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Financial Foundations

SEASON: 2
EPISODE: 7

Blueprints for Wealth: Navigating Your Financial Journey

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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 episode, they tackle a range of listener questions about investing, from defining personal financial goals to understanding the broader economic impacts on your investments.

Whether you’re planning a big purchase or strategizing for retirement, our experts will guide you through the intricacies of aligning your financial plan with your life goals. They’ll also explore the importance of investment benchmarks, how to adapt strategies to market conditions, and the crucial aspect of matching investments to your risk tolerance. Tune in for insightful discussions that aim to empower you with the knowledge to navigate your financial journey effectively.

Email your questions to question@basewealthmanagement.com or visit basewealthmanagement.com for more information. Stream on your favorite podcast app to stay financially informed.

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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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-The Base Wealth Team

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh Pisa, CPA

Josh
Pisa