The Point Podcast
Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management.
We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener topic or question out of a hat and have a candid conversation about it. The fun part, we don't know what the question will be, and that makes it interesting and exciting for us to discuss it with you. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it.
Be sure to subscribe and follow along as we release episodes each month.
The Point Podcast is sponsored by Basepoint Wealth, LLC. Visit basepointwealth.com for important disclosure information.
The Point Podcast
EP 20: Are You Making These Common Retirement Mistakes?
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What are the most common retirement mistakes people make—and how can you avoid them?
In this episode of The Point Podcast, Landis Wiley and Allen Wallace, Chief Investment Officer at Basepoint Wealth, explore the retirement planning pitfalls they see most often, from Social Security timing and Medicare premiums to Required Minimum Distributions (RMDs) and long-term tax strategy.
They discuss why generic retirement advice doesn’t fit everyone, how taxes can rise later in retirement, and why planning ahead—sometimes decades in advance—can help retirees keep more of what they’ve worked so hard to save. The episode walks through major retirement milestones and explains how decisions at each stage impact income, healthcare costs, and legacy planning.
This episode is ideal for anyone approaching retirement or wanting to better understand how tax-aware planning can improve long-term outcomes.
We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to info@basepointwealth.com and who knows, your topic might be featured next.
Be sure to subscribe to be notified of upcoming episodes.
Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.
