Agent Of Wealth Podcast – Bautis Financial

Latest Episodes

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

October 1, 2019

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 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

Marc

September 24, 2019

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

Latest Episodes

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

Where to Listen

Older Episodes

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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