Financial Foundations

SEASON: 02
EPISODE: 04

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 freedom tailored specifically for Gen Z.

Here’s what you’ll learn:

  • How to kickstart your savings and invest with confidence, even on your first paycheck.
  • The importance of high-yield savings accounts and how to balance them with investments.
  • Mastering your 401k: understanding contributions, employer matches, and investment options.
  • Choosing between stocks and safer savings options for a diversified portfolio.
  • Building an emergency fund that truly covers unexpected expenses.
  • Strategies for managing sudden wealth, like inheritances, to ensure long-term financial stability.

Join us as we explore everything from the basics of savings and investments to the nuances of retirement planning, all aimed at helping you build wealth and independence. Tune in to transform your financial future, one smart move at a time.

And don’t forget, we love to hear from our listeners. If you have questions or topics you’d like us to cover, please send them to question@basewealthmanagement.com.

Your inquiry could be the focus of our next episode!

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa

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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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