PODCAST · business
Financial Foundations
by Dustin Taylor
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®.
Episodes
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Health Insurance Beyond Your Employer: What to Know Before You Switch
Leaving a job, starting a business, or retiring before Medicare eligibility can raise an important question: what happens to your health insurance? In this episode of Financial Foundations, Dustin Taylor, Alex Wolfe, CFP®, and Kyle Howell discuss individual and small-business health insurance…
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LLC vs S Corp: What Business Owners Should Know About Taxes
If you're a small business owner or running a side hustle, choosing the right business structure can have important tax implications. In this episode of Financial Foundations, we sit down with a senior accountant to walk through the key differences between sole proprietorships, LLCs…
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Choosing the Right Employer-Sponsored Plan for Your Business
In this episode of Financial Foundations, Dustin Taylor, Kyle Howell, and Alex Wolfe, CFP®, sit down with retirement plan specialist Marc Piccirillo to unpack how employer-sponsored plans really work behind the scenes. If you are a business owner wondering whether you should offer a 401(k), a...
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Why Most Owners Fail When Selling a Business or Real Estate
Thinking about selling your business or the building it operates in, but not sure where to start? Dustin Taylor, Kyle Howell, and Alex Wolfe, CFP®, sit down with commercial real estate and business broker Mike Mauger to pull back the curtain on what really happens when you sell a business or the...
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Can a Personal Injury Derail Your Financial Future?
Can a personal injury derail your financial future? Dustin Taylor and co-host Kyle Howell sit down with attorney Anissa Morris of Spinner Law to explore how accidents, distracted driving, and unexpected injuries intersect with wealth management. From protecting clients through insurance coverage…
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Can Your Home Be Your Biggest Wealth Builder?
Season 3, Episode 8. How do homeowners turn their houses into real wealth? Dustin Taylor and co-host Kyle Howell talk with Sarah DiMonaco, broker and owner of Remarkable Real Estate and Rentals, about the practical ways real estate can accelerate financial independence. From tax-free gains on…
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Can Tailored Benefit Plans Keep Your Top Talent From Walking?
Season 3, Episode 7. How do small and midsize businesses keep top performers from taking the next offer? Dustin Taylor and co-host Kyle Howell sit down with insurance specialist Howard Jonas to unpack nonqualified executive benefit strategies that help attract and retain key people without...
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Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran
Mortgage rules keep shifting, but the core questions remain: how much should you borrow, when should you refinance, and which pitfalls will really cost you? In this episode of Financial Foundations, hosts Dustin Taylor and Kyle Howell sit down with veteran loan originator Jennifer Weil—known to...
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DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer
Market headlines can roar louder than a toddler with a drum set—and your portfolio can end up marching to the noise. In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, CFP® put the would-be DIY investor under a microscope: Do you genuinely have the research chops and…
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Debt Insights, According To A Certified Financial Planner®
Is all debt created equal? In this eye-opening episode of Financial Foundations, CFP® Alex Wolfe and host Dustin Taylor rethink traditional views on debt management. Find out when debt can actually benefit you, how to prioritize repayments strategically, and why "marrying the house but dating the...
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What Withdrawal Strategy Should I Use in Retirement?
Beyond the 4% Rule: Rethinking Retirement Withdrawals The math looks simple on paper: withdraw 4% annually, and your retirement savings should last... right? Our latest episode dives deeper into why real-world retirement requires more nuanced thinking. Key Questions We Address: When does the...
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Retirement Mistakes That Could Ruin You
Don't Let Retirement Mistakes Ruin Your Golden Years! Are you dreaming of a comfortable and fulfilling retirement? Many people work their entire lives with this goal in mind, but unfortunately, even with careful planning, certain missteps can derail your financial security and overall well-being…
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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...
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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....
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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...
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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...
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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,...
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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...
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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...
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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…
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Unpacking Retirement Investment Options
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,...
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Boost Your Small Business With These CPA-Approved Tax Tips
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…
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Exploring Changes in Mortgages Since COVID with Adam Klugh
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…
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Choosing the Right Investments: Goals, Platforms, and Strategies
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.…
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Can You Retire Early? | Strategies for Every Age
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...
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Q2 Economic Outlook: Consumer Spending, Corporate Profits & Inflation
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…
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How Much Will You Actually Spend In Retirement?
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...
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Blueprints for Wealth: Navigating Your Financial Journey
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...
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Navigating the AI Wave: The Future of Finance and Advisory
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...
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Mind Over Money: Navigating Biases in Investing
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…
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Money Moves for Gen Z: Building Wealth & Financial Freedom
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...
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Financial Planning Decoded: Beyond the Jargon with Alex Wolfe, CFP®
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…
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Election 2024: Is Your Retirement At Risk?
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…
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Confronting Spending Habits Head-On with Kyle Howell
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…
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December Market Recap: The Fed Held Rates, Consumers Keep Spending, Mortgage Rates Decline, and More
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...
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Why the 4% Rule Might Ruin Your Retirement (and What to Do Instead)
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...
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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...
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What You Should Know About RMDs (Required Minimum Distributions)
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…
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November Market Recap: Decoding Fed Policies, Inflation, Unemployment, & Real Estate Dynamics
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…
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Should I Convert My Retirement To ROTH? Well, Maybe NOT
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...
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Do I Have Enough to Retire? A Financial Reality Check
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...
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October's Financial Pulse: Insights on GDP, Inflation, Strikes, and More
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...
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Baby on the Way? Financial Planning Tips for New (& Existing) Parents
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,...
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What This Podcast is About and Who Should Listen
Join hosts Dustin Taylor and certified financial planner Alex Wolfe in the inaugural episode of the "Financial Foundations" podcast, brought to you by Base Wealth Management. Discover what a certified financial planner is and why being a fiduciary matters. The podcast's mission is to simplify...
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ABOUT THIS SHOW
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®.
HOSTED BY
Dustin Taylor
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Frequently Asked Questions
How many episodes does Financial Foundations have?
Financial Foundations currently has 44 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Financial Foundations about?
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...
How often does Financial Foundations release new episodes?
Financial Foundations has 44 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Financial Foundations?
You can listen to Financial Foundations on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Financial Foundations?
Financial Foundations is created and hosted by Dustin Taylor.
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