Podcasts

#7 - Breaking Down the Current State of the Economy For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking. Today, Marc

#6 - Your 2018 Year-End Financial Checklist: Part 4  How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize

#5 - Your 2018 Year-End Financial Checklist: Part 3  It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: How to determine if

#4 - Your 2018 Year-End Financial Checklist: Part 2 Marc Bautis is back to share his year-end checklist with you! In part two, Marc tells you everything you need to know about making retirement plan contributions before 2019 rolls in.   Here’s what you will learn about in this episode:

#3 - Your 2018 Year-End Financial Checklist: Part 1 Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. Today, Marc Bautis is kicking off a

#2 - Six Threats to Your Retirement There are unforeseen risks that could knock your retirement plan off course. In today’s episode, Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Explaining each risk in a way that is easy to understand,

#1 - Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial August 30, 2018 Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial. Marc discusses why