The Agent of Wealth

In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses what the Coronavirus can teach us about hard-to-explain financial topics.

In this episode, you will learn:

• Why the stock market sometimes goes up even when the news around unemployment, earnings, and COVID-19 is bad.
• How a stock’s performance is based on it’s projected growth and not it’s current numbers.
• The characteristics of stocks that outperform.
• The difference between leading and lagging indicators and which one the stock market is.
• Why Albert Einstein once called compounding interest the most powerful force in the world.
• And more!

Resources:
Episode Transcript & Blog | Bautis Financial: (862) 205-5000

In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast, host Marc Bautis sat down with special guest Dr. Lance Knaub. The best-selling author of The 4% Break-Thru, Dr. Knaub helps overwhelmed entrepreneurs with 6-figure businesses avoid burnout, and instead create the life they love while scaling by developing a leadership team and creating a self-sufficient business that is an asset.

Dr. Knaub brings a wealth of experience to the table, having transitioned from being a physical therapist to becoming a successful business owner and leadership coach. His journey is not only inspirational but also educational.

In this episode, you will learn:

• How to identify early signs of burnout and prioritize self-care to prevent exhaustion and maintain mental well-being.
• The significance of delegating tasks, documenting processes, and hiring the right people to support business growth and sustainability.
• The necessity of strategic planning in achieving business goals, including developing clear objectives, prioritizing tasks, and allocating time effectively for long-term success.
• Insights into setting boundaries, prioritizing self-care, and making time for personal activities to achieve a healthy work-life balance while pursuing entrepreneurial endeavors.
• And more!

Resources:
Episode Transcript & Blog | Denali Consulting | The 4% Break-Thru | Download a Free Workbook Companion Guide to Lance’s Best-Selling Book | | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

If you are someone who has not thought about their long-term career plan, you are not in the minority. Many individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in any financial plan. 

On today’s show, Marc and John talk to Extended Care Benefits Advisor Raymond Lavine about how to approach the oftentimes overlooked aspect of planning financially. 

In this episode, you will learn: 

• Where to begin when putting together a caregiving plan
• The right time to start having long-term care conversations
• The devastation that not having a long term care plan can cause to your assets. 
• How to utilize a hybrid benefit plan to ensure your assets are passed on to your beneficiary
• And more!

Tune in to ensure that you are taking the steps to have the right plan, at the right place, at the right time. 

Resources: 

Episode Webpage

| Bautis Financial: (862) 205-5000 | www.lavineltcins.com | Raymond Lavine:  (253) 275-6091 |

Searching for a new job with the recent record-high unemployment rate can be challenging, but it is a difficult time for employers as well. It has become necessary to attract and hire candidates virtually during these unprecedented times.

In today's episode of The Agent of Wealth Podcast, host Marc Bautis welcomes guest Jen Selverian to the show. Selverian is the founder and owner of Nadexa Group, an executive search firm that partners with leading advertising and digital marketing agencies and the host of the Small Business Speaks podcast. Together, they discuss how best to hire someone during the Coronavirus pandemic.

In this episode, you will learn:

• How and when to decide if hiring someone right now is right for you.
• What kind of salary to offer, along with the tools to research.
• How to start attracting candidates.
• How to structure an interview team.
• Tips on the hiring process in a virtual environment.
• And more!

Tune in now to learn how to efficiently and successfully hire during these crazy times!

This is Part 2 of a multi-part series exploring careers and employment during the Coronavirus. In Part 1, we looked at the job market through a candidate’s perspective. Listen to Episode 47.

Resources:
Episode Transcript & Blog | Jen Selverian | Nadexa Group | Questions to Ask Before You Hire a Recruiter | Nadexa Group Blog | Small Business Speaks | Bautis Financial: (862) 205-5000

Every year, the American Psychological Association surveys people across the United States about stress: its sources; its intensity; and how people are responding to stressors. The 2020 survey found that nearly 2 in 3 adults (64%) said that money is a significant source of stress in their life, and this statistic wasn’t surprising -- “Regardless of the economic climate,” APA CEO Norman B. Anderson, PhD said, “money and finances have remained a top stressor since our survey began in 2007.”

In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Bob Wheeler, a financial expert, motivator, and author of The Money Nerve: Navigating the Emotions of Money. Tune in to learn how to uncover and understand your financial habits, limiting beliefs and emotional blocks around your finances to create a healthy relationship with money.

In this episode, you will learn:

• How financial habits, behaviors and emotions come to fruition.
• How to have conversations about money with your children and spouse.
• How to create and enforce good financial habits, like saving and paying off debt.
• Practical tools for improving money management.
• And more!

Resources:
Episode Transcript & Blog | Themoneynerve.com | The Money Nerve: Navigating the Emotions of Money | Bautis Financial: (862) 205-5000