The Agent of Wealth
By Marc Bautis
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Category: Investing
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Subscribers: 5
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Episodes: 307
Description
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 in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
| Episode | Date |
|---|---|
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How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge
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Sep 11, 2026 |
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Medicare Explained: How to Navigate Your Coverage Options With Ryan George
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Sep 04, 2026 |
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Branding That Drives Growth With Michael Maloney, Brand Force 5
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Aug 28, 2026 |
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Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen
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Aug 14, 2026 |
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What Never Split the Difference Teaches Us About Negotiation
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Aug 07, 2026 |
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How Financial Abuse Happens — and How Survivors Rebuild With Amanda J. Scott
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Jul 31, 2026 |
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What AI Adoption Is Doing to Private Company Valuations With Ted Wolf
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Jul 24, 2026 |
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Crypto’s Dirty Secret: Why Investors Are Vulnerable to Fraud With Courtney M. Werning
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Jul 17, 2026 |
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Avoid Startup Failure: The Legal Mistakes Founders Make Before Launch With Philip Crowley
|
Jul 10, 2026 |
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Retire Strong: Physical Health Strategies for Your Next Chapter With Susan Brady
|
Jul 02, 2026 |
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What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson
|
Jun 26, 2026 |
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The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit
|
Jun 17, 2026 |
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The Trillion-Dollar Launch: Decoding the SpaceX IPO
|
Jun 05, 2026 |
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Common Home Equity Options: What Every Homeowner Needs to Know
|
May 29, 2026 |
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The Cash Pivot: What to Do as Yields Melt Away
|
May 20, 2026 |
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Hidden Potential: The Science of Achieving Greater Things by Adam Grant
|
May 15, 2026 |
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Deepfakes & Deception: How to “PROOF” Your Family
|
May 08, 2026 |
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Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller
|
May 01, 2026 |
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Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee
|
Apr 17, 2026 |
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Unconventional Money Wisdom for Single Parents With Pat Hankin
|
Apr 10, 2026 |
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Winning the Rent Game: Tips From Justin Pogue
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Mar 27, 2026 |
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Investing in Senior Living Real Estate With Radhika Rastogi
|
Mar 13, 2026 |
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Upstream: The Quest to Solve Problems Before They Happen by Dan Heath
|
Mar 06, 2026 |
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When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore
|
Feb 27, 2026 |
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Excellence vs. Perfection In Money and Health With Stanley Bronstein
|
Feb 20, 2026 |
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Inside Mobile Home Park Investing With Leo Young
|
Feb 13, 2026 |
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Planning for Long-Term Care Without Panic or Fear, With Raymond Lavine
|
Feb 06, 2026 |
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The Human Touch in a Tech-Driven Banking World With Walt Postlewait
|
Jan 30, 2026 |
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The AI Scam Wave: Deepfakes, Voice Clones, and Your Bank Account With Robert Siciliano
|
Jan 23, 2026 |
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How Investment Fees Work With John Williams, CFP®
|
Jan 16, 2026 |
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Precious Metals in a Shifting Monetary System With David Morgan
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Jan 09, 2026 |
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Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel
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Dec 26, 2025 |
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Communicating with Purpose: Insights from Supercommunicators by Charles Duhigg
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Dec 19, 2025 |
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The Small Business Owner’s Guide to Leveraging Technology With David Quick
|
Dec 12, 2025 |
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How to Navigate the World of Senior Living With Melina Owusu
|
Dec 05, 2025 |
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Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers
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Nov 28, 2025 |
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Trusts Made Simple: Estate Planning Insights With Tom Szieber
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Nov 21, 2025 |
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How to Break Into the Drone Business With Damon Darnall
|
Nov 14, 2025 |
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The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky
|
Nov 07, 2025 |
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The Hidden Potential of Bitcoin Mining With Beau Turner
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Oct 31, 2025 |
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The Parents’ Guide: Contributing To Your Child’s Wedding
|
Oct 24, 2025 |
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The Cost of Poor Estate Planning With Eric Kaplan
|
Oct 17, 2025 |
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Legal Wellness Made Simple With Danny Karon
