Can You Retire Early? | Strategies for Every Age

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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

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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

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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, …
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, …