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 …
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: Consumer Spending Accelerated, U.K. Retailers Raise Concerns, Powell Warns of Economic Uncertainty
