Episode 10 - Financial Workshops Part 1: Maximizing Your Social Security Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security benefit and he clears
Agent of Wealth Podcast – Episode 9
#9 - Understanding Risk in Your Portfolio Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how investors can
Agent of Wealth Podcast – Episode 8
#8 - This is How Successful People Achieve Big Goals A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above. But many people don’t achieve their biggest goals. Why is that? In this episode, Marc
Agent of Wealth Podcast – Episode 7
#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,
Agent of Wealth Podcast – Episode 6
#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
Agent of Wealth Podcast – Episode 5
#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
Agent of Wealth Podcast – Episode 4
#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
Agent of Wealth Podcast – Episode 3
#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