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Dustin and Alex Wolfe posing together for the Financial Foundations Podcast

Financial Foundations

An Eduational Podcast

Welcome to the “Financial Foundations” podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
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SEASON 3
EPISODE 6

Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran

Learn how mortgages fit your financial plan as Jennifer Weil shares escrow, rate-shopping & refinance tips on Financial Foundations. Listen now!
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SEASON 3
EPISODE 5

DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer

DIY or pro? Dustin Taylor & Alex Wolfe tackle time, risk, biases & goals so you can decide if managing your own portfolio makes sense. Listen now!
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SEASON 3
EPISODE 4

Debt Insights, According To A Certified Financial Planner®

Discover how retirees can avoid common pitfalls—like overspending, healthcare surprises, and lifestyle adjustments—to help ensure a fulfilling retirement.
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SEASON 3
EPISODE 3

What Withdrawal Strategy Should I Use in Retirement?

Discover how retirees can avoid common pitfalls—like overspending, healthcare surprises, and lifestyle adjustments—to help ensure a fulfilling retirement.
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SEASON 3
EPISODE 2

Retirement Mistakes That Could Ruin You

Discover how retirees can avoid common pitfalls—like overspending, healthcare surprises, and lifestyle adjustments—to help ensure a fulfilling retirement.
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SEASON 3
EPISODE 1

Avoid Tax Season Surprises: What You Need to Know

Get ahead of tax season with insights on deductions, deadlines, and business strategies. Learn key considerations that could impact your tax planning—listen now!
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SEASON 2
EPISODE 21

Understanding Donor Advised Funds for Charitable Giving

Discover how donor-advised funds can superfund your charitable giving and help maximize tax efficiency in your financial plan.
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SEASON 2
EPISODE 20

Crush Market Volatility During Election Years With These Expert Tips

Learn how to keep your investments steady during election year volatility with expert insights.
Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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Lakewood Ranch, FL 34240
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Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

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If you have any questions regarding Compliance and Regulatory information, please Contact Us.

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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