207 集
The Agent of Wealth Marc Bautis
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- 商業
Welcome to The 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 208 - 5 Investing Mistakes You May Not Know You’re Making
Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing mistakes, from chasing trends to succumbing to emotion-driven decisions, and gain invaluable strategies to steer your financial ship towards calmer, smarter waters. Tune in now and transform your approach to investing!In this episode, you will learn:What action bias and recency bias is, and the app...
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How to Proactively Mitigate Conflict When Estate Planning With Kat Newport
Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fervent commitment to using conflict as a catalyst for growth and innovation, Kat empowers individuals and organizations to thrive. Tune in to le...
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Lessons from an All-In Life With Jeanne Collins
Do you often find yourself hesitating before a big decision, or weighing the pros and cons? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins’ first book, and it was written with the goal of inspiring more people to live life to the fullest. This mission to encourage people to live their best lives is int...
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Financial Documents: What to Save and How Long to Keep Them
As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long?In this episode, you will learn:The documents you must keep indefinitely, including legal, personal, and financial records.How long to keep tax-related documents and records.Practical s...
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How to Plan a Winning Business Transition With Laurie Barkman
100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts...
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Lessons From "Thinking in Bets" By Annie Duke
In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke. Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and make better decisions as a result.In this episode, we discuss: Why it’s important to think in terms of “bets.”How and why life is more lik...