Agent of Wealth-logo

Agent of Wealth

Podcasts >

More Information

Location:

United States

Genres:

Podcasts

Language:

English

Contact:

862-205-5800


Episodes

Episode 25 – Is Divorce Coaching Right for You? — With Jason Levoy

9/5/2019
More
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 →

Duration:00:25:34

Episode 24 – 10 Things CPAs Should Know About IRAs: Part 1

8/21/2019
More
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 →

Duration:00:31:16

Episode 23 – Can Dividends Lead to Financial Freedom?

8/7/2019
More
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? →

Duration:00:29:08

Episode 22 – What Would You Do If There Was a Recession?

7/24/2019
More
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? →

Duration:00:26:11

Episode 21 – How to Use ESG Investments in Your Portfolio

7/10/2019
More
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 →

Duration:00:43:58

Episode 20 – Adding Real Estate to Your Investment Strategy

6/26/2019
More
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 →

Duration:00:29:48

Episode 19 – Benefits to Knowing Your Business’s Value Now — With Guest Jason Early

6/12/2019
More
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 →

Duration:00:25:31

Episode 18 – Meet Victoria Finlay of Bautis Financial

5/29/2019
More
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 →

Duration:00:25:32

Episode 17 – Budgeting to Make Your Money Work for You — With Judy Lawrence

5/15/2019
More
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 →

Duration:00:30:17

Episode 16 – What Issues Should I Consider Before I Retire? – Part 2

5/1/2019
More
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 →

Duration:00:23:39

Episode 15 – What Should I Consider Before I Retire?

4/17/2019
More
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? →

Duration:00:22:59

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

4/3/2019
More
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 →

Duration:00:29:56

Episode 13 – 10 Cybersecurity Threats and How to Combat Them

3/20/2019
More
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 →

Duration:00:27:53

Episode 12 – Cutting College Costs — With Guest John Williams

3/6/2019
More
You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of the Agent of Wealth Podcast, Marc Bautis sits down with college planning expert John Williams to discuss how you can get the most out of your college savings. In this … Continue reading Episode 12 – Cutting College Costs — With Guest John Williams →

Duration:00:24:18

Episode 11 – Workshop Series Part 2: Planning for College—With John Williams

2/20/2019
More
Even the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let Marc Bautis and his colleague John Williams be your guides. In part two of the workshop series, Marc and John Williams cover the ins and outs of planning and saving … Continue reading Episode 11 – Workshop Series Part 2: Planning for College—With John Williams →

Duration:00:27:12

Episode 10 – Financial Workshops Part 1: Maximizing Your Social Security

2/6/2019
More
Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security benefit and he clears up common misconceptions along the way. In this episode, you will learn: How Social Security adjusts for … Continue reading Episode 10 – Financial Workshops Part 1: Maximizing Your Social Security →

Duration:00:28:04

Episode 9 – Understanding Risk in Your Portfolio

1/23/2019
More
Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how investors can incorporate enough risk in their portfolios to achieve their goals—while still … Continue reading Episode 9 – Understanding Risk in Your Portfolio →

Duration:00:23:24

Episode 8 – This is How Successful People Achieve Big Goals

1/14/2019
More
g7us9p4g A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above. But many people don’t achieve their biggest goals. Why is that? In this episode, Marc Bautis shares what successful people do differently to land their achievements. In this episode … Continue reading Episode 8 – This is How Successful People Achieve Big Goals →

Duration:00:25:54

Episode 7 – Breaking Down the Current State of the Economy

12/14/2018
More
For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking. Today, Marc Bautis dives into the current state of the economy, outlining what’s going on, what’s causing the recent turbulence, and … Continue reading Episode 7 – Breaking Down the Current State of the Economy →

Duration:00:26:10

Episode 6 – Last Chance Financial Planning: Part 4

11/21/2018
More
How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential. In this episode, you will learn: How the new tax laws will affect your … Continue reading Episode 6 – Last Chance Financial Planning: Part 4 →

Duration:00:26:07