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Bautis Financial

Bautis Financial

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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

How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

March 24, 2023 By Bautis Financial

Henry Svec, a long-time investor turned bee-keeper, was inspired to write a children’s book based off of the similarities he saw between honeybees and essential investing principles. Tune in to see how this unique correlation can spark conversations with you and your children or grandchildren.

The Silicon Valley Bank Collapse

Episode 147 – The Silicon Valley Bank Collapse: How You Can Protect Yourself

March 16, 2023 By Bautis Financial

In the wake of unexpected bank failures, regulators have raced to contain the fallout in the U.S. banking system. But how will all of this impact the markets? And what can you do to protect yourself (and your money)?

Helping Heroes Buy and Sell Real Estate

Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

March 10, 2023 By Bautis Financial

Learn how military, law enforcement, firefighters, health care, emergency personnel and teachers can benefit from the Heroes Home Advantage program, which offers a generous rebate or credit when buying, selling or refinancing a home.

More Podcasts

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • 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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