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, …
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 …
