What to Do After You Pay Off Your Mortgage
What should we do after the very last mortgage check clears? I’m Jeremy Riggs, certified financial planner at Base Wealth Management. That was the question in today’s review. My clients will toast our newfound freedom next month, though the bank’s …
When One Medical Note Makes Life Insurance Harder
What do you do when a single line in your medical record suddenly makes life insurance feel out of reach? I’m Jeremy Riggs, certified financial planner at Base Wealth Management. Yesterday, I met with a young family who found one …
Are We in an AI Bubble? What Investors Should Really Be Watching
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 have with …
How We Reduced Tax Drag on a 90% Cash Portfolio
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Hi, I’m Jeremy Riggs, certified financial planner at Base Wealth Management. A couple came in with a statement showing about 90% of their savings in a money market fund. Their ask was straightforward. Steady income, less drag from taxes. …
Choosing the Right Employer-Sponsored Plan for Your Business
TRANSCRIPT:
Dustin Taylor: 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.
Alex Wolfe: I’m your co-host, Alex Wolfe, certified financial planner.
Kyle …
3 Retirement Tax Mistakes That Can Cost You Thousands
Transcript:
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
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 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 …
