• 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
  • 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
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
bautis financial secure your castle achieve your dreams

The Agent of Wealth Podcast

Episode 299 – Retire Strong: Physical Health Strategies for Your Next Chapter With Susan Brady

July 2, 2026 by Bautis Financial

Many people assume that getting weaker is simply part of getting older. But what if much of the muscle loss, declining mobility, and even bone deterioration we associate with aging is actually preventable? Today, we're joined by an expert who explains what you can do now to retire stronger and stay independent longer.

Read moreEpisode 299 – Retire Strong: Physical Health Strategies for Your Next Chapter With Susan Brady

Episode 298 – What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson

June 26, 2026 by Bautis Financial

How much does your building's board influence your property's value? Tina Larsson explains how effective governance, financial oversight, and proactive leadership can help protect one of your largest investments — and what every condo and co-op owner should know before buying or serving on a board.

Read moreEpisode 298 – What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson
Estate Planning Paperwork on Mind

Episode 297 – The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit

June 17, 2026 by Bautis Financial

Your will may not control where your money goes when you die. In fact, a forgotten beneficiary form could override your estate plan entirely.

Read moreEpisode 297 – The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit
Trillion-Dollar Launch: Decoding the SpaceX IPO

Episode 296 – The Trillion-Dollar Launch: Decoding the SpaceX IPO

June 5, 2026 by Bautis Financial

Investors are calling it a once-in-a-generation IPO opportunity. But before buying SpaceX stock, it's worth taking a closer look at what's actually inside the prospectus.

Read moreEpisode 296 – The Trillion-Dollar Launch: Decoding the SpaceX IPO

Episode 295 – Common Home Equity Options: What Every Homeowner Needs to Know

May 29, 2026 by Bautis Financial

For many homeowners, their house is their largest asset. But when does it make sense to tap into that equity? John Williams explains the differences between HELOCs, home equity loans, and cash-out refinances — and how to determine which option may fit your goals.

Read moreEpisode 295 – Common Home Equity Options: What Every Homeowner Needs to Know

Episode 294 – The Cash Pivot: What to Do as Yields Melt Away

May 20, 2026 by Bautis Financial

Cash rates are falling — now what? In this episode, Marc Bautis explains how the Fed’s policy changes are impacting savings accounts and shares strategies for keeping cash working efficiently without unnecessary risk. From money markets and CDs to Treasuries and more, this episode breaks down today’s most popular cash investment options.

Read moreEpisode 294 – The Cash Pivot: What to Do as Yields Melt Away
Hidden Potential Book by Adam Grant

Episode 293 – Hidden Potential: The Science of Achieving Greater Things by Adam Grant

May 15, 2026 by Bautis Financial

Success isn’t always about talent. Sometimes it’s about coachability, persistence, and the willingness to improve over time. In this Book Club episode, the Bautis Financial team discusses Hidden Potential by Adam Grant and explores ideas like imperfectionism, deliberate play, resilience, and growth mindset.

Read moreEpisode 293 – Hidden Potential: The Science of Achieving Greater Things by Adam Grant
Deepfakes & Deception: How to “PROOF” Your Family

Episode 292 – Deepfakes & Deception: How to “PROOF” Your Family

May 8, 2026 by Bautis Financial

Deepfake scams are no longer science fiction. In this episode, Marc Bautis shares practical strategies to recognize fraud, prevent scams, and safeguard your family’s finances.

Read moreEpisode 292 – Deepfakes & Deception: How to “PROOF” Your Family
  • Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Interim pages omitted …
  • Page 39
  • 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

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

Form CRS

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

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

Return to top