Bautis Financial
Secure your Castle, Achieve your Dreams.
In this episode of Agent of Wealth Podcast, you will meet Victoria Finlay, a financial advisor at Bautis Financial. Victoria studied financial planning at Virginia Tech University and has been working at Bautis Financial for about a year. In this episode, you will learn: What the first year of work at a financial advising office …
Have you prepared a budget that you stick to regularly? Wondering why you should? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Judy Lawrence, a personal finance counselor, speaker on money management, and author of two financial bestsellers. Marc and Judy discuss the importance of budgeting and how …
Perhaps you feel emotionally ready to retire, but are you financially ready? Stop the Google search and discover which financial issues to consider before you retire. In the final episode of this two-part Agent of Wealth Podcast series, host Marc Bautis covers action items to take care of before retirement, including asset allocation, tax planning, …
Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental and emotional changes that go with it. In this episode of The Agent of Wealth Podcast, host Marc Bautis gives you an exclusive walk-through of his retirement preparation checklist and offers expert recommendations along the way. In this …
Discover the benefits of creating a customized plan for your student loan repayment.
Protect yourself — and your assets — from theft and damage with these helpful cyber security tips.
This is a segment of Bautis Financial’s college planning series, which includes webinars, podcast episodes, blog posts and downloadables to aid college-bound students and families in the admissions process. Visit our college planning hub for more valuable resources. You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this …
With college costs on the rise, saving now will pay off later. Uncover which savings vehicle is optimal for your family's unique situation.
