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
Changing Jobs? Don’t Forget About Your 401(k) – Episode 26
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
Is Divorce Coaching for You? – Episode 25
Going through a divorce can be extremely stressful and overwhelming. Could you benefit from the support of a divorce coach? In this episode, Marc Bautis is joined by divorce coach Jason Levoy to discuss what it’s like to navigate the divorce process with a coach on your side. This conversation is
10 Things CPAs Should Know About IRAs: Part 1 – Episode 24
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