Financial Foundations Base Wealth Management

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 to help you navigate the impact on your retirement plan. Subscribe now for clear, actionable financial advice. 
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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 interest rates, impacts on investment strategies, inflation, retail sales trends, unemployment and wage data, global economic trends and their influence on investment decisions, a significant drop in mortgage rates and its impacts on the housing market, potential risks of overtightening by Federal Reserve, changes made by the IRS this year, and the strength of the U.S stock market despite certain economic trends.
They also provide insights on potential opportunities for investors and trends to watch out for in the future.
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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 into a Roth IRA and paying taxes on the converted amount. The focus of the episode is on four critical reasons why you might want to reconsider a Roth conversion. They discuss scenarios such as anticipating lower future tax brackets, considering required minimum distributions, charitable giving plans, and health-related concerns.
The hosts provide real-life examples and emphasize the importance of consulting with financial professionals for personalized advice. The episode concludes with a summary of key points and an invitation for listeners to share their questions and reviews.
Send us your questions to question@basewealthmanagement.com

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, and optimizing social security benefits. We explore key considerations like when to claim social security, the challenges of early retirement, and the power of compounding returns.
Whether you're just starting to save or approaching retirement age, this episode offers valuable insights to help you secure a comfortable retirement. Don't miss this essential discussion – tune in to take the first step toward financial peace in your retirement journey.
Send your questions to question@basewealthmanagement.com.

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 of student loan repayments restarting, wage inflation, auto industry strikes, treasury yields, and international conflicts in the Middle East and Ukraine.
As they navigate this financial terrain, they explore the potential implications for interest rates, government spending, and economic stability, particularly in the context of an upcoming election year. Listeners can expect valuable insights and analysis on these critical financial topics as they prepare for the year-end and beyond. Tune in for a deep dive into the world of finance, with expert commentary to help you make informed decisions.








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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 for the financial journey of parenthood, making informed decisions about education savings, and understanding the role of taxes and insurance in securing their family's financial well-being.
Tune in to discover the strategies and tips that can help you build a solid financial foundation for your growing family.
Send your questions to question@basewealthmanagement.com.