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

 


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