Understanding Donor Advised Funds For Charitable Giving Financial Foundations podcast

MP3•Pagina principale dell'episodio

50:05

This week, in what might be the funniest episode yet, Molly and Emese are joined by co-stars Amy Schumer and Brianne Howey. They get candid about motherhood, career evolution, and their new film, Kinda Pregnant —which unexpectedly led to Amy’s latest health discovery. Amy opens up about how public criticism led her to uncover her Cushing syndrome diagnosis, what it’s like to navigate comedy and Hollywood as a mom, and the importance of sharing birth stories without shame. Brianne shares how becoming a mother has shifted her perspective on work, how Ginny & Georgia ’s Georgia Miller compares to real-life parenting, and the power of female friendships in the industry. We also go behind the scenes of their new Netflix film, Kinda Pregnant —how Molly first got the script, why Amy and Brianne were drawn to the project, and what it means for women today. Plus, they reflect on their early career struggles, the moment they knew they “made it,” and how motherhood has reshaped their ambitions. From career highs to personal challenges, this episode is raw, funny, and packed with insights. Mentioned in the Episode: Kinda Pregnant Ginny & Georgia Meerkat 30 Rock Last Comic Standing Charlie Sheen Roast Inside Amy Schumer Amy Schumer on the Howard Stern Show Trainwreck Life & Beth Expecting Amy 45RPM Clothing Brand A Sony Music Entertainment production. Find more great podcasts from Sony Music Entertainment at sonymusic.com/podcasts and follow us at @sonypodcasts To bring your brand to life in this podcast, email podcastadsales@sonymusic.com Learn more about your ad choices. Visit podcastchoices.com/adchoices…

Financial Foundations »
Understanding Donor Advised Funds for Charitable Giving

circa un anno fa 12:11

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.

31 episodi

#Trading #Business #Dustin Taylor

Financial Foundations

Understanding Donor Advised Funds for Charitable Giving

Financial Foundations

published circa un anno fa

MP3•Pagina principale dell'episodio

31 episodi

#Trading #Business #Dustin Taylor

Tutti gli episodi

Financial Foundations

1
Understanding Donor Advised Funds for Charitable Giving 12:11

15 weeks fa12:11

12:11

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.…

Financial Foundations

1
Crush Market Volatility During Election Years With These Expert Tips 12:57

17 weeks fa12:57

12:57

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.…

Financial Foundations

1
When Can You Retire? Essential Tips and Insights for Retirement Planning 18:19

19 weeks fa18:19

18:19

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.…

Financial Foundations

1
Spousal Benefits: Don’t Leave Social Security Money Behind 8:53

24 weeks fa8:53

8:53

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!…

Financial Foundations

1
Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection 21:31

30 weeks fa21:31

21:31

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!…

Financial Foundations

1
Generational Wealth: Tax-Smart Strategies for Your Family’s Future 10:50

31 weeks fa10:50

10:50

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.…

Financial Foundations

1
Why Should I Use a Health Savings Account? 12:39

33 weeks fa12:39

12:39

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!…

Financial Foundations

1
Unpacking Retirement Investment Options 16:06

36 weeks fa16:06

16:06

Join us in this episode of Financial Foundations, brought to you by Base Wealth Management, where we dive into the intricacies of target date funds and explore why they might not be the best fit for every investor. Our hosts, Dustin Taylor and Alex Wolfe, alongside financial advisor Kyle Howell, discuss various investment options, the pros and cons of target date funds, and how to navigate your retirement plan for optimal growth and security. We also cover mutual funds, IRAs, and the importance of diversification. Have questions? Send them to question@basewealthmanagement.com . Don't miss out on this essential financial insight—subscribe, rate, and share!…

Financial Foundations

1
Boost Your Small Business With These CPA-Approved Tax Tips 18:50

38 weeks fa18:50

18:50

Welcome back to the Financial Foundations Podcast, brought to you by Base Wealth Management, where we lay the groundwork for your financial success. In this episode, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, are joined by Josh Pisa, a CPA who specializes in working with small businesses. Dive into the intricacies of small business tax strategies, retirement planning, and the long-term impact of different tax decisions. Discover common tax mistakes small business owners make, how to optimize your business structure, and the benefits of incorporating retirement plans. Join us for insightful discussions on maximizing tax savings, succession planning, and leveraging financial tools like Roth conversions and HSAs. Whether you're a seasoned business owner or just starting, this episode offers valuable advice to help you navigate the complexities of financial planning and tax optimization. Have questions or topics you'd like us to cover? Send them to question@basewealthmanagement.com .…

