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 20:
Learn how to keep your investments steady during election year volatility with expert insights.
EPISODE 19:
When can you retire? It's more than just having a sizeable savings account and a savvy withdrawal strategy.
EPISODE 18:
Discover how to maximize spousal Social Security benefits and avoid missing out on valuable retirement income with expert strategies.
EPISODE 17:
Discover tax-smart strategies to build generational wealth, boost your 401(k) contributions, and effectively gift assets to your heirs.
EPISODE 16:
Discover tax-smart strategies to build generational wealth, boost your 401(k) contributions, and effectively gift assets to your heirs.
EPISODE 15:
Learn how Health Savings Accounts can help you retire early and maximize tax-free growth in our latest podcast episode.
EPISODE 14:
Learn why target date funds might not suit your retirement plan and explore other investment options with our experts.
EPISODE 13:
Explore how the mortgage landscape has shifted since COVID and discover the best strategies for navigating the new market.

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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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