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Oct 10, 2025 |
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The Hidden Cost of Staying in a Career That’s Draining You With Rachel Spekman
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Oct 03, 2025 |
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The One Big Beautiful Bill Act: Key Provisions to Know
|
Sep 26, 2025 |
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The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
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Sep 19, 2025 |
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How to Help Your Adult Children Buy a Home
|
Sep 12, 2025 |
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The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin
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Sep 05, 2025 |
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The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
|
Aug 29, 2025 |
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Dividend Strategies for Generational Wealth With Roger Conrad
|
Aug 22, 2025 |
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Unlocking Private A.I. Investment Opportunities With Mike Ivancie
|
Aug 15, 2025 |
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What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady
|
Aug 08, 2025 |
|
Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney
|
Jul 31, 2025 |
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How to Create and Grow a Roth IRA For Your Children
|
Jul 25, 2025 |
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Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book
|
Jul 11, 2025 |
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Turning Marriage Into An Asset With Dr. Travis Parry
|
Jul 04, 2025 |
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Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD
|
Jun 27, 2025 |
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Energetic Wealth: The Missing Link to Women’s Financial & Emotional Liberation With Egle Aleknaviciute
|
Jun 20, 2025 |
|
Staying Put and Staying Secure: How Reverse Mortgages Can Empower Retirees With Kevin Guttman
|
Jun 13, 2025 |
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ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi
|
Jun 06, 2025 |
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How Smart Investing Can Solve the Affordable Housing Crisis With Samuel Sells
|
May 30, 2025 |
|
How Inflation Distorts Markets With Ivan Pavlovic
|
May 23, 2025 |
|
Financial Therapy: The Missing Piece in Retirement Planning With John Hankins
|
May 16, 2025 |
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A Guide to Investing in Section 8 Real Estate With Michael Curadossi
|
May 09, 2025 |
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Discover Your Money-Multiplying Superpower With Scott Yamamura
|
May 02, 2025 |
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The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
|
Apr 25, 2025 |
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Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe
|
Apr 18, 2025 |
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How to Find Joy in Your Relationship to Money With Elizabeth Husserl
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Apr 11, 2025 |
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What It Means to Be a Fiduciary With John Williams
|
Apr 04, 2025 |
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Unlocking Wealth Through Self-Storage Investments With Mark Helm
|
Mar 28, 2025 |
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How Blockchain and Digital Trust Will Shape the Future of Finance With Dan Averbukh
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Mar 21, 2025 |
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Finish What You Start: The Art of Following Through By Peter Hollins
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Mar 14, 2025 |
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Strategic Real Estate Planning: Navigating Family Wealth Transfer With Amelia Misenheimer
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Mar 07, 2025 |
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How to Reduce Tax Debt With Stephen A. Weisberg
|
Feb 28, 2025 |
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Unlocking Wealth With Car Wash Investments, With Kriss Berg
|
Feb 21, 2025 |
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Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein
|
Feb 14, 2025 |
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MBA A$AP: Revolutionizing Business Education With John Cousins
|
Feb 07, 2025 |
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Maximize Your 401(k): How Much to Save, and Smart Investment Allocation
|
Jan 31, 2025 |
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Building Winning Teams in Sports and Business With Marques Colston
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Jan 24, 2025 |
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Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin
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Jan 17, 2025 |
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Points, Miles and Wealth: Credit Card Hacks With Elliot Rosenberg
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Jan 10, 2025 |
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Unlocking Hidden Government Grants: How to Find Money You Didn’t Know Existed With Matthew Lesko
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Jan 03, 2025 |
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Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy
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Dec 20, 2024 |
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Family Meetings: Connecting Hearts and Solving Problems Together With Rebeccah Silence
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Dec 06, 2024 |
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The 2024 Year-End Financial Planning Checklist
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Nov 22, 2024 |
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Expert Insights: 1031 Exchanges, DSTs, and Real Estate Investment Strategies With Stephen Haskell
|
Nov 15, 2024 |
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Maximize Your 401(k): Roth vs Pre-Tax Contributions
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Nov 01, 2024 |
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Mastering the Art of Time Management With David Buck
|
Oct 18, 2024 |
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Co-Investing: Fractional Ownership in Real Estate With Brian Davis of SparkRental
