Financial Foundations

Base Wealth Management
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Financial Foundations

Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.

  1. Avoid Tax Season Surprises: What You Need to Know

    3월 4일

    Avoid Tax Season Surprises: What You Need to Know

    Tax season is here—are you truly prepared? In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe break down the crucial steps to take before the April 15th deadline. From overlooked tax forms to smart strategies for reducing your liability, we’re covering the must-know insights to keep your finances in check. 🔹 The one tax document that could cause your return to be rejected—don’t miss this! 🔹 A common mistake that might cost business owners thousands in penalties. 🔹 The crucial deadline that’s not December 31st—but could still save you money. Get ahead of tax season with expert insights that can make a difference in your financial future. Have a question you'd like answered on the show? Send it to question@basewealthmanagement.com. 🎧 Subscribe now and stay informed with Financial Foundations!

    12분
  2. Understanding Donor Advised Funds for Charitable Giving

    2024. 11. 20.

    Understanding Donor Advised Funds for Charitable Giving

    In this episode of Financial Foundations, Dustin Taylor and Alex Wolfe explore the power of donor-advised funds with guest Jeremy Riggs, advisor at Base Wealth Management. Discover how these funds can simplify charitable giving, provide immediate tax benefits, and offer long-term flexibility. Jeremy breaks down the benefits of "superfunding" donations to maximize tax efficiency, and explains how leveraging appreciated stock donations can unlock significant savings. Whether you're looking to support your favorite causes now or plan for future giving, this episode provides actionable insights to help you achieve your philanthropic goals. Have questions or topics you'd like us to discuss? Email us at question@basewealthmanagement.com. Be sure to subscribe to the podcast and visit basewealthmanagement.com for more strategies, videos, and articles on building a solid financial foundation.

    12분
  3. Crush Market Volatility During Election Years With These Expert Tips

    2024. 10. 31.

    Crush Market Volatility During Election Years With These Expert Tips

    Election years bring questions, uncertainties, and often heightened market volatility. In this episode of Financial Foundations, Dustin Taylor, Alex Wolfe, CFP, and returning guest Jeremy Riggs, CFP, break down how the markets have historically performed during election years and share actionable strategies to keep your investments on track. Tune in as we discuss why it might be wiser to stay invested, how to sort through political “noise,” and what factors to focus on instead of trying to time the market. Want to invest confidently despite election-year uncertainties? This episode is for you. Have questions or topics you’d like covered? Email us at question@basewealthmanagement.com.

    13분
  4. When Can You Retire? Essential Tips and Insights for Retirement Planning

    2024. 10. 18.

    When Can You Retire? Essential Tips and Insights for Retirement Planning

    Retirement is often seen as a simple financial milestone, but the truth is, it involves much more than just saving enough money. In this episode of Financial Foundations, brought to you by Base Wealth Management, our hosts Dustin Taylor, Alex Wolfe, and Kyle Howell dive deep into the complex reality of retirement planning. We start by addressing one of the most fundamental yet misunderstood questions: How do you know when you’re actually ready to retire? Our discussion goes beyond financial readiness to cover emotional and lifestyle considerations that often get overlooked. We explore why retiring “to” something rather than “from” something is crucial for a fulfilling post-career life, and how defining your ideal day in retirement can shape your financial plans. You’ll learn about the emotional and psychological adjustments many face when leaving the workforce, the fear of drawing down from your savings, and how to navigate these challenges with a flexible plan. We also discuss strategies to prepare for shifting income needs, the importance of having multiple sources of retirement income, and how to withdraw funds in a tax-efficient manner. Our conversation also covers market volatility and sequence-of-returns risk, explaining how the timing of market downturns can dramatically impact your financial future. We discuss popular guidelines like the “4% rule,” why it may not work for everyone, and other sustainable withdrawal strategies. Listen in to hear why early planning, starting as soon as your late 40s or early 50s, can make all the difference. Learn about the tools, like Monte Carlo simulations, used by financial planners to anticipate different market scenarios and adjust your retirement strategy accordingly. If you’re thinking about retirement, this episode offers practical insights to help you plan for a future that’s not just financially secure, but also personally fulfilling. For more information, visit our website at basewealthmanagement.com, or send your questions to question@basewealthmanagement.com.

