The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman 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.

All Episodes

The Agent of Wealth

The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman

September 19, 2025 • Marc Bautis • Episode 263

Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide to Building Wealth and Independence. Drawing on decades of corporate leadership and financial advising experience, Steve and Mark share how their book helps readers — especially Gen Z and young professionals — gain confidence, clarity, and control over their money.

In this episode, you will learn:

Why financial literacy is still missing in schools—and how to fill the gap.
The 50/20/30 spending model, and why saving should come before “wants.”
How small, consistent steps (like automating savings) build lifelong wealth.
Why defining your personal version of financial freedom is more important than chasing a big number.
And more!

Resources:

Episode Transcript & Blog | simpleroadbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call