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Oct 04, 2024 |
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Unreasonable Hospitality: Compelling Reasons to Give More Than Expected
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Sep 20, 2024 |
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Understanding The Power of “WE” With Kyle McDowell
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Sep 06, 2024 |
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Wealthier: The Investing Field Guide for Millennials With Daniel Solin
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Aug 23, 2024 |
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Strategic Planning for a Debt-Free Education With Elizabeth “DrRoz” Rosner
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Aug 09, 2024 |
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How to Publish a Book Like a Pro With Michele DeFilippo
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Jul 26, 2024 |
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The Dos and Don'ts for Turnkey Rental Investing With Scott Stanfield
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Jul 19, 2024 |
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How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro
|
Jul 12, 2024 |
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Rewiring the Mindset Around Retirement With Kevin Hoover
|
Jul 05, 2024 |
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The Benefits to Using a Travel Advisor With Rodney George
|
Jul 01, 2024 |
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Tax Debt Relief and Resolution With Morgan Q. Anderson
|
Jun 20, 2024 |
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Financial Strategies for Blue-Collar Workers With Ken Rusk
|
Jun 14, 2024 |
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5 Investing Mistakes You May Not Know You’re Making
|
Jun 06, 2024 |
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How to Proactively Mitigate Conflict When Estate Planning With Kat Newport
|
May 30, 2024 |
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Lessons from an All-In Life With Jeanne Collins
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May 23, 2024 |
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Financial Documents: What to Save and How Long to Keep Them
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May 16, 2024 |
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How to Plan a Winning Business Transition With Laurie Barkman
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May 10, 2024 |
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Lessons From "Thinking in Bets" By Annie Duke
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May 03, 2024 |
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Visionary Franchising With John Hewitt
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Apr 19, 2024 |
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How to Determine the Difference Between Wants and Needs
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Apr 12, 2024 |
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Diversification into Precious Metals With Michael Arries
|
Apr 05, 2024 |
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Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone
|
Mar 28, 2024 |
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How to Master Your Reading Habits With Nick Hutchinson
|
Mar 22, 2024 |
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How to Create a 9-5 Paycheck Without a 9-5 Job With Jen Paterson
|
Mar 13, 2024 |
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How to Breakthrough Burnout and Go From Stress to Success With Dr. Lance Knaub
|
Mar 08, 2024 |
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Proven Ways to Acquire and Retain Clients With Richard Weylman
|
Feb 23, 2024 |
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How to Stay Positive No Matter What’s Pissing You Off With Martin Salama
|
Feb 16, 2024 |
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Mortgage Note Investing 101 With Fred Moskowitz
|
Feb 09, 2024 |
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How to Prepare for a Successful Tax Season
|
Feb 02, 2024 |
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Risk and Reward: Insights From Day Trading Expert Darrell Martin
|
Jan 26, 2024 |
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Deep Work: Rules for Focused Success in a Distracted World by Cal Newport
|
Jan 19, 2024 |
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Teaching Financial Literacy In and Out of the Classroom With Brian Curcio
|
Jan 12, 2024 |
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The Power of a One-Page Financial Plan
|
Jan 05, 2024 |
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Rethinking Dieting to Achieve Permanent Weight Loss With Alan and Angie Thomas
|
Dec 29, 2023 |
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How to Buy and Renovate Websites For Income and Assets With Matt Raad
|
Dec 22, 2023 |
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How to Replace Your Working Income With Passive Income, With Bronson Hill
|
Dec 15, 2023 |
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Unlocking the Power of AI in Investing With Andrew Einhorn
|
Dec 08, 2023 |
|
1031 Exchange: What Real Estate Investors Need to Know With Dave Foster
|
Dec 01, 2023 |
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How Real Estate Investors Can Get Private Lending With Kevin Amolsch
|
Nov 24, 2023 |
|
Elder Financial Abuse: Meaning, Signs, Prevention
|
Nov 17, 2023 |
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How to Minimize Taxes While Staying Out of Tax Trouble With Gary Massey
|
Nov 10, 2023 |
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The Role of Charitable Giving in Our Personal Finance Habits With Adam Nash
|
Nov 03, 2023 |
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Wild Problems: A Guide to the Decisions That Define Us by Russ Roberts
|
Oct 27, 2023 |
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How to Tap Into Your Money Persona With Garrett Gunderson
|
Oct 20, 2023 |
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The Cure for Money Madness, Cultivating “Enough” With Spencer Sherman
|
Oct 06, 2023 |
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How to Use Meditation as Business Growth Tool With Anand Balasubramanian
|
Sep 29, 2023 |
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How to Safeguard Your Parents From Senior Citizen Scams
|
Sep 12, 2023 |
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How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel
