Episode 24 - 10 Things CPAs Should Know About IRAs Are you a CPA who has questions about individual retirement plans (IRAs)? Or maybe you just want to know more about IRAs to make sure you’re doing right for your own future. In part one of his new mini-series, Marc Bautis throws light on
Can Dividends Lead to Financial Freedom? – Episode 23
Episode 23 - Can Dividends Lead to Financial Freedom? Have you ever asked yourself, “What is a dividend?” or “Can a dividend really help me reach my financial goals?” If so, you’ll want to listen to this! In this information-rich episode, Marc Bautis dives deep into everything you need
What Would You Do If There Was A Recession? – Episode 22
Episode 22 - What Would You Do If There Was a Recession? The word “recession” is enough to make any economist shudder. But sometimes recessions happen and it’s important to be prepared. In this episode, Marc Bautis explains whether we should be worried about an impending
How to Use ESG Investments in Your Portfolio – Episode 21
Episode 21 - How to Use ESG Investments in Your Portfolio Do you want your investments to align with your personal values? If so, you may be interested in socially responsible investing! In this episode of Agent of Wealth Podcast, Marc Bautis explains socially responsible investing and
Adding Real Estate To Your Investment Strategy – Episode 20
Episode 20 - Adding Real Estate to Your Investment Strategy Should you be investing in real estate? In today’s episode, Marc Bautis breaks down what investing in real estate involves and the benefits of adding it to your investment strategy. In this episode, you will
Benefits To Knowing Your Business’s Value Now With Jason Early – Episode 19
Episode 19 - Benefits to Knowing Your Business’s Value Now — With Guest Jason Early Do you know how much your business is worth? You deserve to know your business’s value throughout its entire lifecycle, not just when you go to exit. In this episode, Marc Bautis speaks with guest Jason
Meet Victoria Finlay of Bautis Financial – Episode 18
Episode 18 - Meet Victoria Finlay of Bautis Financial In this episode of Agent of Wealth Podcast, you will meet Victoria Finlay, a financial advisor at Bautis Financial. Victoria studied financial planning at Virginia Tech University and has been working at Bautis Financial for about a
Budgeting To Make Your Money Work For You With Judy Lawrence – Episode 17
Episode 17 - Budgeting to Make Your Money Work for You — With Judy Lawrence Have you prepared a budget that you stick to regularly? Wondering why you should? In this episode of Agent of Wealth Podcast, Marc Bautis is joined by Judy Lawrence, a personal finance counselor, speaker on