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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Agent Of Wealth Podcast

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The Agent of Wealth Podcast helps you overcome the multiple wealth planning challenges in your financial life to set you on a path to achieve financial freedom.

Retirement Fitness Challenge

Latest Episodes

How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Henry Svec, a long-time investor turned bee-keeper, was inspired to write a children’s book based off of the similarities he saw between honeybees and essential investing principles. Tune in to see how this unique correlation can spark conversations with you and your children or grandchildren.

The Silicon Valley Bank Collapse

Episode 147 – The Silicon Valley Bank Collapse: How You Can Protect Yourself

In the wake of unexpected bank failures, regulators have raced to contain the fallout in the U.S. banking system. But how will all of this impact the markets? And what can you do to protect yourself (and your money)?

Where to Listen

Agent of wealth google podcasts

Older Episodes

Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

March 10, 2023

Continue Reading Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

Episode 145 – What You Need to Know About Estate Planning With John K. Ross

March 3, 2023

Continue Reading Episode 145 – What You Need to Know About Estate Planning With John K. Ross

Episode 144 – How to Sell Your Online Business With Nate Lind at Website Closers

February 24, 2023

Continue Reading Episode 144 – How to Sell Your Online Business With Nate Lind at Website Closers

Episode 143 – What to Do When You Lose Your Job

February 17, 2023

Continue Reading Episode 143 – What to Do When You Lose Your Job

Episode 142 – Hero on a Mission: The Path to a Meaningful Life by Donald Miller

February 10, 2023

Continue Reading Episode 142 – Hero on a Mission: The Path to a Meaningful Life by Donald Miller

Episode 141 – A Journey Around the World With Chris Donaldson

February 3, 2023

Continue Reading Episode 141 – A Journey Around the World With Chris Donaldson

Episode 140 – Everything You Wanted to Know About RMDs

January 26, 2023

Continue Reading Episode 140 – Everything You Wanted to Know About RMDs

Episode 139 – The Divorce Money Guide With Tracy Coenen

January 20, 2023

Continue Reading Episode 139 – The Divorce Money Guide With Tracy Coenen

Episode 138 – Accounts to Consider If You Want to Save More

January 13, 2023

Continue Reading Episode 138 – Accounts to Consider If You Want to Save More

Episode 137 – Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia

January 5, 2023

Continue Reading Episode 137 – Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia

Episode 136 – Financial Issues to Consider at the Start of the Year

December 29, 2022

Continue Reading Episode 136 – Financial Issues to Consider at the Start of the Year

Episode 135 – Cryptocurrency and Taxes With Micah Fraim

December 23, 2022

Continue Reading Episode 135 – Cryptocurrency and Taxes With Micah Fraim

Episode 134 – How the Midterm Elections Will Impact the Markets

December 15, 2022

Continue Reading Episode 134 – How the Midterm Elections Will Impact the Markets

Episode 133 – How to Blast Away Debt in Record Time With Adam Carroll

December 9, 2022

Continue Reading Episode 133 – How to Blast Away Debt in Record Time With Adam Carroll

Episode 132 – How to Get All You Can From Your Money and “Die With Zero”

December 1, 2022

Continue Reading Episode 132 – How to Get All You Can From Your Money and “Die With Zero”

Episode 131 – How to Protect Your Assets With Brian T. Bradley

November 17, 2022

Continue Reading Episode 131 – How to Protect Your Assets With Brian T. Bradley

Episode 130 – How to Prepare For Post-Retirement Aging With Allison O’Shea

November 10, 2022

Continue Reading Episode 130 – How to Prepare For Post-Retirement Aging With Allison O’Shea

Episode 129 – When Will We Hit Peak Inflation?

November 2, 2022

Continue Reading Episode 129 – When Will We Hit Peak Inflation?

Episode 128 – Investing in Coffee With Josh Ziegelbaum, Legacy Group

October 27, 2022

Continue Reading Episode 128 – Investing in Coffee With Josh Ziegelbaum, Legacy Group

Episode 127 – Using Leading Indicators to Predict Market Performance

October 20, 2022

Continue Reading Episode 127 – Using Leading Indicators to Predict Market Performance

Episode 126 – How to Go to College and Graduate Debt-Free With Shellee Howard

October 14, 2022

Continue Reading Episode 126 – How to Go to College and Graduate Debt-Free With Shellee Howard

Episode 125 – Bautis Financial Book Club: Think Again by Adam Grant

October 7, 2022

Continue Reading Episode 125 – Bautis Financial Book Club: Think Again by Adam Grant

Episode 124 – Adding Gold to Your Portfolio to Hedge Against Inflation With Patrick Yip

September 30, 2022

Continue Reading Episode 124 – Adding Gold to Your Portfolio to Hedge Against Inflation With Patrick Yip

