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The Agent of Wealth - 10 Ways To Obtain Clarity Into Your Finances

10 Ways To Obtain Clarity Into Your Finances

The Agent of Wealth

03/10/20 • 26 min

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Having clarity into your finances helps you on your path to financial freedom and achieving your goals. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses how Bautis Financial's app provides a window into your financial world where you can see information about your financial accounts, net worth, investments, goals, spending and more.

In this episode, you will learn:

  • How Wealth Center can provide you with a picture on all of your finances and alleviate you from having to log on to a multitude of financial websites.
  • How organizing and providing structure around your finances can ease stress and anxiety.
  • How Wealth Center's dashboard can show if you are progressing towards achieving your goals.
  • Why tracking your spending is about making sure your money is going towards your priorities, not about cutting out your daily coffee.

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

03/10/20 • 26 min

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The Agent of Wealth - 10 Ways To Obtain Clarity Into Your Finances

Transcript

spk_0: 0:02
Welcome to the agent of wealth Podcast with Mark about is from about his financial. In this podcast, Marc helps guide you towards financial freedom. Ensure you never run out of money and create a balance in life that prioritizes what is most important to you. Join us for this journey as Mark draws for years of expertise and guest experts to solve the multiple wealth building challenges involved in your financial life. Welcome to agent. Well, Pakis, this is Mark

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