• 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

Financial Success

Rewiring the Mindset Around Retirement

Episode 212 – Rewiring the Mindset Around Retirement With Kevin Hoover

July 5, 2024 by Bautis Financial

Whether you’re planning to phase out gradually, adopt a “never retire” mentality, or even practice retirement before making the leap, Kevin Hoover shares invaluable tips to help you navigate this pivotal stage in life and business – retirement.

Read moreEpisode 212 – Rewiring the Mindset Around Retirement With Kevin Hoover
Generational Planning

Why You Should Talk to Your Financial Advisor About Generational Planning

September 9, 2022 by Bautis Financial

When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.

Read moreWhy You Should Talk to Your Financial Advisor About Generational Planning
Business woman meditating in the office.

Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

March 4, 2021 by Bautis Financial

Discover how tapping into your creative mind can help you build towards a secure financial future.

Read moreEpisode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

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