Marc Bautis - Podcast Details

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The Agent of WealthHow to Create and Grow a Roth IRA For Your ChildrenWhether your child has earned income from a part-time job, or is working for a family business, a Roth IRA can be a game-changing tool for their financial future – but it must be done correctly. In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the powerful strategy of setting up a Roth IRA for children. Inspired by recent buzz (yes, Beyoncé and Jay-Z come up), Marc explains how starting young with tax-free compounding can lead to extraordinary long-term growth. He covers everything from IRA rules and documentation requirements to real-life tax court challenges and...2025-07-2514 min

The Agent of WealthMaximize Your 401(k): How Much to Save, and Smart Investment AllocationIn 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...2025-01-3126 min

The Agent of WealthThe 2024 Year-End Financial Planning ChecklistThe decisions you make today could have a big impact on your taxes, savings, and investments next year. Are you ready to act? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives into the essential financial planning tasks to complete year-end. With December 31st deadlines looming, Marc provides actionable advice to ensure you're maximizing your financial opportunities and staying ahead of potential tax pitfalls.In this episode, you will learn:How to leverage tax-loss harvesting and manage capital gains effectively.The benefits of Roth conversions and how to determine if they’re ri...2024-11-2219 min

The Agent of WealthTeaching Financial Literacy In and Out of the Classroom With Brian CurcioIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Brian Curcio, co-founder of the financial literacy tool Rapunzl. With a free financial literacy curriculum and teaching training program, Rapunzl is helping to bridge the country’s economic divide by empowering students to view the world as investors and succeed in financial services careers. The aim of the EdTech program is to simplify finance and level the playing field for regular people. Today, Brian joins Marc to discuss how Rapunzl helps students take back control of their own financial futures. ...2024-01-1214 min

The Agent of WealthHow to Buy and Renovate Websites For Income and Assets With Matt RaadIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matt Raad, a professional speaker, eBusiness expert, and acquisitions advisor with a unique skill set. He has spoken at various eBusiness events and conferences worldwide, focusing on topics such as business investing, mergers and acquisitions, website investing, and SEO. Additionally, he provides guidance on business growth, online strategy, and life balance.Today, Marc and Matt discuss the process of buying, selling and renovating online “real estate.”In this episode, you will learn:The power of digital assets in generating cash...2023-12-2223 min

The Agent of WealthHow Families Can Balance Paying For College And Saving For RetirementLet’s dive into the essential topic that plagues many families: finding the perfect balance between paying for college and saving for retirement. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial and a college planning expert. Together, they provide valuable insights, practical tips, and expert advice on how families can strike a balance between paying for college and saving for retirement.In this episode, you will learn:The current challenges families face when it comes to balancing the costs of college educat...2023-07-1423 min

The Agent of WealthWhat to Consider When Reviewing Your InvestmentsWhether you are a novice or experienced investor, it is critical to review your investment portfolio at least once per year – but particularly during times of uncertainty and volatility. A portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals, and much more. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kayla Waller, Paraplanner at Bautis Financial, to guide you through five important considerations to make when you conduct an investment portfolio review. In this episode, you will learn:How to review the ris...2023-04-2119 min

The Agent of WealthWhen Will We Hit Peak Inflation?By now, we’ve all experienced the impact of inflation. But just how long will we have to feel the pinch? In this episode of The Agent of Wealth Podcast, Bautis Financial Wealth Manager and Founder Marc Bautis provides an in-depth overview of inflation and explains that there is an end in sight.In this episode, you will learn:What is inflation?What’s behind rising inflation?Has inflation reached its peak?How the Federal Reserve seeks to tame inflation.Silver linings to high inflation.And more!Resources:Episode Transcript & Blog | New Federal Income Tax...2022-11-0213 min

The Agent of WealthBautis Financial Book Club: Think Again by Adam GrantIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the sixth book assignment in their monthly Book Club, Think Again: The Power of Knowing What You Don't Know by Adam Grant. In 320 pages, Grant weaves together research, analysis and storytelling to help readers build the intellectual and emotional muscle required to stay curious enough about the world to actually change it. In this episode, we discuss:What it means to think like a scientist, and why we should all employ this strategy.What confirmation bias is and how it can affect y...2022-10-0621 min

The Agent of WealthWhat We Know About The Student Loan Debt Relief Plan With John WilliamsIf you or your child has student loan debt, listen in! In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial. Together, they provide the need-to-know facts regarding the student loan debt forgiveness plan coming out of The White House.In this episode, you will learn:The three main parts of the student loan debt relief plan.How to determine if you are eligible for student loan debt forgiveness.What you need to do to get forgiveness.If you will owe taxes on the...2022-09-1621 min

The Agent of WealthMistakes to Avoid When Taking Withdrawals From Your 401kEverything has led to this: You’ve contributed to your 401k, you’re invested the assets, and finally the time has come to withdraw the money. In this episode of The Agent of Wealth Podcast – the third in a three-part series on 401ks – host Marc Bautis shares some of the biggest mistakes people make at retirement age, when taking withdrawals from their account(s).In this episode, you will learn:Various tax implications to consider when creating a withdrawal strategy for retirement.Issues to consider before taking a loan from your 401k.What Rule 72(t) periodic payments...2022-08-1813 min

The Agent of WealthMistakes to Avoid When Investing In Your 401kArguably the most important decision you make when you participate in a 401k plan is how to invest the money you're contributing to your account. The type of investment portfolio you choose determines the rate at which your account has the potential to grow, therefore determining the income that'll be available when the time comes to withdraw at retirement age. In this episode of The Agent of Wealth Podcast – the second in a three-part series on 401ks – host Marc Bautis shares some of the biggest mistakes people make at this point in their journey to saving for retirement.In...2022-08-1116 min

The Agent of WealthMistakes to Avoid When Contributing to Your 401kRetirement is one of the most common financial goals – after all, most people don’t want to work their entire life. That said, retirement statistics reveal that three-quarters of Americans agree that the country is facing a retirement crisis. In this episode of The Agent of Wealth Podcast, host Marc Bautis dives into the first episode of a three-part series on 401ks. Since its inception in 1978, the 401k plan has grown to become the most popular type of employer-sponsored retirement plan in the U.S. Millions of workers depend on the money they invest in these plans to provide for...2022-08-0415 min

The Agent of WealthHow to Reduce Your Tax Bill With Mark MyersBusiness owners and high-income W2 earners, if you’re curious how to minimize the amount you owe come tax season, this episode of The Agent of Wealth Podcast is for you. In it, host Marc Bautis is joined by Mark Myers, the Founder and CEO of Peak Profit Solutions. Mark helps individuals reduce or eliminate tax without replacing their CPAs or financial investment advisors.In this episode, you will learn:How Peak Profit Solutions works with business owners and high-income W2 earners to reduce their tax bill.Two tax-saving solutions for high-income earners.Multiple tax-saving solutions fo...2022-07-2827 min

