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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

How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

March 24, 2023 By Bautis Financial

Henry Svec, a long-time investor turned bee-keeper, was inspired to write a children’s book based off of the similarities he saw between honeybees and essential investing principles. Tune in to see how this unique correlation can spark conversations with you and your children or grandchildren.

The Silicon Valley Bank Collapse

Episode 147 – The Silicon Valley Bank Collapse: How You Can Protect Yourself

March 16, 2023 By Bautis Financial

In the wake of unexpected bank failures, regulators have raced to contain the fallout in the U.S. banking system. But how will all of this impact the markets? And what can you do to protect yourself (and your money)?

Helping Heroes Buy and Sell Real Estate

Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

March 10, 2023 By Bautis Financial

Learn how military, law enforcement, firefighters, health care, emergency personnel and teachers can benefit from the Heroes Home Advantage program, which offers a generous rebate or credit when buying, selling or refinancing a home.

More Podcasts

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
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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