|
Sep 12, 2023 |
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Experiments With Chat GPT
|
Sep 08, 2023 |
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How to Make Money Renting Your Home As a Film Set With Josh Lawlor
|
Aug 30, 2023 |
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The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw
|
Aug 24, 2023 |
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Overcome Procrastination and “Do It Today” (Bautis Financial Book Club)
|
Aug 17, 2023 |
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What Parents Should Consider As Their Child Becomes Independent
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Aug 09, 2023 |
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How Men Can Rekindle and Reignite Their Marriage With Dr. Michael Jaquith
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Aug 04, 2023 |
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How to Prepare for An Estate Planning Meeting With John Williams
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Jul 26, 2023 |
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How to Invest in the Private Market With Leif Hartwig
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Jul 20, 2023 |
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How Families Can Balance Paying For College And Saving For Retirement
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Jul 14, 2023 |
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Financial Tips for Women Facing Divorce With Patti Handy
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Jul 06, 2023 |
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How to Protect Yourself From Cyber Threats With Mikhail Itenberg
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Jun 28, 2023 |
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Talking AI With Manuj Aggarwal
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Jun 22, 2023 |
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Money: The True Story of a Made-Up Thing By Jacob Goldstein
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Jun 14, 2023 |
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How To Choose A Tax Planning Specialist With Alex Sonkin
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Jun 09, 2023 |
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How Goal Planning Can Help You Achieve Financial Fulfillment
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Jun 01, 2023 |
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How to Leverage Government Contracts for Small Business Growth With Richard C. Howard
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May 25, 2023 |
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The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw
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May 17, 2023 |
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Tax Strategies for a Highly Profitable Business With John Briggs
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May 12, 2023 |
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How to Use a Self-Directed IRA to Invest in Alternative Assets With Mat Sorensen
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May 04, 2023 |
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The Cost of Not Addressing Grief With Victoria Volk
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Apr 28, 2023 |
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What to Consider When Reviewing Your Investments
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Apr 21, 2023 |
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The Spanx Story: Sara Blakely's Incredible Journey to Success
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Apr 14, 2023 |
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Five Infinity Sources of Passive Income to Fund a Lifetime With Toby Mathis
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Apr 07, 2023 |
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How Investors Can Build High Quality Diversified Portfolios With Bob Elliott
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Mar 31, 2023 |
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How to Teach Your Children to Invest Like a Honeybee With Henry Svec
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Mar 23, 2023 |
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The Silicon Valley Bank Collapse: How You Can Protect Yourself
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Mar 16, 2023 |
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Helping Heroes Buy and Sell Real Estate With C. David Cain
|
Mar 08, 2023 |
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What You Need to Know About Estate Planning With John K. Ross
|
Mar 03, 2023 |
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How to Sell Your Online Business With Nate Lind at Website Closers
|
Feb 22, 2023 |
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What to Do When You Lose Your Job
|
Feb 16, 2023 |
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Hero on a Mission: The Path to a Meaningful Life by Donald Miller
|
Feb 09, 2023 |
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A Journey Around the World With Chris Donaldson
|
Feb 02, 2023 |
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Everything You Wanted to Know About RMDs
|
Jan 26, 2023 |
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The Divorce Money Guide With Tracy Coenen
|
Jan 19, 2023 |
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Accounts to Consider If You Want to Save More
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Jan 12, 2023 |
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Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia
|
Jan 05, 2023 |
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Financial Issues to Consider at the Start of the Year
|
Dec 28, 2022 |
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Cryptocurrency and Taxes With Micah Fraim
|
Dec 22, 2022 |
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How the Midterm Elections Will Impact the Markets
|
Dec 15, 2022 |
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How to Blast Away Debt in Record Time With Adam Carroll
|
Dec 08, 2022 |
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How to Get All You Can From Your Money and “Die With Zero”
|
Dec 01, 2022 |
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How to Protect Your Assets With Brian T. Bradley
|
Nov 17, 2022 |
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How to Prepare For Post-Retirement Aging With Allison O'Shea
|
Nov 09, 2022 |
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When Will We Hit Peak Inflation?