The Agent of WealthWhat to Do With Your Old Savings BondsIf you’ve recently uncovered a paper savings bond, this episode of The Agent of Wealth Podcast is for you! In it, Marc Bautis, Founder and Wealth Manager at Bautis Financial, breaks down the need-to-know facts about savings bonds. In this episode, you will learn:What savings bonds are, including the types of savings bonds.How to calculate the value of your savings bonds.How to redeem your savings bonds.The tax implications of redeeming/selling your savings bonds.And more!Resources:Episode Transcript & Blog | Treasurydirect.gov | How to Calculate the Value of Your Sav...2022-07-2014 min

The Agent of WealthDemystifying the Insurance Claims Process With Galen HairAccording to insurance claim data from the National Association of Insurance Commissioners, the single biggest complaining consumers made was about unsatisfactory settlement offers. Experiencing an event such as a home fire, theft in home or flood is stressful enough, the claims process shouldn’t add to it. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Galen Hair, Owner of Insurance Claim HQ, a practice dedicated to fighting for the rights of policyholders when they experience a loss due to fire, flood, hurricane or from the insurance company not keeping their word. Through pr...2022-07-1427 min

The Agent of WealthThe 5 Biggest Mistakes Investors Make When Buying Rental PropertiesOver the course of the 20+ years Marc Bautis has been in the financial services industry, he’s seen and helped many people purchase real estate investment properties. Some of these investments have been prosperous, while others have led to financial disaster. In this episode of The Agent of Wealth Podcast, Marc Bautis shares the five biggest mistakes investors make when buying rental properties, and how to avoid them.In this episode, Marc will detail the following:Mistake 1: Believing that rental properties are a passive investment.Mistake 2: Improper financial analysis before purchase.Mistake 3: Incorrectly estimating expenses.Mistake 4: Lo...2022-07-0719 min

The Agent of WealthGet Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon SteinAs American workers across multiple income levels face inflated prices on food, gas, housing and more, saving – wherever possible – has become a widespread goal. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Gordon Stein, an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook: $2 Million of Financial Freedom in 60 Easy Recipes. Together, they break down some of the concepts in his book and provide actionable money-saving tips to increase your cashflow.In this episode, you will learn:Minimal effort strategies for reducing your monthly expenses.How smal...2022-06-3028 min

The Agent of WealthMistakes to Avoid When Buying Your First Business With Elliott HollandEntrepreneurial statistics underscore a significant shift toward independent work. According to census data that dates back to 2004, Americans applied for a record-breaking 5.3 million business ID numbers in 2021, and 2022 is already on track to be a record-breaking year as well, according to projections from QuickBooks. What many future entrepreneurs may not know is there is ample opportunity to become a business owner through acquisition of an existing company. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elliott Holland, founder of Guardian Due Diligence, a company that specializes in helping everyday people acquire businesses...2022-06-2231 min

The Agent of WealthBautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money ManagementIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the fifth book assignment in their monthly Book Club, Stacked: Your Super-Serious Guide to Modern Money Management by Joe Saul-Sehy and Emily Guy Birken. In discussing Stacked, each member of the team discusses their favorite topic from the 14-chapter book, and provides actionable tips for managing financial matters like debt, insurance coverage and credit score.In this episode, we discuss the team's favorite chapters of Stacked, on the topics of:DebtInsuranceCredit CardsGoal SettingThis is the fifth episode in the Bautis...2022-06-1525 min

The Agent of WealthStacked: Your Super-Serious Guide to Modern Money Management With Emily Guy BirkenThis is not your typical, jargon-filled financial podcast. In fact, the word “budget” comes with a warning label in this episode of The Agent of Wealth Podcast. Today, host Marc Bautis is joined by Emily Guy Birken, a former educator, lifelong money nerd and a Plutus Award-winning freelance writer specializing in the scientific research behind irrational money behaviors. She is the author of five books, including the newly released Stacked: Your Super-Serious Guide to Modern Money Management, written with Joe Saul-Sehy. Together, Emily and Marc break down some of the most important – but frequently overlooked – basics to successful money manageme...2022-06-0730 min

The Agent of WealthShould You Add Fixed Income Investments to Your Portfolio?In today’s market, more and more people are looking into fixed income: an investment approach focused on preserving capital and income in the form of a reliable income stream, typically with lower risk than stocks. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bautis Financial Planner Kayla Waller to talk about the considerations an investor should make before adding fixed income investments to their portfolio. In this episode, you will learn:The various kinds of fixed income investments.How interest rate changes trickle down to bonds, mortgages, savings acc...2022-06-0119 min

The Agent of WealthEarly Stage Investing With Joe CecalaIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Joe Cecala, Founder and CEO of Dream Exchange, a new stock exchange that will focus on small business capital formation and diversity, allowing investors to empower emerging businesses in a way that has never been done before. Cecala was a securities lawyer for over 25 years – working on capital transactions for over 15 years – and found that small capital transactions were particularly difficult because there was no clear exit in sight for the investor. Cecala explains how Dream Exchange solves this long-standing problem and shares how inve...2022-05-2436 min

The Agent of WealthWhen Will the Markets Hit a Bottom?Stocks have been tumbling all year: The Nasdaq is down nearly 25% in 2022 and the S&P 500 is on a six-week losing streak and down almost 18% since its January high. Investors are wondering just how much more the markets will fall. In this episode of The Agent of Wealth Podcast, host Marc Bautis addresses a variety of questions we’ve received regarding the current state of the economy.In this episode, you will learn:What a bear market is.The factors that are contributing to the market drop.Possible courses of action that investors can take when th...2022-05-1715 min

The Agent of WealthFrom Rags to Riches: Laundromats As An Alternative Investment With Dave MenzAs of 2022, there are 18,264 laundromat businesses in the United States that generate about $5 billion in combined nationwide gross annual revenue. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dave Menz, aka “The Laundromat Millionaire.” Menz is the Founder and Owner of Queen City Laundry, host of Laundromat Millionaire Show and the author of Laundromat Millionaire: The Grit to Elevate an Industry. Together, they break the stigma of laundromat ownership by uncovering the real facts and figures that led to Menz’s millionaire status. In this episode, you will learn:How to...2022-05-1133 min

