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Bautis Financial

Bautis Financial

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Goal Setting

Reaching Your Goal | Hitting Your Target | Excellence vs. Perfection

Episode 284 – Excellence vs. Perfection In Money and Health With Stanley Bronstein

February 20, 2026 by Bautis Financial

Learn how to break the all-or-nothing cycle in health and finances. Marc Bautis and Stanley Bronstein discuss excellence, consistency, and the power of small daily improvements.

Read moreEpisode 284 – Excellence vs. Perfection In Money and Health With Stanley Bronstein
The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone

Episode 243 – The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone

April 25, 2025 by Bautis Financial

If you’ve ever felt overwhelmed trying to plan for the future, you’re not alone. In this episode, Aliki Samone introduces The Summit Method – a powerful, structured approach to long-term life planning. From building strong relationships to visualizing success, this method makes it achievable. Tune in for practical tools and insights.

Read moreEpisode 243 – The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
How to Set Investing Goals

How to Set Investing Goals

December 21, 2023 by Bautis Financial

Financial prosperity is achieved by mastering the art of setting clear and achievable investment goals. Explore practical strategies that can assist you in shaping your financial future with focus and discipline.

Read moreHow to Set Investing Goals
How Goal Planning Can Help You Achieve Financial Fulfillment

Episode 158 – How Goal Planning Can Help You Achieve Financial Fulfillment

June 2, 2023 by Bautis Financial

Explore practical tips and proven strategies to pave your way towards a financially secure and rewarding future.

Read moreEpisode 158 – How Goal Planning Can Help You Achieve Financial Fulfillment

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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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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

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