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 …
5 Financial Pitfalls That Can Derail Your Retirement
Retirement should be a time of peace, freedom, and fulfillment—but getting there requires more than just hitting a number in your savings account. As a financial planner, I’ve worked with countless individuals and couples navigating this transition, and one thing
Avoiding Tax-Time Stress: A CFP’s Take on Getting Prepared
As the April 15 deadline approaches, many individuals and business owners find themselves scrambling to get everything in order. But tax season doesn’t have to feel overwhelming—especially if you know what to expect and prepare early.
While there’s no way
Market Recap: Inflation Rise and Its Effects, Trump’s Automotive Tariffs, Germany’s Fiscal Stimulus
Retirement Mistakes That Could Ruin You
TRANSCRIPT:
You want to make sure that you’ve got the proper legal documents in place to make that transition of your assets to those individuals as easy and seamless as possible. Welcome to the Financial Foundations podcast, your gateway to …
Market Recap: Fed Holds Rates, Transitory Inflation From Tariffs, Home Sales Soar
Retirement Mistakes That Could Ruin You
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 …
Market Recap: Wholesale Prices Steady, Mortgage Demand Climbs, and Tariff Tensions Rise
Market Recap: Mixed Signals in February Job Report, Fed Holds Steady on Rates, Tariffs Spark Global Retaliation
