Agent Of Wealth Podcast – Bautis Financial

Latest Episodes

Here’s How to Avoid Running Out of Money in Retirement – Episode 33

January 28, 2020

Considering that the human life expectancy is ever-increasing, are you confident that you will have enough money to last you through retirement? In this episode of The Agent of Wealth Podcast, Marc Bautis explains how a retirement income plan works to project how much income you will need through retirement. Marc also shares his best…

Continue Reading Here’s How to Avoid Running Out of Money in Retirement – Episode 33

Knowing Your Numbers for Retirement – Episode 32

Marc

January 8, 2020

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 Knowing Your Numbers for Retirement – Episode 32

Latest Episodes

Here’s How to Avoid Running Out of Money in Retirement – Episode 33

Knowing Your Numbers for Retirement – Episode 32

Where to Listen

Older Episodes

Why We Use the Factor Investing Strategy – Episode 31

How to Start Decluttering Your Home – With Maria Diaz – Episode 30

Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA – Episode 29

Why Medicare Parts A and B Aren’t Enough with Victoria Finlay- Episode 28

Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone -Episode 27

Changing Jobs? Don’t Forget About Your 401(k) – Episode 26

Is Divorce Coaching for You? – Episode 25

10 Things CPAs Should Know About IRAs: Part 1 – Episode 24

Can Dividends Lead to Financial Freedom? – Episode 23

What Would You Do If There Was A Recession? – Episode 22

How to Use ESG Investments in Your Portfolio – Episode 21

Adding Real Estate To Your Investment Strategy – Episode 20

Benefits To Knowing Your Business’s Value Now With Jason Early – Episode 19

Meet Victoria Finlay of Bautis Financial – Episode 18

Budgeting To Make Your Money Work For You With Judy Lawrence – Episode 17

What Financial Planning Issues Should I Consider Before I Retire Part 2 – Episode 16

What Financial Planning Issues Should I Consider Before I Retire Part 1 – Episode 15

How To Get That Student Loan Paid Off With Jan Miller – Episode 14

10 Cyber Security Threats And How To Combat Them – Episode 13

Cutting College Costs With John Williams – Episode 12

The Best Ways To Start Saving And Planning For College – Episode 11

Maximizing Your Social Security Benefits – Episode 10

Understanding The Risk In Your Portfolio – Episode 9

This Is How Successful People Achieve Big Goals – Episode 8

Breaking Down The Current State Of The Economy – Episode 7

Your Year End Financial Planning Checklist Part 4 – Episode 6

Your Year End Financial Planning Checklist Part 3 – Episode 5

Your Year End Financial Planning Checklist Part 2 – Episode 4

Your Year End Financial Planning Checklist Part 1 – Episode 3

6 Threats To Your Retirement And How To Combat Them – Episode 2

Introduction To Marc Bautis Founder Of Bautis Financial – Episode 1

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