Blueprints for Wealth: Navigating Your Financial Journey
Welcome to “Financial Foundations,” brought to you by Base Wealth Management, where finance meets clarity. Join our hosts, Dustin Taylor and Alex Wolfe, along with financial advisor Kyle Howell, as they delve into the complexities of financial planning. In this …
Investing 101: How to Set and Achieve Your Financial Goals
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Welcome back to the Financial Foundations podcast, 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 Wolf, certified financial planner, and today …
Your Best Investing Strategy: Paying Down Debt
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Investing is exciting. Investing can help you grow your wealth, and investing can set you up for a great retirement. But is now the right time to invest? Hi, I’m Kyle, financial adviser at Base Wealth Management. Today, …
Mind Over Money: Navigating Biases in Investing
Dive into the heart of financial literacy tailored for the new generation with the latest Financial Foundations episode from Base Wealth Management. Hosts Dustin Taylor and Alex Wolfe, CFP®, bring a fresh perspective on managing money, investing wisely, and securing …
Understanding Behavioral Finance: Why You Make Your Financial Choices
Join us as we explore the fascinating world of Behavioral Finance, featuring insights from Kyle and Alex. This video delves into the psychological biases that influence our financial decisions, such as loss aversion, confirmation bias, and herd mentality. Understand how …
How to Personalize Your 401(K) (and avoid THESE mistakes!)
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Do you find it difficult to manage your 401k, 403b, or workplace retirement account? Good news, you’re not alone, and we can help you with managing this account. Hi, I’m Kyle, a financial adviser at Base Wealth Management. Today, …
Rollover Your 529 Into a Tax-Free Roth?
Discover how the Secure 2.0 Act transforms 529 plans into potential retirement assets. Learn to leverage these changes for your child’s financial future.…
How Do Financial Advisors Add Value?
Many Americans have a misconception of what a financial advisor does or how a financial advisor adds value to a portfolio. They may imagine an advisor picking hot stocks, buying and selling assets as the markets shift, and beating the
Confronting Spending Habits Head-On with Kyle Howell
In this episode of the Financial Foundations Podcast, Dustin Taylor and Alex Wolfe of Base Wealth Management host a discussion with Financial Advisor, Kyle Howell.
Kyle shares his personal journey to becoming a financial advisor and his focus on budgeting.…
