Description

1 in 3 Americans are planning to make finance-related New Year’s resolutions, and 31% of those people with a financial resolution want to save more, according to a poll from WalletHub. If you’re in the same boat and want to save more, this episode of The Agent of Wealth Podcast provides a detailed overview of all the savings vehicles. In it, host Marc Bautis walks through a checklist that covers all the factors you should consider when opening up or contributing to a savings account.

In this episode, you will learn:

• What a savings rate is, and how it fits into the three-legged financial stool.
• Savings options within employer benefit plans, including employee-sponsored 401ks, HSAs, stock options, and more.
• Investment and retirement accounts to consider, including the pros and cons of a Roth versus traditional account.
• Smart ways for business owners to save
• Ways to save for children or grandchildren.
• And more! 

Resources:
Episode Transcript & Blog | Complete the Checklist | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000