Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran
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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.
And I’m your co-host, Kyle Howell, financial advisor at Base Wealth Management out …
DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer
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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’m your co-host Alex Wolfe, Certified Financial Planner. There are always people who …
Why Market Dips Are Your Secret Weapon for Roth Conversions
When the market drops and tax rates are low, it might feel like the wrong time to make a big financial move, but for Roth conversions, it could actually be the perfect moment. Hi everyone, I’m Alex Wolfe, a Certified …
How to Handle Market Volatility (And Not Hit the Panic Button)
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Market volatility. It can feel unsettling, even downright scary, but how you respond to market swings can have a bigger impact on your financial future than the swings themselves. Hi, I’m Alex Wolfe, a certified financial planner and head …
Debt Insights, According To A Certified Financial Planner ®
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. I’m your co-host, Alex Wolfe, certified financial planner. And today we are talking …
What Withdrawal Strategy Should I Use in Retirement?
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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’m your co-host, Alex Wolfe, Certified Financial Planner. It’s important to know that …
Retirement Mistakes That Could Ruin You
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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’m your co-host, Alex Wolfe, certified financial planner. And today we’re going to …
Avoid Tax Season Surprises: What You Need to Know
TRANSCRIPT: If there was a death and you inherited money and that person was of RMDH, you need to see if they took their RMD last year in the year they passed away. Welcome to the Financial Foundations podcast, your…
Five Key Insights for Your First Year of Retirement
Retirement is often seen as the ultimate goal after decades of work—a time to finally relax and enjoy life. But the reality is, stepping into this new phase comes with unexpected adjustments. While financial planning plays a big role, mental …
