Author: Alex Wolfe

Why the 4% Rule Might Ruin Your Retirement (and What to Do Instead)

In this engaging episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe, certified financial planner, discuss the alleged shortcomings of the much-debated ‘4% withdrawal rule’ for retirees.

They explore issues like heightened longevity risk, evolving market return …

Market Watch: Inflation Measures Cool, Container Rates Surge, UK-Switzerland Pact

Get Your Ex-spouse’s Social Security Benefits After Divorce!

Learn how divorce affects your Social Security benefits and the key steps to maximize them.…

You should know this before retiring early.

Do you dream of retiring early and shifting from career to comfort? Join Alex Wolfe as he delves into what early retirement really entails and the strategies to make it a reality without sacrificing your financial security.…

Market Watch: Inflation Eases, Retail Sales Up, Fed Adjusts Outlook

Want to Retire EARLY? Consider These Tips First

Join hosts Dustin Taylor and Certified Financial Planner Alex Wolfe on the Financial Foundations podcast as they discuss a listener’s question about early retirement. Bill, at 54 with $1 million in his 401k and $200,000 in his brokerage account, wonders …

Market Watch: Payrolls Rise, Unemployment Falls, Job Openings Tighten

The Best Retirement Withdrawal Strategies

In this enlightening video, Alex Wolfe, a certified financial planner at Base Wealth Management, delves into various strategies for retirement fund withdrawals. He explains the traditional 4 percent withdrawal rule and why it may not be viable anymore. The portfolio …

What You Should Know About RMDs (Required Minimum Distributions)

Discover the essentials of Required Minimum Distributions (RMDs) in the latest Financial Foundations Podcast episode. Host Dustin Taylor and certified financial planner Alex Wolfe cut through the clutter, addressing key aspects of RMDs, IRS regulations, and strategic planning. No-nonsense insights …