The Agent of Wealth

By Marc Bautis

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved ... more

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FAQs about The Agent of Wealth:

How many episodes does The Agent of Wealth have?

The podcast currently has 315 episodes available.

The Agent of Wealth episodes:

December 28, 2022Financial Issues to Consider at the Start of the Year
Complete the Checklist!

The start of the new year is a great time to do a financial check-up. In addition to reflecting back on 2022, you may feel particularly motivated in January to consider making financial resolutions for the future. In this episode of The Agent of Wealth Podcast, host Marc Bautis helps guide you toward impactful improvements by outlining some of the most important considerations to make in a free, downloadable checklist.
In this episode, you will learn:
How to set, revisit and achieve your financial goals.
How to accurately determine your savings rate, and how to improve it year-over-year.
How to review your investment progress and strategy at the start of the year.
How to revisit your assets and debt to evaluate whether your risk tolerance continues to be appropriate.
And more!
Resources:
Episode Transcript & Blog | Complete the Checklist | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
The beginning of the new year is the perfect time to discuss the various factors influencing your planning. If you’re looking for guidance on your financial situation, our team of financial advisors are always here to help. Schedule an Introductory Call.
...more
17min
December 22, 2022Cryptocurrency and Taxes With Micah Fraim
For some, cryptocurrency and NFTs are a headache. For others, taxes are a headache. But when you combine them all, you’ll find widespread confusion, even among experienced investors. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Micah Fraim, CPA, Partner at Fraim, Cawley & Company, CPAs and the bestselling author of Decrypting Crypto Taxes and The Little Big Small Business Book. Fraim is a self-proclaimed crypto- and NFT-obsessed CPA with a slew of knowledge to back it up!
In this episode, you will learn:
How cryptocurrency trades and NFTs are taxed.
Tax-efficient strategies for crypto and NFTs.
How to track your cryptocurrency activity in preparation for tax season.
IRS laws and legislation on cryptocurrency and digital assets.
Future forecasts for cryptocurrency/digital asset tax.
And more!
Resources:
Episode Transcript & Blog | cryptotaxcpa.com | fraimcpa.com | Decrypting Crypto Taxes | IRS Resource: Frequently Asked Questions on Virtual Currency Transactions | The Little Big Small Business Book | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
31min
December 15, 2022How the Midterm Elections Will Impact the Markets
Now that the Georgia Senate runoff election has come to a close, we finally have some clarity into what the political landscape looks like following the U.S. midterm elections. Now the question becomes, how will the results impact the markets? In this episode of The Agent of Wealth Podcast, host Marc Bautis goes over the key takeaways from the election, possible policy changes to look out for and shares his predictions for how it will all impact the markets – and, in turn, your portfolio.
In this episode, you will learn:
Key takeaways from the 2022 midterm elections.
How the 2022 midterm election outcomes will affect bi-partisan, Democrat and Republican policies.
What you need to know about The SECURE Acts.
How markets historically react to election years.
Predictions for the markets following the 2022 midterm elections.
And more!
Resources:
Episode Transcript & Blog | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
12min
December 08, 2022How to Blast Away Debt in Record Time With Adam Carroll
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Adam Carroll, Founder of The Shred Method™, a fintech software company that creates behavior change for people who want to blast away debt, build wealth, and achieve financial independence. Together, they discuss helpful tips for debt management and wealth creation.
In this episode, you will learn:
Everything you need to know about The Shred Method™.
How home ownership can be used as a tool to build wealth.
How to use a HELOC as a cash flow technique.
How to make your income more efficient.
And more!
Resources:
Episode Transcript & Blog | www.theshredmethod.com | [email protected] | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
30min
December 01, 2022How to Get All You Can From Your Money and “Die With Zero”
In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the seventh book assignment in their monthly Book Club, Die with Zero: Getting All You Can from Your Money and Your Life by Bill Perkins. Die with Zero presents a startling new and provocative philosophy and guide on how to get the most out of your money (and out of your life). It’s intended for those who place lifelong memorable experiences far ahead of simply making and accumulating money for one’s so-called Golden Years.
In this episode, you will learn:
What it means to “Die With Zero.”
How experiences create memories that pay back in the form of dividends throughout your life.
Strategies to employ that will help you “Die With Zero.”
How to time-bucket your life.
How to “Know Your Peak.”
And more!
Resources:
Episode Transcript & Blog | Die with Zero: Getting All You Can from Your Money and Your Life | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
32min
