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.
Episode 65 - Should You Invest In the Latest IPO? with John Williams
Airbnb, 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...
Episode 64 - How to Change the World Through Charitable Giving with Kris Putnam-Walkerly
Charitable 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...
Episode 63 - Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin
In 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...
Episode 62 - The Year in Review and a Look Ahead
Should 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 that are all the rage right now and also shares his best tips on how to handle your financial future starting now.
In this epis...
Episode 61 - What to Do if You Receive a Tax Notice From the IRS With Allan Rolnick
What should you do if you get a letter or notice from the IRS? Don't ignore it.
In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Allan Rolnick on the ins and outs of an IRS 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.
In this episode, you will learn:The first step...
Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park
Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park
Did 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...
Episode 59 - How to Analyze Real Estate Investment Opportunities with Abel Pacheco
In 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 fulltime 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...
How to Repair Relationships Damaged by the Political Divide With Karen Tibbals
How 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 strong political divide currently between people and what is underneath our moral fundamental belief systems. Karen dives into tactics that will help you have those difficult conversations, and repair relationships rather than preaching your beliefs.
In this episode, you will learn:How social and political beliefs became alignedThe 5 Moral Foundations: belonging in a community, respect for authority, sacredness, care for others, and fairness and how they apply to...
Episode 57 - Improving Your Credit Score with Nikole Vialet
On today’s show, Victoria and John sit down with Nikole Vialet and talk about the ways she helps her clients repair their credit and how the help doesn’t stop there. She discusses the many ways that she educates her clients on the many ways they can improve their financial wellness.
In this episode, you will learn:Some of the most important things you can do to improve your credit scoreThe many different ways a credit repair specialist can help their clientsWhy is it so important to achieve and maintain stro...
Episode 56 - How Will the Election Impact Your Portfolio?
2020 has certainly been a whirlwind of a year...between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election.
On today’s show, Marc and John discuss the different possible outcomes of the election and how they can affect your portfolio.
In this episode, you will learn:Historically how have the markets performed under the leadership of Republican and Democrat presidentsAn analysis of Joe Biden's Tax PlanWhat investment strategy you should consider depending on who gets electedAre Social Security benefits at risk after the el...
Episode 55 - Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine
If you are someone who has not thought about their long-term career plan, you are not in the minority. Many 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 show, Marc and John talk to Extended Care Benefits Advisor Raymond Lavine about how to approach the oftentimes overlooked aspect of planning financially.
In this episode, you will learn:Where to...
Episode 54 - Financial Planning After a Job Loss
The stock and real estate market are at highs, but millions of people are still unemployed and out of work..
On this episode, Marc welcomes back John Williams, who is a wealth advisor at Bautis Financial, back to the show. Marc and John 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 planBudgeting tips to look for ways of reducing your expenses6 options with what to do with your retirement plan when you leave...
Episode 53 - How to Make Better Financial Decisions by Focusing on Your Emotions with Anne Beaulieu
When 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.
On this episode, Marc talks to Anne Beaulieu about how to make better money decisions using our emotions. Anne Beaulieu is the founder of Femme Sauvage, a regular Forbes contributor, and an author of 29 books in the The Emotionally Intelligent Way© series.
In this episode you will learn:Where to start when trying t...
Episode 52 - Living the Retirement of your Dreams with Fritz Gilbert of The Retirement Manifesto
What better way to learn about retirement than someone who meticulously prepared for it. On this episode we talk with Fritz Gilbert, who chronicled his own retirement every week for the past five years.
Fritz is the founder of the blog The Retirement Manifesto and the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years.
In this episode, you will learn:How to plan for a successful retirementWhy Fritz compares planning for retirement to baking a cakeWhy planning for retirement is so much more than...
Episode 51 - From Corporate America to Reinventing the Shirt Industry with Matt Hornbuckle
The 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, 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 industry by creating his own company.
In this episode, you will learn:How Matt transitioned from his corporate job to launching StanttTips on how to build your brand and overcome...
Episode 50 - The Benefits of Coaching in Organizations with Katie Stricker from Sayge
People 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?
On this episode, Marc Bautis talks to President and Co-Founder of Sayge Katie Stricker about how coaching can help your business, especially during these unprecedented times.
In this episode, you will learn:The key benefits of coaching How to treat your career as an assetWhat industry benefits the most from coaching Book recommendations to transform your mindsetAnd more!
Episode 49 - How to Improve Your Child’s Money Management Skills with Shara Nadler of iPiggiBank
As soon as your child loses their first tooth, they are thinking about money and how they want to spend it. Financial literacy is an important topic to introduce to your child at an early age.
On today’s episode, Marc welcomes guest 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 about finance along with the classes and information that iPiggiBank provides.
In this episode, you will learn:...
Episode 48 - Tips for Hiring During the Pandemic with Jen Selverian
Searching 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.
Today, Marc Bautis welcomes guest Jen Selverian. She is the founder and owner of Nadexa Group, which is 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 the Coronavirus pandemic.
