professionals 🎧 Listen live: listen.streamon.fm/kovoam 👇Visit BANDER's New Website for Your Complimentary Consultation banderwealth.com

A 1% tax drag doesn’t sound like much. Until it costs you ~$900,000 over 25 years. $1M at 6% → ~$4.29M $1M at 5% → ~$3.39M Same market. Same investor discipline. Different coordination. Most portfolios are built for returns. Very few are engineered for after-tax outcomes. Are you measuring pre-tax performance - or what you actually keep? Blayne Andersen breaks this down with ESPN’s Ben Criddle and explains why we launched the BANDER Accounting Group. 👇 @CriddleBenjamin @espnthefan @ronthe3manweav @BANDER_810 #TaxSeason #FinancialAdvisor

🌵 Sunshine. ⚾ Baseball. Great company. BANDER's founder, Blayne Andersen & his wife, Rachel, recently took clients Danny & Gina Cristofano to a spring training game in Arizona - watching Danny’s favorite team, the Colorado Rockies, take on the Chicago Cubs. Relationships come first. Because planning is personal. Here’s to great clients and a new season ahead. 🙌