|
Nov 02, 2022 |
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Investing in Coffee With Josh Ziegelbaum, Legacy Group
|
Oct 26, 2022 |
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Using Leading Indicators to Predict Market Performance
|
Oct 20, 2022 |
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How to Go to College and Graduate Debt-Free With Shellee Howard
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Oct 14, 2022 |
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Bautis Financial Book Club: Think Again by Adam Grant
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Oct 06, 2022 |
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Adding Gold to Your Portfolio to Hedge Against Inflation With Patrick Yip
|
Sep 29, 2022 |
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How to Use Sustainability to Practically Add Value to Your Home With Erin Shine
|
Sep 20, 2022 |
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What We Know About The Student Loan Debt Relief Plan With John Williams
|
Sep 15, 2022 |
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Aligning Your Investments With Your Values With Luke Wilcox
|
Sep 08, 2022 |
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Should Your Business Consider Captive Insurance? With Jarid Beck
|
Sep 01, 2022 |
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Empowering Women to Create Wealth With Jewel Tankard
|
Aug 25, 2022 |
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Mistakes to Avoid When Taking Withdrawals From Your 401k
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Aug 18, 2022 |
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Mistakes to Avoid When Investing In Your 401k
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Aug 11, 2022 |
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Mistakes to Avoid When Contributing to Your 401k
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Aug 04, 2022 |
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How to Reduce Your Tax Bill With Mark Myers
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Jul 28, 2022 |
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What to Do With Your Old Savings Bonds
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Jul 20, 2022 |
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Demystifying the Insurance Claims Process With Galen Hair
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Jul 14, 2022 |
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The 5 Biggest Mistakes Investors Make When Buying Rental Properties
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Jul 07, 2022 |
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Get Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon Stein
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Jun 30, 2022 |
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Mistakes to Avoid When Buying Your First Business With Elliott Holland
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Jun 22, 2022 |
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Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management
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Jun 15, 2022 |
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Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken
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Jun 07, 2022 |
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Should You Add Fixed Income Investments to Your Portfolio?
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Jun 01, 2022 |
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Early Stage Investing With Joe Cecala
|
May 24, 2022 |
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When Will the Markets Hit a Bottom?
|
May 17, 2022 |
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From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz
|
May 11, 2022 |
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How to Analyze Your 1040 Return To Be More Tax Efficient
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May 04, 2022 |
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How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff
|
Apr 28, 2022 |
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Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller
|
Apr 07, 2022 |
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Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers
|
Mar 31, 2022 |
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How to Teach Your Teenager Money Skills With Rachel Murphy
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Mar 16, 2022 |
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Group Investing With Family and Friends, With Travis Smith of Tribevest
|
Mar 09, 2022 |
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Talking Real Estate With the LOL Girls, Kim Curtis and Nancy Chu
|
Mar 02, 2022 |
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Making Sense of Cryptocurrency and Digital Assets With Mark Basa
|
Feb 17, 2022 |
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From Hair Stylist to Financial Freedom With Myra Oliver
|
Jan 29, 2022 |
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The Power of Leverage in Your Business With Brad Sugars
|
Jan 19, 2022 |
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Wine As An Investment With Anthony Zhang of Vinovest
|
Jan 06, 2022 |
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How to Fix-and-Flip Real Estate With Viktor Jiracek
|
Dec 29, 2021 |
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How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan
|
Dec 15, 2021 |
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Empowering You to Become Financially Sustainable With Myles Wakeham
|