Episode 47 - Executing a Job Search During Coronavirus with Geoffrey Goldman
Unemployment 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...
Episode 46 - 4 Keys to the Challenges Faced by a Family Caregiver
By the time we finish today’s show 327 elderly people will be treated in an emergency room for a fall - that's one fall every 11 seconds. Now, I'm sorry to say this next piece, but three of them will die from that fall. One every 19 minutes.
Those jolting statistics come from the National Council on Aging. Many of us have dealt with elderly loved ones who have fallen. In fact, one in four elderly persons experiences a fall each year. Whenever any of these personal and health safety issues arise, inevitably they draw attention to a wide ra...
Episode 45 - Improving Your Image with Sharon Kornstein
Improving 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, affo...
Episode 44 - What the Coronavirus Can Teach Us About Markets and Investing
On today’s episode of the Agent of Wealth Podcast we talk about what the coronavirus can teach us about a couple of 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 the virus 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 E...
Episode 43 - CARES ACT Part 2 - Small Businesses
Today’s episode is the Part II of a series where we’ll talk about how the recently passed CARES Act and how it applies to Small businesses. On our last episode we discussed the provisions of the bill that applied to individuals. You can listen to that episode at agentofwealth.com/42.
The CARES Act was the mammoth $2 trillion stimulus package that was passed into law last Friday and as part of the bill, there have been a lot of funds that have been allocated to small businesses.
In this episode you will lear...
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 Re...
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 s...
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 learn...
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.<...
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...
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...
Episode 36 - Preparing Your Business For Tax Season with Kelli Lewis
Many 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, Marc Bautis discusses with Kelli Lewis how to best prepare your business to file your taxes. Kelli provides tips...
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 fr...
Episode 34 - Making Sure You Are Covered With Jason Street
Is 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, then this is a podcast you need to listen to.
In this episode of the Agent of Wealth podcast, Marc Bautis brings in Jason Street, President of Allegiance Insurance Brokers to discuss how they work together to ensure their clients have the coverage they really need. They will break down the different types of...
Episode 33 - How to Avoid Running Out of Money in Retirement
Considering that the human life expectancy is ever-increasing, are you confident that you will have enough money to last you through retirement?
In this episode of The Agent of Wealth Podcast, Marc Bautis explains how a retirement income plan works to project how much income you will need through retirement. Marc also shares his best tips on how to save enough money during your working years and how to withdraw most wisely during retirement.
In this episode, you will learn:
What information Marc can...
Episode 32 – Retirement Numbers That Every Single Person Needs to Know: Part 1
Are you on track for your retirement? Knowing your numbers and understanding what they mean can help you make any adjustments that are needed for you to reach your retirement goals. In this episode, Marc Bautis walks you through the important numbers and ratios that you should be aware of as you’re saving for retirement. … Continue reading Episode 32 – Retirement Numbers That Every Single Person Needs to Know: Part 1 →
Episode 31 – Why We Use the Factor Investing Strategy
Not so long ago, it was only the big institutions that had access to all the pertinent investing information, but nowadays even the small investment firms can say they are playing at the same level. In this episode, Marc Bautis explains the history of investing and portfolio management along with how and why factor-based investing … Continue reading Episode 31 – Why We Use the Factor Investing Strategy →
Episode 30 – How to Start Decluttering Your Home Today — With Maria Diaz
It’s easy for people to become overwhelmed with clutter. Things pile up and become a burden to deal with. But when you have specific guidance, decluttering — and even just starting the process — becomes much easier. In this episode, Marc Bautis welcomes guest Maria Diaz, owner and founder of Order & Ease, to discuss … Continue reading Episode 30 – How to Start Decluttering Your Home Today — With Maria Diaz →
Episode 29 – Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA
With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round. In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning, to discuss ways … Continue reading Episode 29 – Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA →
Episode 28 – Why Medicare Parts A and B Aren’t Enough — With Victoria Finlay
A lot of people with Medicare wrongly believe that having only Parts A and B will be sufficient. With open enrollment period in full swing, now is the time to make adjustments to get complete coverage. In this episode, Marc Bautis welcomes returning guest Victoria Finlay to uncover why Parts A and B don’t cut … Continue reading Episode 28 – Why Medicare Parts A and B Aren’t Enough — With Victoria Finlay →
Episode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone
Are you falling short on your financial goals for your retirement? If you own your own home, do you know the value of the equity you have in it? In this episode, Marc Bautis brings on a longtime friend to discuss reverse mortgages and how they may be of benefit to your financial plan. David … Continue reading Episode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone →
Episode 26 – Changing Jobs? Don’t Forget About Your 401(k)
Statistics show that the average person will change jobs 11 times over the course of their life. What happens to their 401(k)? In this episode, Marc Bautis talks about the five 401(k) options a person has when they leave their job. It turns out that this is one of the most important retirement decisions you … Continue reading Episode 26 – Changing Jobs? Don’t Forget About Your 401(k) →