Episode 123 – How to Use Sustainability to Practically Add Value to Your Home With Erin Shine

September 22, 2022

Continue Reading Episode 123 – How to Use Sustainability to Practically Add Value to Your Home With Erin Shine

Episode 122 – What We Know About The Student Loan Debt Relief Plan With John Williams

September 15, 2022

Continue Reading Episode 122 – What We Know About The Student Loan Debt Relief Plan With John Williams

Episode 121 – Aligning Your Investments With Your Values With Luke Wilcox

September 8, 2022

Continue Reading Episode 121 – Aligning Your Investments With Your Values With Luke Wilcox

Episode 120 – Should Your Business Consider Captive Insurance? With Jarid Beck

September 1, 2022

Continue Reading Episode 120 – Should Your Business Consider Captive Insurance? With Jarid Beck

Episode 119 – Empowering Women to Create Wealth With Jewel Tankard

August 25, 2022

Continue Reading Episode 119 – Empowering Women to Create Wealth With Jewel Tankard

Episode 118 – Mistakes to Avoid When Taking Withdrawals From Your 401k

August 18, 2022

Continue Reading Episode 118 – Mistakes to Avoid When Taking Withdrawals From Your 401k

Episode 117 – Mistakes to Avoid When Investing In Your 401k

August 11, 2022

Continue Reading Episode 117 – Mistakes to Avoid When Investing In Your 401k

Episode 116 – Mistakes to Avoid When Contributing to Your 401k

August 4, 2022

Continue Reading Episode 116 – Mistakes to Avoid When Contributing to Your 401k

Episode 115 – How to Reduce Your Tax Bill With Mark Myers

July 28, 2022

Continue Reading Episode 115 – How to Reduce Your Tax Bill With Mark Myers

Episode 114 – What to Do With Your Old Savings Bonds

July 20, 2022

Continue Reading Episode 114 – What to Do With Your Old Savings Bonds

Episode 113 – Demystifying the Insurance Claims Process With Galen Hair

July 14, 2022

Continue Reading Episode 113 – Demystifying the Insurance Claims Process With Galen Hair

Episode 112 – The 5 Biggest Mistakes Investors Make When Buying Rental Properties

July 7, 2022

Continue Reading Episode 112 – The 5 Biggest Mistakes Investors Make When Buying Rental Properties

Episode 111 – Get Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon Stein

June 30, 2022

Continue Reading Episode 111 – Get Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon Stein

Episode 110 – Mistakes to Avoid When Buying Your First Business With Elliott Holland

June 23, 2022

Continue Reading Episode 110 – Mistakes to Avoid When Buying Your First Business With Elliott Holland

Episode 109 – Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management

June 15, 2022

Continue Reading Episode 109 – Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management

Episode 108 – Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken

June 8, 2022

Continue Reading Episode 108 – Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken

Episode 107 – Should You Add Fixed Income Investments to Your Portfolio?

June 1, 2022

Continue Reading Episode 107 – Should You Add Fixed Income Investments to Your Portfolio?

Episode 106 – Early Stage Investing With Joe Cecala

May 26, 2022

Continue Reading Episode 106 – Early Stage Investing With Joe Cecala

Episode 105 – When Will the Markets Hit a Bottom?

May 18, 2022

Continue Reading Episode 105 – When Will the Markets Hit a Bottom?

Episode 104 – From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz

May 12, 2022

Continue Reading Episode 104 – From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz

Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient

May 4, 2022

Continue Reading Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient

Episode 102 – How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff

April 28, 2022

Continue Reading Episode 102 – How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff

Episode 100 – Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller

April 7, 2022

Continue Reading Episode 100 – Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller

Episode 99 – Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers

March 31, 2022

Continue Reading Episode 99 – Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers

Episode 98 – How to Teach Your Teenager Money Skills With Rachel Murphy

March 17, 2022

Continue Reading Episode 98 – How to Teach Your Teenager Money Skills With Rachel Murphy

Episode 97 – Group Investing With Family and Friends, With Travis Smith of Tribevest

March 9, 2022

Continue Reading Episode 97 – Group Investing With Family and Friends, With Travis Smith of Tribevest

Episode 96 – Talking Real Estate With the LOL Girls, Kim Curtis and Nancy Chu

March 3, 2022

Continue Reading Episode 96 – Talking Real Estate With the LOL Girls, Kim Curtis and Nancy Chu

Episode 95 – Making Sense of Cryptocurrency and Digital Assets With Mark Basa

February 17, 2022

Continue Reading Episode 95 – Making Sense of Cryptocurrency and Digital Assets With Mark Basa

Episode 94 – From Hair Stylist to Financial Freedom With Myra Oliver

January 31, 2022

Continue Reading Episode 94 – From Hair Stylist to Financial Freedom With Myra Oliver

