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Agent of Wealth

United States

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Location:

United States

Language:

English

Contact:

862-205-5800


Episodes

Episode 5 – Last Chance Financial Planning: Part 3

11/7/2018
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It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: How to determine if downsizing will actually save you money Four options for your 401(k) or retirement account if you … Continue reading Episode 5 – Last Chance Financial Planning: Part 3 →

Duration:00:25:45

Episode 4 – Last Chance Financial Planning: Part 2

10/24/2018
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Marc Bautis is back to share his year-end checklist with you! In part two, Marc tells you everything you need to know about making retirement plan contributions before 2019 rolls in. Here’s what you will learn about in this episode: The benefit of making contributions to your retirement plan The contribution limits and deadlines … Continue reading Episode 4 – Last Chance Financial Planning: Part 2 →

Duration:00:27:27

Episode 3 – Your 2018 Year-End Financial Checklist: Part 1

10/11/2018
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Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. Today, Marc Bautis is kicking off a new mini-series on his year-end financial planning checklist, covering … Continue reading Episode 3 – Your 2018 Year-End Financial Checklist: Part 1 →

Duration:00:20:16

Episode 2 – Six Threats to Your Retirement

9/25/2018
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There are unforeseen risks that could knock your retirement plan off course. In today’s episode, Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Explaining each risk in a way that is easy to understand, Marc discusses: Accounting for inflation as you build your savings Tax-efficient ways to … Continue reading Episode 2 – Six Threats to Your Retirement →

Duration:00:27:10

Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial

8/30/2018
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Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial. Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio, and why he has committed to reading one book per … Continue reading Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial →

Duration:00:18:16