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The Agent of Wealth Podcast

Bear Market - Stock Market Drop

Episode 105 – When Will the Markets Hit a Bottom?

May 18, 2022 by Bautis Financial

How far will stocks drop before the market finally hits a bottom? While it's impossible to know for sure, here's a look at some indicators that can provide estimates.

Read moreEpisode 105 – When Will the Markets Hit a Bottom?
Owning a Laundromat

Episode 104 – From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz

May 12, 2022 by Bautis Financial

While laundromats come with a bad rap, they’re a vital resource that can evoke change in disparaged communities. Dave Menz’s initial purchase of a run down laundromat he found on Craigslist has led him to becoming a millionaire. Here’s how he did it – and you can, too.

Read moreEpisode 104 – From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz
Analyzing Tax Return

Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient

May 4, 2022 by Bautis Financial

You are not finished with your taxes after you file your return. In fact, the first step to becoming more tax efficient begins with your 1040 tax return.

Read moreEpisode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient
Four Adults Colliding

Episode 102 – How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff

April 28, 2022 by Bautis Financial

Coliving answers to the demand for roommate-style living that’s affordable and easy. Discover the in’s and out’s of what it’s like to co-live with strangers, turned roommates – and how to invest in this housing model.

Read moreEpisode 102 – How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff
How to Invest in Self-Storage and Mobile Homes With Blake Templeton

Episode 101 – How to Invest in Self-Storage and Mobile Homes With Blake Templeton

April 14, 2022 by Bautis Financial

These two alternative real estate investments have stood the test of time, boasting strong returns and appreciation no matter the state of the economy.

Read moreEpisode 101 – How to Invest in Self-Storage and Mobile Homes With Blake Templeton
Animal Spirits Book Review

Episode 100 – Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller

April 7, 2022 by Bautis Financial

In the fourth installment of the Bautis Financial Book Club, the team reads "Animal Spirits." Listen for the most significant takeaways, and a general discussion of the importance of behavioral finance.

Read moreEpisode 100 – Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller
Investing in Raw Land

Episode 99 – Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers

March 31, 2022 by Bautis Financial

Vacant land offers a unique opportunity for investors searching for a truly passive income source.

Read moreEpisode 99 – Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers
Teach Teen About Money

Episode 98 – How to Teach Your Teenager Money Skills With Rachel Murphy

March 17, 2022 by Bautis Financial

Early financial literacy teaches children proper money management skills that they can continue using throughout their lives.

Read moreEpisode 98 – How to Teach Your Teenager Money Skills With Rachel Murphy
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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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