10 Ways To Obtain Clarity Into Your Finances

03/10/20 • 26 min

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

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

Previous Episode

Does Your Business Need a Virtual CFO? With Bryant Tolles

A Chief Financial Officer (CFO) plays a critical role in every company, supporting the CEO in making optimal financial decisions that can set a business on the path to success... And making the wrong decisions can lead to financial disaster. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bryant Tolles, the owner of KTT Global Advisors. Together, they talk about how he conducts business as a virtual CFO.

In this episode, you will learn:

How Bryant created the One Minute CFO Video series to discuss how business finances really work.
What a Virtual CFO does and how hiring one can help set your company up for success as well as save you money.
When starting a business and what entity structures you should consider as well as what state you should create your business in.
How Bryant got started with a niche in bitcoin what the future holds for the currency.

Resources:
Episode Transcript & Blog | One Minute CFO Videos | [email protected] | 408-391-4475 | Bautis Financial: (862) 205-5000

Next Episode

Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment

The markets were off to a strong start in 2020, building on the impressive returns of 2019. In late February, a complete 360 happened as panic set in and COVID spread into The United States. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses why investors should focus on what they can control, including six financial strategies that could make an improvement in your life.

In this episode, you will learn:

How rebalancing your portfolio helps you stick to your investing plan, regardless of what happens in the market.
Why it may be a good time to consider: A 15 year mortgage, pre-paying your retirement plan, and harvesting tax losses.
Why it’s important to understand your risk tolerance and risk needs.
The best times to execute a Roth conversion.
And more!

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

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

Transcript

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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