Q2’s Economic Insights for Election Year Financial Planning
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 …
Inherited $300,000, What Should I Do with it?
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If you were recently a beneficiary of a family member who passed away, you may have come into some money through an inheritance. First off, my condolences. But in this video, I’m going to give you some recommendations on …
How much will you spend in retirement?
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’re going to …
Asset Location Strategies – Save on Taxes in Retirement
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We have all heard of asset allocation. However, have you heard of another planning topic called asset location? Hi, I’m Alex Wolfe, Certified Financial Planner and head of financial planning at Base Wealth Management. Stay with me today on …
Q2 Economic Update 2024: Insights and Trends
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Hello, and welcome, and thanks for joining me. Today, we’re going through our second-quarter economic update. I’m Alex Wolf, certified financial planner and head of financial planning at Base Wealth Management. Today, we’re going to go through a series …
Investing 101: How to Set and Achieve Your Financial Goals
Transcript:
Welcome back to the Financial Foundations podcast, 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 Wolf, certified financial planner, and today …
Your Best Investing Strategy: Paying Down Debt
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Investing is exciting. Investing can help you grow your wealth, and investing can set you up for a great retirement. But is now the right time to invest? Hi, I’m Kyle, financial adviser at Base Wealth Management. Today, …
AI Revolution in Finance: A Game Changer or a Threat?
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Welcome back to Financial Foundations brought to you by Base Wealth Management. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolf, Certified Financial Planner®. Today, we’re talking about how AI is affecting the financial industry. Alex, do you …
Mastering Mind Over Money: Avoid These Biases
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It’s Alex Wolfe at Base Wealth Management. Emotions play a significant role in our financial choices. Investors tend to invest with feelings and reactions instead of rational and data-backed principles. Today, we are going to dive into behavioral finance …
