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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Retirement Fitness Challenge

 

In the past, most Americans have relied on personal savings, Social Security, and private pensions to provide income after they retire. Many factors currently threaten this practice. Social Security may be around when you retire; however, the income from social security may not be enough to sustain your standard of living through retirement. The number of companies providing traditional pension plans is dwindling. With life expectancies increasing people must find ways to fund those additional years of retirement. It is never too early to start planning for retirement and the earlier you plan the easier it will be to achieve your goals.

The Retirement Fitness Challenge program will help you determine if you are on track for retirement with your savings and how to convert your savings to an income stream that will cover your expenses during retirement.  You will come out of The Retirement Fitness Challenge with a written plan detailing:

  • How you will use your assets to cover your expenses during your retirement
  • How you will combat inflation  
  • How to minimize risk in your portfolio
  • How to maximize the income you receive from Social Security
  • How to include tax advantaged strategies in your financial plan
  • How to prepare for rising health care costs in retirement
  • How to best pass money to your loved ones

Download a free copy of The Retirement Fitness Challenge book

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Latest Podcasts

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

January 7, 2021 By Marc

What should you do if you get a letter or notice from the IRS? Don’t ignore it. In this episode of The Agent of Wealth Podcast, Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at […]

Episode 60 – How Using a  Professional Executor Can Improve Your Estate Planning With Anthony Park

Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park

December 17, 2020 By Marc

Did you know that nearly 60% of Americans lack a will or have done any estate planning?  In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning. They discuss why naming an executor is significant for not just a person’s assets but also their […]

Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

December 8, 2020 By Marc

In this episode of The Agent of Wealth Podcast, Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate. Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a fulltime real estate investor. Abel speaks on […]

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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