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Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how Americans save for the future. Tune in to discover the nuances between Roth and pre-tax contributions, including their immediate and long-term implications.
The second part in this series will be live on November 8, 2024.
In this episode, you will learn:
The evolution and history of the 401(k) and its impact on retirement savings.The key differences between Roth and pre-tax 401(k) contributions and their tax implications.How to determine whether Roth contributions may be more beneficial based on your current and future tax situation.The significance of employer matching contributions and how the Secure Act 2.0 has changed matching rules for Roth accounts.The concept of required minimum distributions (RMDs) and the recent changes affecting Roth 401(k)s.The Mega Backdoor Roth strategy, allowing high earners to maximize contributions to Roth accounts beyond standard limits.Resources:
Episode Transcript & Blog | Checklist: Should I Contribute to My Roth 401(k)? | Checklist: Can I Make a Mega Backdoor Roth Contribution? | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Are you tired of feeling overwhelmed by your to-do list? What if you could transform the way you approach your time, shifting from simply managing it to truly optimizing it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Buck, co-author of The Time-Optimized Life: Moving Everyday Preparation, Execution and Control from Finite to Infinite. With over 35 years of experience in organizational and time management, he founded Kairos Management Solutions and the Infinity Lifestyle design program. David specializes in helping business professionals navigate the challenges of inflexible schedules, empowering them to create strategies that optimize their time for a life filled with meaning, purpose, and joy.
In this episode, you will learn:
The difference between “time management,” which is often reactive, and “time optimization,” which encourages a proactive approach to structuring time effectively.What the PEC framework is, and how this approach can optimize both short- and long-term planning.The importance of long-term goals and planning, and how these guide our daily actions. How to audit your time to identify areas for improvement and waste.The meaning of “infinite time.”And more!Resources:
Episode Transcript & Blog | infinitylifestyledesign.com | The Time-Optimized Life: Moving Everyday Preparation, Execution and Control from Finite to Infinite | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
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Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real estate with Brian Davis, co-founder of SparkRental and an expert in passive real estate investing. Brian shares valuable insights on how fractional ownership allows investors to diversify their portfolios and minimize risks while accessing opportunities that may have previously seemed out of reach.
In this episode, you will learn:
The fundamentals of co-investing and how it differs from traditional real estate investing.The benefits of fractional ownership for both novice and seasoned investors.How SparkRental facilitates co-investing for its club members, making real estate investment more accessible.Practical tips for getting started in co-investing and maximizing your investment potential.And more!Tune in to unlock the power of fractional ownership!
Resources:
Episode Blog & Transcript | SparkRental.com | Live Off Rents Podcast | [email protected] | [email protected] | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara.
Unreasonable Hospitality is a captivating book about how going above and beyond can create unforgettable experiences for customers, or clients. Discover actionable takeaways, inspiring anecdotes, and strategies to elevate your service to new heights!
In this episode, we discuss:
What unreasonable hospitality is, and what sets it apart from traditional notions of hospitality.The importance of empowering team members to exceed expectations and foster a culture of creativity and collaboration.How affirmation can be leveraged as a tool for motivation and trust-building within teams.The challenges of executing unreasonable hospitality effectively in various contexts, and how to overcome them.And more!Resources:
Episode Transcript & Blog | Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'me' mindset to a 'WE' culture. Discover the '10 WEs' that can revolutionize your team's dynamics and drive unparalleled success.
Tune in to find out how simple yet profound changes can reshape your organization from the inside out!
In this episode, you will learn:
The power of “WE,” and why leaders in all kinds of organizations should avoid the "me-oriented" paradigm.The “10 WEs” – principles focused on fostering collaboration and collective accountability.How to implement and integrate these principles into daily operations, and hold individuals accountable. How successful adoption of the principles can create meaningful change.And more!Resources:
Episode Transcript & Blog | Begin With WE: Principles for Building and Sustaining a Culture of Excellence | KyleMcDowellInc.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to help younger generations navigate their financial journey with confidence. Discover essential strategies for managing debt, making smart investments, and avoiding common pitfalls.
Tune in to gain valuable insights that will set you on the path to financial success.
In this episode, you will learn:
Why millennials should prioritize paying off high-interest debt and building an emergency fund before focusing on investing.How financial advisors can help millennials manage emotions and prevent costly mistakes. How millennials can avoid over-trading, emotional impulses, and falling victim to media hype. The benefits of early and strategic saving.The value of simplicity in investing.And more!Resources:
Episode Transcript & Blog | wealthierbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve their educational dreams without the debilitating weight of student loan debt. Her unique blend of knowledge, strategic insight, and a commitment to community engagement lays the foundation for a future where generational wealth is accessible to all.