November 17, 2022How to Protect Your Assets With Brian T. Bradley
While building wealth takes a whole lot of time and effort, your valuable assets can be taken from you in an instant if they’re not protected correctly. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Brian T. Bradley, the Senior Managing Partner at Bradley Legal Corp, a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors and ultra-high-net-worth families. Brain’s goal is to give you a peace of mind, knowing your assets are safe, by making it difficult for predatory lawyers to target vulnerable people.
In this episode, you will learn:
What asset protection is.
The three layers of asset protection.
How to properly layer your asset protection plan as you and your wealth grows.
What asset protection trusts are, and the differences between the three main types (foreign, domestic, hybrid).
Three misconceptions about asset protection.
And more!
Resources:
Episode Transcript & Blog | www.btblegal.com | [email protected] | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
34min
November 09, 2022How to Prepare For Post-Retirement Aging With Allison O'Shea
Did you know that 70% of Americans over the age of 75 are going to need some sort of assistance in their daily life? That’s why having a post-retirement aging plan is important for everyone to consider. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Allison O'Shea, owner of Openly Aging LLC. Allison is a leader in the aging industry with over 17 years of hands-on experience working with seniors and their families in the role of Executive Director for various senior living companies. Together, they talk about aging options, tips and tricks for those in caregiving roles and those approaching retirement age.
In this episode, you will learn:
What post-retirement aging is.
How our society contributes to ageism by not talking about aging.
When you should start thinking about post-retirement aging.
How to adapt aging plans as things change.
What to do if your aging loved one is resistant to help.
Resources for post-retirement aging.
And more!
Resources:
Episode Transcript & Blog | Openlyaging.com | [email protected] | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
27min
November 02, 2022When Will We Hit Peak Inflation?
By now, we’ve all experienced the impact of inflation. But just how long will we have to feel the pinch? In this episode of The Agent of Wealth Podcast, Bautis Financial Wealth Manager and Founder Marc Bautis provides an in-depth overview of inflation and explains that there is an end in sight.
In this episode, you will learn:
What is inflation?
What’s behind rising inflation?
Has inflation reached its peak?
How the Federal Reserve seeks to tame inflation.
Silver linings to high inflation.
And more!
Resources:
Episode Transcript & Blog | New Federal Income Tax Brackets for 2023 | How I Bonds Can Hedge Against Inflation | Should You Add Fixed Income Investments to Your Portfolio? | Using Leading Indicators to Predict Market Performance | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
14min
October 26, 2022Investing in Coffee With Josh Ziegelbaum, Legacy Group
With about two billion cups consumed daily, coffee is one of the most popular drinks worldwide. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Josh Ziegelbaum, the Director of Investor Relations at Legacy Group, an alternative asset manager that includes The Green Coffee Company (GCC). Since being founded in 2017, The Green Coffee Company has become a disruptive force in the Colombian coffee industry and is now the largest coffee producer in Colombia. Together, they discuss the intricacies of investing in coffee through Legacy Group’s GCC.
In this episode, you will learn:
Compelling reasons for US investors to expand into emerging markets.
The Green Coffee Company’s innovative business model, which allows complete control of the coffee supply chain, from cultivation, through processing, to direct trade with end-clients.
How US market challenges such as inflation and labor shortages have (or haven’t) affected the Colombian coffee industry.
How you, as an investor, can be a part of The Green Coffee Company’s growth.
Why The Green Coffee Company is considered an impact investment.
And more!
Resources:
Episode Transcript & Blog | Legacy-group.co | [email protected] | Legacy Group’s YouTube Channel | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
26min
October 20, 2022Using Leading Indicators to Predict Market Performance
Economic indicators are valuable tools for investors, but just how weight should we give them? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Financial Planner Kayla Waller to discuss everything you need to know about economic indicators. While there is valuable information in metrics such as the monthly jobs reports and the US treasury yield curve, understanding their relative strengths and limitations will improve your decision making as an investor.
In this episode, you will learn:
What indicators are, and how leading indicators are used in the financial industry.
An overview of the key leading indicators used by investors; how they are calculated, what they can tell you, how accurate they have been in the past, etc.
What you have to watch out for when using leading indicators.
And more!
Resources:
Episode Transcript & Blog | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
...more
19min

FAQs about The Agent of Wealth:

How many episodes does The Agent of Wealth have?

The podcast currently has 315 episodes available.