Episode 93 – The Power of Leverage in Your Business With Brad Sugars

January 20, 2022

Continue Reading Episode 93 – The Power of Leverage in Your Business With Brad Sugars

Episode 92 – Wine As An Investment With Anthony Zhang of Vinovest

January 6, 2022

Continue Reading Episode 92 – Wine As An Investment With Anthony Zhang of Vinovest

Episode 91 – How to Fix-and-Flip Real Estate With Viktor Jiracek

December 29, 2021

Continue Reading Episode 91 – How to Fix-and-Flip Real Estate With Viktor Jiracek

Episode 90 – How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan

December 15, 2021

Continue Reading Episode 90 – How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan

Episode 89 – Empowering You to Become Financially Sustainable With Myles Wakeham

December 9, 2021

Continue Reading Episode 89 – Empowering You to Become Financially Sustainable With Myles Wakeham

Episode 88 – Bautis Financial Book Club: Elon Musk – Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance

December 1, 2021

Continue Reading Episode 88 – Bautis Financial Book Club: Elon Musk – Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance

Episode 87 – How to Manage Finances As A Couple with Chris Felton

November 23, 2021

Continue Reading Episode 87 – How to Manage Finances As A Couple with Chris Felton

Episode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen

November 18, 2021

Continue Reading Episode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen

Episode 85 – How to Build A Passive Income by Investing in Renewable Energy Projects with Mike Silvestrini

November 10, 2021

Continue Reading Episode 85 – How to Build A Passive Income by Investing in Renewable Energy Projects with Mike Silvestrini

Episode 84 – How to Shop Smarter Online with Jim Markus

November 3, 2021

Continue Reading Episode 84 – How to Shop Smarter Online with Jim Markus

Episode 83 – How to Use Franchises As an Asset Class with Jon Ostenson

October 27, 2021

Continue Reading Episode 83 – How to Use Franchises As an Asset Class with Jon Ostenson

Episode 82 – The Importance of Mindset in Multifamily Investing with Rod Khleif

October 20, 2021

Continue Reading Episode 82 – The Importance of Mindset in Multifamily Investing with Rod Khleif

Episode 81 – The Compelling Opportunity of Investing in Uranium with Scott Melbye

October 6, 2021

Continue Reading Episode 81 – The Compelling Opportunity of Investing in Uranium with Scott Melbye

Episode 80 – How To Improve Your Finances Using the Profit First System with Aimee Laliberte

September 22, 2021

Continue Reading Episode 80 – How To Improve Your Finances Using the Profit First System with Aimee Laliberte

Episode 79 – How To Relieve Financial Stress with Kelly Moylan

September 9, 2021

Continue Reading Episode 79 – How To Relieve Financial Stress with Kelly Moylan

Episode 78 – How to Create Passive Income By Investing in Raw Land with Mark Podolsky

August 25, 2021

Continue Reading Episode 78 – How to Create Passive Income By Investing in Raw Land with Mark Podolsky

Episode 77 – How To Create Passive Income With Real Estate Note Investing with Martin Saenz

August 11, 2021

Continue Reading Episode 77 – How To Create Passive Income With Real Estate Note Investing with Martin Saenz

Episode 76 – Bautis Financial Book Club: The Infinite Game by Simon Sinek

July 29, 2021

Continue Reading Episode 76 – Bautis Financial Book Club: The Infinite Game by Simon Sinek

Episode 75 – Bautis Financial Book Club: Atomic Habits by James Clear

July 21, 2021

Continue Reading Episode 75 – Bautis Financial Book Club: Atomic Habits by James Clear

Episode 74 – How To Create a Healthy Relationship With Money with Bob Wheeler

July 8, 2021

Continue Reading Episode 74 – How To Create a Healthy Relationship With Money with Bob Wheeler

Episode 73 – Business Owner Series: How a Business Owner Can Calculate Their Freedom Point with John Warrillow

July 1, 2021

Continue Reading Episode 73 – Business Owner Series: How a Business Owner Can Calculate Their Freedom Point with John Warrillow

Episode 72 – Business Owner Series: Maximizing the Value of Your Business Before Selling with Michelle Seiler Tucker

June 16, 2021

Continue Reading Episode 72 – Business Owner Series: Maximizing the Value of Your Business Before Selling with Michelle Seiler Tucker

Episode 71 – Health is Wealth: How to Eat for Energy with Caryn O’Sullivan

June 9, 2021

Continue Reading Episode 71 – Health is Wealth: How to Eat for Energy with Caryn O’Sullivan

Episode 70 – Health is Wealth: How to Build Resilience with Dr. Eva Selhub

June 2, 2021

Continue Reading Episode 70 – Health is Wealth: How to Build Resilience with Dr. Eva Selhub