Dec 09, 2021 |
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Bautis Financial Book Club: Elon Musk - Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance
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Dec 01, 2021 |
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How to Manage Finances As A Couple With Chris Felton
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Nov 23, 2021 |
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How to Create Infinite Wealth Using Infinite Banking With Anthony Faso and Cameron Christiansen
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Nov 17, 2021 |
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How to Build A Passive Income by Investing in Renewable Energy Projects With Mike Silvestrini
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Nov 10, 2021 |
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How to Shop Smarter Online With Jim Markus
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Nov 03, 2021 |
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How to Use Franchises As an Asset Class With Jon Ostenson
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Oct 27, 2021 |
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The Importance of Mindset in Multifamily Investing With Rod Khleif
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Oct 20, 2021 |
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The Compelling Opportunity of Investing in Uranium With Scott Melbye
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Oct 06, 2021 |
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How To Improve Your Finances Using the Profit First System With Aimee Laliberte
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Sep 22, 2021 |
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How To Relieve Financial Stress With Kelly Moylan
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Sep 09, 2021 |
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How to Create Passive Income By Investing in Raw Land With Mark Podolsky
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Aug 25, 2021 |
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How To Create Passive Income With Real Estate Note Investing With Martin Saenz
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Aug 11, 2021 |
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Bautis Financial Book Club: The Infinite Game by Simon Sinek
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Jul 29, 2021 |
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Bautis Financial Book Club: Atomic Habits by James Clear
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Jul 21, 2021 |
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How To Create a Healthy Relationship With Money with Bob Wheeler
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Jul 08, 2021 |
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Business Owner Series: How a Business Owner Can Calculate Their Freedom Point With John Warrilow
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Jul 01, 2021 |
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Business Owner Series: Maximizing the Value of Your Business Before Selling With Michelle Seiler Tucker
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Jun 16, 2021 |
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Health is Wealth: How to Eat for Energy With Caryn O’Sullivan
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Jun 09, 2021 |
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Health is Wealth: How to Build Resilience With Dr. Eva Selhub
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Jun 02, 2021 |
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Health is Wealth: Tools for Solving Common Sleep Issues With Dr. Michael Gradisar
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May 26, 2021 |
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Health is Wealth: How Collaborative Problem-Solving Can Lead to Better Parenting With Maria Sanders
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May 19, 2021 |
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Health is Wealth: How to Overcome Your Sugar Addiction With Dr. Vera Tarman
|
May 05, 2021 |
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Health is Wealth: How to Start Exercising and Stay Motivated
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Apr 21, 2021 |
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Should You Invest In the Latest IPO? With John Williams
|
Apr 08, 2021 |
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How to Change the World Through Charitable Giving With Kris Putnam-Walkerly
|
Mar 25, 2021 |
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Using a Prosperity Picture to Create Your Perfect Life With Ellen Rogin
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Mar 04, 2021 |
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The Year in Review and a Look Ahead
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Feb 05, 2021 |
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What to Do If You Get a Tax Notice From the IRS With Allan Rolnick
|
Jan 07, 2021 |
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How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park
|
Dec 17, 2020 |
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How to Analyze Real Estate Investment Opportunities With Abel Pacheco
|
Dec 08, 2020 |
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How to Repair Relationships Damaged by the Political Divide With Karen Tibbals
|
Nov 27, 2020 |
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How to Improve Your Credit Score With Nikole Vialet
|
Nov 11, 2020 |
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How Will the Election Impact Your Portfolio?
