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Financial Foundations

SEASON:
EPISODE: 04

Do I Have Enough to Retire? A Financial Reality Check

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In our fourth episode of Financial Foundations, we tackle the pivotal question that keeps many awake at night: ‘Do I have enough to retire?’

Join us as we demystify the complexities of retirement planning, covering income sources, managing healthcare expenses, and optimizing social security benefits. We explore key considerations like when to claim social security, the challenges of early retirement, and the power of compounding returns.

Whether you’re just starting to save or approaching retirement age, this episode offers valuable insights to help you secure a comfortable retirement. Don’t miss this essential discussion – tune in to take the first step toward financial peace in your retirement journey.

Send your questions to question@basewealthmanagement.com.

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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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.

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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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