116 episodes

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.

The Agent of Wealth Marc Bautis

    • Business
    • 5.0 • 18 Ratings

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.

    Mistakes to Avoid When Investing In Your 401k

    Mistakes to Avoid When Investing In Your 401k

    Arguably the most important decision you make when you participate in a 401k plan is how to invest the money you're contributing to your account. The type of investment portfolio you choose determines the rate at which your account has the potential to grow, therefore determining the income that'll be available when the time comes to withdraw at retirement age. In this episode of The Agent of Wealth Podcast – the second in a three-part series on 401ks – host Marc Bautis shares some of the biggest mistakes people make at this point in their journey to saving for retirement.
    In this episode, you will learn:
    What a target-date fund is.The advantages and disadvantages to target-date funds.Considerations to make when allocating your 401k.How to uncover costs and fees associated with 401k funds.And more!Listen to the first part, Mistakes to Avoid When Contributing to Your 401k.
    Resources:
    Part 1: Mistakes to Avoid When Contributing to Your 401k | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

    Timestamps:
    0:32 - Introduction | Why Investing in a 401k is Important
    1:12 - Mistake #1: Contributing to a 401k, But Not Investing the Balance
    3:13 - Mistake #2: Allocating 401k Assets Based On Previous Fund Performance
    4:52 - Mistake #3: Failing to Take Fees Into Account 
    5:28 - Mistake #4: Investing in Too Many Funds
    6:33 - Mistake #5: Only Considering a Target-Date Fund
    9:58 - Mistake #6: Investing Too Conservatively, or Too Aggressively
    11:40 - Mistake #7: Buying the S&P 500 Index In Your 401k

    • 16 min
    Mistakes to Avoid When Contributing to Your 401k

    Mistakes to Avoid When Contributing to Your 401k

    Retirement is one of the most common financial goals – after all, most people don’t want to work their entire life. That said, retirement statistics reveal that three-quarters of Americans agree that the country is facing a retirement crisis. In this episode of The Agent of Wealth Podcast, host Marc Bautis dives into the first episode of a three-part series on 401ks. Since its inception in 1978, the 401k plan has grown to become the most popular type of employer-sponsored retirement plan in the U.S. Millions of workers depend on the money they invest in these plans to provide for them in their retirement years. Tune in to uncover the mistakes you should avoid.
    In this episode, you will learn:
    The advantages of investing in a 401k account.How to calculate how much money you need to retire.Tax considerations for 401ks.Common mistakes relating to 401k contribution plans.And more!Resources:
    Episode Transcript & Blog | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

    Timestamps:
    0:32 - Introduction | What is a 401k?
    1:45 - Mistake #1: Not Contributing to a 401k At All
    4:14 - Mistake #2: Not Taking Advantage of An Employer Match
    5:11 - Mistake #3: Not Underestimating How Much Money to Save
    8:54 - Mistake #4: Pausing Your 401k Contributions
    9:55 - Mistake #5: Waiting Until the End of the Year to Make 401k Contributions 
    10:44 - Mistake #6: Overlooking a Roth Option for 401ks

    • 15 min
    How to Reduce Your Tax Bill With Mark Myers

    How to Reduce Your Tax Bill With Mark Myers

    Business owners and high-income W2 earners, if you’re curious how to minimize the amount you owe come tax season, this episode of The Agent of Wealth Podcast is for you. In it, host Marc Bautis is joined by Mark Myers, the Founder and CEO of Peak Profit Solutions. Mark helps individuals reduce or eliminate tax without replacing their CPAs or financial investment advisors.
    In this episode, you will learn:
    How Peak Profit Solutions works with business owners and high-income W2 earners to reduce their tax bill.Two tax-saving solutions for high-income earners.Multiple tax-saving solutions for small- to medium-size business owners.And more!Resources:
    Episode Transcript & Blog | Peakprofitsolutions.com | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

    Timestamps:
    0:32 - Introduction to Mark Myers
    5:52 - A Typical Engagement with Peak Profit Solutions
    9:40 - Tax-Saving Solutions for High-Income W2 Earners
    16:28 Tax-Saving Solutions for Business Owners

    • 27 min
    What to Do With Your Old Savings Bonds

    What to Do With Your Old Savings Bonds

    If you’ve recently uncovered a paper savings bond, this episode of The Agent of Wealth Podcast is for you! In it, Marc Bautis, Founder and Wealth Manager at Bautis Financial, breaks down the need-to-know facts about savings bonds. 
    In this episode, you will learn:
    What savings bonds are, including the types of savings bonds.How to calculate the value of your savings bonds.How to redeem your savings bonds.The tax implications of redeeming/selling your savings bonds.And more!Resources:
    Episode Transcript & Blog | Treasurydirect.gov | How to Calculate the Value of Your Savings Bonds | Tax Considerations for I Bonds | How I Bonds Can Hedge Against Inflation | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

