The Agent of Wealth

As soon as your child loses their first tooth, they are thinking about money — and how to spend it. That said, it’s necessary to introduce financial literacy at an early age, which helps lay the groundwork for good financial habits into adulthood. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Shara Nadler, founder and CEO of iPiggiBank, a company that is focused on...

Searching for a new job with the recent record-high unemployment rate can be challenging, but it is a difficult time for employers as well. It has become necessary to attract and hire candidates virtually during these unprecedented times. In today's episode of The Agent of Wealth Podcast , host Marc Bautis welcomes guest Jen Selverian to the show. Selverian is the founder and owner of Nadexa...

Unemployment has reached a record high because of the Coronavirus. In just one and a half months, these numbers soared from 3.5% to over 16%. With a slowly re-opening job market, hiring is hopeful for the near future. Whether you are recently entering the job market for the first time or for the first time in a while, searching for a job can be difficult during these unprecedented times.  Marc Bau...

By the time we finish today’s show 327 elderly people will be treated in an emergency room for a fall - that's one fall every 11 seconds. Now, I'm sorry to say this next piece, but three of them will die from that fall. One every 19 minutes. Those jolting statistics come from the National Council on Aging. Many of us have dealt with elderly loved ones who have fallen. In fact, one in fou...

Improving someone’s image deals with more than just the clothes they wear; it highlights their personal brand. Choice of dress, overall behavior, business and dining etiquette, and body language all contribute to the image they portray to others.  In this episode, Marc Bautis welcomes guest Sharon Kornstein, owner and founder of Image Design Consulting, to discuss ways you can start improving your...

In this episode of The Agent of Wealth Podcast , host Marc Bautis discusses what the Coronavirus can teach us about hard-to-explain financial topics. In this episode, you will learn: Why the stock market sometimes goes up even when the news around unemployment, earnings, and COVID-19 is bad. How a stock’s performance is based on it’s projected growth and not it’s current numbers. The characteristi...

Last Friday, Congress signed a mammoth $2 trillion stimulus package into law called The Cares Act (Coronavirus Aid, Relief and Economic Security). Many of the programs and initiatives in The Cares Act are intend to assist business owners through a variety of needs. In this episode of The Agent of Wealth Podcast , host Marc Bautis shares details on the three relief programs: The Economic Impact Dis...

On today’s show we are going to dissect the recently passed CARES Act Stimulus package.  The bill was 800+ pages long and there is definitely a lot of confusion out there on what relief is available and how to get it.  I am going to break the podcast up into two parts.  On this one we are going to cover the Act specifically as it applies to individuals.  On the next podcast we are going to cover t...

We’re in unprecedented times right now. We’ve seen the Dow Jones fluctuate 3,000 points in a day, circuit breakers were tripped 2 times in one week this month, and oil recently hit an 18 year low.  Panicked investors looking for liquidity are selling things like long-term government bonds, gold, and municipal bonds which are all typically safe havens.   And the stock market has decreased 30% from...

The markets were off to a strong start in 2020, building on the impressive returns of 2019. In late February, a complete 360 happened as panic set in and COVID spread into The United States. In this episode of The Agent of Wealth Podcast , host Marc Bautis discusses why investors should focus on what they can control, including six financial strategies that could make an improvement in your life....

Having clarity into your finances helps you on your path to financial freedom and achieving your goals.  In this episode of The Agent of Wealth Podcast , host Marc Bautis discusses how Bautis Financial's app provides a window into your financial world where you can see information about your financial accounts, net worth, investments, goals, spending and more. In this episode, you will learn:...

A Chief Financial Officer (CFO) plays a critical role in every company, supporting the CEO in making optimal financial decisions that can set a business on the path to success... And making the wrong decisions can lead to financial disaster. In this episode of The Agent of Wealth Podcast , host Marc Bautis is  joined by Bryant Tolles, the owner of KTT Global Advisors. Together, they talk about how...

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 Bautis. Today, he discusses the SECURE Act’s most important features to uncover the possible impacts on your financial plan. Marc also shares new p...

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 closer, many small business owners are in a whirlwind trying to prepare and reconcile their books for the year. In this episode of The Agent of Weal...

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 continues to have massive implications for investors’ financial health. In this episode of The Agent of Wealth Podcast , host Marc Bautis discusses ho...

Is your house covered against flood damage? Are you protected if your dog bites someone? If you fall ill, who will pay your mortgage? If you are unsure how to answer any of these questions, listen in. In this episode of The Agent of Wealth podcast , host Marc Bautis is joined by Jason Street, President of Allegiance Insurance Brokers . Together, they discuss how to ensure you have proper insurance...

Considering that the human life expectancy is ever-increasing, are you confident that you will have enough money to last through retirement? In this episode of The Agent of Wealth Podcast , host Marc Bautis explains how a retirement income plan works to project income needs, and he shares tips on saving enough money during working years and best practices for withdrawing income.  In this episode,...

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 N...

Not so long ago, it was only the big institutions that had access to all the pertinent investing information, but nowadays even the small investment firms can say they are playing at the same level. In this episode, Marc Bautis explains the history of investing and portfolio management along with how and why factor-based investing … Continue reading Episode 31 – Why We Use the Factor Investing Str...

It’s easy for people to become overwhelmed with clutter. Things pile up and become a burden to deal with. But when you have specific guidance, decluttering — and even just starting the process — becomes much easier.  In this episode, Marc Bautis welcomes guest Maria Diaz, owner and founder of Order & Ease, to discuss … Continue reading Episode 30 – How to Start Decluttering Your Home Today — W...

With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round.  In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning, to discuss ways … Continue reading Episode 29 – Tax Planning: Not Just a Year-End Event — With Kenneth Lam,...

A lot of people with Medicare wrongly believe that having only Parts A and B will be sufficient. With open enrollment period in full swing, now is the time to make adjustments to get complete coverage. In this episode, Marc Bautis welcomes returning guest Victoria Finlay to uncover why Parts A and B don’t cut … Continue reading Episode 28 – Why Medicare Parts A and B Aren’t Enough — With Victoria...

Are you falling short on your financial goals for your retirement? If you own your own home, do you know the value of the equity you have in it? In this episode, Marc Bautis brings on a longtime friend to discuss reverse mortgages and how they may be of benefit to your financial plan. David … Continue reading Episode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone →

Statistics show that the average person will change jobs 11 times over the course of their life.  What happens to their 401(k)?  In this episode, Marc Bautis talks about the five 401(k) options a person has when they leave their job. It turns out that this is one of the most important retirement decisions you … Continue reading Episode 26 – Changing Jobs? Don’t Forget About Your 401(k) →

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 Ja...