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Financial Foundations

SEASON: 02
EPISODE: 01

Confronting Spending Habits Head-On with Kyle Howell

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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.

Together, they explore Kyle’s process for helping clients understand their spending habits, the impacts of inflation and adjusting financial behaviors.

They stress the importance of budgeting in any financial plan, discussing ways to optimize savings and cut unnecessary expenses.

Send in your financial questions to question@basewealthmanagemnet.com.

Book an appointment with Kyle at https://basewealthmanagement.com/who-we-are/kyle-howell.

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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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Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh Pisa, CPA

Josh
Pisa