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July 31, 2025 24 mins

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!

Resources:

Episode Transcript & Blog | Sherri Matheney: 417-763-0295 | healthinsurancewithsherri.com | healthinsurancewithsherri@gmail.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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