Episode 9 – Understanding Risk in Your Portfolio

Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade.

Are you wondering how much risk exposure you have in your portfolio?

Today, Marc Bautis explains how investors can incorporate enough risk in their portfolios to achieve their goals—while still feeling comfortable about their risk exposure.

In this episode, you will learn:

  • Why you can’t count on timing the markets
  • How Marc coaches his clients’ through their concerns about major drops in the market
  • About the tool that Marc uses to help clients determine the amount of risk they are comfortable with, and how he uses this tool to diversify their portfolios
  • Marc’s best piece of advice for 2019

Tune in now and gain clarity on your level of risk exposure!

Resources: Bautis Financial | Risk Tool

Episode 8 – This is How Successful People Achieve Big Goals


A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above.

But many people don’t achieve their biggest goals. Why is that?

In this episode, Marc Bautis shares what successful people do differently to land their achievements.

In this episode you will learn:

  • The importance of setting SMART goals
  • How to set yourself up for success to achieve your goals
  • The importance of planning how you are going to achieve your goals
  • Why it’s important to not get caught up in the process of achieving your goals
  • How having accountability from another person might make the difference between achieving your goals or not
  • Why you should find a physical way to remind yourself of your goals

Tune in now as Marc shares successful people’s secrets to accomplishing their biggest goals!

Resources:  Bautis Financial

Episode 7 – Breaking Down the Current State of the Economy

For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking.

Today, Marc Bautis dives into the current state of the economy, outlining what’s going on, what’s causing the recent turbulence, and what investors should do to adjust.

In this episode, you will learn:

  • How interest rates are causing uncertainty in the markets
  • Why big companies like Apple can cause volatility in the market
  • Strategies that may suit your investing style that you can implement in this climate
  • Why investors shouldn’t base their strategies off of political news, policies, or strategies
  • And more!

Tune in to this informative episode now to learn more about where the economy is at and why!

Resources:  Bautis Financial | Bautis Financial Risk Questionnaire | 862-205-5800


Episode 6 – Last Chance Financial Planning: Part 4

How often do you reassess your tax planning or insurance policies?

In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential.

In this episode, you will learn:

  • How the new tax laws will affect your taxes
  • The benefits of the “bunching deductions” strategy
  • The importance of reevaluating previously held tax strategies
  • How often you should check your insurance policies—and why
  • And more!

Join Marc now and learn how to make the most of your taxes and insurance in the new year!

Resources: Bautis Financial | 862-205-5800 | Part 1 | Part 2 | Part 3 | 2018 Year-End Financial Planning Checklist


Episode 5 – Last Chance Financial Planning: Part 3

It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child.

In this episode, you’ll learn:

  • How to determine if downsizing will actually save you money
  • Four options for your 401(k) or retirement account if you change jobs
  • What Americans’ number one motivator is for organizing their finances
  • Marc’s recommendation for choosing a guardian for your estate plan
  • And more!

Tune in now and learn how you can prepare confidently for your life transitions!

Resources: Bautis Financial | 862-205-5800 | Episode 4-Your 2018 Year-End Financial Checklist: Part 2| 2018 Year-End Financial Planning Checklist


Episode 4 – Last Chance Financial Planning: Part 2

Marc Bautis is back to share his year-end checklist with you! In part two, Marc tells you everything you need to know about making retirement plan contributions before 2019 rolls in.  

Here’s what you will learn about in this episode:

  • The benefit of making contributions to your retirement plan
  • The contribution limits and deadlines for the most common retirement plans
  • Marc’s strategy for clients who can’t contribute to an IRA or Roth IRA because their income exceeds the limit
  • Recommendations for automating year-round contributions
  • What to consider when deciding to convert to an IRA to a Roth IRA
  • And more!

Tune in now and prepare to check ‘retirement contribution’ off of your to-do list!

Resources: Bautis Financial | 862 205 5800 | Episode 3-Your 2018 Year-End Financial Checklist: Part 1| 2018 Year-End Financial Planning Checklist


Episode 3 – Your 2018 Year-End Financial Checklist: Part 1

Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st.

Today, Marc Bautis is kicking off a new mini-series on his year-end financial planning checklist, covering everything you need to review to keep yourself on track.

Here’s what you will learn about in this episode:

  • Why you need to check on your health insurance plan
  • The benefits of a health savings account
  • How to incorporate a flexible spending account into your financial plan
  • The importance of reviewing your Medicare plan and when to enroll
  • Why you should rebalance your investments
  • And more!

Tune in to this information-packed episode now and learn how to prepare for the end of 2018!

Resources: Bautis Financial | 862 205 5800 | 2018 Year-End Financial Planning Checklist

Episode 2 – Six Threats to Your Retirement

There are unforeseen risks that could knock your retirement plan off course.

In today’s episode, Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Explaining each risk in a way that is easy to understand, Marc discusses:

  • Accounting for inflation as you build your savings
  • Tax-efficient ways to withdraw your money
  • What to consider when budgeting for healthcare costs
  • The current state of Social Security
  • And more

Join Marc now for an enlightening episode about six areas to take into consideration while planning for your retirement.


Bautis Financial

Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial

Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial.

Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio, and why he has committed to reading one book per week for the last 10 years! Marc also talks about who he is outside of the office, including his greatest accomplishment and talent for recommending restaurants.

Tune in now to learn more about Marc and how you can benefit from listening to the Agent of Wealth podcast.

Resources: Bautis Financial http://bautisfinancial.com/