The Agent of Wealth
by Marc BautisWelcome 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.
Copyright: © 2024 The Agent of Wealth
Episodes
Your Year-End Financial Planning Checklist: Part 2
27m · PublishedIn this episode of The Agent of Wealth Podcast, host Marc Bautis is back to share part two of the 2018 Year-End Financial Planning Checklist. In this part, you’ll learn everything you need to know about making retirement plan contributions before 2019 begins.
In this episode, you will learn:
- The benefit of making contributions to your retirement plan.
- The contribution limits and deadlines for the most common retirement plans.
- Bautis Financial’s strategy for clients who can’t contribute to an IRA or Roth IRA because their income exceeds the limit.
- Recommendations for automating year-round contributions.
- What to consider when deciding to convert to an IRA to a Roth IRA.
- And more!
Resources:
Episode Transcript & Blog | Download the Checklist | Bautis Financial: (862) 205-5000
Your Year-End Financial Planning Checklist: Part 1
20m · PublishedDo you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. In this episode of The Agent of Wealth Podcast, host Marc Bautis kicks off a series on the Last-Chance Financial Planning Checklist covering eight key areas:
- Taxes
- Retirement
- Investments
- Insurance
- Milestones
- Health
- Changes
- Family
Listen to the rest of the 2018 Year-End Financial Checklist Podcast Series:
- Part 2
- Part 3
- Part 4
Resources:
Download the Checklist | Bautis Financial: (862) 205-5000
6 Threats To Your Retirement and How to Combat Them
27m · PublishedThere are unforeseen risks that could knock your retirement plan off course. In this episode of The Agent of Wealth Podcast, host Marc Bautis helps you better prepare for retirement by walking you through six potential risks in a way that is easy to understand.
Resources:
Bautis Financial: (862) 205-5000
Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial
18m · PublishedWelcome to the inaugural episode of the Agent of Wealth podcast! It’s time to learn all about your host, Marc Bautis, Wealth Manager and Founder of Bautis Financial. Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio and more.
Resources:
Bautis Financial: (862) 205-5000
The Agent of Wealth has 204 episodes in total of non- explicit content. Total playtime is 91:09:27. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 19th, 2024 18:12.
