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Episode 272 – Trusts Made Simple: Estate Planning Insights With Tom Szieber
Disclosure: This podcast episode is for informational purposes only and is not intended as legal advice. Laws are complex and can vary by state, individual situation, and more, so it’s essential to...
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Financial Planning Checklist: Are You at Risk of Identity Theft or Fraud?
Identity theft and fraud are evolving faster than ever. Scammers are using more sophisticated methods — sometimes powered by artificial intelligence — to trick people into giving up sensitive...
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Market Recap Week of 11/17/2025 to 11/21/2025
The S&P 500 index fell 1.95% last week in a technology-led decline as the September unemployment rate came in higher than expected. The market benchmark is now down 3.5% for November but up 12%...
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Holiday Shopping Outlook: Consumers Pull Back as Budgets Tighten
Black Friday traditionally marks one of the biggest retail events of the year, but new data suggests shoppers may be more cautious heading into the 2025 holiday season. According to a Deloitte survey,...
View ArticleThe 3 Mindset Shifts That Lead to a Happier Retirement
Through countless conversations with clients preparing for retirement, one theme consistently stands out: a truly happy retirement is shaped less by the size of your portfolio and more by the mindset...
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Episode 273 – Luxury in the Unexpected: The Entrepreneur Who Redefined...
Most entrepreneurs look for flashy industries with big margins… but what if the real opportunity is hiding in the last place you’d ever think to look? In this episode of The Agent of Wealth, co-host...
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Market Recap Week of 11/24/2025 to 11/28/2025
The S&P 500 index rose 3.7% last week in a broad climb that helped the market benchmark end the trading month with a November gain. The index closed November with a 0.1% increase. This marks a...
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Grandparents and College Planning: How to Gift Without Hurting Financial Aid
This is a segment of Bautis Financial’s college planning series, which includes webinars, podcast episodes, blog posts and downloadables to aid college-bound students and families in the admissions...
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How to Review and Adjust Your Budget for the New Year
As the new year begins, it’s the perfect time to revisit your financial goals and make adjustments to your budget. Whether you’re looking to save more, pay off debt, or invest in new opportunities, a...
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Episode 274 – How to Navigate the World of Senior Living With Melina Owusu
Navigating senior care can be overwhelming — but with the right guidance, it doesn’t have to be. In this episode of The Agent of Wealth, co-host John Williams is joined by Melina Owusu, Certified...
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Monthly Market Wrap: November 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in November 2025. It also delves into housing market...
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Market Recap Week of 12/01/2025 to 12/05/2025
The S&P 500 index edged up 0.3% as gains led by the energy and technology sectors slightly outweighed declines led by utilities and health care. The market benchmark is now up 17% for the year....
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Gift Cards: The Holiday Gift With Hidden Value (If You Use Them)
As the holiday season ramps up, many people gravitate toward gift cards – and for good reason. They offer flexibility, avoid disappointment over wrong-sized sweaters or unwanted gadgets, and allow...
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Disaster-Proofing Your Finances: How to Protect Your Family and Assets Before...
Every year, superstorms, floods, wildfires, and unexpected emergencies remind us of a hard truth: disasters don’t wait for a convenient moment. And when they hit, the difference between chaos and...
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Federal Reserve Cuts Rates Amid Caution Over Further Reductions
The Federal Reserve on Wednesday lowered its benchmark interest rate by a quarter percentage point, bringing the federal funds rate to a range of 3.5%–3.75%, the lowest level in over three years. This...
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RMD Reminder: What You Need to Know About Required Minimum Distributions
As the year comes to a close, it’s important for retirement account holders to remember Required Minimum Distributions, or RMDs. These are amounts the IRS requires individuals to withdraw each year...
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Episode 275 – The Small Business Owner’s Guide to Leveraging Technology With...
AI is reshaping the business world — but for small business owners, the biggest danger isn’t the technology itself. It’s adopting it without truly understanding your processes. In this episode of The...
View ArticleThe 2025 Year-End Financial Planning Checklist: A Complete Guide
As the year winds down, it’s natural to start thinking about holidays, family, and the fresh start ahead. But it’s also one of the most powerful times to take control of your finances. A lot can...
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Market Recap Week of 12/08/2025 to 12/12/2025
The S&P 500 index slipped 0.6% last week, weighed by the communication services and technology sectors amid concerns about the artificial-intelligence boom. The benchmark index is now down 0.3%...
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9 Year-End Tax Moves to Review With Your CPA
Tax planning remains a moving target. As we approach the end of 2025, taxpayers face a unique planning window shaped by recent legislation – and the potential expiration of major tax provisions at...
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