DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer

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. There are always people who …
Market Recap: April Inflation, Consumer Sentiment, Trump on Prices

Why Market Dips Are Your Secret Weapon for Roth Conversions

When the market drops and tax rates are low, it might feel like the wrong time to make a big financial move, but for Roth conversions, it could actually be the perfect moment. Hi everyone, I’m Alex Wolfe, a Certified …
Market Recap: Fed Holds Rates Steady, Mortgage Demand Surge, China – U.S. Tariffs Paused

How to Handle Market Volatility (And Not Hit the Panic Button)

TRANSCRIPTION:
Market volatility. It can feel unsettling, even downright scary, but how you respond to market swings can have a bigger impact on your financial future than the swings themselves. Hi, I’m Alex Wolfe, a certified financial planner and head …
Market Recap: Job Growth, U.S. Economy Slows, Buffett’s Announcement

Debt Insights, According To A Certified Financial Planner®

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 are talking …
Market Recap: Large Purchases Surge, Housing Market Slows, Deep-Sea Mining

What Withdrawal Strategy Should I Use 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. It’s important to know that …