Are You Making the Right Investment Choices?

Are you making the right investment choices?

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 I’m Kyle Howell, financial …

The Top 5 Investing Mistakes (and How to Avoid Them)

Alex discussing the top five investing mistakes.

TRANSCRIPT:

These are the five things investors get wrong and how you can avoid them. I’m Alex Wolfe, a certified financial planner and head of planning at Base Wealth Management. If you’re ready to hear if you’re making any of …

How to Boost Your Small Business Success

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 …

From FireFighter to Mortgage Nerd: Adam Klugh’s Insights

TRANSCRIPT:

Welcome back to Financial Foundations, brought to you by Baseball Health Management, where we are the foundation to your financial planning. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we have with …

What Are the Right Investments for Your Portfolio?

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 I’m Kyle Howell, Financial …

Real Estate Investing: Big Risks or Big Opportunities?

Real estate risk vs opportunity

TRANSCRIPT: 

Is real estate a good investment right now? Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial Planning at Base Wealth Management. Today, I’m going to show you why real estate is starting to make sense again …

How to Quit the Rat Race and Retire Early

Transcript:

To retire early, I think the most obvious one, and the one that we talk about a lot, is obviously spending less than what you make and increasing the amount that you’re saving. You can do that through a …

Controling Your Finances Using The 50/30/20 Rule

TRANSCRIPT:
I see it time and time again, someone seeks me out for some guidance, and their budget is a mess. They don’t have a system in place, they don’t know what they’re spending their money on, they’re not saving, …

Q2’s Economic Insights for Election Year Financial Planning

Alex and Dustin discussing Q2's economic outlook.

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 thought it …

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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