Monthly Archives: May 2019

Episode 18 – Meet Victoria Finlay of Bautis Financial

May 29, 2019Finance, Investing, Uncategorized, Wealth ManagementAgent of Wealth, Bautis Financial, college planning, Ecomony, Financial Planning, Marc Bautis, planning for college, saving, social securityagentofwealth

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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.

In this episode, you will learn:

What the first year of work at a financial advising office looks like
How Victoria has transitioned from student to advisor
Victoria’s recommendations for saving for university for multiple children in your family
How Victoria has worked with clients at Bautis Financial to help them reach their financial goals
What goes into getting the CFP® designation
And more!

Tune in to this episode of the Agent of Wealth Podcast to get to know Bautis Financial’s Victoria Finlay!

Resources: Bautis Financial

Episode 17 – Budgeting to Make Your Money Work for You — With Judy Lawrence

May 15, 2019Finance, Investing, Wealth ManagementAgent of Wealth, Bautis Financial, college planning, Ecomony, Financial Planning, Marc Bautis, planning for college, saving, social securityagentofwealth

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Agent of Wealth Podcast Summary

Have you prepared a budget that you stick to regularly? Wondering why you should?

In this episode of Agent of Wealth Podcast, Marc Bautis is joined by Judy Lawrence, a personal finance counselor, speaker on money management, and author of two financial bestsellers. Marc and Judy discuss the importance of budgeting and how to make your budget work for you.

In this episode, you will learn:

How a budget can make you feel liberated, rather than held back
Why it’s now easier than ever to create — and stick to — a budget
How to budget if you have a variable income
Why you should create a template for your monthly budget, but leave room for variable expenses
And more!

Tune in and embrace budgeting with Marc Bautis and guest Judy Lawrence!

Resources: Bautis Financial | moneytracker.com | The Budget Kit: The Common Cents Money Management Workbook | Judy@moneytracker.com

Episode 16 – What Issues Should I Consider Before I Retire? – Part 2

May 1, 2019Finance, Investing, Wealth ManagementAgent of Wealth, Bautis Financial, Ecomony, Financial Planning, Marc Bautis, planning for college, saving, social securityagentofwealth

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Perhaps you feel emotionally ready to retire, but are you financially ready?

Stop the Google search and discover which financial issues to consider before you retire. In the final episode of this two-part series, Marc Bautis covers action items to take care of before retirement, including asset allocation, tax planning, and long-term planning.

In this episode, you will learn:

Why it’s important to consider how your investment objectives and risk tolerance may change once you retire
Why it’s essential to understand your annuity options and how to use them effectively
When required minimum distribution (RMD) comes into effect and how it affects your retirement accounts
How to use long-term financial planning to save money on taxes
And more!

Download this episode of Agent of Wealth Podcast and find out what to consider before you retire.

Resources: Bautis Financial | What Issues Should I Consider Before I Retire? – Part 1 | Business Valuation Tool