The Agent of WealthHow to Analyze Your 1040 Return To Be More Tax EfficientUnless you requested a tax filing extension, you’re probably under the impression that tax season is over – you can sit back and relax until 2023. Not to burst your bubble, but if you want to be more tax efficient, you couldn’t be more incorrect. In fact, once you have your 1040 return in-hand, the hard work is just beginning. In this episode of The Agent of Wealth Podcast, host Marc Bautis digs deeper into the 1040, uncovering which areas you should focus on for improving your tax savings.In this episode, you will learn:Reasons why tax planni...2022-05-0415 min

The Agent of WealthHow Coliving Can Supercharge Existing Real Estate Properties With Johnny WolffColiving has captured the attention of many as the U.S. faces an affordable housing crisis. As market demand and product rapidly grow, opportunities for investors to get involved have followed. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Johnny Wolff, the CEO and Founder of HomeRoom Coliving, one of the fastest growing coliving companies in the United States. Wolff’s love for living with roommates motivated him to start HomeRoom in 2017, after an unusually terrible Craigslist roommate experience. In 2020, the company boasted 99% on-time rent payments, full occupancy and zero evictions. In...2022-04-2822 min

The Agent of WealthHow to Invest in Self-Storage and Mobile Homes With Blake TempletonIf you’re asked to name three ways to invest in real estate, what would be your response? You’d likely mention rental properties or house flipping. Perhaps even raw land or note investing – all of which The Agent of Wealth Podcast has covered (in depth). Today we’ll get to the bottom of two alternative real estate investments that might not have come to mind: self-storage and mobile homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Blake Templeton, a seasoned Real Estate professional who is passionate about helping investors...2022-04-1434 min

The Agent of WealthBautis Financial Book Club: Animal Spirits by George Akerlof and Robert ShillerIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the fourth book assignment in their monthly Book Club, Animal Spirits: How Human Psychology Drives the Economy, and Why It Matters for Global Capitalism by George Akerlof and Robert Shiller. In Animal Spirits, Nobel prize winner George Akerlof and Yale economics professor Robert Shiller assert that traditional economic theory places too much weight on quantifiable facts and not enough weight on emotion – “People have noneconomic motives. And they are not always rational in pursuit of their economic interests.”In this episode, we discuss:The...2022-04-0721 min

The Agent of WealthInvesting in Real Estate Without Tenants, Termites or Toilets With Brent BowersInvesting in vacant land may sound boring, on the surface. But the simplicity and stability that comes with owning the right piece of land – purchased at the right price – can far outweigh the variety of problems that come with any other type of real estate investment. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Brent Bowers, a vacant land investor and coach. Bowers started investing in real estate in 2007, beginning with single-family homes, then multi-family homes, and finally to the kind of real estate that doesn’t involve tenants, termites or toilets: vacant land...2022-03-3130 min

The Agent of WealthHow to Teach Your Teenager Money Skills With Rachel MurphyParenting is hard, and children don’t come with directions. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rachel Murphy, author of I Am Not Your ATM: A Practical Plan for Teaching Your Teen to Manage Money. Together, they discuss how to teach teens a variety of financial lessons – like how to avoid debt, how to create a budget, how to invest, and so on. Murphy, a parent, youth director and mentor to young adults, brings her expertise of teaching life and leadership skills to teens and their parents. In this...2022-03-1627 min

The Agent of WealthGroup Investing With Family and Friends, With Travis Smith of TribevestTravis Smith and his brothers realized if they were going to change their family’s trajectory and build wealth, they’d need to work together and invest as a group. But once they realized that group investing required a complicated path of lawyers, paperwork, banking regulations and more, they decided to solve a significant problem in investing and create the platform they so desperately needed.In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Travis Smith, Founder and CEO of Tribevest, a platform that gives family, friends and like-minded people the ability to i...2022-03-0930 min

The Agent of WealthTalking Real Estate With the LOL Girls, Kim Curtis and Nancy ChuThe housing market has had an outstanding 2021 year. From record low-interest rates, to the strongest yearly growth in single-family home prices and rentals, and the highest number of home sales in 15 years. It’s made many people wonder, how will 2022 compare?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kim Curtis and Nancy Chu, co-hosts of the LOL Girls Podcast. Kimberly Curtis is the Business Development Director for the Kechian Team at LoanDepot, and Nancy Chu is the owner of Nancy Chu Homes at Keller Williams New Jersey Metro Group. Bo...2022-03-0228 min

The Agent of WealthMaking Sense of Cryptocurrency and Digital Assets With Mark Basa2021 was a big year for cryptocurrency. Bitcoin hit multiple new all-time high prices over the past year (followed by big drops) and more institutional buy-in from major companies. Ethereum, the second-biggest cryptocurrency, also reached its own new all-time high late last year. All the while, U.S. government officials, entrepreneurs, celebrities and everyday investors have expressed a skyrocketing interest in cryptocurrency and digital assets. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mark Basa, Global Brand and Business Manager at Hokk Finance. An early crypto-evangelist, Basa’s decade of experience and expertise es...2022-02-1733 min

The Agent of WealthFrom Hair Stylist to Financial Freedom With Myra OliverMyra Oliver went from an in-debt hairstylist, giving $5 haircuts, to owning 30+ rental real estate properties and achieving financial freedom by age 33. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Oliver, a real estate broker/investor, entrepreneur and financial freedom expert. As she explains her journey to early retirement – and the career changes that came along the way – Oliver shares her tips for anyone listening whose goal is to stop working and live on passive income.In this episode, you will learn:The importance of making sacrifices in order to achieve fina...2022-01-2930 min

The Agent of WealthThe Power of Leverage in Your Business With Brad SugarsYou don’t need to have any formal education to become an entrepreneur, but it’s imperative to gather knowledge and learn from other experts in the business of business to ensure future success. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Brad Sugars, a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multi-million dollar franchise ActionCOACH®. Together, they discuss a variety of business tips and strat...2022-01-1935 min

The Agent of WealthWine As An Investment With Anthony Zhang of VinovestInvesting in wine has traditionally been something limited to those with privilege and access, like wine experts or the ultra-wealthy. But it’s a super compelling investment, as wine has outperformed the S&P for the past 30 years, including during downturns. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Anthony Zhang, CEO and Co-Founder of Vinovest, a platform for investing in a managed portfolio of fine wines. The technology Vinovest provides creates a smarter way for all people to access wine investing opportunities, enabling greater participation and wealth creation.In th...2022-01-0626 min

The Agent of WealthHow to Fix-and-Flip Real Estate With Viktor JiracekAre you thinking about investing in a fix-and-flip, but not sure where to start? The process can be nerve-wracking, because there’s a lot of risk – and work – involved. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Viktor Jiracek, a full-time fix-and-flip real estate investor and mentor out of Gainesville, Florida. Together, the two address flipping basics: From how to find a deal to how to make an offer, and how to estimate repair costs to how to transition into this business full-time.In this episode, you will learn:What i...2021-12-2930 min