Financial Foundations

1
Exploring Changes in Mortgages Since COVID with Adam Klugh 29:13

39 weeks fa29:13

29:13

Welcome to another insightful episode of the Financial Foundations Podcast, brought to you by Base Wealth Management. In this episode, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, dive deep into how the mortgage landscape has transformed since the COVID-19 pandemic. Discover the impact of low-interest rates, the challenges of today's real estate market, and the strategies you can use to navigate these changes. From discussing the benefits of refinancing during the pandemic to exploring the current trends in home equity and investment properties, our experts provide valuable insights and practical advice. Learn how to leverage existing equity, understand the significance of mortgage interest rates, and explore lesser-known tips for first-time homebuyers. Whether you're a seasoned investor or a first-time homebuyer, this episode is packed with essential information to help you make informed decisions in today's ever-changing real estate market. Tune in to stay ahead of the curve and build a solid foundation for your financial future. Don't forget to visit our website at basewealthmanagement.com for more resources, subscribe to our YouTube channel, and send us your questions at question@basewealthmanagement.com .…

Financial Foundations

1
Choosing the Right Investments: Goals, Platforms, and Strategies 16:13

40 weeks fa16:13

16:13

Welcome back to Financial Foundations, the podcast that serves as your gateway to the fascinating realm of finance. In this episode, hosted by Dustin Taylor, Certified Financial Planner Alex Wolfe, and Financial Advisor Kyle Howell, we delve into the essentials of choosing the right investments. We discuss how to align your investments with your financial goals, whether you’re saving for a car, college, or retirement. We also explore various platforms and brokers, from traditional ones like Fidelity and Vanguard to newer options like Robinhood. Additionally, we highlight the importance of understanding company finances, the pros and cons of bonds, and the nuances of asset allocation and location. Tune in to gain invaluable insights on investment strategies and find out how to navigate market uncertainties, especially during predicted recessions. Learn how to balance risk tolerance and make informed decisions for a secure financial future. Send your questions or topics you’d like us to cover to question@basewealthmanagement.com.…

Financial Foundations

1
Can You Retire Early? | Strategies for Every Age 18:22

40 weeks fa18:22

18:22

Join hosts Dustin Taylor and Alex Wolfe, CFP along with guest Kyle Howell, as they dive deep into the topic of early retirement. In this episode, you’ll learn essential strategies for saving and investing, whether you’re just starting out or looking to fine-tune your financial plan in your 40s or 50s. Discover the benefits of automating your savings to make consistent progress toward your retirement goals without the hassle. The discussion also covers how to balance enjoying life’s little luxuries with maintaining financial discipline, ensuring a fulfilling journey to financial independence. Alex, Dustin, and Kyle provide actionable insights and real-life examples to help you navigate the complexities of retiring early, from optimizing your 401(k) to maximizing Social Security benefits. Tune in to gain the knowledge you need to set a solid foundation for your financial future and achieve the dream of early retirement. Have a question you'd like addressed on the podcast? Ask away at question@basewealthmanagement.com .…

Financial Foundations

1
Q2 Economic Outlook: Consumer Spending, Corporate Profits & Inflation 19:46

42 weeks fa19:46

19:46

In this episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe dive deep into the economic shifts influencing consumer spending, corporate profits, and inflation. Discover how the state of the economy in Q2 is shaping the financial landscape ahead of the upcoming election year. They explore critical topics like the Magnificent Seven stocks, diversification strategies, interest rate predictions, and the impact of inflation on household debt. Get valuable insights on how Base Wealth Management positions clients to stay ahead of economic changes, whether you're concerned about GDP growth, unemployment rates, or the potential sunset of the TCJA Act. Learn how a diversified portfolio can help weather market highs and lows, and why understanding consumer sentiment is key to financial planning. Key Highlights: Corporate profit margins amidst inflation Consumer spending trends and debt levels The Magnificent Seven stocks in the S&P 500 Interest rate outlook and the Fed's rate cut possibilities Portfolio diversification strategies for uncertain times Join us and stay informed! Don't forget to subscribe, rate, and share the show. Submit your questions for future episodes to question@basewealthmanagement.com .…