    Timestamps:
    0:32 - Introduction 
    1:57 - What Are Savings Bonds?
    2:56 - What Type of Savings Bond Do You Have?
    5:37 - How to Calculate the Value of Your Savings Bonds
    7:25 - How to Redeem Your Savings Bonds
    8:25 - Tax Implications of Selling Savings Bonds
    12:52 - How to Recover Lost Bonds

    • 14 min
    Demystifying the Insurance Claims Process With Galen Hair

    Demystifying the Insurance Claims Process With Galen Hair

    According to insurance claim data from the National Association of Insurance Commissioners, the single biggest complaining consumers made was about unsatisfactory settlement offers. Experiencing an event such as a home fire, theft in home or flood is stressful enough, the claims process shouldn’t add to it. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Galen Hair, Owner of Insurance Claim HQ, a practice dedicated to fighting for the rights of policyholders when they experience a loss due to fire, flood, hurricane or from the insurance company not keeping their word. Through property-casualty insurance claims, Galen and his team have helped over 800 families rebuild their homes and businesses. 
    In this episode, you will learn:
    An overview of how the insurance claims process works.The top challenges that customers face when partaking in a claims process.What to do if you disagree with an insurance adjuster.How the insurance claims process has changed over the years.How a property casualty insurance attorney can assist in challenges throughout the claims process.And more!Resources:
    Episode Transcript & Blog | ​​insuranceclaimhq.com | (844) CLAIM-84 | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

    Timestamps:
    0:32 - Introduction to Galen Hair
    1:21 - How the Insurance Claims Process Works
    2:10 - Challenges With the Insurance Claims Process
    8:33 - What To Do If You Disagree with an Insurance Adjuster
    12:55 - How the Insurance Claims Process Has Changed
    17:02 - What is Insurance Fraud? 2 Types of Insurance Fraud
    19:21 - What an Engagement with Insurance Claims HQ Looks Like

    • 27 min
    The 5 Biggest Mistakes Investors Make When Buying Rental Properties

    The 5 Biggest Mistakes Investors Make When Buying Rental Properties

    Over the course of the 20+ years Marc Bautis has been in the financial services industry, he’s seen and helped many people purchase real estate investment properties. Some of these investments have been prosperous, while others have led to financial disaster. In this episode of The Agent of Wealth Podcast, Marc Bautis shares the five biggest mistakes investors make when buying rental properties, and how to avoid them.
    In this episode, Marc will detail the following:
    Mistake 1: Believing that rental properties are a passive investment.Mistake 2: Improper financial analysis before purchase.Mistake 3: Incorrectly estimating expenses.Mistake 4: Looking for the highest yielding property.Mistake 5: Overextending yourself. And more!Resources:
    Episode Transcript & Blog |What Every Real Estate Investor needs to know about Cash Flow…And 36 Other Key Financial Measures | Biggerpockets.com | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

    Timestamps:
    0:41 - 4 Major Benefits of Owning Rental Properties
    2:20 - Mistake #1: Thinking Rental Real Estate is A Passive Investment
    5:20 - Mistake #2: Improper Financial Analysis Before Purchase
    10:08 - Mistake #3: Incorrectly Estimating Expenses
    12:55 - Mistake #4: Looking For The Highest Yielding Property
    15:46 - Mistake #5: Overextending Yourself

    • 19 min

Customer Reviews

5.0 out of 5
18 Ratings

18 Ratings

maddie@podcastingyou ,

Awesome podcast!

This podcast is a great resource for anyone looking to improve their financial strategies to build wealth and achieve financial freedom! Marc is very knowledgeable and each episode is very insightful.

oliviabaker13 ,

Hit the subscribe button! 🔥

If you’re looking for ideas of how to level up your business, your wealth, and your life - hit the subscribe button! Agent of Wealth has an impressive lineup of guests and these episodes feature actionable tips and deep insights. Marc pulls from his own wealth of personal experience in fantastic solo episodes and engages expert guests in thoughtful and interesting conversations. Definitely recommend listening and subscribing to this empowering podcast!

mortgage dave ,

Very interesting!

I have listened to several of Marc’s podcasts and takeaway value each time. His topics are always relevant and relatable and keep me entertained as well. Great job Marc!

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