The Agent of Wealth
Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
The Agent of Wealth
Maximize Your 401(k): How Much to Save, and Smart Investment Allocation
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Marc Bautis
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Episode 231
In this episode of The Agent of Wealth Podcast, host Marc Bautis is back for the second part in a series on how to maximize your 401(k). Now that you understand the importance of contributing to your retirement plan, the next big questions are: How much should you be saving? and How should you allocate those savings? Marc breaks it all down, from contribution strategies to investment options, so you can build a retirement portfolio that aligns with your goals.
In this episode, you will learn:
- How to determine the right contribution amount for your 401(k).
- The pros and cons of target date funds and whether they’re right for you.
- How to use your plan’s allocation tools—or create a customized investment strategy.
- Key updates to 401(k) plans in 2025 under the SECURE 2.0 Act.
- And more!
Resources:
Episode Transcript & Blog | Episode 222 - Maximize Your 401(k): Roth vs Pre-Tax Contributions | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call