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®.
EPISODE 07:
Discover the essentials of Required Minimum Distributions (RMDs) in the latest Financial Foundations Podcast episode. Hosts Dustin Taylor and Alex Wolfe cut through the clutter, addressing key aspects of RMDs, IRS regulations, and strategic planning.
EPISODE 06:
Hosts Dustin Taylor and Alex Wolfe offer a recap and insights into the financial market for the month of November. Topics discussed include decisions of the Federal Reserve and their influence on interest rates, impacts on investment strategies, inflation, retail sales trends, and more.
EPISODE 05:
Dustin and Alex explore the ins and outs of Roth conversions, explaining the process of shifting pre-tax dollars into a Roth IRA and paying taxes on the converted amount. The focus of the episode is on four critical reasons why you might want to reconsider a Roth conversion. They discuss scenarios such as anticipating lower future tax brackets, considering required minimum distributions, charitable giving plans, and health-related concerns.
EPISODE 04:
Join us as we demystify the complexities of retirement planning, covering income sources, managing healthcare expenses, and optimizing social security benefits. We explore key considerations like when to claim social security, the challenges of early retirement, and the power of compounding returns.
EPISODE 03:
Listen as Dustin and Alex unpack the complex economic landscape marked by GDP updates, inflation trends, the impact of student loan repayments restarting, wage inflation, auto industry strikes, treasury yields, and international conflicts in the Middle East and Ukraine.
EPISODE 02:
In this comprehensive episode, listeners gain valuable insights into preparing for the financial journey of parenthood, making informed decisions about education savings, and understanding the role of taxes and insurance in securing their family's financial well-being.
EPISODE 01:
Join hosts Dustin Taylor and certified financial planner Alex Wolfe in the inaugural episode of the "Financial Foundations" podcast, brought to you by Base Wealth Management. Discover what a certified financial planner is and why being a fiduciary matters.

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Dan DiLascia

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Kyle Howell

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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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