Bautis Financial
Secure your Castle, Achieve your Dreams.
Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security benefit and he clears up common misconceptions along the way. In this episode, you will learn: Hello and welcome to the …
Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how investors can incorporate enough risk in their portfolios to achieve their goals—while still …
A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above. But many people don’t achieve their biggest goals. Why is that? In this episode, Marc Bautis shares what successful people do differently to land their achievements. In this episode you …
For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking. Today, Marc Bautis dives into the current state of the economy, outlining what’s going on, what’s causing the recent turbulence, and …
How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential. In this episode, you will learn: Resources: Download the Checklist | Bautis Financial: (862) 205-5000, 7 …
It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: Resources: Download the Checklist | Bautis Financial: (862) 205-5000, 7 N Mountain Ave, Montclair, New Jersey 07042 Bautis Financial LLC is a …
In this episode of The Agent of Wealth Podcast, host Marc Bautis is back to share part two of the 2018 Year-End Financial Planning Checklist. In this part, you’ll learn everything you need to know about making retirement plan contributions before 2019 begins. In this episode, you will learn: Resources: Download the Checklist | Bautis Financial: …
Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. Here’s what you will learn about in this episode: Tune in to this information-packed episode now …
