Episodes: 44
Frequency: Irregular
Rating: 5.0/5.0
Estimated listeners: < 100
Gender skew: Neutral
Listener location: USA
YouTube: 833 subscribers
Instagram: 99 followers
Publicly listed emails
tim.obrien@intervestintl.com
info@basewealthmanagement.com
compliance@basewealthmanagement.com
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Dustin Taylor - Co-host of Financial Foundations; financial advisor with Base Wealth Management; provides wealth planning insights for businesses and individuals.
Kyle Howell - Co-host of Financial Foundations; financial professional focusing on comprehensive wealth management and client education.
Alex Wolfe - CFP and co-host; subject-matter expert in retirement planning and financial strategy for clients.
Marc Piccirillo - Employer-sponsored Plans, 401(k) Vs Other Plans, Fiduciary Responsibilities
Mike Mauger - Selling A Business Or Building, Valuation Pitfalls, Sale Pricing
Anissa Morris - Personal Injury Implications For Finances, Insurance, Trusts, Asset Protection
Health Insurance Beyond Your Employer: What to Know Before You Switch
October 08, 2026
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 with insurance agent Jessica Barnhill. The conversation explores how to compare coverage when an employer-sponsored plan is changing or ending, and why the monthly premium is only one part of the decisio...
LLC vs S Corp: What Business Owners Should Know About Taxes
April 07, 2026
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, partnerships, and S Corporations—along with common considerations business owners should be aware of. We discuss: -How business structure affects tax reporting -Differences between LLCs, partnerships, and S Corps...
Choosing the Right Employer-Sponsored Plan for Your Business
December 03, 2025
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. Marc explains how plan ...
Financial Foundations is hosted by Dustin Taylor and Kyle Howell. Its publicly listed emails are tim.obrien@intervestintl.com, info@basewealthmanagement.com, and compliance@basewealthmanagement.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed emails for Financial Foundations: tim.obrien@intervestintl.com, info@basewealthmanagement.com, and compliance@basewealthmanagement.com.
Podseeker estimates Financial Foundations reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.
Financial Foundations typically books industry leaders. Typical guest background: industry professionals with proven expertise in finance, law, or real estate; notable qualifications and/or leadership in their field. Common among recent guests: article/authoritative industry role; recognized practice leader; public speaking or media appearances. Recent guests include Marc Piccirillo, Mike Mauger, and Anissa Morris.
High. It mostly books established leaders in its field.
Recent episodes cover Wealth Management, Retirement Planning, Real Estate, Business Sale, and Tax Strategies. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
tim.obrien@intervestintl.com
info@basewealthmanagement.com
compliance@basewealthmanagement.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
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