Bautis Financial
Secure your Castle, Achieve your Dreams.
Most investors overlook this asset class – yet it was one of the only real estate sectors that didn’t see valuation declines during the 2008 financial crisis. Leo Young explains why affordable housing communities can offer stability, cash flow and long-term wealth-building potential.
Long-term care planning isn’t about money — it’s about choice: where you receive care, who helps you, and how much burden is placed on your family. Hear Raymond Lavine share real-world insight (and personal experience).
Banking has changed, but relationships still drive lending decisions. Learn how community banks evaluate loans and why business owners still need a banker in today’s tech-driven world.
Wealth doesn’t just need to be grown and preserved — it needs to be defended. In this episode, Marc Bautis is joined by cybersecurity expert Robert Siciliano to explore how fraud, AI-driven scams, and misplaced trust put you at risk.
If you’ve ever wondered what you’re really paying your advisor – and what you’re getting in return – this episode is for you. A clear breakdown of investment fees and how to evaluate their value.
Is this just another market cycle, or a deeper confidence shift in money itself? David Morgan joins Marc Bautis to unpack what’s happening beneath the surface of gold and silver markets.
The skills that matter most today aren’t always taught in classrooms. Simon Holzapfel of L-EAF Lab joins The Agent of Wealth to discuss collaboration, adaptability, financial literacy, and the future of education.
Great communication isn’t about having the perfect response – it’s about understanding the conversation you’re actually in. In this Book Club discussion, the Bautis Financial team breaks down Supercommunicators by Charles Duhigg and shares practical ways to listen better, connect deeper, and avoid talking past one another.
