Essential Tips for Planning Social Security Before Age 62
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Planning for Social Security before the age of 62 is crucial for ensuring financial stability during retirement. Social Security benefits form a significant part of most retirees’ income, so understanding the options and the implications of early or delayed …
When Should You Create an Estate Plan?
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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 have with …
How to Supercharge Your 401k with THIS Strategy
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Hi, I’m Jeremy Riggs, Certified Financial Planner with Base Wealth Management. Today, I’m going to walk you through an ingenious way to create tax-free growth in your 401k. This strategy is known as a mega backdoor broth. A mega …
Tax-Smart Strategies for Your Family’s Future Wealth
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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 I’m Kyle Howell, financial …
Why Should I Use a Health Savings Account (HSA)?
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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 have with …
Are You Ready for Medicare? An Essential Planning Guide
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Starting your Medicare planning before you turn 65 is essential to avoiding coverage gaps and potential penalties if you delay enrolling. Hi, I’m Alex Wolfe, Head of Financial Planning at Base Wealth Management and Certified Financial Planner. By understanding …
Estate Planning Basics: Why You Need a Trust & More
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Creating an estate plan is crucial for individuals of all ages and financial situations. An estate plan provides a comprehensive strategy for managing and distributing your assets after your death, ensuring that your wishes are honored and your loved …
Are You Making the Right Investment Choices?
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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 I’m Kyle Howell, financial …
The Top 5 Investing Mistakes (and How to Avoid Them)
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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 …
