Author: Alex Wolfe

Q2’s Economic Insights for Election Year Financial Planning

TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we thought it …

Navigating Q2’s Economic Outlook: Consumer Spending, Corporate Profits & Inflation Insights

TRANSCRIPT:
So I think you’re starting to see a shift in people are allocating their money toward more essential things that are rising in costs and they’re watching what they’re spending on. Welcome to the Financial Foundations podcast, your gateway …

Market Recap: Private Payroll Gains, Fed Holds Rates, Jobless Rate Climbs

How Much Will You Actually Spend In Retirement?

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But it's kind of a fascinating thing when you like show them what they're actually likely to spend during retirement over the course of 30 years, depending on what that actually comes out to, especially for like an, say 

Inherited $300,000, What Should I Do with it?

TRANSCRIPT:

If you were recently a beneficiary of a family member who passed away, you may have come into some money through an inheritance. First off, my condolences. But in this video, I’m going to give you some recommendations on …

Market Recap: Inflation Steady, GDP Growth Slows, Earnings Season Starts Strong

How much will you spend in retirement?

TRANSCRIPT: 

Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor.

I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we’re going to …

Asset Location Strategies – Save on Taxes in Retirement

TRANSCRIPT: 
We have all heard of asset allocation. However, have you heard of another planning topic called asset location? Hi, I’m Alex Wolfe, Certified Financial Planner and head of financial planning at Base Wealth Management. Stay with me today on …

Market Recap: Retail Sales Surge, College Graduation Declines, Mortgage Rates Hit Highs