“I Just Buy ETFs” — Why That’s Not a Complete Financial Plan
TRANSCRIPT:
I hear this all the time. Someone will say, “I don’t really need an adviser. I just buy ETFs.” And honestly, I usually agree with the first part of that statement more than they expect. Buying lowcost index funds …
Why 2026 Is More Dangerous for Retirement Than People Think
Transcript:
A lot of people walked into 2026 feeling pretty good about their finances. The market had a solid year. Statements looked better. Balances were up. And I think that’s exactly why this year feels a little more dangerous than …
10 Financial Mistakes Business Owners Make Before 50
Owning a business has a way of compressing time. You put your head down in your thirties and forties, focus on revenue and payroll, and then realize you’re closer to 60 than 40—and most of your net worth is tied
Choosing the Right Employer-Sponsored Plan for Your Business
TRANSCRIPT:
Dustin Taylor: 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.
Alex Wolfe: I’m your co-host, Alex Wolfe, certified financial planner.
Kyle …
Why Most Owners Fail When Selling a Business or Real Estate
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 have your co-host, Alex Wolfe, certified financial planner, and I’m Kyle
Choosing the Right Employer-Sponsored Plan for Your Business
TRANSCRIPT:
Dustin Taylor: 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.
Alex Wolfe: I’m your co-host, Alex Wolfe, certified financial planner.
Kyle …
Why Most Owners Fail When Selling a Business or Real Estate
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 have your co-host, Alex Wolfe, certified financial planner, and I’m Kyle …
Can a Personal Injury Derail Your Financial Future?
TRANSCRIPT:
Dustin Taylor: Welcome back to financial foundations brought to you by Basewell Management where we are the foundation to your financial plan. I’m your host Dustin Taylor.
Kyle Howell: And I’m your co-host Kyle Howell, financial advisor in the
Can a Personal Injury Derail Your Financial Future?
Dustin Taylor: Welcome back to financial foundations brought to you by Basewell Management where we are the foundation to your financial plan. I’m your host Dustin Taylor.
Kyle Howell: And I’m your co-host Kyle Howell, financial advisor in the Lutz …
