• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Podcast
    • Agent of Wealth
  • Client Access
    • Wealth Center
    • Orion
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
bautis financial secure your castle achieve your dreams

John Williams

Daily Update

Episode 9 – Credit Card Interest

October 23, 2020 by John Williams

Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here https://bit.ly/2FrAwuh Today I explain how the credit card companies are calculating interest charges and things you can do to keep the interest charges as low as possible. Want to hear more about how we can help you …

Read moreEpisode 9 – Credit Card Interest
Daily Update

Episode 8 – Financial Advisor Confusion Part 6

October 22, 2020 by John Williams

Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here https://bit.ly/2FrAwuh This episode is a continuation of a series. This first five episodes are below. Part 1 – https://bit.ly/3m7bb8L Part 2 – https://bit.ly/2H9aZqi Part 3 – https://bit.ly/34ffKrr Part 4 – https://bit.ly/37oRMM6 Part 5 – https://bit.ly/34jeinZ Today I …

Read moreEpisode 8 – Financial Advisor Confusion Part 6
Daily Update

Episode 7 – Financial Advisor Confusion Part 5

October 21, 2020 by John Williams

Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe Here This episode is a continuation of a series. This first four episodes in the series are below. Part 1 – https://bit.ly/3m7bb8L Part 2 – https://bit.ly/2H9aZqi Part 3 – https://bit.ly/34ffKrr Part 4 – https://bit.ly/37oRMM6 Today I take a …

Read moreEpisode 7 – Financial Advisor Confusion Part 5
Daily Update

Episode 6 – Fiduciary vs Suitability

October 20, 2020 by John Williams

Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here CLICK HERE This episode is a continuation of the first 3 episodes in a series where we tackle some of the most confusing aspects of working with a financial advisor. Get caught up before you start part …

Read moreEpisode 6 – Fiduciary vs Suitability
Daily Update

Episode 5 – The Chicken Before the Egg

October 19, 2020 by John Williams

Join me daily for the latest in financial planning, physical wellness, current events and more. Sunday’s are for health and wellness. Every Sunday we will bring you a new topic with health and wellness in mind. Today I talk about how so many of us lead with solutions before even decide what problems we are …

Read moreEpisode 5 – The Chicken Before the Egg
Daily Update

Comeback Saturday

October 18, 2020 by John Williams

Today I’m gonna take a break from the financial chatter for Comeback Saturday. Every Saturday I will be sharing some great comeback stories or stories about people who overcame massive amounts of adversity to achieve great things. Today I talk about David Goggins. The guy is amazing and the story of his life makes him …

Read moreComeback Saturday
Daily Update

Financial Advisor Confusion – Part 3 – Investments

October 17, 2020 by John Williams

Today we will give a basic overview of how advisors are compensated for investment management. Advisors that are affiliated with broker dealers and registered investment advisors are compensated in different ways. Want to hear more about how we can help you achieve your financial goals? Set up a free consultation today.

Read moreFinancial Advisor Confusion – Part 3 – Investments
Daily Update

Financial Advisor Confusion – Part 2 – Insurance

October 16, 2020 by John Williams

Today we pick up where we left off yesterday and start to lay out the different types of products and services in the industry and the types of compensation structure you should expect to be involved. We are starting with insurance and the different aspects of how financial professionals are compensated when selling these products.

Read moreFinancial Advisor Confusion – Part 2 – Insurance
  • Previous
  • Page 1
  • Interim pages omitted …
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Next

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Contact

8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
Get Directions
862-205-5800

Form CRS

Navigation

  • Schedule a Call
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Podcast
    • Agent of Wealth
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2026 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top