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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Workshops

Social Security Planning Workshop:

What Baby Boomers Need to Know to Maximize Retirement Income

Offerings:

When: Thursday, March 21 at 6:30 pm

Where: Cresskill Public Library 

Click Here for more information

Retirement Planning:

Retirement Income for Pre-retirees

Offerings:

When: Tuesday, March 26 at 6:30 pm

Where: Glen Ridge Library

Click Here for more information

Cybersecurity Workshop:

10 Threats Every Person and Business Faces and How to Fight Them Now

Offerings:

When: Tuesday, March 5 at 6:30 pm – Where: Caldwell Public Library

When: Wednesday, April 3 at 7:00 pm – Where: Livingston Public Library

Click Here for more information

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Latest Podcasts

Medicare Health Insurance Card

Episode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George

September 4, 2026 By Bautis Financial

Missing a Medicare deadline can have consequences that last a lifetime. Understanding when to enroll, what coverage you need and how your options can change over time is essential to avoiding costly mistakes.

Episode 306 – Branding That Drives Growth With Michael Maloney, Brand Force 5

August 28, 2026 By Bautis Financial

What if the biggest bottleneck in your business isn’t your marketing budget, but the subtle signal your brand is sending? Bad branding quietly erodes customer trust before you even make your pitch. Tune in as Brand Force 5 founder Michael Maloney breaks down how to fix hidden brand flaws and turn every customer touchpoint into a growth engine.

Episode 305 – Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen

August 14, 2026 By Bautis Financial

Charitable giving can go beyond writing a check. Phoenix Hafen of UI Charitable explains how donors can use Bitcoin, appreciated securities, private business interests and other assets to give more tax-efficiently — and how DAFs can help separate the timing of tax deductions from charitable giving.

More Podcasts

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Contact

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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