The Agent of WealthHow to Tap Into Your Wealth With a Home Equity Agreement With Matthew SullivanHome equity accounts for approximately 61.7% of a United States households’ wealth. Yet, for so long, homeowners were unable to leverage their home equity without taking on debt, and the added burden of monthly payments and interest. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Matthew Sullivan, the CEO and Founder of QuantmRE, a company that solves a real problem for homeowners through home equity agreements. Sullivan has a proven track record in real estate innovation through his experiences as Co-Founder of the Secured Real Estate Income Strategies Fund, and as President and Founder of...2021-12-1533 min

The Agent of WealthEmpowering You to Become Financially Sustainable With Myles WakehamSustainability is a trending term. Whether it’s human, social, economic or environmental, sustainability refers to the capacity to endure in a relatively ongoing way. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Myles Wakeham, a multi-millionaire who lives a 100% free and unconstrained life. Myles practices financial sustainability, growing his wealth through Bitcoin and rental real estate investing, without working a 9-5. Together, Marc and Myles discuss the concept of financial sustainability and how those as young as 18-year-old can begin creating an unconstrained life for themselves.In this episode, yo...2021-12-0932 min

The Agent of WealthBautis Financial Book Club: Elon Musk - Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee VanceIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the third book assignment in their monthly Book Club, Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance. A biography telling the story of Elon Musk’s life and his two businesses, this story paints the portrait of a complex man who has sparked new levels of innovation — overcoming hardship, earning billions and making plenty of enemies along the way.In this episode, we discuss:What our team liked most about the book.What our team learned from...2021-12-0119 min

The Agent of WealthHow to Manage Finances As A Couple With Chris FeltonArguments about money disturb many marriages. When you consider that about one third of adults with partners report money as a big source of conflict in relationships, it's no surprise that financial problems are a leading cause of divorce. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Chris Felton, a financial services entrepreneur, speaker, trainer and the co-author of the best-selling book Couples Money: What Every Couple Should Know about Money and Relationships. Chris candidly shares his very personal story of how his wife Marlow went from the brink of divorce, and...2021-11-2330 min

The Agent of WealthHow to Create Infinite Wealth Using Infinite Banking With Anthony Faso and Cameron ChristiansenInfinite banking is a strategy created by Nelson Nash, life insurance agent for 35 years and author of Becoming Your Own Banker. The premise is to use a whole life insurance policy to lend money to yourself, using the cash value of the policy as collateral. It’s an intriguing approach, especially for those who have been frustrated with the loan process.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams for a conversation with Anthony Faso and Cameron Christiansen, founders of Infinite Wealth Consultants and the hosts of Infinite We...2021-11-1737 min

The Agent of WealthHow to Build A Passive Income by Investing in Renewable Energy Projects With Mike SilvestriniRenewable energy sources, such as wind, solar and hydroelectric, currently supply about a quarter of the electricity generated by the power sector. The industry has been growing fast, increasing its electricity generating capacity at about 8% annually over the last decade. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Silvestrini, co-founder and managing partner of Energea, a renewable project developer and retail investment platform that's focused on emerging and frontier markets. Tune in to discover how you can earn cash while offsetting your footprint.In this episode, you will learn:2021-11-1030 min

The Agent of WealthHow to Shop Smarter Online With Jim MarkusAlmost all U.S. consumers are value-conscious shoppers who regularly visit discount retailers to find a bargain, according to the 2018 Consumer View report released by the National Retail Federation. As we enter the holiday shopping season, which is expected to be impacted by supply chain disruptions, consumers are focused on shopping early and saving big. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jim Markus, an editor at Brad’s Deals, where Markus evaluates and negotiates deals for bargain hunters, and host of Frugal Living Podcast, a podcast for smart shoppers and sa...2021-11-0327 min

The Agent of WealthHow to Use Franchises As an Asset Class With Jon OstensonDo you have an entrepreneurial itch waiting to be scratched? If so, you’ll want to tune into this episode of The Agent of Wealth Podcast, where host Marc Bautis asks all sorts of franchising questions to Jon Ostenson, a consultant investor, author and international speaker specializing in the area of non-food franchising. While it’s risky starting any business venture, there is undeniable growth happening in the franchising industry. Let’s uncover why.In this episode, you will learn: How to begin a franchise, including how to determine the correct franchise for you.The benefits of fran...2021-10-2732 min

The Agent of WealthThe Importance of Mindset in Multifamily Investing With Rod KhleifAs a result of the financial crisis in 2008, Rod Khleif lost $50 million — but he refused to let his story end there. It takes drive to recover from a loss so large, but Khleif did it, and here’s here to share how. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rod Khleif, one of the country's top business real estate and peak performance luminaries. Khleif is the host of Lifetime Cash Flow Through Real Estate Investing Podcast and author of How To Create Lifetime Cash Flow Through Multifamily Properties: The New Rules of R...2021-10-2036 min

The Agent of WealthThe Compelling Opportunity of Investing in Uranium With Scott MelbyeIt’s a common misconception that uranium is a rare element. It's actually 500 times more common than gold, and there are traces of uranium in granite (4 parts per million), which makes up 60% of the Earth's crust. In other words, uranium is all around us. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Scott Melbye, CEO of Uranium Royalty Corp., the only pre-play uranium royalty and streaming company in the uranium industry, and Executive Vice President of Uranium Energy Corp, a uranium mining and exploration company. With 36 years of experience in the nuclear en...2021-10-0631 min

The Agent of WealthHow To Improve Your Finances Using the Profit First System With Aimee LaliberteThe Profit First formula flips the script on how business owners typically think about accounting: putting profit first and encouraging them to deduct profit from each sale, using the remaining amount for expenses. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aimee Laliberte, owner of My Virtual CFO and a mindset expert. 25 years ago, Laiberte went from a bankrupt young adult into a hardworking mother and highly profitable advisor for more than 75 six to seven-figure business owners. Join them for a discussion about Profit first, which Laliberte is certified in....2021-09-2230 min

The Agent of WealthHow To Relieve Financial Stress With Kelly MoylanAccording to a March 2021 survey conducted by the American Psychological Foundation, 72% of Americans report feeling stressed about money at least once per month. That stress, if not managed correctly, can trickle down to every aspect of a person’s life. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Kelly Moylan, a licensed psychotherapist and practicing clinician with over 20 years of experience in a number of mental health and medical settings. Together, the two discuss how to relieve and cope with financial stress.In this episode, you will learn:When to se...2021-09-0934 min

