Financial Foundations podcast

1
Avoid Tax Season Surprises: What You Need to Know 11:36

19 hours前11:36

「あとで再生する」

リスト

気に入り

気に入った

11:36

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 !…

1
Understanding Donor Advised Funds for Charitable Giving 12:11

15 weeks前12:11

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.…

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

18 weeks前12:57

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.…

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

20 weeks前18:19

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.…

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

25 weeks前8:53

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!…

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

30 weeks前21:31

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!…

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

31 weeks前10:50

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.…

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

34 weeks前12:39

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!…

1
Unpacking Retirement Investment Options 16:06

36 weeks前16:06

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!…

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

38 weeks前18:50

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 .…

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

39 weeks前29:13

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 .…

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

40 weeks前16:13

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.…

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

41 weeks前18:22

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 .…

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

43 weeks前19:46

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 .…

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

44 weeks前19:38

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.…

Mighty Patch™ Original patch from Hero Cosmetics - Hydrocolloid Acne Pimple Patch for Covering Zits and Blemishes in Face and Skin, Vegan-friendly and Not Tested on Animals (36 Count)

Bounty Paper Towels Quick Size, White, 16 Family Rolls = 40 Regular Rolls (Packaging May Vary)

Bounty Quick Size Paper Towels, White, 8 Family Rolls = 20 Regular Rolls (Packaging May Vary)

聞く価値のあるポッドキャスト

Financial Foundations

Financial Foundations

聞く価値のあるポッドキャスト

プレーヤーFMへようこそ！

everydrop by Whirlpool Ice and Water Refrigerator Filter 1, EDR1RXD1, Single-Pack , Purple

Minecraft

Mini Mic Pro (Newest Model), Wireless Microphone for iPhone, iPad, Android, Lavalier Microphone for Video Recording - 2 Pack iPhone Mic Crystal Clear Recording with USB-C for Podcast Microphone, ASMR

$25 PlayStation Store Gift Card [Digital Code]

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

クイックリファレンスガイド