Considering that the human life expectancy is ever-increasing, are you confident that you will have enough money to last you through retirement? In this episode of The Agent of Wealth Podcast, Marc Bautis explains how a retirement income plan works to project how much income you will need through
Knowing Your Numbers for Retirement – Episode 32
Are you on track for your retirement? Knowing your numbers and understanding what they mean can help you make any adjustments that are needed for you to reach your retirement goals. In this episode, Marc Bautis walks you through the important numbers and ratios that you should be aware of as
Why We Use the Factor Investing Strategy – Episode 31
Not so long ago, it was only the big institutions that had access to all the pertinent investing information, but nowadays even the small investment firms can say they are playing at the same level. In this episode, Marc Bautis explains the history of investing and portfolio management along with
How to Start Decluttering Your Home – With Maria Diaz – Episode 30
It’s easy for people to become overwhelmed with clutter. Things pile up and become a burden to deal with. But when you have specific guidance, decluttering — and even just starting the process — becomes much easier. In this episode, Marc Bautis welcomes guest Maria Diaz, owner and founder
Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA – Episode 29
With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round. In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning,
Why Medicare Parts A and B Aren’t Enough with Victoria Finlay- Episode 28
A lot of people with Medicare wrongly believe that having only Parts A and B will be sufficient. With open enrollment period in full swing, now is the time to make adjustments to get complete coverage. In this episode, Marc Bautis welcomes returning guest Victoria Finlay to uncover why Parts A
Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone -Episode 27
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