    18분
  5. Spousal Benefits: Don’t Leave Social Security Money Behind

    2024. 09. 12.

    Spousal Benefits: Don’t Leave Social Security Money Behind

    In this episode, we dive into one of the most overlooked aspects of Social Security—spousal benefits. Many people are unaware of how much money they could be leaving on the table simply because they don’t fully understand how these benefits work. Whether you’re married, divorced, or widowed, knowing the ins and outs of Social Security spousal benefits can make a significant difference in your retirement income. We explore key factors like eligibility, timing, and the impact of claiming strategies, all while helping you avoid common pitfalls.  If you have any questions or need further clarification, feel free to send them our way at question@basewealthmanagement.com!

    9분
  6. Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection

    2024. 08. 06.

    Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection

    In this episode of Financial Foundations, we dive into the intricacies of estate planning with Patrick Barnes of Spinner Law. Discover why a living revocable trust may not shield your assets from lawsuits, and learn about common misconceptions that could affect your estate planning decisions. Are you aware of the differences between simple wills and trusts? What about the pitfalls of outdated estate documents? Tune in for insights on protecting your legacy and ensuring your assets are distributed according to your wishes. Got questions or need clarity? Send them to question@basewealthmanagement.com. Don’t forget to subscribe, rate, and share the podcast with your friends and family to stay ahead in the world of finance!

    22분
  7. Generational Wealth: Tax-Smart Strategies for Your Family’s Future

    2024. 07. 30.

    Generational Wealth: Tax-Smart Strategies for Your Family’s Future

    Welcome to the Financial Foundations Podcast! In this episode, we explore how to build generational wealth through tax-smart strategies. Learn how to boost your 401(k) contributions, the benefits of a mega backdoor Roth, and the best practices for gifting assets to your heirs. Our expert hosts guide you through real-life examples and practical advice to help ensure your family’s financial future is secure and prosperous. Have a question? We'd love to discuss it! Email us at question@basewealthmanagement.com.

    11분
  8. Why Should I Use a Health Savings Account?

    2024. 07. 12.

    Why Should I Use a Health Savings Account?

    Welcome to the Financial Foundations Podcast, brought to you by Base Wealth Management. In this episode, hosts Dustin Taylor and Alex Wolfe, CFP®, dive deep into the world of Health Savings Accounts (HSAs) with special guest Jeremy Riggs, CFP®. Have you ever wondered how an HSA can help you retire early? Or how to maximize the triple tax advantages of an HSA? Jeremy shares his extensive knowledge on these topics, revealing strategies to grow your HSA into a six-figure asset and highlighting why this often-overlooked account is a powerful tool for your financial plan. Plus, discover the differences between HSAs and Flexible Spending Accounts (FSAs) and learn why an HSA might be the best choice for your long-term savings. Are you curious about how to invest within your HSA to ensure it grows tax-free? Jeremy and Alex discuss tailored investment strategies based on your age and financial goals. Also, hear real-life examples of how clients have utilized HSAs to their advantage, often leaving them surprised by the flexibility and benefits these accounts offer. Whether you're planning for retirement, managing healthcare expenses, or simply looking to optimize your savings, this episode is packed with valuable insights and practical advice to help you make informed financial decisions. As always, be sure to send your questions to question@basewealthmanagement.com and let us know what topics you'd like us to cover in future episodes!

    13분
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Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.

정보

  • 제작진
    Base Wealth Management
  • 방송 연도
    2023년 - 2025년
  • 에피소드
    32
  • 등급
    전체 연령 사용가
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    © 2023
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    Financial Foundations

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