The Agent of WealthHow to Create Passive Income By Investing in Raw Land With Mark PodolskyWhile raw land investing may not sound glamorous, it’s real estate investing with no tenants, no termites and no toilets. In fact:Land has fewer restrictions and codes than houses or buildings.No banks are involved, so reckless lending can’t cause a false value bubble.And, no one can steal it!In this episode of The Agent of Wealth podcast, host Marc Bautis is joined by Mark Podolsky aka “The Land Geek.” Podolsky has been buying and selling raw land full time since 2001, completing over 5,500 land deals. He’s the author of Dirt Rich: How One Ambiti...2021-08-2528 min

The Agent of WealthHow To Create Passive Income With Real Estate Note Investing With Martin SaenzMortgage note investing is rarely discussed, but it’s one of the best real estate investing opportunities available. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Martin Saenz, Co-Founder and Managing Partner of BeQuest Funds, an alternative investment fund, and Founder of Note Investing Made Easier (NIME). Bequest Funds was created with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. Saenz, a successful entrepreneur and real estate investor for over 15 years, shares his strategy and experience in this episode, all while motivating you to...2021-08-1130 min

The Agent of WealthBautis Financial Book Club: The Infinite Game by Simon SinekIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the second book assignment in their monthly Book Club, The Infinite Game by Simon Sinek. The book seeks to answer the question: How do you win a game that has no end? These “infinite games” include business, politics and life itself. The book challenges the ways that we look at the responsibility of business and life.In this episode, we discuss:Infinite games versus finite games.The five essential practices of an infinite mindset.The difference between worthy rivals and competitors.The role...2021-07-2927 min

The Agent of WealthBautis Financial Book Club: Atomic Habits by James ClearIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the first book assignment in their monthly Book Club, Atomic Habits: Tiny Changes, Remarkable Results by James Clear. Packed with evidence-based self-improvement strategies, the book teaches readers how to make small changes that can transform their habits and deliver remarkable results.In this episode, we discuss:What our team liked most about the book.What our team learned from and took away from the book.How our team is utilizing the information in their daily life.What habit strategies worked (and what...2021-07-2125 min

The Agent of WealthHow To Create a Healthy Relationship With Money with Bob WheelerEvery year, the American Psychological Association surveys people across the United States about stress: its sources; its intensity; and how people are responding to stressors. The 2020 survey found that nearly 2 in 3 adults (64%) said that money is a significant source of stress in their life, and this statistic wasn’t surprising -- “Regardless of the economic climate,” APA CEO Norman B. Anderson, PhD said, “money and finances have remained a top stressor since our survey began in 2007.”In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Bob Wheeler, a financial expert, motivator, and author of...2021-07-0827 min

The Agent of WealthBusiness Owner Series: How a Business Owner Can Calculate Their Freedom Point With John WarrilowThe #1 mistake entrepreneurs make is building a business that relies too heavily on them. So, when the time comes to sell, prospective buyers aren’t confident in the company’s future — whether it’s profitable or not. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by John Warrilow, the founder of The Value Builder System™, a practice management software for business advisors. His best-selling book Built to Sell: Creating a Business That Can Thrive Without You was recognized by both Fortune and Inc. as one of the best business books of 2011. Prior to founding The Value...2021-07-0133 min

The Agent of WealthBusiness Owner Series: Maximizing the Value of Your Business Before Selling With Michelle Seiler TuckerIf you’re hoping to sell your business, we have some bad news: According to Steve Forbes, 8 out of 10 businesses will never sell. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michelle Seiler Tucker, an expert in the business of selling businesses. Seiler Tucker is a business broker with over 20 years of experience and over a thousand businesses bought and sold. She is also a two-time #1 best-selling author, speaker, TV and radio host, and the co-author of the book Exit Rich: The 6 P Method to Sell Your Business For Huge Profit. Tune in...2021-06-1634 min

The Agent of WealthHealth is Wealth: How to Eat for Energy With Caryn O’SullivanDid you know that only 9% of U.S. adults eat enough vegetables daily, and only 12% eat enough fruit? This data, according to the CDC, is shocking. But it’s why host Marc Bautis and John Williams brought Caryn O’Sullivan, a Clinical Nutrition expert and Integrative Clinical Health Coach, onto the show. O’Sullivan has spent the last 15 years helping people take charge of their health by digging deep to uncover the root of a variety of diagnoses and create balance through diet and lifestyle. Tune in as she reveals some of her top tips in this episode of The Ag...2021-06-0931 min

The Agent of WealthHealth is Wealth: How to Build Resilience With Dr. Eva SelhubResilient, [adjective]: capable of withstanding shock without permanent deformation or rupture; tending to recover from or adjust easily to misfortune or change.In this episode of The Agent of Wealth podcast, Marc Bautis and John Williams speak with Dr. Eva Selhub — an internationally recognized expert, physician, speaker, scientist, executive leadership and performance coach and consultant in the field of corporate wellness and resilience. Selhub helps people improve their life through the creation of a culture of resilience, and in this episode she provides a baseline for how you can do just that.In this episode, yo...2021-06-0232 min

The Agent of WealthHealth is Wealth: Tools for Solving Common Sleep Issues With Dr. Michael GradisarAdults between the ages of 18-64 need seven to nine hours of sleep per night. However, 35.2% of all adults in the U.S. report sleeping on average for less than seven hours per night. In this episode of The Agent of Wealth podcast, Marc Bautis speaks with Dr. Michael Gradisar, a sleep scientist, sleep practitioner, sleep teacher and leader of WINK Sleep, a group of sleep scientists and therapists who have treated 1000’s of people and conducted over 100 studies about sleep. The two of them discuss the integral role sleep plays in health.In this episode, you wi...2021-05-2628 min

The Agent of WealthHealth is Wealth: How Collaborative Problem-Solving Can Lead to Better Parenting With Maria Sanders69% of parents say that if they knew more positive parenting strategies, they would use them. To those parents, you’re in the right place. In this episode of The Agent of Wealth podcast, Marc Bautis speaks with Maria Sanders, a licensed social worker and certified parent coach who specializes in the areas of child development, conscious parenting and social/emotional development to support parents in creating a sense of calm, confidence and connection within themselves and their families. Using the expertise she’s gathered from her Collaborative Problem Solving® Certification and over 20 years of hands-on experience, Sanders offers solutions for s...2021-05-1933 min

