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 ®
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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 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 …
Think You Can Retire at 60? Let’s Find Out
Do you want to work until you reach full retirement age? If you’re like many Americans, you’d prefer to wrap up your career earlier than that. Much earlier. In fact, you may even be considering retirement as young as 60. …
How to Use the Backdoor Roth IRA (Without Paying Extra Taxes!)
For high earners, Roth IRAs offer incredible tax-free growth potential—but there’s a catch. If your income is above the contribution limit, you can’t contribute directly. That doesn’t mean you’re out of options. Many investors turn to a Backdoor Roth IRA …
5 Common Purchases Retirees (Almost) Always Regret!
Retirement is often seen as a time for new experiences, but without careful planning, it can also come with regrets. Today, we’re looking at five common purchases retirees often regret and how to avoid these pitfalls. These aren’t just the …