Financial Foundations

1
How Much Will You Actually Spend In Retirement? 19:38

43 weeks fa19:38

19:38

In this episode of "Financial Foundations," brought to you by Base Wealth Management, hosts Dustin Taylor and Alex Wolfe tackle one of the most critical aspects of financial planning—spending in retirement. Dustin and Alex dissect what it truly means to plan for a future where longevity and lifestyle can dramatically influence your financial needs. Today's discussion revolves around the real costs of retirement, emphasizing the impact of inflation and healthcare expenses. As life expectancies extend, ensuring your financial stability becomes paramount. The duo breaks down how to anticipate spending based on current assets, using a hypothetical couple with $2 million as a case study to illustrate potential scenarios ranging from $5 to $7 million in expenditures over their retirement years. Alex, a Certified Financial Planner at Base Wealth, shares insights on how individual planning sessions go, particularly focusing on longevity risk and the importance of preparing for the 'worst-case' scenario of living longer than expected. They explore common reactions to these revelations and strategies to ensure that your retirement savings do not fall short, regardless of how the market or your personal circumstances change. Stay tuned as Dustin and Alex answer listener questions in each episode. Have a burning question about your financial future? Send it our way, and we might discuss it in a future episode! For more information and resources, visit us at basewealthmanagement.com . Engage with us to secure a foundation that empowers your retirement planning.…

Financial Foundations

1
Blueprints for Wealth: Navigating Your Financial Journey 11:47

46 weeks fa11:47

11:47

Welcome to "Financial Foundations," brought to you by Base Wealth Management, where finance meets clarity. Join our hosts, Dustin Taylor and Alex Wolfe, along with financial advisor Kyle Howell, as they delve into the complexities of financial planning. In this episode, they tackle a range of listener questions about investing, from defining personal financial goals to understanding the broader economic impacts on your investments. Whether you're planning a big purchase or strategizing for retirement, our experts will guide you through the intricacies of aligning your financial plan with your life goals. They'll also explore the importance of investment benchmarks, how to adapt strategies to market conditions, and the crucial aspect of matching investments to your risk tolerance. Tune in for insightful discussions that aim to empower you with the knowledge to navigate your financial journey effectively. Email your questions to question@basewealthmanagement.com or visit basewealthmanagement.com for more information. Stream on your favorite podcast app to stay financially informed.…

Financial Foundations

1
Navigating the AI Wave: The Future of Finance and Advisory 10:27

47 weeks fa10:27

10:27

In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, discuss the impact of artificial intelligence (AI) on the financial industry. They explore the benefits and limitations of AI, including its ability to efficiently answer questions, improve productivity, and manage clients' workplace retirement accounts. However, they also emphasize the importance of fact-checking AI-generated information and the value of human emotion and personal connection in financial planning. The hosts also touch on the broader societal implications of AI and its potential to drive economic growth. Tune in to learn more about the intersection of AI and finance. For more financial insights, visit basewealthmanagement.com. Got questions? We love to hear them! Email us at info@basewealthmanagement.com !…

Financial Foundations

1
Mind Over Money: Navigating Biases in Investing 14:15

51 weeks fa14:15

14:15

Welcome to the journey through the intricacies of the human mind and its impact on our wallets! In this insightful episode, Kyle returns to join Alex in a deep dive into Behavioral Finance. They unravel why we often find ourselves trapped in subconscious biases when making financial decisions, from the pitfalls of loss aversion to the traps of confirmation bias. Key discussion points include: How psychological factors like loss aversion dictate our investment behavior. The nuances of common biases such as confirmation bias, recency bias, familiarity bias, and sunk cost fallacy. Strategies for overcoming the emotional hurdles that can compromise our financial strategies. Our experts don't just diagnose the problems; they offer solutions and coaching tips to navigate these financial blind spots. They'll also tackle how advisors can play a crucial role in guiding clients towards making more rational and emotionally detached decisions. Remember, it's your money and your future - let's protect and grow it together. Subscribe now and never miss a beat in the world of smart investing! For more financial insights, visit basewealthmanagement.com. Got questions? We love to hear them! Email us at info@basewealthmanagement.com !…

Financial Foundations

1
Money Moves for Gen Z: Building Wealth & Financial Freedom 17:42

1 year fa17:42

17:42

Dive into the heart of financial literacy tailored for the new generation with the latest Financial Foundations episode from Base Wealth Management. Hosts Dustin Taylor and Alex Wolfe, CFP®, bring a fresh perspective on managing money, investing wisely, and securing financial freedom tailored specifically for Gen Z. Here’s what you’ll learn: How to kickstart your savings and invest with confidence, even on your first paycheck. The importance of high-yield savings accounts and how to balance them with investments. Mastering your 401k: understanding contributions, employer matches, and investment options. Choosing between stocks and safer savings options for a diversified portfolio. Building an emergency fund that truly covers unexpected expenses. Strategies for managing sudden wealth, like inheritances, to ensure long-term financial stability. Join us as we explore everything from the basics of savings and investments to the nuances of retirement planning, all aimed at helping you build wealth and independence. Tune in to transform your financial future, one smart move at a time. And don't forget, we love to hear from our listeners. If you have questions or topics you'd like us to cover, please send them to question@basewealthmanagement.com . Your inquiry could be the focus of our next episode!…