The Agent of WealthHealth is Wealth: How to Overcome Your Sugar Addiction With Dr. Vera TarmanDid you know that approximately 75% of Americans eat excess amounts of sugar, many of whom could be classified as having a sugar addiction? In this episode of The Agent of Wealth podcast, Marc Bautis and John Williams invite Dr. Vera Tarman on the show. Tarman is a clinical physician, author, speaker and food addiction expert who believes that an addiction to sugar can be as treacherous as an addition to alcohol, tobacco and even cocaine. Tarman’s expertise includes hands-on experience as a recovering food addict who has maintained a 100-pound weight loss for more than 12 years. In...2021-05-0539 min

The Agent of WealthHealth is Wealth: How to Start Exercising and Stay MotivatedYou can’t enjoy wealth if you’re not in good health, right? Though sometimes overstated, the saying “health is wealth” — a variation of American philosopher Ralph Waldo Emerson’s writings — rings true for a variety of reasons. In this episode of The Agent of Wealth podcast, Marc Bautis invites John Williams, Wealth Advisor at Bautis Financial, on to the show to discuss health in the form of movement. They discuss everything from the benefits of exercise, to getting (and staying) motivated, to the mechanics of beginning a training program — especially as it relates to running a race. Throughout the conversation...2021-04-2131 min

The Agent of WealthShould You Invest In the Latest IPO? With John WilliamsAirbnb, DoorDash and Snowflake made the top ten list of 2020’s biggest IPOs. It was a record-breaking year for companies going public, even with the uncertainty brought on by the COVID-19 pandemic, and those who invested in the right place at the right time. In this episode of The Agent of Wealth Podcast, Marc Bautis invites John Williams, Wealth Advisor at Bautis Financial, on the show to discuss if initial public offerings (IPOs) are good investments.In this episode, you will learn:What is an initial public offering (IPO)?How to invest in an IPO.The pr...2021-04-0841 min

The Agent of WealthHow to Change the World Through Charitable Giving With Kris Putnam-WalkerlyCharitable giving is trending: According to the Blackbaud Institute, overall charitable giving in the United States increased by 2.0% in 2020. In this episode of The Agent of Wealth Podcast, Marc Bautis invites Kris Putnam-Walkerly, a philanthropic advisor, to share her knowledge and experience on charitable giving. She discusses how to transform your giving to catapult your impact.In this episode, you will learn:Reasons for the growth of charitable giving in 2020.How to create positive change through charitable giving.The differences between various giving vehicles, including donor advised funds and private foundations.Balancing charitable interests with action...2021-03-2533 min

The Agent of WealthUsing a Prosperity Picture to Create Your Perfect Life With Ellen RoginIn this episode of The Agent of Wealth Podcast, Marc Bautis invites Ellen Rogin to share her knowledge and experience on the power of picturing your prosperity. She discusses the steps to take in order to turn a vision into reality and the benefits of visualization and meditation. Ellen also shares stories and examples with Marc of people who have utilized visual representation to create financial goals. In this episode, you will learn: Everyone has a unique vision and why putting a prosperity picture together can help you focus on what’s important to you.How to t...2021-03-0430 min

The Agent of WealthThe Year in Review and a Look AheadShould I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like? In this episode of The Agent of Wealth Podcast, Marc Bautis does a 2020 recap and looks ahead to help prepare you for taxes, investments, and your financial plan. Marc touches on hot topics and also shares his best tips on how to handle your financial future. In this episode, you will learn about:The 2020 election and a market review.2021 econo...2021-02-0557 min

The Agent of WealthWhat to Do If You Get a Tax Notice From the IRS With Allan RolnickWhat should you do if you get a letter or notice from the IRS? In this episode of The Agent of Wealth Podcast, Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS tax notice. Allan explains the various causes that lead to a letter showing up at your door, and the steps you should take to resolve the problem. Allan also shares his best tips on how to be compliant with the IRS to limit any issues. Tune in to learn strategies to protect yourself from the IRS!In this episode...2021-01-0726 min

The Agent of WealthHow Using a Professional Executor Can Improve Your Estate Planning With Anthony ParkDid you know that nearly 60% of Americans lack a will or have done any estate planning? In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning. They discuss why naming an executor is significant for not just a person’s assets but also their personal well being. Anthony shares what the average estate process may look like when a person dies and how an executor’s role comes into play. In this episode, you will learn:What happens to your estate when you die.Ti...2020-12-1728 min

The Agent of WealthHow to Analyze Real Estate Investment Opportunities With Abel PachecoIn this episode of The Agent of Wealth Podcast, Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate. Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a full-time real estate investor. Abel speaks on some of the challenges that may come with the profession and how he has found success in commercial real estate.In this episode, you will learn:Where to start your real estate investing journey, with different market and asset classes.The...2020-12-0846 min

The Agent of WealthHow to Repair Relationships Damaged by the Political Divide With Karen TibbalsHow do you approach and understand people with opposing views? In this episode of The Agent of Wealth Podcast, Karen Tibbals and Marc Bautis discuss the current, strong political divide that the United States is facing, and what’s underneath our moral fundamental belief systems. Karen dives into tactics that will help you have difficult conversations and repair relationships, rather than preaching your beliefs.In this episode, you will learn:How social and political beliefs became aligned.The 5 Moral Foundations: belonging in a community, respect for authority, sacredness, care for others, and fairness and how they ap...2020-11-2727 min

The Agent of WealthHow to Protect Your Assets With a Long-Term Care Plan With Raymond LavineIf you haven’t thought about your long-term care plan, you’re in the majority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in any financial plan. On today’s episode of The Agent of Wealth Podcast, Marc Bautis and John Williams talk to Extended Care Benefits Advisor Raymond Lavine about how to approach the oftentimes overlooked aspect of financial planning. In this episode, you will learn: Where to begin wh...2020-09-1039 min

The Agent of WealthFinancial Planning After a Job LossThe stock and real estate market are at highs, but millions of people are still unemployed and out of work.. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial. The two talk about how to financially plan after recently losing a job. In this episode, you will learn:How to ensure a job loss doesn't wreck your financial plan.Budgeting tips to look for ways of reducing your expenses.Six options of what to do with your retirement plan when you leave your j...2020-09-0238 min

The Agent of WealthHow to Make Better Financial Decisions by Focusing on Your Emotions With Anne BeaulieuWhen it comes to money, we always think about the numbers. However, the decisions that we make financially stems from our emotions. In fact, we make all of our decisions emotionally first. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Anne Beaulieu, the founder of Femme Sauvage, a regular Forbes contributor and the author of 29 books in the The Emotionally Intelligent Way© series. Together, they talk about how to make better money decisions using emotion. In this episode you will learn: How to begin learning your internal feelings about mon...2020-07-2238 min

