How Much Will You Actually Spend In Retirement?

TRANSCRIPT: 

But it's kind of a fascinating thing when you like show them what they're actually likely to spend during retirement over the course of 30 years, depending on what that actually comes out to, especially for like an, say 

Blueprints for Wealth: Navigating Your Financial Journey

Welcome to “Financial Foundations,” brought to you by Base Wealth Management, where finance meets clarity. Join our hosts, Dustin Taylor and Alex Wolfe, along with financial advisor Kyle Howell, as they delve into the complexities of financial planning. In this …

Navigating The AI Wave: The Future Of Finance And Advisory

In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, discuss the impact of artificial intelligence (AI) on the financial industry. They explore the benefits and limitations of AI, including its ability to efficiently answer …

Mind Over Money: Navigating Biases in Investing

Dive into the heart of financial literacy tailored for the new generation with the latest Financial Foundations episode from Base Wealth Management. Hosts Dustin Taylor and Alex Wolfe, CFP®, bring a fresh perspective on managing money, investing wisely, and securing

Money Moves for Gen Z: Building Wealth & Financial Freedom

Money moves for Gen Z

Dive into the heart of financial literacy tailored for the new generation with the latest Financial Foundations episode from Base Wealth Management. Hosts Dustin Taylor and Alex Wolfe, CFP®, bring a fresh perspective on managing money, investing wisely, and securing

Financial Planning Decoded: Beyond the Jargon with Alex Wolfe, CFP®

FINANCIAL FOUNDATIONS (S02E03)

Join us on the Financial Foundations podcast as we demystify financial planning. In this episode, Alex Wolfe, CFP®, breaks down the essentials of a robust financial plan, contrasting it with wealth management and illustrating its holistic nature. Whether you’re aiming …

Election 2024: Is Your Retirement At Risk?

What does 2024 have in store for your finances?

Season 2, Episode 2 of Financial Foundations unravels the mystery of election-year market behaviors.

Join hosts Dustin Taylor and Alex Wolfe, CFP®, as they dissect the historical data, debunk common myths, …

Confronting Spending Habits Head-On with Kyle Howell

In this episode of the Financial Foundations Podcast, Dustin Taylor and Alex Wolfe of Base Wealth Management host a discussion with Financial Advisor, Kyle Howell.

Kyle shares his personal journey to becoming a financial advisor and his focus on budgeting.…

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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