Start Here
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®.
VIEW SHOW NOTES
EPISODE 07:

What You Should Know About RMDs (Required Minimum Distributions)

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.
VIEW SHOW NOTES
EPISODE 06:

November Market Recap: Decoding Fed Policies, Inflation, Unemployment, & Real Estate Dynamics

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.
VIEW SHOW NOTES
EPISODE 05:

Should I Convert my Retirement to ROTH? Well, Maybe NOT

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.
VIEW SHOW NOTES
EPISODE 04:

Do I Have Enough to Retire? A Financial Reality Check

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.
VIEW SHOW NOTES
EPISODE 03:

October’s Financial Pulse: Insights on GDP, Inflation, Strikes, and More

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.
financial planning tips for parents
VIEW SHOW NOTES
EPISODE 02:

Baby on the Way? Financial Planning Tips for New (& Existing) Parents

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.
FINANCIAL FOUNDATIONS Ep1
VIEW SHOW NOTES
EPISODE 01:

What This Podcast is About and Who Should Listen

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.
Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

Headquarters

7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 756-8716

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.

https://adviserinfo.sec.gov

© Copyright 2023.

 Crafted by Baobab Advisor Consultants.

Linkedin Facebook Youtube Twitter Tiktok Instagram

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle Howell

SUBSCRIBE TO OUR YOUTUBE CHANNEL!

Click here to go to our YouTube channel and subscribe for weekly financial updates and more! We’d love your help to in getting to 500 subscribers!
SUBSCRIBE HERE!

Register for our Open House event!

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).

Get a FREE Solo 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team