This episode is packed with actionable advice that could transform your family’s approach to higher education funding!
In this episode, you will learn:
The importance of pursuing a debt-free degree in today’s financial landscape.Effective strategies for managing higher education costs while maintaining overall financial wellness.Key approaches and timing for introducing debt management concepts to adolescents.How to evaluate colleges/universities with the goal of a debt-free degree, considering both cost and academic objectives.The importance of exploring unconventional scholarships and financial aid options, even for high-earning households.Real-life examples and community resources to support a debt-free educational journey.And more!Resources:
Episode Transcript & Blog | DrRoz.love | DebtFreeDegree with DrRoz | DebtFreeDegree: Graduate Without Student Loans While Getting Good Grades, Having Tons of Fun, and Landing Your Dream Job! | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental author advocate. With more than 50 years of experience in book publishing, Michele is on a mission to help authors ask the right questions to make informed decisions about publishing their books. She also wrote a guide: Publish Like the Pros: A Brief Guide to Quality Self-Publishing.
In this episode, you will learn:
What self-publishing is, how it has evolved over time, and tips for avoiding common pitfalls in the industry.What authors need to know about editing, cover design, interior design, and more.The essential services authors need to publish a book.The real impact of Artificial Intelligence on the book market.And more!Episode Transcript & Blog | 1106design.com | Publish Like the Pros: A Brief Guide to Quality Self-Publishing| Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
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Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LLC. Discover how Scott transitioned from a career in engineering to building a successful portfolio valued at over $3 million, and explore his strategic insights into selecting, managing, and scaling turnkey properties.
In this episode, you will learn:
What turnkey rental investing is, and how it allows for passive income with minimal management.What criteria to look for in turnkey rental properties.The importance of prioritizing cash flow over appreciation in turnkey properties.Risk management and scalability strategies for turnkey rental properties. And more!Resources:
Episode Transcript & Blog | scottastanfield.com | Passive Profits: The Turnkey Investor’s Guide | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical steps in starting a business to navigating complex regulatory environments. Discover practical advice on drafting solid contracts, resolving disputes, and safeguarding intellectual property rights.
In this episode, you will learn:
A variety of legal issues to consider when starting a business.Common legal challenges that small to medium-sized businesses face.How businesses can work to stay compliant with evolving regulations.Why entrepreneurs should consider protecting their business’ intellectual property.And more!Resources:
Episode Transcript & Blog | fornarolegal.com | [email protected] | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, and embrace flexible retirement approaches that suit your lifestyle.
In this episode, you will learn:
Why there is a need for a mindset shift regarding retirement – from a fixed age-based milestone (like 65) to a more flexible approach that considers longer lifespans and continued work in fulfilling roles. How a phased retirement approach – a gradual reduction in workload – can fit into your retirement plan, especially those of business owners. A variety of strategies to navigate retirement goals while also creating financial stability (The “Never Retire Approach,” and “Practice Retirement Approach,” as examples).And more!Resources:
Episode Transcript & Blog | Next Crest Consulting | Kevin Hoover - LinkedIn | Mission To Margins (YouTube) | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need.
Tune in to gain valuable insights on maximizing your travel experience!
In this episode, you will learn:
What luxury travel is.The physical and mental benefits to travel.The advantages to working with a travel advisor or consultant.How to choose a travel advisor or consultant for the best experience. Which travel credit cards come to your benefit to make the most of your trips.Current travel hotspots, in the United States and around the world.And more!Resources:
Episode Transcript & Blog | Luxe Travel Consultants | Rodney George – LinkedIn | The Points Guy | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Don’t let tax worries keep you up at night – tune in now and transform your understanding of IRS challenges!
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Morgan Q. Anderson, EA, CEO, Founder of Golden Lion Tax Solutions and the author of Tax Debt Rule #1: There’s ALWAYS a Solution! With over 24 years of experience navigating the complexities of IRS and state tax agencies, Morgan is a seasoned expert in resolving tax debt issues.
Discover the real stories behind tax debt scenarios – from family-run businesses to unexpected inheritances – and learn about the surprising solutions Morgan has crafted for her clients.
