How Can Tailored Benefit Plans Keep Your Best Employees From Walking Out the Door?
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 and I’m your co-host Kyle Howell financial adviser with Base Wealth Management in …
Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran
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.
And I’m your co-host, Kyle Howell, financial advisor at Base Wealth Management out …
Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran
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.
And I’m your co-host, Kyle Howell, financial advisor at Base Wealth Management out …
Making Charitable Giving Smarter: How Donor-Advised Funds Create Flexibility and Tax Efficiency
For those who are charitably inclined, giving isn’t just about generosity—it’s also about intention. The goal is often twofold: support the causes you care about while doing so in a financially responsible and tax-efficient way. One strategy that continues to
Five Key Insights for Your First Year of Retirement
Retirement is often seen as the ultimate goal after decades of work—a time to finally relax and enjoy life. But the reality is, stepping into this new phase comes with unexpected adjustments. While financial planning plays a big role, mental …
How to Use the Backdoor Roth IRA (Without Paying Extra Taxes!)
For high earners, Roth IRAs offer incredible tax-free growth potential—but there’s a catch. If your income is above the contribution limit, you can’t contribute directly. That doesn’t mean you’re out of options. Many investors turn to a Backdoor Roth IRA …
Understanding the Corporate Transparency Act: What It Means for Your Business
The Corporate Transparency Act (CTA) is officially in effect, bringing new reporting requirements for businesses across the United States. While this regulation aims to combat money laundering, fraud, and corruption, it also introduces an important filing responsibility that business owners
When Can You Retire? Essential Tips and Insights for Retirement Planning
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 I’m Kyle Howell, Financial …
When Can You Retire? Essential Tips and Insights for Retirement Planning
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 I’m Kyle Howell, Financial …
