Episode 5 – Last Chance Financial Planning: Part 3



It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child.

In this episode, you’ll learn:

  • How to determine if downsizing will actually save you money
  • Four options for your 401(k) or retirement account if you change jobs
  • What Americans’ number one motivator is for organizing their finances
  • Marc’s recommendation for choosing a guardian for your estate plan
  • And more!

Tune in now and learn how you can prepare confidently for your life transitions!

Resources: Bautis Financial | 862-205-5800 | Episode 4-Your 2018 Year-End Financial Checklist: Part 2| 2018 Year-End Financial Planning Checklist

 


Episode 4 – Last Chance Financial Planning: Part 2



Marc Bautis is back to share his year-end checklist with you! In part two, Marc tells you everything you need to know about making retirement plan contributions before 2019 rolls in.  

Here’s what you will learn about in this episode:

  • The benefit of making contributions to your retirement plan
  • The contribution limits and deadlines for the most common retirement plans
  • Marc’s strategy for clients who can’t contribute to an IRA or Roth IRA because their income exceeds the limit
  • Recommendations for automating year-round contributions
  • What to consider when deciding to convert to an IRA to a Roth IRA
  • And more!

Tune in now and prepare to check ‘retirement contribution’ off of your to-do list!

Resources: Bautis Financial | 862 205 5800 | Episode 3-Your 2018 Year-End Financial Checklist: Part 1| 2018 Year-End Financial Planning Checklist

 


Episode 3 – Your 2018 Year-End Financial Checklist: Part 1



Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st.

Today, Marc Bautis is kicking off a new mini-series on his year-end financial planning checklist, covering everything you need to review to keep yourself on track.

Here’s what you will learn about in this episode:

  • Why you need to check on your health insurance plan
  • The benefits of a health savings account
  • How to incorporate a flexible spending account into your financial plan
  • The importance of reviewing your Medicare plan and when to enroll
  • Why you should rebalance your investments
  • And more!

Tune in to this information-packed episode now and learn how to prepare for the end of 2018!

Resources: Bautis Financial | 862 205 5800 | 2018 Year-End Financial Planning Checklist


Episode 2 – Six Threats to Your Retirement



There are unforeseen risks that could knock your retirement plan off course.

In today’s episode, Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Explaining each risk in a way that is easy to understand, Marc discusses:

  • Accounting for inflation as you build your savings
  • Tax-efficient ways to withdraw your money
  • What to consider when budgeting for healthcare costs
  • The current state of Social Security
  • And more

Join Marc now for an enlightening episode about six areas to take into consideration while planning for your retirement.

Resources:

Bautis Financial


Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial



Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial.

Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio, and why he has committed to reading one book per week for the last 10 years! Marc also talks about who he is outside of the office, including his greatest accomplishment and talent for recommending restaurants.

Tune in now to learn more about Marc and how you can benefit from listening to the Agent of Wealth podcast.

Resources: Bautis Financial http://bautisfinancial.com/