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Bautis Financial

Bautis Financial

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bautis financial secure your castle achieve your dreams

The Agent of Wealth Podcast

Woman small business owner smiling while signing a government contract.

Episode 157 – How to Leverage Government Contracts for Small Business Growth With Richard C. Howard

May 26, 2023 by Bautis Financial

Discover strategic steps and insider tips on how to harness the power of government contracts, propelling your small business towards unprecedented growth!

Read moreEpisode 157 – How to Leverage Government Contracts for Small Business Growth With Richard C. Howard
Moving Abroad

Episode 156 – The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw

May 19, 2023 by Bautis Financial

No matter your reason for moving, gain the knowledge you need to protect your finances, avoid costly mistakes, and unlock the hidden tax benefits of your new international chapter.

Read moreEpisode 156 – The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw
Business Taxes

Episode 155 – Tax Strategies for a Highly Profitable Business With John Briggs

May 12, 2023 by Bautis Financial

From game-changing deductions to innovative structuring techniques, embark on a journey towards sustainable business success!

Read moreEpisode 155 – Tax Strategies for a Highly Profitable Business With John Briggs
How to Use a Self-Directed IRA to Invest in Alternative Assets

Episode 154 – How to Use a Self-Directed IRA to Invest in Alternative Assets With Mat Sorensen

May 5, 2023 by Bautis Financial

If you’re looking to take more control of your retirement savings and explore alternative investments, a self-directed IRA could be the perfect solution. Here’s everything you need to know, and how to get started.

Read moreEpisode 154 – How to Use a Self-Directed IRA to Invest in Alternative Assets With Mat Sorensen
The Cost of Not Addressing Grief

Episode 153 – The Cost of Not Addressing Grief With Victoria Volk

April 28, 2023 by Bautis Financial

The truth is, we all grieve or have grieved something or someone. There is something we wish we would be (or would’ve been) different, better, or more in our lives. Discover how you can develop a sense of agency in your life so that the money and opportunities can follow.

Read moreEpisode 153 – The Cost of Not Addressing Grief With Victoria Volk
Investment Portfolio Review | Investor Reviewing Portfolio

Episode 152 – What to Consider When Reviewing Your Investments

April 21, 2023 by Bautis Financial

Regular investment reviews are a great opportunity for you to assess your progress toward your financial future, and ensure your portfolio hasn’t drifted away from the asset allocation that best matches your risk tolerance and time horizon.

Read moreEpisode 152 – What to Consider When Reviewing Your Investments
The Spanx Story: Sara Blakely's Incredible Journey to Success

Episode 151 – The Spanx Story: Sara Blakely’s Incredible Journey to Success

April 14, 2023 by Bautis Financial

Despite having no fashion, retail, or business leadership experience, Spanx Founder Sara Blakely became the world's youngest female self-made billionaire in 2012. This is "The Spanx Story."

Read moreEpisode 151 – The Spanx Story: Sara Blakely’s Incredible Journey to Success
Five Infinity Sources of Passive Income to Fund a Lifetime With Toby Mathis

Episode 150 – Five Infinity Sources of Passive Income to Fund a Lifetime With Toby Mathis

April 7, 2023 by Bautis Financial

After spending 25 years studying thousands of tax returns of wealthy investor clients, Toby Mathis identified five sources of passive income that can be used to infinity invest. In this episode, he breaks them down.

Read moreEpisode 150 – Five Infinity Sources of Passive Income to Fund a Lifetime With Toby Mathis
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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  • Schedule a Call
  • 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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