Monthly Archives: October 2019


Episode 28 – Why Medicare Parts A and B Aren’t Enough — With Victoria Finlay

A lot of people with Medicare wrongly believe that having only Parts A and B will be sufficient. With open enrollment period in full swing, now is the time to make adjustments to get complete coverage.

In this episode, Marc Bautis welcomes returning guest Victoria Finlay to uncover why Parts A and B don’t cut it on their own. Brimming with pointers on Medicare, Medigap, and Medicare Advantage, this is a must-listen for expert guidance on which options to choose based on the cost and the coverage you’re looking for. 

 In this episode, you will learn:

  • The different parts of Medicare and the coverages you can receive
  • What to keep in mind about late enrollment penalties
  • How to pick out the best coverage plan for you 
  • Questions to ask potential policy providers to ensure you will be properly covered
  • And more!

Tune in to learn which Medicare coverage options are available to you. Remember, open enrollment period ends on December 7!


Bautis Financial: (862) 205-5000 | Marc’s Medicare resources | 10 Common Medicare Questions | Retirement Health Care Reference Guide | Medical Enrollment | 



Episode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone

Are you falling short on your financial goals for your retirement? If you own your own home, do you know the value of the equity you have in it?

In this episode, Marc Bautis brings on a longtime friend to discuss reverse mortgages and how they may be of benefit to your financial plan. David Faccone is a mortgage lender from Finance of America with vast knowledge and experience with these types of mortgages.

 In this episode, you will learn:

  • What exactly is a reverse mortgage
  • Who is eligible to apply for a reverse mortgage
  •  The pros and cons to having a reverse mortgage 
  • And more!

Tune in to find out what options you have when using your home to aid you in retirement.

Resources:  Bautis Financial | Finance of America | David Faccone