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Agent of Wealth

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.

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Episode 22 – 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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Episode 15 – What Should I Consider Before I Retire?

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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Episode 23 – 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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Episode 14 – How to Get That Student Loan Paid Off — With Guest Jan Miller of Miller Student Loan Consultants

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 Agent of Wealth Podcast, Marc Bautis sits down with student loan expert Jan … Continue reading Episode 14 – How to Get That Student Loan Paid Off — With Guest Jan Miller of Miller Student Loan Consultants →

29mins

3 Apr 2019

Rank #4

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Episode 16 – 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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Episode 19 – Benefits to Knowing Your Business’s Value Now — With Guest 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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Episode 21 – 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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Episode 20 – 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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Episode 25 – 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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Episode 18 – 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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Episode 17 – 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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Episode 13 – 10 Cybersecurity Threats and How to Combat Them

As technology continues to advance, cybersecurity is becoming an increasingly necessary topic of conversation. In this episode, Marc and John from Bautis Financial share 10 of the most common cybersecurity threats for individuals’ and small business’ finances, and how to combat them. In this episode, you will learn: The importance of putting workflows in place … Continue reading Episode 13 – 10 Cybersecurity Threats and How to Combat Them →

27mins

20 Mar 2019

Rank #12

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Episode 24 – 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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Episode 42 - CARES ACT Part 1 - Individual Relief

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 loansResources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | agentofwealth.com/42

23mins

31 Mar 2020

Rank #14

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Episode 41 - Navigating the Coronavirus 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 learnWhat’s Happening?There’s a lot of information out there, some of it good and some of it not so goodThis markets the end to the bull market, at least for nowHow the coronavirus is different than other pandemics we’ve seenHow does this compare to 2008?This was the quickest shift to a bear market everThe quick drawdown was partially due to lack of information as the underlying economy was strong coming in to the crisisWhat is the Path Forward?How best to prepare for things if they get worseHow best to take advantage for a recoveryResources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com

28mins

24 Mar 2020

Rank #15

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Episode 40 - Focus on the Things You Can Control

The markets and economy were off to a strong start in 2020 building on the impressive returns of 2019.  In late February we saw a complete reversal and panic set in as the coronavirus spread outside of China.  In this episode of the Agent of Wealth Podcast we are going to discuss why instead of focusing on the market volatility and daily swings you should focus on things in your financial life you can control.  We’ll discuss 6 strategies that may be able to make an improvement in your life.In this episode you will learnHow rebalancing can help you keep you from getting too aggressive with the investments in your portfolioWhy it may be a good time to consider a 15 year mortgageThe benefits of prepaying your retirement plan contribution nowHow harvesting tax losses can save you money on your tax returnWhy it’s important to understand how much risk you have in your portfolio, how much risk you are comfortable having, and how much risk you should have.The two best times to execute a Roth conversionResources:| Bautis Financial: (862) 205-5000 | 

18mins

17 Mar 2020

Rank #16

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Episode 39 - 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.  On this episode of the Agent of Wealth podcast we discuss how our app Wealth Center 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 learnHow 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 anxietyHow Wealth Center's dashboard can show if you are progressing towards achieving your goalsWhy tracking your spending is about making sure your money is going towards your priorities, not about cutting out your daily coffee.Resources:Get Started | Bautis Financial: (862) 205-5000 | Schedule a demo of Wealth Center

26mins

10 Mar 2020

Rank #17

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Episode 38 - Does Your Business Need a Virtual CFO?

A CFO plays a critical role in every company supporting the CEO in making optimal financial decisions.  Making the right decisions for your company can set it on a path to success to maximize ROI.  Making the wrong decisions can lead to financial disaster.  In this episode of the Agent of Wealth Podcast I discuss with Bryant Tolles, the owner of KTT Global Advisors on how he does all of this as a CFO and in a virtual capacity.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:Bryant Tolles : 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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Episode 37 - 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:Bautis Financial: (862) 205-5000 | Marc Bautis's Email

29mins

25 Feb 2020

Rank #19

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Episode 35 - 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, 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 IndexingThe benefits of implementing a direct indexing strategyTax AlphaStrategy ReplicationESG ScreensStrategy ReplicationTransition Management and dealing with low cost-basis securities in your portfolioTune in now to hear how you can ensure your future is protected properly!Resources:Bautis Financial: (862) 205-5000 | 

20mins

11 Feb 2020

Rank #20