Episode 15 - What Should I Consider Before I Retire? Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental, and emotional changes that go with it. In this episode of Agent of Wealth Podcast, Marc Bautis gives you an exclusive
Agent of Wealth Podcast – Episode 14
Episode 14 - How to Get That Student Loan Paid Off — With Guest Jan Miller of Miller Student Loan Consultants You planned and saved for the cost of college, and then you spent more than you ever could have imagined. Let’s face it: Student loans are daunting, and you may need help to
Preparing for the Future
Preparing for the future is as much about identifying market trends and understanding your customer base as it is about knowing where you’ve been. Healthy growth requires experience and a fundamental understanding of the nuances of your business. It’s your baby, after all, and is a reflection of
Agent of Wealth Podcast – Episode 13
Episode 13 - 10 Cyber Security Threats and How to Combat Them As technology continues to advance, cyber security is becoming an increasingly necessary topic of conversation. In this episode, Marc and John from Bautis Financial share 10 of the most common cyber security threats for
Agent of Wealth Podcast – Episode 12
Episode 12 - Cutting College Costs — With Guest John Williams You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of the Agent of Wealth Podcast, Marc Bautis sits down with college planning expert John
Tax Benefits of ETF’s vs Mutual Funds
ETFs and mutual funds are two forms of investments that are widely used. When comparing the two there is one standout benefit that ETFs have over mutual funds - their tax efficiency. What separates these two investments’ tax implications is that they are structured and traded differently. ETFs are