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!
