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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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EPISODE 7:

Blueprints for Wealth: Navigating Your Financial Journey

Discover how to tailor your investments to life goals and market conditions on the Financial Foundations Podcast, guided by expert advisors.
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EPISODE 06:

Navigating The AI Wave: The Future Of Finance And Advisory

Dive into how artificial intelligence is revolutionizing finance, from portfolio management to deepening the advisor-client connection.
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EPISODE 05:

Mind Over Money: Navigating Biases in Investing

Explore how subconscious biases influence our financial decisions and the strategies you need to overcome them.
Money moves for Gen Z
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EPISODE 04:

Money Moves for Gen Z: Building Wealth & Financial Freedom

Hosts Dustin Taylor and Alex Wolfe, CFP®, bring a fresh perspective on managing money, investing wisely, and securing financial freedom tailored specifically for Gen Z.
FINANCIAL FOUNDATIONS (S02E03)
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EPISODE 03:

Financial Planning Decoded: Beyond the Jargon with Alex Wolfe, CFP®

Dive into a client's journey from confusion to clarity, and learn how your financial goals can become reality with expert guidance.
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EPISODE 02:

Election 2024: Is Your Retirement At Risk?

Join hosts Dustin Taylor and Alex Wolfe, CFP®, as they dissect the historical data, debunk common myths, and offer straightforward advice to safeguard your investments during the electoral season.
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EPISODE 01:

Confronting Spending Habits Head-On with Kyle Howell

Financial Advisor Kyle Howell shares his personal journey to becoming a financial advisor and his focus on budgeting. Together, the hosts explore Kyle's process for helping clients understand their spending habits, the impacts of inflation and adjusting financial behaviors.
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EPISODE 10:

December Market Recap: The Fed Held Rates, Consumers Keep Spending, Mortgage Rates Decline, And More

In this episode, Alex Wolfe, Head of Financial Planning at Base Wealth Management, provides a rapid fire recap of the latest market news. Topics include the Fed's projection for 2024, its caution against lowering interest rates too hastily to prevent persistent inflation, and the surprisingly strong consumer spending patterns despite retailer's lower guidance for the holiday season.
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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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.

Click here for a list of full disclosures.

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

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© Copyright 2024.
Crafted by VOOV Advisor Consulting.
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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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