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
Last Week: -1.84%
YTD: 4.50%
1 Year: 21.88%
Dow Jones Industrial Average
Last Week: 0.71%
YTD: 1.29%
1 Year: 14.51%
Last Week: -3.84%
YTD: 1.77%
1 Year: 28.05%
Last Week: -1.35%
YTD:
Q2 Economic Update 2024: Insights and Trends
Transcript:
Hello, and welcome, and thanks for joining me. Today, we’re going through our second-quarter economic update. I’m Alex Wolf, certified financial planner and head of financial planning at Base Wealth Management. Today, we’re going to go through a series …
Blueprints for Wealth: Navigating Your Financial Journey
Welcome to “Financial Foundations,” brought to you by Base Wealth Management, where finance meets clarity. Join our hosts, Dustin Taylor and Alex Wolfe, along with financial advisor Kyle Howell, as they delve into the complexities of financial planning. In this …
Market Recap: PPI Cools Off, CPI Surges, Iran-Israel Conflict Impacts Oil
Last Week: -1.52%
YTD: 7.81%
1 Year: 25.66%
Dow Jones Industrial Average
Last Week: -2.37%
YTD: 1.26%
1 Year: 14.29%
Last Week: -0.53%
YTD: 7.72%
1 Year: 34.77%
Last Week: -3.35%
YTD:
Investing 101: How to Set and Achieve Your Financial Goals
Transcript:
Welcome back to the Financial Foundations podcast, 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 Wolf, certified financial planner, and today …
Market Recap: Job Surge Surprises, EU Inflation Slows, Fed’s Rate Hike Hint
Last Week: -0.71%
YTD: 9.41%
1 Year: 28.54%
Dow Jones Industrial Average
Last Week: -1.64%
YTD: 3.65%
1 Year: 18.37%
Last Week: -0.95%
YTD: 8.06%
1 Year: 35.77%
Last Week: -1.86%
YTD:
Navigating The AI Wave: The Future Of Finance And Advisory
In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, discuss the impact of artificial intelligence (AI) on the financial industry. They explore the benefits and limitations of AI, including its ability to efficiently answer …