Episode 69 – Health is Wealth: Tools for Solving Common Sleep Issues with Dr. Michael Gradisar

May 26, 2021

Continue Reading Episode 69 – Health is Wealth: Tools for Solving Common Sleep Issues with Dr. Michael Gradisar

Episode 68 – Health is Wealth: How Collaborative Problem-Solving Can Lead to Better Parenting with Maria Sanders

May 19, 2021

Continue Reading Episode 68 – Health is Wealth: How Collaborative Problem-Solving Can Lead to Better Parenting with Maria Sanders

Episode 67 – Health is Wealth: How to Overcome Your Sugar Addiction with Dr. Vera Tarman

May 5, 2021

Continue Reading Episode 67 – Health is Wealth: How to Overcome Your Sugar Addiction with Dr. Vera Tarman

Episode 66 – Health is Wealth: How to Start Exercising and Stay Motivated

April 21, 2021

Continue Reading Episode 66 – Health is Wealth: How to Start Exercising and Stay Motivated

Episode 65 – Should You Invest In the Latest IPO? with John Williams

April 8, 2021

Continue Reading Episode 65 – Should You Invest In the Latest IPO? with John Williams

Episode 64 – How to Change the World Through Charitable Giving with Kris Putnam-Walkerly

March 25, 2021

Continue Reading Episode 64 – How to Change the World Through Charitable Giving with Kris Putnam-Walkerly

Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

March 4, 2021

Continue Reading Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

Episode 62 – The Year in Review and a Look Ahead

February 5, 2021

Continue Reading Episode 62 – The Year in Review and a Look Ahead

Episode 61 – What to Do If You Get a Tax Notice From the IRS With Allan Rolnick

January 7, 2021

Continue Reading Episode 61 – What to Do If You Get a Tax Notice From the IRS With Allan Rolnick

Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning with Anthony Park

December 17, 2020

Continue Reading Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning with Anthony Park

Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

December 8, 2020

Continue Reading Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

Episode 58 – How to Repair Relationships Damaged by the Political Divide With Karen Tibbals

November 27, 2020

Continue Reading Episode 58 – How to Repair Relationships Damaged by the Political Divide With Karen Tibbals

Episode 57 – How to Improve Your Credit Score with Nikole Vialet

November 11, 2020

Continue Reading Episode 57 – How to Improve Your Credit Score with Nikole Vialet

Episode 56 – How Will the Election Impact Your Portfolio?

September 24, 2020

Continue Reading Episode 56 – How Will the Election Impact Your Portfolio?

Episode 55 – How to Protect Your Assets With a Long-Term Care Plan with Raymond Lavine

September 10, 2020

Continue Reading Episode 55 – How to Protect Your Assets With a Long-Term Care Plan with Raymond Lavine

Episode 54 – Financial Planning After a Job Loss

September 2, 2020

Continue Reading Episode 54 – Financial Planning After a Job Loss

Episode 53 – How to Make Better Financial Decisions by Focusing on Your Emotions With Anne Beaulieu

July 22, 2020

Continue Reading Episode 53 – How to Make Better Financial Decisions by Focusing on Your Emotions With Anne Beaulieu

Episode 52 – How to Live the Retirement of Your Dreams With Fritz Gilbert of The Retirement Manifesto

July 1, 2020

Continue Reading Episode 52 – How to Live the Retirement of Your Dreams With Fritz Gilbert of The Retirement Manifesto

Episode 51 – From Corporate America to Reinventing the Shirt Industry With Matt Hornbuckle

June 17, 2020

Continue Reading Episode 51 – From Corporate America to Reinventing the Shirt Industry With Matt Hornbuckle

Episode 50 – The Benefits of Coaching in Organizations With Katie Stricker

June 3, 2020

Continue Reading Episode 50 – The Benefits of Coaching in Organizations With Katie Stricker

Episode 49 – How to Improve Your Child’s Money Management Skills With Shara Nadler of iPiggiBank

May 26, 2020

Continue Reading Episode 49 – How to Improve Your Child’s Money Management Skills With Shara Nadler of iPiggiBank

Episode 48 – Tips for Hiring During The COVID-19 Pandemic With Jen Selverian

May 13, 2020

Continue Reading Episode 48 – Tips for Hiring During The COVID-19 Pandemic With Jen Selverian

Episode 47 – How to Execute A Job Search During the COVID Pandemic With Geoffrey Goldman

May 6, 2020

Continue Reading Episode 47 – How to Execute A Job Search During the COVID Pandemic With Geoffrey Goldman

Episode 46 – 4 Keys to the Challenges Faced by Family Caregivers

April 28, 2020

Continue Reading Episode 46 – 4 Keys to the Challenges Faced by Family Caregivers

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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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