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Bautis Financial

Bautis Financial

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Small Business Owner

The Human Touch in a Tech-Driven Banking World

Episode 281 – The Human Touch in a Tech-Driven Banking World With Walt Postlewait

January 30, 2026 by Bautis Financial

Banking has changed, but relationships still drive lending decisions. Learn how community banks evaluate loans and why business owners still need a banker in today’s tech-driven world.

Read moreEpisode 281 – The Human Touch in a Tech-Driven Banking World With Walt Postlewait
The Small Business Owner’s Guide to Leveraging Technology

Episode 275 – The Small Business Owner’s Guide to Leveraging Technology With David Quick

December 12, 2025 by Bautis Financial

AI is changing the way small businesses operate – but only if it’s applied to the right processes. David Quick shares how business owners can leverage technology effectively, avoid common pitfalls, and strengthen cybersecurity.

Read moreEpisode 275 – The Small Business Owner’s Guide to Leveraging Technology With David Quick
Successful Side Hustle

Episode 226 – Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy

December 20, 2024 by Bautis Financial

Ever wondered how to start a side hustle with little to no upfront cost? You’re not alone – millions of Americans are making extra income with a side hustle. Here’s how you can join them.

Read moreEpisode 226 – Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy
A Guide to Retirement Plans for Small Business Owners

A Guide to Retirement Plans for Small Business Owners

July 18, 2024 by Bautis Financial

As a business owner, you may be surprised to find that offering the right retirement plan may significantly benefit both you and your employees. Here’s an overview of the major features within each kind of retirement plan.

Read moreA Guide to Retirement Plans for Small Business Owners
Business Law

Episode 213 – How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro

July 12, 2024 by Bautis Financial

Legal insights alert! Entrepreneurship meets law in this episode with guest Matthew Fornaro, Esq. From business formation to dispute resolution, tune in to learn the legal intricacies every business owner should master.

Read moreEpisode 213 – How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro

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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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  • 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
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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