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Agent of Wealth

By Marc Bautis

Welcome to 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.

  1. 1.
    Episode 58 - How to Repair Relationships Damaged by the Political Divide With Karen Tibbals11/27/2020
    27:24
  2. 2.
    Episode 57 - Improving Your Credit Score with Nikole Vialet11/11/2020
    34:34
  3. 3.
    Episode 56 - How Will the Election Impact Your Portfolio?09/24/2020
    39:25
  4. 4.
    Episode 55 - Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine 09/10/2020
    39:52
  5. 5.
    Episode 54 - Financial Planning After a Job Loss09/02/2020
    38:01
  6. 6.
    Episode 53 - How to Make Better Financial Decisions by Focusing on Your Emotions with Anne Beaulieu 07/22/2020
    38:17
  7. 7.
    Episode 52 - Living the Retirement of your Dreams with Fritz Gilbert of The Retirement Manifesto07/01/2020
    32:14
  8. 8.
    Episode 51 - From Corporate America to Reinventing the Shirt Industry with Matt Hornbuckle 06/17/2020
    34:32
  1. 9.
    Episode 50 - The Benefits of Coaching in Organizations with Katie Stricker from Sayge06/03/2020
    33:46
  2. 10.
    Episode 49 - How to Improve Your Child’s Money Management Skills with Shara Nadler of iPiggiBank05/27/2020
    30:25
  3. 11.
    Episode 48 - Tips for Hiring During the Pandemic with Jen Selverian05/13/2020
    36:56
  4. 12.
    Episode 47 - Executing a Job Search During Coronavirus with Geoffrey Goldman05/06/2020
    27:59
  5. 13.
    Episode 46 - 4 Keys to the Challenges Faced by a Family Caregiver 04/28/2020
    26:53
  6. 14.
    Episode 45 - Improving Your Image with Sharon Kornstein 04/21/2020
    29:16
  7. 15.
    Episode 44 - What the Coronavirus Can Teach Us About Markets and Investing04/14/2020
    20:11
  8. 16.
    Episode 43 - CARES ACT Part 2 - Small Businesses04/03/2020
    19:40
  9. 17.
    Episode 42 - CARES ACT Part 1 - Individual Relief03/31/2020
    23:55
  10. 18.
    Episode 41 - Navigating the Coronavirus Crisis03/24/2020
    28:49
  11. 19.
    Episode 40 - Focus on the Things You Can Control03/17/2020
    18:59
  12. 20.
    Episode 39 - 10 Ways To Obtain Clarity Into Your Finances03/10/2020
    26:17
  13. 21.
    Episode 38 - Does Your Business Need a Virtual CFO?03/03/2020
    28:10
  14. 22.
    Episode 37 - The SECURE Act and Changes to your Retirement Plan02/25/2020
    29:57
  15. 23.
    Episode 36 - Preparing Your Business For Tax Season with Kelli Lewis02/18/2020
    26:13
  16. 24.
    Episode 35 - Direct Indexing to Achieve Tax Alpha and Efficiency02/11/2020
    20:07
  17. 25.
    Episode 34 - Making Sure You Are Covered With Jason Street02/04/2020
    26:01
  18. 26.
    Episode 33 - How to Avoid Running Out of Money in Retirement01/28/2020
    28:21
  19. 27.
    Episode 32 – Retirement Numbers That Every Single Person Needs to Know: Part 101/08/2020
    30:36
  20. 28.
    Episode 31 – Why We Use the Factor Investing Strategy12/11/2019
    30:27
  21. 29.
    Episode 30 – How to Start Decluttering Your Home Today — With Maria Diaz11/27/2019
    27:37
  22. 30.
    Episode 29 – Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA11/15/2019
    32:37
  23. 31.
    Episode 28 – Why Medicare Parts A and B Aren’t Enough — With Victoria Finlay10/30/2019
    29:34
  24. 32.
    Episode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone10/01/2019
    27:51
  25. 33.
    Episode 26 – Changing Jobs? Don’t Forget About Your 401(k)09/25/2019
    27:24
  26. 34.
    Episode 25 – Is Divorce Coaching Right for You? — With Jason Levoy09/06/2019
    25:34
  27. 35.
    Episode 24 – 10 Things CPAs Should Know About IRAs: Part 108/21/2019
    31:16
  28. 36.
    Episode 23 – Can Dividends Lead to Financial Freedom?08/07/2019
    29:08
  29. 37.
    Episode 22 – What Would You Do If There Was a Recession?07/24/2019
    26:12
  30. 38.
    Episode 21 – How to Use ESG Investments in Your Portfolio07/10/2019
    27:53
  31. 39.
    Episode 20 – Adding Real Estate to Your Investment Strategy06/26/2019
    29:17
  32. 40.
    Episode 19 – Benefits to Knowing Your Business’s Value Now — With Guest Jason Early06/12/2019
    25:31
  33. 41.
    Episode 18 – Meet Victoria Finlay of Bautis Financial05/29/2019
    25:33
  34. 42.
    Episode 17 – Budgeting to Make Your Money Work for You — With Judy Lawrence05/15/2019
    30:20
  35. 43.
    Episode 16 – What Issues Should I Consider Before I Retire? – Part 205/01/2019
    23:41
  36. 44.
    Episode 15 – What Should I Consider Before I Retire?04/17/2019
    23:01
  37. 45.
    Episode 14 – How to Get That Student Loan Paid Off — With Guest Jan Miller of Miller Student Loan Consultants04/03/2019
    29:58
  38. 46.
    Episode 13 – 10 Cybersecurity Threats and How to Combat Them03/20/2019
    27:54
  39. 47.
    Episode 12 – Cutting College Costs — With Guest John Williams03/06/2019
    24:20
  40. 48.
    Episode 11 – Workshop Series Part 2: Planning for College—With John Williams02/20/2019
    27:13
  41. 49.
    Episode 10 – Financial Workshops Part 1: Maximizing Your Social Security02/06/2019
    28:05
  42. 50.
    Episode 9 – Understanding Risk in Your Portfolio01/23/2019
    23:24
  43. 51.
    Episode 8 – This is How Successful People Achieve Big Goals01/15/2019
    25:54
  44. 52.
    Episode 7 – Breaking Down the Current State of the Economy12/14/2018
    26:11
  45. 53.
    Episode 6 – Last Chance Financial Planning: Part 411/21/2018
    26:07
  46. 54.
    Episode 5 – Last Chance Financial Planning: Part 311/07/2018
    25:45
  47. 55.
    Episode 4 – Last Chance Financial Planning: Part 210/24/2018
    27:28
  48. 56.
    Episode 3 – Your 2018 Year-End Financial Checklist: Part 110/12/2018
    20:16
  49. 57.
    Episode 2 – Six Threats to Your Retirement09/25/2018
    27:10
  50. 58.
    Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial08/30/2018
    18:16

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