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.

Co-host

Allen Wallace, MBA, CFA, CPA/PFS, CFP®

Allen has been a personal financial planner and wealth advisor for over 22 years. He has broad, in-depth experience in creating and implementing personal financial planning and investment strategies that are unique and customized for each client. He studied Finance and Business Administration as an undergraduate at Augustana College followed by his Masters in Business Administration and Certificate in Leadership from the University of Iowa.

In the role of Chief Investment Officer, Allen oversees the implementation of the entire Wealth Management Process for Basepoint Wealth.

Basepoint provides transparent, independent, fiduciary advice and wealth management planning for individuals and businesses. Basepoint Wealth prides itself as one of the top fee-only firms in Eastern Iowa.

Allen writes frequently for Basepoint Wealth. Read his commentary here.

https://www.basepointwealth.com/team/w.-allen-wallace