Generational Wealth: Tax-Smart Strategies For Your Family’s Future
TRANSCRIPT:
So, there’s things to think about and what type of assets they have and how much they want to gift. If they gift a significant portion, they may not owe any taxes, but they may have to file a …
Why Should I Use a Health Savings Account?
TRANSCRIPT:
And when I start walking a client, they’re like, here’s how you take advantage of it. Here’s how we invest. Here’s how it can grow for you. Most of the time, they’re like, are you sure this is legal? …
Unpacking Retirement Investment Options
TRANSCRIPT:
Part of the reason I typically don’t steer my clients towards retirement day funds is, in my opinion, they’re a blanket investment. They are designed to do one thing and one thing only, and this particular client may have …
Boost Your Small Business With These CPA-Approved Tax Tips
TRANSCRIPT:
And it really does tie together the long-term planning and goals function too, right? Because you can eliminate your self-employment taxes all day long, but at the end of the day, what you’re doing is now you’re not paying …
Exploring Changes In Mortgages Since COVID With Adam Klugh
TRANSCRIPT:
Welcome to the Financial Foundations Podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management.
On this show, we delve deep into the world of money, guided by seasoned experts who will unravel …
Choosing the Right Investments: Goals, Platforms, and Strategies
TRANSCRIPT:
Welcome to the Financial Foundations Podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management.
On this show, we delve deep into the world of money, guided by seasoned experts who will unravel …
Can You Retire Early? | Strategies for Every Age
TRANSCRIPT:
And if the life expectancy is there, I may tell somebody, I think you have enough assets here to where we can generate an income for the next three or four years. Yes, we’re going to pull some of …
Navigating Q2’s Economic Outlook: Consumer Spending, Corporate Profits & Inflation Insights
TRANSCRIPT:
So I think you’re starting to see a shift in people are allocating their money toward more essential things that are rising in costs and they’re watching what they’re spending on. Welcome to the Financial Foundations podcast, your gateway …
How Much Will You Actually Spend In Retirement?
TRANSCRIPT: But it's kind of a fascinating thing when you like show them what they're actually likely to spend during retirement over the course of 30 years, depending on what that actually comes out to, especially for like an, say…
