37 episodes

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.

Agent of Wealth Marc Bautis

    • Investing

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 37 - The SECURE Act and Changes to your Retirement Plan

    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...

    • 29 min
    Episode 36 - Preparing Your Business For Tax Season with Kelli Lewis

    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...

    • 26 min
    Episode 35 - Direct Indexing to Achieve Tax Alpha and Efficiency

    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...

    • 20 min
    Episode 34 - Making Sure You Are Covered With Jason Street

    Episode 34 - Making Sure You Are Covered With Jason Street

    Why it's important to do an annual review on your Auto and Home Insurance Policies.

    • 26 min
    Episode 33 - How to Avoid Running Out of Money in Retirement

    Episode 33 - How to Avoid Running Out of Money in Retirement

    How to Avoid Running Out of Money in Retirement

    • 28 min
    Episode 32 – Retirement Numbers That Every Single Person Needs to Know: Part 1

    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 →

    • 30 min

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