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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Blog

Reverse Mortgage in Retirement

Episode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? with David Faccone

October 1, 2019 by Marc Bautis

Are you falling short on your financial goals for your retirement? If you own your own home, do you know the value of the equity you have in it? In this episode, Marc Bautis brings on a longtime friend to discuss reverse mortgages and how they may be of benefit to your financial plan. David …

Read moreEpisode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? with David Faccone

Bautis Financial News October 1

October 1, 2019 by Marc Bautis

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Bautis Financial News September 30

September 30, 2019 by Marc Bautis

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Bautis Financial News September 27

September 27, 2019 by Marc Bautis

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Bautis Financial News September 26

September 26, 2019 by Marc Bautis

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Bautis Financial News September 25

September 25, 2019 by Marc Bautis

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Changing Jobs, Don't Forget About Your 401k

Episode 26 – Changing Jobs? Don’t Forget About Your 401(k)

September 24, 2019 by Bautis Financial

Statistics show that the average person will change jobs 11 times over the course of their life.  What happens to their 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis talks about the five 401(k) options a person has when they leave their job. It turns out that this is one of …

Read moreEpisode 26 – Changing Jobs? Don’t Forget About Your 401(k)

Bautis Financial News September 24

September 24, 2019 by Marc Bautis

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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
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    • Orion

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