A Better Way to Plan Your Financial Future
Are you tired of struggling with your budget and uncertain financial future? Certified Financial Planner, Alex Wolfe, from Base Wealth Management has a game-changing solution for you!
In this video, Alex introduces the power of Goal-Based Planning, a revolutionary approach …
Get to Know Financial Advisor Sean Koscho
Get to know Sean Koscho, a unique blend of financial savvy and community service. With over 13 years on Wall Street and nearly a decade as a firefighter, Sean brings unparalleled insights to the table.…
Introducing Kyle Howell
We are proud to introduce Kyle Howell as the newest member of the Base Wealth Management team. Kyle is an experienced financial advisor and respected member of the Land O’ Lakes community. He brings with him a wealth of knowledge, …
Creative Financing: All About Investment Property
Is real estate investing right for you? Watch the video from the real estate event to discover the ins and outs of financing real estate, from figuring out cash flow to dealing with taxes and mitigating risk using cutting-edge software!…
Does chasing investment performance pay off?
Have you ever looked enviously at a car as it flies by you in the next lane while you sit stuck in traffic? Only to switch lanes, just for that lane to grind to a halt and your previous lane …
One way to unlock retirement funds early penalty-free
Most people are not aware that there is a provision designed by the IRS, called the Rule of 55, that allows access to your current workplace retirement money, without any penalties, for an early retirement…
How do dividends actually work?
Dividend paying stocks have long been loved by investors and are often a staple of a retirement income plan. But how do they really work and are dividends all they are thought to be? You may be surprised to find …
Squashing the Millionaire Myth
Many people believe that millionaires inherit their money or have large incomes. Watch this short video to squash that myth and find out if it’s possible for you to join the millionaire club!…
Improve Your Happiness in Retirement
Did you know there are other things that can boost your happiness in retirement, perhaps even over financial security? Watch our short video to get a glimpse of an investment opportunity now that can help improve your life later…
