Should I Convert my Retirement to ROTH? Well, Maybe NOT
In this episode, hosts Dustin Taylor and certified financial planner Alex Wolfe tackle the question: “When should I do a Roth conversion?”
Dustin and Alex explore the ins and outs of Roth conversions, explaining the process of shifting pre-tax dollars …
Market Watch: Federal Reserve Holds Interest Rates, Stock Markets Surge, and Employment Numbers Unveiled
Last Week: 5.85%
YTD: 14.94%
1 Year: 19.03%
Dow Jones Industrial Average
Last Week: 5.06%
YTD: 4.42%
1 Year: 8.62%
Last Week: 6.70%
YTD: 30.55%
1 Year: 32.11%
Last Week: 7.57%
YTD:
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:
