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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.

Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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Lakewood Ranch, FL 34240
(941) 203-6040

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Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

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Crafted by VOOV Advisor Consulting.
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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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