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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.

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What Would You Do If There Was a Recession?

The word “recession” is enough to make any economist shudder. But sometimes recessions happen and it’s important to be prepared.  In this episode, Marc Bautis explains whether we should be worried about an impending recession and how to combat one if it does happen. In this episode, you will learn:  The four phases of the … Continue reading Episode 22 – What Would You Do If There Was a Recession? →

26mins

24 Jul 2019

Rank #1

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What Issues Should I Consider Before I Retire? – Part 1

Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental, and emotional changes that go with it. In this episode of Agent of Wealth Podcast, Marc Bautis gives you an exclusive walk-through of his retirement preparation checklist and offers expert recommendations along the way.   In this episode, you … Continue reading Episode 15 – What Should I Consider Before I Retire? →

23mins

17 Apr 2019

Rank #2

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Can Dividends Lead to Financial Freedom?

Have you ever asked yourself, “What is a dividend?” or “Can a dividend really help me reach my financial goals?” If so, you’ll want to listen to this! In this information-rich episode, Marc Bautis dives deep into everything you need to know when planning for your financial freedom — and how dividends may help you … Continue reading Episode 23 – Can Dividends Lead to Financial Freedom? →

29mins

7 Aug 2019

Rank #3

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College Planning: How To Pay Off Your Student Loans With Jan Miller

You 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 the four pillars of student loan repayment are and the difference between each one.How working for a non-profit organization may save you money on loan repayment.How to tell if your debt-repayment plan is going to be the best plan for you.And more!This is the third installment of a three-part college planning series. Listen to the first installment, “How To Start Saving and Planning For College,” and the second installment "How to Cut The Cost of College" — both with guest John Williams, Wealth Advisor.Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000

29mins

3 Apr 2019

Rank #4

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What Issues Should I Consider Before I Retire? – Part 2

Perhaps you feel emotionally ready to retire, but are you financially ready? Stop the Google search and discover which financial issues to consider before you retire. In the final episode of this two-part series, Marc Bautis covers action items to take care of before retirement, including asset allocation, tax planning, and long-term planning. In this … Continue reading Episode 16 – What Issues Should I Consider Before I Retire? – Part 2 →

23mins

1 May 2019

Rank #5

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Benefits to Knowing Your Business’s Value With Jason Early

Do you know how much your business is worth? You deserve to know your business’s value throughout its entire lifecycle, not just when you go to exit. In this episode, Marc Bautis speaks with guest Jason Early, chief revenue officer at BizEquity, about the advantages of knowing your business’s value and how to overcome barriers … Continue reading Episode 19 – Benefits to Knowing Your Business’s Value Now — With Guest Jason Early →

25mins

12 Jun 2019

Rank #6

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How to Use ESG Investments in Your Portfolio

Do you want your investments to align with your personal values? If so, you may be interested in socially responsible investing! In this episode of Agent of Wealth Podcast, Marc Bautis explains socially responsible investing and how to use environmental, social, and governance (ESG) investments in your portfolio.  In this episode, you will learn: The … Continue reading Episode 21 – How to Use ESG Investments in Your Portfolio →

27mins

10 Jul 2019

Rank #7

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Adding Real Estate to Your Investment Strategy

Should you be investing in real estate?  In today’s episode, Marc Bautis breaks down what investing in real estate involves and the benefits of adding it to your investment strategy.  In this episode, you will learn: The main reasons to consider incorporating real estate into your portfolio The different types of real estate options available … Continue reading Episode 20 – Adding Real Estate to Your Investment Strategy →

29mins

26 Jun 2019

Rank #8

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Is Divorce Coaching Right for You? With Jason Levoy

Going through a divorce can be extremely stressful and overwhelming. Could you benefit from the support of a divorce coach? In this episode, Marc Bautis is joined by divorce coach Jason Levoy to discuss what it’s like to navigate the divorce process with a coach on your side. This conversation is dedicated to bringing you … Continue reading Episode 25 – Is Divorce Coaching Right for You? — With Jason Levoy →

25mins

6 Sep 2019

Rank #9

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Meet Victoria Finlay of Bautis Financial

In 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 →

25mins

29 May 2019

Rank #10

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Budgeting to Make Your Money Work for You With Judy Lawrence

Agent of Wealth Podcast Summary Have you prepared a budget that you stick to regularly? Wondering why you should? In this episode of Agent of Wealth Podcast, Marc Bautis is joined by Judy Lawrence, a personal finance counselor, speaker on money management, and author of two financial bestsellers. Marc and Judy discuss the importance of … Continue reading Episode 17 – Budgeting to Make Your Money Work for You — With Judy Lawrence →