The Agent of WealthHow to Live the Retirement of Your Dreams With Fritz Gilbert of The Retirement ManifestoWhat better way to learn about retirement than from someone who meticulously prepared for it? On this episode of The Agent of Wealth Podcast, host Marc Bautis talks with Fritz Gilbert, an aluminum industry professional who retired with his wife at age 55. Gilbert has chronicled his retirement every week for the past five years in his blog called The Retirement Manifesto, and he’s the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years.In this episode, you will learn: What retirement looks like (from a first-person perspective).How to...2020-07-0132 min

The Agent of WealthFrom Corporate America to Reinventing the Shirt Industry With Matt HornbuckleThe sizes small, medium, and large only fit 15% of men properly in terms of clothing. Stantt is a business that has created over 99 different shirt sizes to actually fit to ensure confidence and comfort. On this episode of The Agent of Wealth Podcast, host Marc Bautis talks to Co-Founder and Co-CEO of Stantt. Marc and Matt talk about how Matt transitioned from corporate America to changing the shirt business by creating his own company. In this episode, you will learn: How Matt transitioned from his corporate job to successfully launching StanttTips on how to build your br...2020-06-1734 min

The Agent of WealthThe Benefits of Coaching in Organizations with Katie Stricker from SaygePeople have coaches all throughout their childhoods: sports teams, Boy/Girl Scouts, and several other organizations and clubs. So, why not hire one for your professional life? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Katie Stricker, President and Co-Founder of Sayge. Together, they discuss how coaching can help your business, especially during the COVID-19 pandemic.In this episode, you will learn: The key benefits of coaching.How to treat your career as an asset.Which industries benefits the most from coaching.Book recommendations to transform your mindset.And m...2020-06-0333 min

The Agent of WealthHow to Improve Your Child’s Money Management Skills With Shara Nadler of iPiggiBankAs soon as your child loses their first tooth, they are thinking about money — and how to spend it. That said, it’s necessary to introduce financial literacy at an early age, which helps lay the groundwork for good financial habits into adulthood. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Shara Nadler, founder and CEO of iPiggiBank, a company that is focused on improving financial literacy in children. Together, they discuss how to teach your child good money habits, and the variety of classes and education iPiggiBank provides. In this...2020-05-2730 min

The Agent of WealthTips for Hiring During The COVID-19 Pandemic With Jen SelverianSearching for a new job with the recent record-high unemployment rate can be challenging, but it is a difficult time for employers as well. It has become necessary to attract and hire candidates virtually during these unprecedented times.In today's episode of The Agent of Wealth Podcast, host Marc Bautis welcomes guest Jen Selverian to the show. Selverian is the founder and owner of Nadexa Group, an executive search firm that partners with leading advertising and digital marketing agencies and the host of the Small Business Speaks podcast. Together, they discuss how best to hire someone during...2020-05-1336 min

The Agent of WealthHow to Execute A Job Search During the COVID Pandemic With Geoffrey GoldmanUnemployment has reached a record high because of the Coronavirus. In just one and a half months, these numbers soared from 3.5% to over 16%. With a slowly re-opening job market, hiring is hopeful for the near future. Whether you are recently entering the job market for the first time or for the first time in a while, searching for a job can be difficult during these unprecedented times. Marc Bautis welcomes guest and professional career coach Geoffrey Goldman as they talk about the state of the job market and how to execute a job search during the Coronavirus. ...2020-05-0627 min

The Agent of WealthHow to Improve Your Image With Sharon KornsteinImproving someone’s image deals with more than just the clothes they wear; it highlights their personal brand. Choice of dress, overall behavior, business and dining etiquette, and body language all contribute to the image they portray to others. In this episode, Marc Bautis welcomes guest Sharon Kornstein, owner and founder of Image Design Consulting, to discuss ways you can start improving your image today. We’re all going to be back in the office soon and this conversation will assist anyone who is seeking to improve their personal image in a timely, affordable, and comfortable manner. I...2020-04-2129 min

The Agent of WealthWhat the COVID Pandemic Can Teach Us About Markets and InvestingIn this episode of The Agent of Wealth Podcast, host Marc Bautis discusses what the Coronavirus can teach us about hard-to-explain financial topics.In this episode, you will learn:Why the stock market sometimes goes up even when the news around unemployment, earnings, and COVID-19 is bad.How a stock’s performance is based on it’s projected growth and not it’s current numbers.The characteristics of stocks that outperform.The difference between leading and lagging indicators and which one the stock market is.Why Albert Einstein once called compounding interest the most powerful force in the...2020-04-1420 min

The Agent of WealthHow The CARES Act Applies to Small BusinessesLast Friday, Congress signed a mammoth $2 trillion stimulus package into law called The Cares Act (Coronavirus Aid, Relief and Economic Security). Many of the programs and initiatives in The Cares Act are intend to assist business owners through a variety of needs. In this episode of The Agent of Wealth Podcast, host Marc Bautis shares details on the three relief programs: The Economic Impact Disaster Loan (EIDL), The Payroll Protection Program (PPP) and The Employee Retention Tax Credit (ERTC). Bautis also answers frequently asked questions about each program, such as:What are the eligibility requirements?Do I have...2020-04-0319 min

The Agent of WealthFocus On What You Can Control: 6 Strategies to Take Advantage of the Current EnvironmentThe markets were off to a strong start in 2020, building on the impressive returns of 2019. In late February, a complete 360 happened as panic set in and COVID spread into The United States. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses why investors should focus on what they can control, including six financial strategies that could make an improvement in your life.In this episode, you will learn:How rebalancing your portfolio helps you stick to your investing plan, regardless of what happens in the market.Why it may be a good...2020-03-1718 min

The Agent of Wealth10 Ways To Obtain Clarity Into Your FinancesHaving clarity into your finances helps you on your path to financial freedom and achieving your goals. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses how Bautis Financial's app provides a window into your financial world where you can see information about your financial accounts, net worth, investments, goals, spending and more.In this episode, you will learn:How Wealth Center can provide you with a picture on all of your finances and alleviate you from having to log on to a multitude of financial websites.How organizing and providing structure a...2020-03-1026 min

The Agent of WealthDoes Your Business Need a Virtual CFO? With Bryant TollesA Chief Financial Officer (CFO) plays a critical role in every company, supporting the CEO in making optimal financial decisions that can set a business on the path to success... And making the wrong decisions can lead to financial disaster. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bryant Tolles, the owner of KTT Global Advisors. Together, they talk about how he conducts business as a virtual CFO.In this episode, you will learn:How Bryant created the One Minute CFO Video series to discuss how business finances really w...2020-03-0328 min