Financial Foundations

1
Financial Planning Decoded: Beyond the Jargon with Alex Wolfe, CFP® 16:33

1 year fa16:33

16:33

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 for retirement or saving for a sabbatical in Italy, discover how a comprehensive plan can bring your goals within reach. And for those who prefer videos, we've got you covered! Watch as Alex dissects a real client's financial plan and offers actionable advice here ! Don't forget, we love to hear from our listeners. If you have questions or topics you'd like us to cover, please send them to question@basewealthmanagement.com . Your inquiry could be the focus of our next episode!…

Financial Foundations

1
Election 2024: Is Your Retirement At Risk? 13:06

1 year fa13:06

13:06

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, and offer straightforward advice to safeguard your investments during the electoral season. Why is it crucial to resist the impulse to make hasty financial decisions during an election year? And what strategies can help you not only protect but potentially grow your wealth during this period? Dustin and Alex address these questions with the precision and clarity that only a seasoned financial professional can offer. Don't forget, we love to hear from our listeners. If you have questions or topics you'd like us to cover, please send them to question@basewealthmanagement.com . Your inquiry could be the focus of our next episode!…

Financial Foundations

1
Confronting Spending Habits Head-On with Kyle Howell 11:02

1 year fa11:02

11:02

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. Together, they explore Kyle's process for helping clients understand their spending habits, the impacts of inflation and adjusting financial behaviors. They stress the importance of budgeting in any financial plan, discussing ways to optimize savings and cut unnecessary expenses. Send in your financial questions to question@basewealthmanagemnet.com. Book an appointment with Kyle at https://basewealthmanagement.com/who-we-are/kyle-howell .…

Financial Foundations

1
December Market Recap: The Fed Held Rates, Consumers Keep Spending, Mortgage Rates Decline, and More 3:40

1 year fa3:40

3:40

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 persistent inflation, and the surprisingly strong consumer spending patterns despite retailer's lower guidance for the holiday season. Wolfe also mentions the bond and interest rate markets' anticipation of future rate cuts, the decrease in mortgage rates, and the rise in mortgage applications. Additionally, he touches on the easing inflation due to a decrease in oil and energy prices, and the rising cost of groceries going into 2024. Send us your questions to question@basewealthmanagement.com .…

Financial Foundations

1
Why the 4% Rule Might Ruin Your Retirement (and What to Do Instead) 12:21

1 year fa12:21

12:21

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 assumptions, varying bond interest rates, and the catastrophic effect of inflation rates on the rule's validity. They suggest more adaptive withdrawal strategies that keep in mind inflation, market returns, interest rates, and taxes, and advocate consulting with a financial planner for a tailored approach. Listen in to learn how taxation or spending patterns in retirement could affect your withdrawal strategy, hear about the 'guardrails approach', the smiley face spending theory, and much more. Send your questions to question@basewealthmanagement.com.…

Financial Foundations

1
Want to Retire EARLY? Consider These Tips First 11:10

1 year fa11:10

11:10

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.…

Financial Foundations

1
What You Should Know About RMDs (Required Minimum Distributions) 13:13

1 year fa13:13

13:13

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

Financial Foundations

1
November Market Recap: Decoding Fed Policies, Inflation, Unemployment, & Real Estate Dynamics 21:24

1 year fa21:24

21:24

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. Send your questions to question@basewealthmanagement.com…

Financial Foundations

1
Should I Convert My Retirement To ROTH? Well, Maybe NOT 13:54

1 year fa13:54

13:54

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…

Financial Foundations

1
Do I Have Enough to Retire? A Financial Reality Check 10:27

1 year fa10:27

10:27

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 .…

Financial Foundations

1
October's Financial Pulse: Insights on GDP, Inflation, Strikes, and More 12:31

1 year fa12:31

12:31

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. Send your questions to question@basewealthmanagement.com .…

Financial Foundations

1
Baby on the Way? Financial Planning Tips for New (& Existing) Parents 23:11

1 year fa23:11

23:11

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.…

Financial Foundations

1
What This Podcast is About and Who Should Listen 7:16

1 year fa7:16