Fiduciary Financial Advising Firm | In-Depth, Personal Approach to Financial Advice and Guidance Empowering You to Secure Your Castle and Achieve Your Dreams

Joined October 2021
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bautisfinancial retweeted
The Federal Reserve rate decision drops today at 2pm. Markets will react. But remember: It’s not the decision itself that matters most — it’s what it signals about inflation, growth, and future policy.
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bautisfinancial retweeted
Navigating market volatility hasn’t been easy — from inflation shocks and rate hikes to AI-driven rallies and geopolitical risks. But these moments offer valuable perspective for long-term investors. Here are the key lessons from 2022 through early 2026: bautisfinancial.com/navigati…
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bautisfinancial retweeted
A new episode of The Agent of Wealth is LIVE! 💥 Many business owners confuse activity with progress, leading to stalled growth and burnout. Here, David McGhee explains how to shift focus from constant doing to intentional leadership and alignment: bautisfinancial.com/episode-…
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bautisfinancial retweeted
Nearly 19 million households are led by single parents. Pat Hankin explains why their needs go far beyond money — and why topics like time, health, relationships, and even recreation deserve more attention. Listen to the full episode: bautisfinancial.com/episode-…
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bautisfinancial retweeted
“There are no perfect human beings.” After losing and maintaining over 220 pounds for nearly 17 years, Stanley Bronstein shares a powerful lesson: perfection is an impossible standard — and often the reason people quit. Listen in full: bautisfinancial.com/episode-…
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bautisfinancial retweeted
Most investors overlook this asset class – yet it was one of the only real estate sectors that didn’t see valuation declines during the 2008 financial crisis. Leo Young explains why affordable housing communities can offer stability, cash flow & more: bautisfinancial.com/episode-…
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bautisfinancial retweeted
History shows fiat collapses happen locally. But today, the US dollar rules as the world’s reserve currency. @silverguru22 explains why this makes the current monetary shift unprecedented, and why holding tangible assets like metals could be critical: bautisfinancial.com/episode-…
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bautisfinancial retweeted
A new episode of The Agent of Wealth is LIVE! Gold & silver have served as stores of value for thousands of years, but their role today is widely misunderstood. In this episode, @silverguru22 explains where precious metals fit in a modern financial plan: bautisfinancial.com/episode-…
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bautisfinancial retweeted
Some financial topics never go out of style—and our most-read content of 2025 proves it. The list includes repeat favorites like "The Power of Investing Young," alongside timely pieces on early retirement, financial aid & more. If you missed it, read here: bautisfinancial.com/top-10-c…
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bautisfinancial retweeted
Many entrepreneurs overlook “mundane” industries — but David Sauers saw opportunity in the portable restroom market. He scaled @royalrestrooms to 50 franchises, proving that innovation and community focus can transform any industry. Listen now: bautisfinancial.com/episode-…
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bautisfinancial retweeted
Ever wonder how business valuations really work? Gregory Kovsky explains how his firm, IBA, serves companies across multiple industries, applying a 2–7x earnings multiple depending on risk & sector. It’s a fascinating look behind the scenes of deal-making: bautisfinancial.com/episode-…
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bautisfinancial retweeted
In this episode, guest expert Gregory Kovsky shares how business owners can separate their self-worth from their business, value their company, and move into the next chapter with confidence. Listen: bautisfinancial.com/episode-…

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bautisfinancial retweeted
What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads.
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bautisfinancial retweeted
Tune in to discover how Bitcoin mining can provide cash-flowing income, reduce investment risk, and offer a hands-on way to learn about the future of money and technology: bautisfinancial.com/episode-…

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bautisfinancial retweeted
Most investors think they need to buy Bitcoin to profit – but there’s another side of Bitcoin that can generate income. In this week's episode, John Williams is joined by @Beau_Turner21 of Abundant Mines, a company built to make passive crypto infrastructure investing simple...
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bautisfinancial retweeted
In this episode, I break down how parents can thoughtfully & sustainably contribute to their child’s big day. From managing expectations to structuring financial support, here's a practical framework to follow (without jeopardizing your goals): bautisfinancial.com/episode-…

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bautisfinancial retweeted
Your child’s getting married, and you want to help. But how do you give generously without putting your own financial future at risk?
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bautisfinancial retweeted
As 2025 winds down, financial deadlines are stacking up fast. From tax extensions to open enrollment and year-end contribution cutoffs — don’t let key dates slip through the cracks. 👉 Download our Fall Key Planning Postcard to stay ahead: bautisfinancial.com/fall-202…
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bautisfinancial retweeted
2025 tax planning just got a lot more interesting. The OBBBA)could impact everything from SALT deductions to new savings accounts for kids. Tune in as John Williams and I break it down and highlight planning opportunities: bautisfinancial.com/episode-…
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bautisfinancial retweeted
Rental property owners often lost out on potential tax savings due to confusion about classifications & deductions. This checklist takes the guesswork out of the equation, helping you make informed decisions. Download: bautisfinancial.com/wp-conte… Read More: bautisfinancial.com/financia…
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