The Agent of WealthThe SECURE Act and Changes to Your Retirement PlanWhen Congress passed the SECURE Act in late December — during the busiest time of year for most people — they gave Americans only two weeks to wrap their heads around the upcoming changes.Catch up on the act’s biggest changes in this episode with Marc Bautis. Today, he discusses the SECURE Act’s most important features to uncover the possible impacts on your financial plan. Marc also shares new planning opportunities that have arisen from this act. In this episode, you will learn:How the age limit has changed for contributions to retirement accounts Guidelines...2020-02-2529 min

The Agent of WealthHow to Prepare Your Business For Tax Season With Kelli LewisMany business owners are challenged with keeping up with their books during the year. After all, most entrepreneurs started their business to drive a passion forward, not become an expert on working with Quickbooks. As tax filing deadlines are getting closer, many small business owners are in a whirlwind trying to prepare and reconcile their books for the year. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kelli Lewis to discuss how business owners can prepare for tax season.In this episode, you will learn:Tips for tracking your...2020-02-1826 min

The Agent of WealthDirect Indexing to Achieve Tax Alpha and EfficiencyThe vast majority of active portfolio and fund managers have trouble beating the benchmarks that their funds are compared to. Whether the challenge of picking stocks is due to broad market cycles, the growth of ETFs or other factors, stock selection continues to have massive implications for investors’ financial health. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses how a direct indexing investment strategy can help create a custom portfolio, while optimizing for tax efficiency and other factors.In this episode, you will learn:A history of portfolio management from individual st...2020-02-1120 min

The Agent of WealthHow to Make Sure You're Properly Covered Through Insurance With Jason StreetIs your house covered against flood damage? Are you protected if your dog bites someone? If you fall ill, who will pay your mortgage? If you are unsure how to answer any of these questions, listen in. In this episode of The Agent of Wealth podcast, host Marc Bautis is joined by Jason Street, President of Allegiance Insurance Brokers. Together, they discuss how to ensure you have proper insurance coverage for a variety of different cases. In this episode, you will learn:Why it is important to know how much coverage you currently have.How an i...2020-02-0426 min

The Agent of WealthHow to Avoid Running Out of Money in RetirementConsidering that the human life expectancy is ever-increasing, are you confident that you will have enough money to last through retirement? In this episode of The Agent of Wealth Podcast, host Marc Bautis explains how a retirement income plan works to project income needs, and he shares tips on saving enough money during working years and best practices for withdrawing income. In this episode, you will learn:What information is needed to calculate your retirement savings goal.The importance of getting your money to work for you.Why a pre-retiree couple may decide to work longer a...2020-01-2828 min

The Agent of WealthMeet Victoria Finlay of Bautis FinancialIn this episode of Agent of Wealth Podcast, you will meet Victoria Finlay, a financial advisor at Bautis Financial. Victoria studied financial planning at Virginia Tech University and has been working at Bautis Financial for about a year. In this episode, you will learn: What the first year of work at a financial advising office … Continue reading Episode 18 – Meet Victoria Finlay of Bautis Financial →2019-05-2925 min

The Agent of WealthCollege Planning: How To Pay Off Your Student Loans With Jan MillerYou planned and saved for the cost of college, and then you spent more than you ever could have imagined. Let’s face it: Student loans are daunting, and you may need help to navigate the next financial steps. In this episode of The Agent of Wealth Podcast, Marc Bautis sits down with student loan expert Jan Miller of Miller Student Loan Consultants to explain how you can pay off student debt as efficiently and pain-free as possible. In this episode, you will learn:How Jan analyzes potential clients’ financial standings to determine their next steps.What...2019-04-0329 min

The Agent of Wealth10 Cybersecurity Threats and How to Combat Them With John WilliamsAs technology continues to advance, cyber security is becoming a necessary topic of conversation. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial. Together, they discuss the most common cyber security threats for individuals’ and small business’ finances, and how to combat them. In this episode, you will learn: The importance of having workflows in place to ensure online security.Why individuals should request a credit report twice a year.How to tell if an email is dangerous.Ways to strengthen your passwords to ens...2019-03-2027 min

The Agent of WealthCollege Planning: How to Cut The Cost of College With John WilliamsYou’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with college planning expert John Williams to discuss how you can get the most out of your college savings. In this episode, you will learn:The importance of applying for financial aid, even if you think you’re ineligible.Which financial-aid applications you should fill out based on your situation.Why attending a college that’s not on the water may...2019-03-0624 min

The Agent of WealthCollege Planning: How To Start Saving For College With John WilliamsEven the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let The Agent of Wealth host Marc Bautis and his colleague John Williams be your guides.In this episode, you will learn:When you should start saving for your own (or your kids’) college education.Why 529 plans have become almost synonymous with college planning.How investing in real estate may help you save for schooling.Why it’s important to be flexible when it comes to planning for college.And more!This...2019-02-2027 min

The Agent of WealthYour Year-End Financial Planning Checklist: Part 2In this episode of The Agent of Wealth Podcast, host Marc Bautis is back to share part two of the 2018 Year-End Financial Planning Checklist. In this part, you’ll learn everything you need to know about making retirement plan contributions before 2019 begins. In this episode, you will learn:The benefit of making contributions to your retirement plan.The contribution limits and deadlines for the most common retirement plans.Bautis Financial’s strategy for clients who can’t contribute to an IRA or Roth IRA because their income exceeds the limit.Recommendations for automating year-round contributions.What to cons...2018-10-2427 min

The Agent of WealthYour Year-End Financial Planning Checklist: Part 1Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. In this episode of The Agent of Wealth Podcast, host Marc Bautis kicks off a series on the Last-Chance Financial Planning Checklist covering eight key areas:TaxesRetirementInvestmentsInsuranceMilestonesHealthChangesFamilyListen to the rest of the 2018 Year-End Financial Checklist Podcast Series:Part 2Part 3Part 4Resources:Download the Checklist | Bautis Financial: (862) 205-5000 2018-10-1220 min

The Agent of Wealth6 Threats To Your Retirement and How to Combat ThemThere are unforeseen risks that could knock your retirement plan off course. In this episode of The Agent of Wealth Podcast, host Marc Bautis helps you better prepare for retirement by walking you through six potential risks in a way that is easy to understand.Resources:Bautis Financial: (862) 205-5000 2018-09-2527 min

The Agent of WealthIntroduction to Marc Bautis, Wealth Manager and Founder of Bautis FinancialWelcome to the inaugural episode of the Agent of Wealth podcast! It’s time to learn all about your host, Marc Bautis, Wealth Manager and Founder of Bautis Financial. Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio and more.Resources:Bautis Financial: (862) 205-5000 2018-08-3018 min