Monthly Archives: August 2019


Episode 24 – 10 Things CPAs Should Know About IRAs: Part 1

Are you a CPA who has questions about individual retirement plans (IRAs)? Or maybe you just want to know more about IRAs to make sure you’re doing right for your own future.

In part one of his new mini-series, Marc Bautis throws light on 10 things CPAs should know about IRAs. This informative and energetic episode is all about helping you plan for a financially free retirement. 

In this episode, you will learn: 

  • What the current contribution rates are for IRAs
  • Which factors determine your eligibility to contribute
  • How to use an NUA strategy to save on taxes
  • Whether it makes sense to convert to a Roth
  • And more!

Tune in to learn about IRAs and consider if you’re using it to its greatest potential.

Resources:  Bautis Financial


Episode 23 – Can Dividends Lead to Financial Freedom?

Have you ever asked yourself, “What is a dividend?” or “Can a dividend really help me reach my financial goals?” If so, you’ll want to listen to this!

In this information-rich episode, Marc Bautis dives deep into everything you need to know when planning for your financial freedom — and how dividends may help you get there.

In this episode, you will learn: 

  • The definition of a dividend
  • Why it is important to look at a stock’s total return
  • What a payout ratio is and how it can benefit you
  • And so much more!

Tune in to learn about dividend-paying stocks and answer this question: “Can they help me get to where I want to go?”

Resources:  Bautis Financial