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 …
Do I Have Enough to Retire? A Financial Reality Check
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, …
October’s Financial Pulse: Insights on GDP, Inflation, Strikes, and More
In this episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe, delve into a wealth of market insights for the month of October. They unpack the complex economic landscape marked by GDP updates, inflation trends, the impact …
Baby on the Way? Financial Planning Tips for New (& Existing) Parents
In this episode of the Financial Foundations Podcast brought to you by Base Wealth Management, hosts Dustin Taylor and Alex Wolfe, CFP®, dive into the world of financial planning for new and existing parents.
Listeners gain valuable insights into preparing …
