The Agent of Wealth

In this episode of The Agent of Wealth Podcast , the Bautis Financial team discusses the sixth book assignment in their monthly Book Club , Think Again: The Power of Knowing What You Don't Know by Adam Grant. In 320 pages, Grant weaves together research, analysis and storytelling to help readers build the intellectual and emotional muscle required to stay curious enough about the world to act...

The unprecedented uncertainty brought about by the global COVID pandemic has made investors far more risk-averse than presumed. Some have considered adding an asset like gold to their portfolio, which has typically been viewed as a hedge against economic turmoil. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Patrick Yip, the Director of Business Development at APME...

Have you noticed your energy bill increase? You’re not alone. According to the U.S. Energy Information Administration’s Short Term Energy Outlook , the average price of electricity is expected to increase 3.3% in 2023, and prices are already 7.5% higher today than they were in 2021. And energy isn’t the only thing pinching the wallets of Americans – costs at the gas pump, grocery store (and more)...

If you or your child has student loan debt, listen in! In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John Williams , Wealth Advisor at Bautis Financial. Together, they provide the need-to-know facts regarding the student loan debt forgiveness plan coming out of The White House. In this episode, you will learn: The three main parts of the student loan debt relief pl...

According to Schwab’s Modern Wealth Survey, 73% of Americans say their personal values guide how they make life decisions more today than they did two years ago, and 69% say that supporting causes they care most about are a top consideration when it comes to their financial decisions. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Luke Wilcox, ​​founder of Ethos ESG...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Jarid Beck, the Director and Co-Founder of Risk Management Advisors, Inc. , a firm specializing in creating and managing captive insurance firms for businesses. Beck is a recognized expert in the design, implementation, and management of alternative risk management strategies. He has a diverse insurance background, allo...

Studies show that there is a noticeable gender gap in financial literacy between men and women, particularly when it comes to investing. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Jewel Tankard, an economist turned financial powerhouse and author of The Mind of a Millionairess and Millionairess Lifestyle: Understanding the Price and the Process . Jewel’s mission...

Everything has led to this: You’ve contributed to your 401k, you’re invested the assets, and finally the time has come to withdraw the money. In this episode of The Agent of Wealth Podcast – the third in a three-part series on 401ks – host Marc Bautis shares some of the biggest mistakes people make at retirement age, when taking withdrawals from their account(s). In this episode, you will learn: V...

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 Age...

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,...

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 wil...

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 sa...

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,...

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,...

As American workers across multiple income levels face inflated prices on food, gas, housing and more, saving – wherever possible – has become a widespread goal. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Gordon Stein, an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook: $2 Million of Financial Freedom in 60 Easy Re...

Entrepreneurial statistics underscore a significant shift toward independent work. According to census data that dates back to 2004, Americans applied for a record-breaking 5.3 million business ID numbers in 2021 , and 2022 is already on track to be a record-breaking year as well, according to projections from QuickBooks . What many future entrepreneurs may not know is there is ample opportunity t...

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the fifth book assignment in their monthly Book Club , Stacked: Your Super-Serious Guide to Modern Money Management by Joe Saul-Sehy and Emily Guy Birken. In discussing Stacked , each member of the team discusses their favorite topic from the 14-chapter book, and provides actionable tips for managing financial matt...

This is not your typical, jargon-filled financial podcast. In fact, the word “budget” comes with a warning label in this episode of The Agent of Wealth Podcast. Today, host Marc Bautis is joined by Emily Guy Birken, a former educator, lifelong money nerd and a Plutus Award-winning freelance writer specializing in the scientific research behind irrational money behaviors. She is the author of five...

In today’s market, more and more people are looking into fixed income: an investment approach focused on preserving capital and income in the form of a reliable income stream, typically with lower risk than stocks. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Bautis Financial Planner Kayla Waller to talk about the considerations an investor should make before addi...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Joe Cecala, Founder and CEO of Dream Exchange , a new stock exchange that will focus on small business capital formation and diversity, allowing investors to empower emerging businesses in a way that has never been done before. Cecala was a securities lawyer for over 25 years – working on capital transactions for over 1...

Stocks have been tumbling all year: The Nasdaq is down nearly 25% in 2022 and the S&P 500 is on a six-week losing streak and down almost 18% since its January high. Investors are wondering just how much more the markets will fall. In this episode of The Agent of Wealth Podcast , host Marc Bautis addresses a variety of questions we’ve received regarding the current state of the economy. In this...

As of 2022, there are 18,264 laundromat businesses in the United States that generate about $5 billion in combined nationwide gross annual revenue. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dave Menz, aka “The Laundromat Millionaire.” Menz is the Founder and Owner of Queen City Laundry, host of Laundromat Millionaire Show and the author of Laundromat Millionaire...

Unless you requested a tax filing extension, you’re probably under the impression that tax season is over – you can sit back and relax until 2023. Not to burst your bubble, but if you want to be more tax efficient, you couldn’t be more incorrect. In fact, once you have your 1040 return in-hand, the hard work is just beginning. In this episode of The Agent of Wealth Podcast , host Marc Bautis digs...

Coliving has captured the attention of many as the U.S. faces an affordable housing crisis. As market demand and product rapidly grow, opportunities for investors to get involved have followed. In this episode of The Agent of Wealth Podcast , Marc Bautis is joined by Johnny Wolff, the CEO and Founder of HomeRoom Coliving , one of the fastest growing coliving companies in the United States. Wolff’s...

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the fourth book assignment in their monthly Book Club, Animal Spirits: How Human Psychology Drives the Economy, and Why It Matters for Global Capitalism by George Akerlof and Robert Shiller. In Animal Spirits, Nobel prize winner George Akerlof and Yale economics professor Robert Shiller assert that traditional econ...