In this episode, you will learn:
Why some individuals end up with tax debt, and how to avoid it.When faced with a tax debt issue, how to determine if it’s necessary to involve a tax debt resolution professional.Insights into handling tax debt, from payroll taxes to personal income tax issues.Common misconceptions about IRS enforcement and penalties.Practical tax debt solutions, such as Offer in Compromise, penalty abatement, and more.And more!Resources:
Episode Transcript & Blog | Golden Lion Tax Solutions | Tax Debt Rule #1: There’s ALWAYS a Solution! | Morgan Anderson - Facebook | Morgan Anderson - LinkedIn | Golden Lion Tax Solutions - Twitter | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Oftentimes we think about what we want to achieve in life, but how do we plan to get there and accomplish those goals?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ken Rusk. Ken is the founder of Rusk Industries, a bestselling author, entrepreneur, and motivational speaker who achieved WSJ Bestseller status with Blue-Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life. He hosts the podcast "Comfort Peace & Freedom" and empowers individuals through his impactful course, "The Path to a Successful Life."
Tune in to hear how individuals in blue-collar fields can secure their financial future through proactive planning and action, regardless of formal education!
In this episode, you will learn:
How to take control of your life’s blueprint, and a discussion on the power of visualization.How to replace vague aspirations with concrete plans and actionable steps. Reasons to challenge the conventional belief that success is solely linked to traditional higher education, advocating instead for a shift towards prioritizing personal fulfillment and proactive goal pursuit. The importance of seeking guidance from positive influences who genuinely support you.A variety of misconceptions about blue-collar work.And more!Resources:
Episode Transcript & Blog | Blue-Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life | Ken Rusk - X| Ken Rusk - Instagram | Ken Rusk - Facebook | Ken Rusk - LinkedIn | The Path to a Successful Life Course | "Comfort Peace & Freedom" Podcast on Spotify | -
Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing mistakes, from chasing trends to succumbing to emotion-driven decisions, and gain invaluable strategies to steer your financial ship towards calmer, smarter waters. Tune in now and transform your approach to investing!
In this episode, you will learn:
What action bias and recency bias is, and the application of both to investing.Why managing emotions like fear and greed is essential to preventing impulsive investment decisions. How to approach mega trends in investing with caution and skepticism.What criteria to consider when selecting dividend-paying stocks.And more!Resources:
Episode Transcript & Blog | Episode 23 - Can Dividends Lead to Financial Freedom? | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fervent commitment to using conflict as a catalyst for growth and innovation, Kat empowers individuals and organizations to thrive.
Tune in to learn how to proactively mitigate conflict through effective communication and planning!
In this episode, you will learn:
The common sources of conflicts during the estate planning process.How mediation and conflict coaching can be used as tools to solve estate planning conflicts.Common misconceptions about estate planning.How to prevent estate challenges and facilitate a smooth transition.And more!Resources:
Episode Transcript & Blog | Smart Conflict, Turning Disputes into Growth Opportunities | smartconflictbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
Do you often find yourself hesitating before a big decision, or weighing the pros and cons?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins’ first book, and it was written with the goal of inspiring more people to live life to the fullest. This mission to encourage people to live their best lives is integral to everything Collins does, from her work creating sanctuaries for her interior design clients, to mentoring women in business, she encourages us all to go for what we want with “two feet in.”
In this episode, you will learn:
About Jeanne Collins approach to “jumping all in and not looking back”.Why it is never too late to find your passion in business and life.How investing more money in your business and delegating can bring you peace of mind.Why being vulnerable is important to be successful. And more!Resources:
Episode Transcript & Blog | Two Feet In: Lessons from an All-In Life | JerMar Designs | House of JerMar | Instagram | JerMar Designs | Facebook | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long?
In this episode, you will learn:
The documents you must keep indefinitely, including legal, personal, and financial records.How long to keep tax-related documents and records.Practical storage solutions for both paper and electronic records.Best practices for disposing of old financial documents.Strategies for streamlining your document management process.And more!Resources:
Episode Transcript & Blog | Download the Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts the award-winning podcast Succession Stories.
In this episode, you will learn:
How to proactively plan your business transition before it’s too late.How business owners can get clear on the value of their business, including tips any business can use to add value.What it means to create a contingency plan, and compelling reasons for doing so.How to assess potential risks, and protect your business against them.How to determine what’s more important to you regarding numbers and emotional decision-making.And more!Resources:
Episode Transcript & Blog | thebusinesstransitionsherpa.com | The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options | Succession Stories | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call -
In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke.
Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and make better decisions as a result.
In this episode, we discuss:
Why it’s important to think in terms of “bets.”How and why life is more like a game of Poker than it is a game of Chess.What it means to make probabilistic decisions.How to become aware of your trading biases and look for contrarian opinions.What a feedback loop is, and how to utilize it in your decision-making process.And more!Resources:
Episode Transcript & Blog | Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call - Visa fler
