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Agent of Wealth

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English

Contact:

8622055800


Episodes

Episode 61 - What to Do if You Receive a Tax Notice From the IRS With Allan Rolnick

1/7/2021
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: Tune in now to learn strategies to...

Duration:00:26:09

Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park

12/17/2020
Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park Summary 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...

Duration:00:28:46

Episode 59 - How to Analyze Real Estate Investment Opportunities with Abel Pacheco

12/7/2020
Summary 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: Tune in now to learn...

Duration:00:46:23

Episode 58 - How to Repair Relationships Damaged by the Political Divide With Karen Tibbals

11/27/2020
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: Tune in now to learn about Karen Tibbals approach:...

Duration:00:27:24

Episode 57 - Improving Your Credit Score with Nikole Vialet

10/23/2020
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: Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com |

Duration:00:34:34

Episode 56 - How Will the Election Impact Your Portfolio?

9/24/2020
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: Resources: Episode Webpage | Bautis Financial: (862) 205-5000 | bautisfinancial.com |

Duration:00:39:25

Episode 55 - Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine

9/10/2020
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...

Duration:00:39:52

Episode 54 - Financial Planning After a Job Loss

9/2/2020
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: Tune in now to learn about what to do after a loss of a job during these unpredictable times! Resources: Episode Webpage | Bautis Financial: (862) 205-5000...

Duration:00:38:01

Episode 53 - How to Make Better Financial Decisions by Focusing on Your Emotions with Anne Beaulieu

7/22/2020
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: Tune in now to...

Duration:00:38:17

Episode 52 - Living the Retirement of your Dreams with Fritz Gilbert of The Retirement Manifesto

7/1/2020
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: Tune in now to hear what the process of retirement is like from a first-person...

Duration:00:32:14

Episode 51 - From Corporate America to Reinventing the Shirt Industry with Matt Hornbuckle

6/17/2020
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: Tune in now to find out the ins and outs of starting...

Duration:00:34:31

Episode 50 - The Benefits of Coaching in Organizations with Katie Stricker from Sayge

6/3/2020
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: Tune in now to find out how professional coaching can help you and your organization! Resources: Episode...

Duration:00:33:46

Episode 49 - How to Improve Your Child’s Money Management Skills with Shara Nadler of iPiggiBank

5/27/2020
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,...

Duration:00:30:25

Episode 48 - Tips for Hiring During the Pandemic with Jen Selverian

5/13/2020
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....

Duration:00:36:56

Episode 47 - Executing a Job Search During Coronavirus with Geoffrey Goldman

5/6/2020
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...

Duration:00:27:59

Episode 46 - 4 Keys to the Challenges Faced by a Family Caregiver

4/28/2020
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...

Duration:00:26:53

Episode 45 - Improving Your Image with Sharon Kornstein

4/21/2020
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...

Duration:00:29:16

Episode 44 - What the Coronavirus Can Teach Us About Markets and Investing

4/14/2020
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: Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com |

Duration:00:20:10

Episode 43 - CARES ACT Part 2 - Small Businesses

4/3/2020
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...

Duration:00:19:40

Episode 42 - CARES ACT Part 1 - Individual Relief

3/31/2020
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 learn Resources: | Bautis...

Duration:00:23:54