Generational Wealth: Tax-Smart Strategies For Your Family’s Future
TRANSCRIPT:
So, there’s things to think about and what type of assets they have and how much they want to gift. If they gift a significant portion, they may not owe any taxes, but they may have to file a …
Tax-Smart Strategies for Your Family’s Future Wealth
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 …
Unpacking Retirement Investment Options
TRANSCRIPT:
Part of the reason I typically don’t steer my clients towards retirement day funds is, in my opinion, they’re a blanket investment. They are designed to do one thing and one thing only, and this particular client may have …
Are You Making the Right Investment Choices?
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 …
Choosing the Right Investments: Goals, Platforms, and Strategies
TRANSCRIPT:
Welcome to the Financial Foundations Podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management.
On this show, we delve deep into the world of money, guided by seasoned experts who will unravel …
What Are the Right Investments for Your Portfolio?
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 …
Can You Retire Early? | Strategies for Every Age
TRANSCRIPT:
And if the life expectancy is there, I may tell somebody, I think you have enough assets here to where we can generate an income for the next three or four years. Yes, we’re going to pull some of …
How to Quit the Rat Race and Retire Early
Transcript:
To retire early, I think the most obvious one, and the one that we talk about a lot, is obviously spending less than what you make and increasing the amount that you’re saving. You can do that through a …
Controling Your Finances Using The 50/30/20 Rule
TRANSCRIPT:
I see it time and time again, someone seeks me out for some guidance, and their budget is a mess. They don’t have a system in place, they don’t know what they’re spending their money on, they’re not saving, …
