Spousal Benefits: Don’t Leave Social Security Money Behind
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 we are here again …
Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection
TRANSCRIPT:
So, sometimes people that are in high-risk jobs, maybe a police officer or a doctor, will say, “Well, I want to create a trust so that if I got sued, nobody can come get my things. I want to …
Generational Wealth: Tax-Smart Strategies For Your Family’s Future
TRANSCRIPT:
So, there’s things to think about and what type of assets they have and how much they want to gift. If they gift a significant portion, they may not owe any taxes, but they may have to file a …
Why Should I Use a Health Savings Account?
TRANSCRIPT:
And when I start walking a client, they’re like, here’s how you take advantage of it. Here’s how we invest. Here’s how it can grow for you. Most of the time, they’re like, are you sure this is legal? …
Unpacking Retirement Investment Options
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Part of the reason I typically don’t steer my clients towards retirement day funds is, in my opinion, they’re a blanket investment. They are designed to do one thing and one thing only, and this particular client may have …
Boost Your Small Business With These CPA-Approved Tax Tips
TRANSCRIPT:
And it really does tie together the long-term planning and goals function too, right? Because you can eliminate your self-employment taxes all day long, but at the end of the day, what you’re doing is now you’re not paying …
Exploring Changes In Mortgages Since COVID With Adam Klugh
TRANSCRIPT:
Welcome to the Financial Foundations Podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management.
On this show, we delve deep into the world of money, guided by seasoned experts who will unravel …
Choosing the Right Investments: Goals, Platforms, and Strategies
TRANSCRIPT:
Welcome to the Financial Foundations Podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management.
On this show, we delve deep into the world of money, guided by seasoned experts who will unravel …
Can You Retire Early? | Strategies for Every Age
TRANSCRIPT:
And if the life expectancy is there, I may tell somebody, I think you have enough assets here to where we can generate an income for the next three or four years. Yes, we’re going to pull some of …
