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®.
Financial Foundations
Claim This Podcastby Dustin Taylor
5.0(6 reviews)
43 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
62
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality75
Social0
YouTube93
Engagement32
Podcast Overview
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®.
Language
🇺🇲
Publishing Since
10/20/2023
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62
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality75
Social0
YouTube93
Engagement32
8
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excellent
Episode Length
18 minutes
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39 episodes over 1.9 years
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Recent Episodes
April 7, 2026
LLC vs S Corp: What Business Owners Should Know About Taxes
<p dir="ltr">If you're a small business owner or running a side hustle, choosing the right business structure can have important tax implications.</p> <p dir="ltr">In this episode of Financial Foundations, we sit down with a senior accountant to walk through the key differences between sole proprietorships, LLCs, partnerships, and S Corporations—along with common considerations business owners should be aware of.</p> <p dir="ltr">We discuss:</p> <p dir="ltr">-How business structure affects tax reporting<br /> -Differences between LLCs, partnerships, and S Corps<br /> -How self-employment taxes are applied<br /> -W-2 income vs distributions in an S Corporation<br /> -When an S Corp election may be considered<br /> -Common tax misconceptions among business owners<br /> -The importance of planning for taxes throughout the year</p> <p dir="ltr">This episode is designed to provide general educational insights to help you better understand how these structures work.</p> <p dir="ltr">⚠️ This content is for informational purposes only and should not be considered tax or legal advice. Please consult with a qualified professional regarding your specific situation.</p> <p dir="ltr">#SmallBusinessTaxes #SCorp #LLC #TaxPlanning #Entrepreneur #SideHustle #FinancialEducation #BusinessOwner #Accounting #FinancialFoundations</p> <p dir="ltr">Base Wealth Management ("the Firm") is an SEC registered investment adviser located in Lakewood Ranch, Florida. Registration does not imply any specific level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or any state securities authority. BWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and no strategy can ensure success or protect against loss in declining markets. For additional information, please review the Firm's Form ADV, available at www.adviserinfo.sec.gov.</p> <p> </p>
December 3, 2025
Choosing the Right Employer-Sponsored Plan for Your Business
<p data-start="18" data-end="517">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 SIMPLE IRA, or something else entirely, this conversation walks through the practical tradeoffs, the hidden responsibilities, and the incentives you might be leaving on the table.</p> <p data-start="519" data-end="819">Marc explains how plan sponsors, recordkeepers, and third-party administrators all fit together, why recent legislation has made it easier and cheaper to start a plan, and how offering the right benefits can help you become an "employer of choice" and even make your business more attractive at sale.</p> <p data-start="821" data-end="851">In this episode, you'll learn:</p> <ul data-start="853" data-end="1418"> <li data-start="853" data-end="954"> <p data-start="855" data-end="954">What "employer-sponsored plan" actually means and how 401(k), 403(b), and SIMPLE IRA plans differ</p> </li> <li data-start="955" data-end="1017"> <p data-start="957" data-end="1017">The key responsibilities and risks a plan sponsor takes on</p> </li> <li data-start="1018" data-end="1096"> <p data-start="1020" data-end="1096">How recordkeepers and TPAs support the day-to-day administration of a plan</p> </li> <li data-start="1097" data-end="1201"> <p data-start="1099" data-end="1201">How Secure Act changes and state-mandated plans are reshaping the retirement landscape for employers</p> </li> <li data-start="1202" data-end="1293"> <p data-start="1204" data-end="1293">When it makes sense to move from a SIMPLE or SEP IRA to a 401(k) as your business grows</p> </li> <li data-start="1294" data-end="1418"> <p data-start="1296" data-end="1418">Why starting something now, even at low contribution levels, can be more important than waiting for the "perfect" plan</p> </li> </ul> <p data-start="1420" data-end="1548"><strong data-start="1420" data-end="1430">Guest:</strong><br data-start="1430" data-end= "1433" /> Marc Piccirillo, retirement plan specialist focused on employer-sponsored plans for small and mid-sized businesses.</p> <p data-start="1550" data-end="1774"><strong data-start="1550" data-end="1576">Resources and contact:</strong><br data-start= "1576" data-end="1579" /> Visit basewealthmanagement.com for more articles, videos, and podcast episodes.<br data-start="1658" data-end="1661" /> Send your questions or episode ideas to <strong data-start="1701" data-end="1738"><a class="decorated-link cursor-pointer" rel= "noopener" data-start="1703" data-end= "1736">question@basewealthmanagement.com</a></strong> to be featured in a future episode.</p> <p data-start="1776" data-end="1951"> </p> <p data-start="1776" data-end="1951"> <strong>Disclosures:</strong></p> <p>Investment advisory services provided by Base Wealth Management, LLC doing business as Base Wealth Management, as a registered investment advisor.</p> <p>Base Wealth Management ("BWM") is a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or veri>ed by the U.S. Securities and Exchange Commission or any state securities authority. BWM provides individualized advisory services only to persons in states where it is properly registered or exempt from registration. All investments involve risk, including the potential loss of principal, and no strategy can guarantee a pro>t or protect against loss.<br /> <br /> NOTICE: This email communication, including all attachments transmitted with it, may contain confidential information intended solely for the use of the addressee. If the reader or recipient of this communication is not the intended recipient, or you believe that you have received this communication in error, please notify the sender immediately by return email and PROMPTLY delete this email, including all attachments, without reading them or saving them in any manner. The unauthorized use, dissemination, distribution, or reproduction of this email, including attachments, is strictly prohibited and may be unlawful.</p>
November 26, 2025
Why Most Owners Fail When Selling a Business or Real Estate
<p data-pm-slice="0 0 []">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 building it operates in. From surprising valuation pitfalls to the hidden levers that boost sale price, this episode cuts through the noise and shows owners what actually matters when it's time to exit.</p> <p>You'll hear:</p> <p>• The signals that tell you it's truly the right time to sell</p> <p>• Why clean, profitable financials matter far more than impressive revenue</p> <p>• The real difference between selling a business and selling the building</p> <p>• How sale multiples are determined—and why many owners misjudge their value</p> <p>• What to fix now if you plan to retire and sell in the next few years</p> <p>• The tax moves (1031s, DSTs, deferred sales trusts) that can reshape your future</p> <p>• Why having the right financial team can make or break your outcome</p> <p><strong>Guest</strong>:</p> <p>Mike Mauger, Commercial Real Estate & Business Broker.</p> <p><strong>Resources and contact:</strong></p> <p>Visit basewealthmanagement.com for articles, videos, and more insights.</p> <p>Send your questions to <a href= "mailto:question@basewealthmanagement.com">question@basewealthmanagement.com</a> to be featured in a future episode.</p> <p>Investment advisory services provided by Base Wealth Management, LLC doing business as Base Wealth Management, as a registered investment advisor.</p> <p>NOTICE: This email communication, including all attachments transmitted with it, may contain confidential information intended solely for the use of the addressee. If the reader or recipient of this communication is not the intended recipient, or you believe that you have received this communication in error, please notify the sender immediately by return email and PROMPTLY delete this email, including all attachments, without reading them or saving them in any manner. The unauthorized use, dissemination, distribution, or reproduction of this email, including attachments, is strictly prohibited and may be unlawful.</p>
43 total episodes available with 3 transcripts
Recent guests on Financial Foundations
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Anissa Morris
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Sarah DiMonaco
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Howard Jonas
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Jennifer Weil
Guest
Alex Wolfe
Guest
John Smith
Guest
Jeremy Riggs
Guest
Jeremy Riggs CFP
Guest
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Frequently asked questions
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- What is Financial Foundations?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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