Blueprints for Wealth: Navigating Your Financial Journey
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 …
Navigating The AI Wave: The Future Of Finance And Advisory
In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, discuss the impact of artificial intelligence (AI) on the financial industry. They explore the benefits and limitations of AI, including its ability to efficiently answer …
Mind Over Money: Navigating Biases in Investing
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 …
Money Moves for Gen Z: Building Wealth & Financial Freedom
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 Planning Decoded: Beyond the Jargon with Alex Wolfe, CFP®
Join us on the Financial Foundations podcast as we demystify financial planning. In this episode, Alex Wolfe, CFP®, breaks down the essentials of a robust financial plan, contrasting it with wealth management and illustrating its holistic nature. Whether you’re aiming …
Election 2024: Is Your Retirement At Risk?
What does 2024 have in store for your finances?
Season 2, Episode 2 of Financial Foundations unravels the mystery of election-year market behaviors.
Join hosts Dustin Taylor and Alex Wolfe, CFP®, as they dissect the historical data, debunk common myths, …
Confronting Spending Habits Head-On with Kyle Howell
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.…
December Market Recap: The Fed Held Rates, Consumers Keep Spending, Mortgage Rates Decline, And More
In this episode, Alex Wolfe, Head of Financial Planning at Base Wealth Management, provides a rapid fire recap of the latest market news.
Topics include the Fed’s projection for 2024, its caution against lowering interest rates too hastily to prevent …
Why the 4% Rule Might Ruin Your Retirement (and What to Do Instead)
In this engaging episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe, certified financial planner, discuss the alleged shortcomings of the much-debated ‘4% withdrawal rule’ for retirees.
They explore issues like heightened longevity risk, evolving market return …
