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 …
Want to Retire EARLY? Consider These Tips First
Join hosts Dustin Taylor and Certified Financial Planner Alex Wolfe on the Financial Foundations podcast as they discuss a listener’s question about early retirement. Bill, at 54 with $1 million in his 401k and $200,000 in his brokerage account, wonders …
What You Should Know About RMDs (Required Minimum Distributions)
Discover the essentials of Required Minimum Distributions (RMDs) in the latest Financial Foundations Podcast episode. Host Dustin Taylor and certified financial planner Alex Wolfe cut through the clutter, addressing key aspects of RMDs, IRS regulations, and strategic planning. No-nonsense insights …
November Market Recap: Decoding Fed Policies, Inflation, Unemployment, & Real Estate Dynamics
In this episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe offer a recap and insights into the financial market for the month of November.
Topics discussed include decisions of the Federal Reserve and their influence on …
Should I Convert my Retirement to ROTH? Well, Maybe NOT
In this episode, hosts Dustin Taylor and certified financial planner Alex Wolfe tackle the question: “When should I do a Roth conversion?”
Dustin and Alex explore the ins and outs of Roth conversions, explaining the process of shifting pre-tax dollars …
