3 Retirement Tax Mistakes That Can Cost You Thousands
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Hi, I’m Jeremy Riggs, certified financial planner at Bass Wealth Management.
Let’s talk about something that frustrates a lot of retirees. You and the couple next door might live on the same income, yet their tax bill is a …
Why Most Owners Fail When Selling a Business or Real Estate
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Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I have your co-host, Alex Wolfe, certified financial planner, and I’m Kyle …
Understanding Social Security: Timing Your Benefits Wisely
Hi, I’m Jeremy Riggs, certified financial planner at Base Wealth Management. You’ve probably heard the rule of thumb, delay social security. Live off your 401k for a few years and watch that benefit grow 8% a year. For some folks, …
9 Habits Stealing Joy From Retirement
Hi, I’m Jeremy Riggs, certified financial planner at Bass Wealth Management. After sitting across the table from hundreds of clients in their 60s and beyond, I’ve noticed a handful of habits that quietly steal joy from retirement. Let’s walk through …
Can a Personal Injury Derail Your Financial Future?
Dustin Taylor: Welcome back to financial foundations brought to you by Basewell Management where we are the foundation to your financial plan. I’m your host Dustin Taylor.
Kyle Howell: And I’m your co-host Kyle Howell, financial advisor in the Lutz …
Can You Really Pay Off Debt Faster?
Welcome back to Financial Foundations brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host Dustin Taylor, and I’m your co-host Kyle Howell from Base Wealth Management in Loot’s …
Can Your Home Be Your Biggest Wealth Builder?
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. And I’m your co-host, Kyle Howell, from Base Wealth Management and Lutz Office. …
Is Social Security Enough to Cover Your Retirement?
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Hi, it’s Jeremy Riggs, Certified Financial Planner with Base Wealth Management.
Quick question, if Social Security paid 20% less, how much would that rattle your retirement plans? I ask because I keep meeting folks, smart, resourceful people, who …
What’s the Real Secret to Building Wealth?
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Hi, I’m Jeremy Riggs, Certified Financial Planner with Base Wealth Management.
I’ve read more financial books than I can count, but the one I keep recommending is “The Psychology of Money” by Morgan Housel. It’s not a spreadsheet manual, …
