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 figure …
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, …
What Does “Enough” Really Look Like for You?

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Hi, I’m Alex Chandler, Certified Financial Planner at Base Wealth Management. I wanted to take a moment here today to talk about the balance between the life you’re living today and the one you want to live in retirement.…
Can the 15/65/20 Budget Rule Boost Your Savings Fast?

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Hey, it’s Jeremy Riggs, certified financial planner at Base Wealth Management. You’ve probably heard the old line, “It’s not what you earn, it’s what you keep.” After 10 years helping families with incomes that range from comfortably modest to …
Could Misreading The Roth IRA 5-Year Clock Cost You Thousands?

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Hi, I’m Jeremy Riggs, Certified Financial Planner with Base Wealth Management. Let’s chat about Roth IRAs for a minute, because the rules can feel like alphabet soup, especially that mysterious five-year clock everyone mentions. Think of a Roth as …
Is Your FRS Pension Enough? How Florida State Employees Can Close the Retirement Gap

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Hi, I’m Alex Chandler, Certified Financial Planner at Base Wealth Management. If you’re part of the Florida retirement system, especially if you’re a teacher or public employee, you’ve probably asked yourself at some point, is the FRS pension or …
How Can Tailored Benefit Plans Keep Your Best Employees From Walking Out the Door?

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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 adviser with Base Wealth Management in …
Meet Alex Chandler, CFP® — Simplifying Financial Planning

Hi, I’m Alex Chandler, Certified Financial Planner at Base Wealth Management. I’ve been in the financial services industry for over 17 years now, and during that time I’ve had the opportunity to help people navigate all kinds of markets, including …
6-Month Budget Plan: Can You Turn Paychecks into Significant Savings?

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Hi, I’m Jeremy Riggs, Certified Financial Planner with Bass Wealth Management.
Give me the next 10 minutes, and I’ll walk you through a six-month game plan that can move you from “Where did all the money go?” to “Okay, …