Do I Have Enough to Retire? A Financial Reality Check
In our fourth episode of Financial Foundations, we tackle the pivotal question that keeps many awake at night: ‘Do I have enough to retire?’
Join us as we demystify the complexities of retirement planning, covering income sources, managing healthcare expenses, …
Market Watch: GDP Increases, Student Loans Resume, Treasury Yield Highs & UAW Strikes
Last Week: -2.50%
YTD: 8.59%
1 Year: 9.80%
Dow Jones Industrial Average
Last Week: -2.11%
YTD: -0.62%
1 Year: 3.2%
Last Week: -2.64%
YTD: 22.35%
1 Year: 18.75%
Last Week: -2.54%
YTD:
Monthly Market Recap: GDP, Inflation, and More
Watch Alex Wolfe, CFP® break down October’s financial events in our Monthly Market Recap.
US GDP’s Noteworthy Rise: Exceeding expectations, the growth was propelled by consumer and government spending, inventory increases, and exports. Unpack what this could mean for the …
October’s Financial Pulse: Insights on GDP, Inflation, Strikes, and More
In this episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe, delve into a wealth of market insights for the month of October. They unpack the complex economic landscape marked by GDP updates, inflation trends, the impact …
Strategies to Save Big on Taxes: A Year-Round Approach
Join Alex Wolfe, Head of Financial Planning at Base Wealth Management, in our latest video as he shares crucial insights into year-round tax strategies that can save you money and prevent those last-minute tax day surprises. From Roth conversions to …
Baby on the Way? Financial Planning Tips for New (& Existing) Parents
In this episode of the Financial Foundations Podcast brought to you by Base Wealth Management, hosts Dustin Taylor and Alex Wolfe, CFP®, dive into the world of financial planning for new and existing parents.
Listeners gain valuable insights into preparing …
Market Watch: Retail Sales Surge, Homebuilder Sentiment Declines, Treasury Yields Spike, and Earnings Season Spotlight on Tech Giants
Last Week: -2.39%
YTD: 11.37%
1 Year: 17.10%
Dow Jones Industrial Average
Last Week: -1.58%
YTD: 1.53%
1 Year: 11.45%
Last Week: -2.98%
YTD: 25.66%
1 Year: 24.11%
Last Week: -2.25%
YTD:
What This Podcast is About and Who Should Listen
Join hosts Dustin Taylor and certified financial planner Alex Wolfe in the inaugural episode of the “Financial Foundations” podcast, brought to you by Base Wealth Management. Discover what a certified financial planner is and why being a fiduciary matters.
The …
Optimize Your Investments for Financial Success
In this video, Alex Wolfe, the head of financial planning at Base Wealth Management, explores the art of optimizing your investments to achieve your financial goals.
Learn how to align your investment portfolio with your life’s ambitions, whether they’re short-term …
