Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

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The Agent of Wealth

Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney

July 31, 2025 • Marc Bautis • Episode 256

Health insurance can make or break a small business’ financial strategy – yet many owners overlook it or overspend on the wrong plans.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Sherri Matheney, award-winning insurance agent and “Healthcare Hero,” to demystify the health insurance maze for business owners. Sherri shares how to choose the right coverage, avoid costly mistakes, and use health insurance as a tool to protect both your business and employees.

In this episode, you will learn:

How the right health insurance strategy can significantly reduce financial risk.
Common pitfalls small business owners make when selecting health plans — and how to avoid them.
When to consider individual vs. group coverage and how to transition as your business grows.
Key factors to evaluate during open enrollment and upcoming regulatory changes to watch.
And more!

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