30mins

15 May 2019

Rank #11

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10 Cybersecurity Threats and How to Combat Them With John Williams

As 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 ensure security across platforms.And more!Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000

27mins

20 Mar 2019

Rank #12

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10 Things CPAs Should Know About IRAs: Part 1

Are you a CPA who has questions about individual retirement plans (IRAs)? Or maybe you just want to know more about IRAs to make sure you’re doing right for your own future. In part one of his new mini-series, Marc Bautis throws light on 10 things CPAs should know about IRAs. This informative and energetic … Continue reading Episode 24 – 10 Things CPAs Should Know About IRAs: Part 1 →

31mins

21 Aug 2019

Rank #13

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Individual Relief Available Through The CARES Act

On today’s show we are going to dissect the recently passed CARES Act Stimulus package.  The bill was 800+ pages long and there is definitely a lot of confusion out there on what relief is available and how to get it.  I am going to break the podcast up into two parts.  On this one we are going to cover the Act specifically as it applies to individuals.  On the next podcast we are going to cover the provisions for small businesses.In this episode you will learnThe Recovery Rebate Check and who is eligible and how much will you receiveAdditional provisions to Unemployment compensationAdditional access to your retirement accounts through loans and distributionsRelief to student loan borrowers who have federal loansThis is the second part of a two-part series on The Cares Act. Listen to the second part, which covers how The CARES Act applies to small businesses.Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000 | bautisfinancial.com 

23mins

31 Mar 2020

Rank #14

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How to Navigate the COVID Crisis

We’re in unprecedented times right now. We’ve seen the Dow Jones fluctuate 3,000 points in a day, circuit breakers were tripped 2 times in one week this month, and oil recently hit an 18 year low.  Panicked investors looking for liquidity are selling things like long-term government bonds, gold, and municipal bonds which are all typically safe havens.   And the stock market has decreased 30% from its February peak.In this episode, you will learn:What’s happening?There’s a lot of information out there, some of it good and some of it not so good.This markets the end to the bull market, at least for now.How the coronavirus is different than other pandemics we’ve seen.How does this compare to 2008?This was the quickest shift to a bear market ever.The quick drawdown was partially due to lack of information as the underlying economy was strong coming in to the crisis.What is the path forward?How best to prepare for things if they get worse.How best to take advantage for a recovery.Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000

28mins

24 Mar 2020

Rank #15

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Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment

The 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 time to consider: A 15 year mortgage, pre-paying your retirement plan, and harvesting tax losses.Why it’s important to understand your risk tolerance and risk needs.The best times to execute a Roth conversion.And more!Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000 

18mins

17 Mar 2020

Rank #16

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10 Ways To Obtain Clarity Into Your Finances

Having 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 around your finances can ease stress and anxiety.How Wealth Center's dashboard can show if you are progressing towards achieving your goals.Why tracking your spending is about making sure your money is going towards your priorities, not about cutting out your daily coffee.Resources:Episode Transcript & Blog | Get Started | Bautis Financial: (862) 205-5000

26mins

10 Mar 2020

Rank #17

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Does Your Business Need a Virtual CFO? With Bryant Tolles

A 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 work.What a Virtual CFO does and how hiring one can help set your company up for success as well as save you money.When starting a business and what entity structures you should consider as well as what state you should create your business in.How Bryant got started with a niche in bitcoin what the future holds for the currency.Resources:Episode Transcript & Blog | One Minute CFO Videos | contact@kttglobal.com | 408-391-4475 | Bautis Financial: (862) 205-5000 

28mins

3 Mar 2020

Rank #18

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The SECURE Act and Changes to Your Retirement Plan

When 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 for withdrawing money from your IRA without being penalizedWhether you can only use 529 plan money for post-secondary educationHow to inherit an IRA without tax consequencesAnd more!Tune in now to learn about the SECURE Act’s biggest changes and what they might mean for you. Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000

29mins

25 Feb 2020

Rank #19

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Direct Indexing to Achieve Tax Alpha and Efficiency

The 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 stocks, to mutual funds, to ETF’s, to Direct Indexing.The benefits of implementing a direct indexing strategy.About tax outperformance, strategy replication, ESG screens, strategy replication and transition management.How to deal with low-cost basis securities in your portfolio.And more!Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000 

20mins

11 Feb 2020

Rank #20