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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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The Agent of Wealth Podcast

Everything You Need to Know About RMDs

Episode 140 – Everything You Wanted to Know About RMDs

January 26, 2023 by Bautis Financial

Whether you need the money or not, you will need to take Required Minimum Distributions (RMDs) from most retirement accounts. Planning ahead, and understanding the rules, is imperative when creating a retirement income plan.

Read moreEpisode 140 – Everything You Wanted to Know About RMDs
The Divorce Money Guide

Episode 139 – The Divorce Money Guide With Tracy Coenen

January 20, 2023 by Bautis Financial

If you suspect your spouse has been hiding or lying about money, this guide will help you uncover the assets and take control of your finances during a divorce.

Read moreEpisode 139 – The Divorce Money Guide With Tracy Coenen
Accounts to Consider If You Want to Save More

Episode 138 – Accounts to Consider If You Want to Save More

January 13, 2023 by Bautis Financial

Spot ways to save more this year by identifying available savings opportunities and prioritizing across accounts.

Read moreEpisode 138 – Accounts to Consider If You Want to Save More
Strategies That Allow Companies to Survive and Thrive in a Recession

Episode 137 – Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia

January 5, 2023 by Bautis Financial

Irina Poddubnaia, a business consultant who specializes in operations and processes optimization, shares tips for growing companies that need help standing out — and finding success — in the current market.

Read moreEpisode 137 – Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia
Financial Issues to Consider at the Start of the Year

Episode 136 – Financial Issues to Consider at the Start of the Year

December 29, 2022 by Bautis Financial

Looking to make a fresh start this year? This episode covers all the items you should consider when completing a financial check-up.

Read moreEpisode 136 – Financial Issues to Consider at the Start of the Year
Cryptocurrency and Taxes

Episode 135 – Cryptocurrency and Taxes With Micah Fraim

December 23, 2022 by Bautis Financial

If you think cryptocurrency is confusing, just wait until it’s time to pay taxes on it… But don’t worry: Micah Fraim, crypto- and NFT-obsessed CPA, is here to help you decrypt.

Read moreEpisode 135 – Cryptocurrency and Taxes With Micah Fraim
How the Midterm Elections Will Impact the Markets

Episode 134 – How the Midterm Elections Will Impact the Markets

December 15, 2022 by Bautis Financial

Don't let post-election panic drive your investing decisions... here's a look back at how elections typically effect market performance, and some specifics around this year's midterm election results.

Read moreEpisode 134 – How the Midterm Elections Will Impact the Markets
How to Blast Away Debt in Record Time

Episode 133 – How to Blast Away Debt in Record Time With Adam Carroll

December 9, 2022 by Bautis Financial

The Shred Method™ is a step-by-step guide to optimize your income, eliminate debt and build real wealth in record time.

Read moreEpisode 133 – How to Blast Away Debt in Record Time With Adam Carroll
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Montclair, NJ 07042
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Navigation

  • Schedule a Call
  • 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
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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