|
Sep 24, 2020 |
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How to Protect Your Assets With a Long-Term Care Plan With Raymond Lavine
|
Sep 10, 2020 |
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Financial Planning After a Job Loss
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Sep 02, 2020 |
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How to Make Better Financial Decisions by Focusing on Your Emotions With Anne Beaulieu
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Jul 22, 2020 |
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How to Live the Retirement of Your Dreams With Fritz Gilbert of The Retirement Manifesto
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Jul 01, 2020 |
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From Corporate America to Reinventing the Shirt Industry With Matt Hornbuckle
|
Jun 17, 2020 |
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The Benefits of Coaching in Organizations with Katie Stricker from Sayge
|
Jun 03, 2020 |
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How to Improve Your Child’s Money Management Skills With Shara Nadler of iPiggiBank
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May 27, 2020 |
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Tips for Hiring During The COVID-19 Pandemic With Jen Selverian
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May 13, 2020 |
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How to Execute A Job Search During the COVID Pandemic With Geoffrey Goldman
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May 06, 2020 |
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4 Keys to the Challenges Faced by a Family Caregiver
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Apr 28, 2020 |
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How to Improve Your Image With Sharon Kornstein
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Apr 21, 2020 |
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What the COVID Pandemic Can Teach Us About Markets and Investing
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Apr 14, 2020 |
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How The CARES Act Applies to Small Businesses
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Apr 03, 2020 |
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Individual Relief Available Through The CARES Act
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Mar 31, 2020 |
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How to Navigate the COVID Crisis
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Mar 24, 2020 |
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Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment
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Mar 17, 2020 |
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10 Ways To Obtain Clarity Into Your Finances
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Mar 10, 2020 |
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Does Your Business Need a Virtual CFO? With Bryant Tolles
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Mar 03, 2020 |
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The SECURE Act and Changes to Your Retirement Plan
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Feb 25, 2020 |
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How to Prepare Your Business For Tax Season With Kelli Lewis
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Feb 18, 2020 |
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Direct Indexing to Achieve Tax Alpha and Efficiency
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Feb 11, 2020 |
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How to Make Sure You're Properly Covered Through Insurance With Jason Street
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Feb 04, 2020 |
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How to Avoid Running Out of Money in Retirement
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Jan 28, 2020 |
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Retirement Numbers That Every Single Person Needs to Know
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Jan 08, 2020 |
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Why We Use the Factor Investing Strategy
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Dec 11, 2019 |
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How to Start Decluttering Your Home Today With Maria Diaz
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Nov 27, 2019 |
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Tax Planning: Not Just a Year-End Event With Kenneth Lam, CPA
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Nov 15, 2019 |
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Why Medicare Parts A and B Aren’t Enough With Victoria Finlay
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Oct 30, 2019 |
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Can a Reverse Mortgage Fit in Your Financial Plan? With David Faccone
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Oct 01, 2019 |
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Changing Jobs? Don’t Forget About Your 401(k)
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Sep 25, 2019 |
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Is Divorce Coaching Right for You? With Jason Levoy
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Sep 06, 2019 |
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10 Things CPAs Should Know About IRAs: Part 1
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Aug 21, 2019 |
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Can Dividends Lead to Financial Freedom?
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Aug 07, 2019 |
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What Would You Do If There Was a Recession?
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Jul 24, 2019 |
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How to Use ESG Investments in Your Portfolio
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Jul 10, 2019 |
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Adding Real Estate to Your Investment Strategy
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Jun 26, 2019 |
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Benefits to Knowing Your Business’s Value With Jason Early
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Jun 12, 2019 |
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Meet Victoria Finlay of Bautis Financial
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May 29, 2019 |
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Budgeting to Make Your Money Work for You With Judy Lawrence
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May 15, 2019 |
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What Issues Should I Consider Before I Retire? – Part 2
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May 01, 2019 |
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What Issues Should I Consider Before I Retire? – Part 1
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Apr 17, 2019 |
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College Planning: How To Pay Off Your Student Loans With Jan Miller
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Apr 03, 2019 |
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10 Cybersecurity Threats and How to Combat Them With John Williams
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Mar 20, 2019 |
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College Planning: How to Cut The Cost of College With John Williams
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Mar 06, 2019 |
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College Planning: How To Start Saving For College With John Williams
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Feb 20, 2019 |
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Financial Workshops Part 1: Maximizing Your Social Security
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Feb 06, 2019 |
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Understanding Risk in Your Portfolio
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Jan 23, 2019 |
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This is How Successful People Achieve Big Goals
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Jan 15, 2019 |
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Breaking Down The Current State of The Economy
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Dec 14, 2018 |
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Your Year-End Financial Planning Checklist: Part 4
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Nov 21, 2018 |
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Your Year-End Financial Planning Checklist: Part 3
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Nov 07, 2018 |
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Your Year-End Financial Planning Checklist: Part 2
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Oct 24, 2018 |
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Your Year-End Financial Planning Checklist: Part 1
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Oct 12, 2018 |
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6 Threats To Your Retirement and How to Combat Them
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Sep 25, 2018 |
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Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial
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Aug 30, 2018 |