Bautis Financial
Secure your Castle, Achieve your Dreams.
Missing a Medicare deadline can have consequences that last a lifetime. Understanding when to enroll, what coverage you need and how your options can change over time is essential to avoiding costly mistakes.
What if the biggest bottleneck in your business isn't your marketing budget, but the subtle signal your brand is sending? Bad branding quietly erodes customer trust before you even make your pitch. Tune in as Brand Force 5 founder Michael Maloney breaks down how to fix hidden brand flaws and turn every customer touchpoint into a growth engine.
Charitable giving can go beyond writing a check. Phoenix Hafen of UI Charitable explains how donors can use Bitcoin, appreciated securities, private business interests and other assets to give more tax-efficiently — and how DAFs can help separate the timing of tax deductions from charitable giving.
Negotiation isn’t about winning an argument — it’s about understanding the person on the other side of the conversation. The Bautis Financial team explores Never Split the Difference by Chris Voss and Tahl Raz, discussing the psychology behind effective communication, tactical empathy, and building trust.
Amanda J. Scott shares her powerful story of surviving 17 years of emotional and financial abuse and the lessons she's learned helping others rebuild their lives.
Everyone is talking about AI—but very few are talking about what it means for the value of your business. In this episode, Ted Wolf explains why AI is becoming a competitive advantage for private companies and how business owners can strategically implement it.
Think losing cryptocurrency is just part of the risk of investing? Not always. Attorney Courtney M. Werning joins The Agent of Wealth to explain when crypto losses may involve fraud, what legal options investors may have, and the steps you can take to better protect your digital assets.
The legal decisions you make early can shape your startup's future. In this episode, Philip Crowley shares advice for entrepreneurs on protecting intellectual property, structuring a business, working with co-founders and avoiding legal mistakes that can hinder growth.
