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Financial Foundations

Dustin Taylor, Kyle Howell, Alex Wolfe

Booking Overview

Strong guest interviews with external experts across retirement plans, commercial real estate, and law; educational yet practitioner-focused, making it attractive for PR to position clients as experts in wealth/transaction planning. Booking value stems from access to high-credibility professionals and practical finance topics that appeal to business owners and affluent audiences.

Metrics

Episodes: 44

Frequency: Irregular

Rating: 5.0/5.0

Estimated listeners: < 100

Gender skew: Neutral

Listener location: USA

YouTube: 833 subscribers

Instagram: 99 followers

Contact Information

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.

Host

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.

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
industry professionals with proven expertise in finance, law, or real estate; notable qualifications and/or leadership in their field
Required Achievements:  
article/authoritative industry role, recognized practice leader, public speaking or media appearances, trusted advisory credentials

Recent Guest Discussions

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

Recent Topics

Wealth Management, Retirement Planning, Real Estate, Business Sale, Tax Strategies

Episodes

Here's the recent few episodes on
Financial Foundations
:

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 ...

Frequently asked questions

Here's some frequently asked questions for
Financial Foundations
:

How do I get in touch with Financial Foundations?

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.

What is the email for Financial Foundations?

The publicly listed emails for Financial Foundations: tim.obrien@intervestintl.com, info@basewealthmanagement.com, and compliance@basewealthmanagement.com.

How many listeners does Financial Foundations have?

Podseeker estimates Financial Foundations reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Financial Foundations?

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.

How hard is it to get booked on Financial Foundations?

High. It mostly books established leaders in its field.

What topics does Financial Foundations cover?

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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