Financial Foundations

SEASON:
EPISODE: 08

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 if he can retire now (early). The hosts explore considerations such as social security, healthcare, spending habits, and withdrawal strategies. No gimmicks, just a candid conversation offering insights for those contemplating early retirement.

Email your questions to question@basewealthmanagement.com or visit basewealthmanagement.com for more information. Stream on your favorite podcast app to stay financially informed.

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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