Agent of Wealth

Agent of Wealth

Latest Episodes

Episode 27 – Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone
October 01, 2019

Are you falling short on your financial goals for your retirement? If you own your own home, do you know the value of the equity you have in it? In this episode, Marc Bautis brings on a longtime friend to discuss reverse mortgages and how they may be o...

Episode 26 – Changing Jobs? Don’t Forget About Your 401(k)
September 25, 2019

Statistics show that the average person will change jobs 11 times over the course of their life.  What happens to their 401(k)?  In this episode, Marc Bautis talks about the five 401(k) options a person has when they leave their job.

Episode 25 – Is Divorce Coaching Right for You? — With Jason Levoy
September 06, 2019

Going through a divorce can be extremely stressful and overwhelming. Could you benefit from the support of a divorce coach? In this episode, Marc Bautis is joined by divorce coach Jason Levoy to discuss what it’s like to navigate the divorce process wi...

Episode 24 – 10 Things CPAs Should Know About IRAs: Part 1
August 21, 2019

Are you a CPA who has questions about individual retirement plans (IRAs)? Or maybe you just want to know more about IRAs to make sure you’re doing right for your own future. In part one of his new mini-series,

Episode 23 – Can Dividends Lead to Financial Freedom?
August 07, 2019

Have you ever asked yourself, “What is a dividend?” or “Can a dividend really help me reach my financial goals?” If so, you’ll want to listen to this! In this information-rich episode, Marc Bautis dives deep into everything you need to know when planni...

Episode 22 – What Would You Do If There Was a Recession?
July 24, 2019

The word “recession” is enough to make any economist shudder. But sometimes recessions happen and it’s important to be prepared.  In this episode, Marc Bautis explains whether we should be worried about an impending recession and how to combat one if i...

Episode 21 – How to Use ESG Investments in Your Portfolio
July 10, 2019

Do you want your investments to align with your personal values? If so, you may be interested in socially responsible investing! In this episode of Agent of Wealth Podcast, Marc Bautis explains socially responsible investing and how to use environmenta...

Episode 20 – Adding Real Estate to Your Investment Strategy
June 26, 2019

Should you be investing in real estate?  In today’s episode, Marc Bautis breaks down what investing in real estate involves and the benefits of adding it to your investment strategy.  In this episode, you will learn: The main reasons to consider incorp...

Episode 19 – Benefits to Knowing Your Business’s Value Now — With Guest Jason Early
June 12, 2019

Do you know how much your business is worth? You deserve to know your business’s value throughout its entire lifecycle, not just when you go to exit. In this episode, Marc Bautis speaks with guest Jason Early, chief revenue officer at BizEquity,

Episode 18 – Meet Victoria Finlay of Bautis Financial
May 29, 2019

In this episode of Agent of Wealth Podcast, you will meet Victoria Finlay, a financial advisor at Bautis Financial. Victoria studied financial planning at Virginia Tech University and has been working at Bautis Financial for about a year.