• Skip to primary navigation
  • Skip to content
  • Skip to footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • 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
    • Discover How
    • Podcasts
    • Risk Score
    • Workshops
  • Client Access
    • Wealth Center
    • Orion
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
  • Schedule a Call
  • Join Meeting

What Financial Planning Issues Should I Consider Before I Retire Part 2 – Episode 16

Episode 16 – What Issues Should I Consider Before I Retire? – Part 2

21 Key Stats
Retirement Fitness Challenge

Perhaps you feel emotionally ready to retire, but are you financially ready?

Stop the Google search and discover which financial issues to consider before you retire. In the final episode of this two-part series, Marc Bautis covers action items to take care of before retirement, including asset allocation, tax planning, and long-term planning.

In this episode, you will learn:

  • Why it’s important to consider how your investment objectives and risk tolerance may change once you retire
  • Why it’s essential to understand your annuity options and how to use them effectively
  • When required minimum distribution (RMD) comes into effect and how it affects your retirement accounts
  • How to use long-term financial planning to save money on taxes
  • And more!

Download this episode of Agent of Wealth Podcast and find out what to consider before you retire.

Schedule a Consultation
Bautis Financial Insights

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each month.

Footer

Social

Stay in Touch
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Copyright © 2019 · Business Pro Theme on Genesis Framework · WordPress · Log in