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 …
Debt Insights, According To A Certified Financial Planner®

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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 are talking …
What Withdrawal Strategy Should I Use in Retirement?

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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. It’s important to know that …
Retirement Mistakes That Could Ruin You

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You want to make sure that you’ve got the proper legal documents in place to make that transition of your assets to those individuals as easy and seamless as possible. Welcome to the Financial Foundations podcast, your gateway to …
Avoid Tax Season Surprises: What You Need to Know

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If there was a death and you inherited money and that person was of RMDH, you need to see if they took their RMD last year in the year they passed away. Welcome to the Financial Foundations podcast, your …
Understanding Donor Advised Funds for Charitable Giving

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…Crush Market Volatility During Election Years With These Expert Tips

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…When Can You Retire? Essential Tips and Insights for Retirement Planning

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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 …