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 ex ...
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Discover Your Money-Multiplying Superpower With Scott Yamamura
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28:11Most people wait until life forces them to confront their finances. What if you had a ‘financial epiphany’ before that point — and used it to multiply your money, not your stress? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Scott Yamamura – a seasoned financial coach, communications expert, and author of Financial …
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The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
26:37
26:37
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26:37Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Me…
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Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe
17:53
17:53
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17:53Think your assets are safe from lawsuits, creditors, or divorce? Unless they’re in the right kind of trust, your wealth might be more vulnerable than you think. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Antony Joffe, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership…
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How to Find Joy in Your Relationship to Money With Elizabeth Husserl
31:48
31:48
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31:48What if the key to financial freedom isn’t more money – but a better relationship with it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Husserl, a wealth planner and the author of The Power of Enough: Finding Joy in Your Relationship to Money. Together, they explore the deep connections between money, emot…
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What It Means to Be a Fiduciary With John Williams
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35:38Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor, debunking common myths and explaining why the fiduciary standard matters more than ever. In this episode, you will learn: What it truly means to be a …
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Unlocking Wealth Through Self-Storage Investments With Mark Helm
39:58
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39:58Self-storage is one of the most recession-resistant real estate investments, yet many overlook its potential… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mark Helm, Founder of the Q2 Self-Storage brand, developer of the Storage World Analyzer, and bestselling author of Creating Wealth Through Self-Storage, a handy …
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How Blockchain and Digital Trust Will Shape the Future of Finance With Dan Averbukh
31:32
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31:32Blockchain is more than just cryptocurrency — it’s transforming the entire financial industry. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dan Averbukh, Founder of validityBase, which uses blockchain technology to help businesses create globally verifiable, highly credible data. Dan helps listeners understand the c…
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Finish What You Start: The Art of Following Through By Peter Hollins
28:29
28:29
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28:29Are you struggling with procrastination or finding it hard to follow through on your goals? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another in their Book Club series: Finish What You Start: The Art of Following Through, Taking Action, Executing, & Self-Discipline by Peter Hollins. The team shares their in…
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Strategic Real Estate Planning: Navigating Family Wealth Transfer With Amelia Misenheimer
30:21
30:21
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30:21Should you sell, rent, or reinvest an inherited property? The right choice could impact your wealth for years to come. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Amelia Misenheimer, a real estate consultant specializing in helping individuals navigate inherited properties. Together, they discuss the challenges, op…
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How to Reduce Tax Debt With Stephen A. Weisberg
26:27
26:27
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26:27The words “IRS” and “tax debt” can strike fear into the hearts of many, but what if you had an expert guide to help you navigate the process? Whether you’re facing mounting tax debt, undergoing an audit, or just want to stay on the IRS’ good side, this episode is for you. The Agent of Wealth host Marc Bautis is joined by Stephen A. Weisberg, Founde…
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Unlocking Wealth With Car Wash Investments, With Kriss Berg
31:41
31:41
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31:41Did you know that car washes in the United States generate over $15 billion in revenue annually? Yet, most investors overlook them as a serious wealth-building opportunity. Today, we’re diving into why car washes are one of the most underrated investments – and how guest Kriss Berg is using them to generate passive income, scale his portfolio, and …
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Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein
29:53
29:53
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29:53In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Sara Ecklein, Founder of Trust & Honor and host of The Legacy of Love podcast. With over a decade of experience in fiduciary services, Sara specializes in trust administration, special needs trusts, and guiding families through end-of-life planning. Together, they discuss…
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MBA A$AP: Revolutionizing Business Education With John Cousins
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23:09What if you could learn the most valuable parts of an MBA — without spending years in school? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Cousins, an investor, tech founder, and bestselling author who is revolutionizing business education. As the founder of MBA A$AP, a platform that has trained over 30,000 stu…
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Maximize Your 401(k): How Much to Save, and Smart Investment Allocation
26:19
26:19
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26:19In this episode of The Agent of Wealth Podcast, host Marc Bautis is back for the second part in a series on how to maximize your 401(k). Now that you understand the importance of contributing to your retirement plan, the next big questions are: How much should you be saving? and How should you allocate those savings? Marc breaks it all down, from c…
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Building Winning Teams in Sports and Business With Marques Colston
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24:18What does it take to excel in the NFL and the business world? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Marques Colston, Super Bowl Champion and Founding Partner at Champion Venture Partners, to explore how the lessons learned on the field translate into success in business and investing. From his unexpected ri…
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Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin
31:41
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31:41How do you lead with responsibility, build high-performing teams, and inspire action? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin. Whether you’re managing a business,…
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Points, Miles and Wealth: Credit Card Hacks With Elliot Rosenberg
28:15
28:15
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28:15Dreaming of flying first-class, lounging in luxury hotels, or planning your perfect vacation without breaking the bank? What if you could unlock the secrets to doing it all with points and miles you’re already earning — or could be? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elliot Rosenberg, Founder of Hack My Ho…
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Unlocking Hidden Government Grants: How to Find Money You Didn’t Know Existed With Matthew Lesko
20:47
20:47
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20:47Did you know there’s over $2 trillion in free money out there, just waiting to be claimed? Whether you're starting a business, looking to pay for job training, or simply need help with living expenses, government grants and nonprofit funding can make it happen. But most people don’t even know where to start. In this episode of The Agent of Wealth P…
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Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy
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29:08In 2023, side hustles contributed nearly $500 billion to the U.S. economy. Imagine tapping into that potential! Today, we’re diving into how you can start and grow your own side hustle. In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Joan Posivy, a seasoned entrepreneur who has turned side hustles into successful bus…
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Family Meetings: Connecting Hearts and Solving Problems Together With Rebeccah Silence
27:20
27:20
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27:20Imagine a world where every family is built on a foundation of love, clarity and harmony. Where generational trauma is healed, difficult conversations lead to breakthroughs, and relationships aren’t just surviving but thriving. Sounds like a dream, right? Well, today’s guest had made it her mission to turn this vision into reality. In this episode …
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The 2024 Year-End Financial Planning Checklist
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19:00The decisions you make today could have a big impact on your taxes, savings, and investments next year. Are you ready to act? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives into the essential financial planning tasks to complete year-end. With December 31st deadlines looming, Marc provides actionable advice to ensure you're …
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Expert Insights: 1031 Exchanges, DSTs, and Real Estate Investment Strategies With Stephen Haskell
41:51
41:51
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41:51Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones…
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Maximize Your 401(k): Roth vs Pre-Tax Contributions
15:05
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15:05Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how Americans save for the future. Tune in to discover the nuances between Roth and pre-tax contributions, including their immediate and long-term implication…
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Mastering the Art of Time Management With David Buck
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27:00Are you tired of feeling overwhelmed by your to-do list? What if you could transform the way you approach your time, shifting from simply managing it to truly optimizing it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Buck, co-author of The Time-Optimized Life: Moving Everyday Preparation, Execution and Contr…
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Co-Investing: Fractional Ownership in Real Estate With Brian Davis of SparkRental
26:45
26:45
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26:45Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real estate with Brian Davis, co-founder of SparkRental and an expert in passive real estate investing. Brian shares valuable insights on how fractional own…
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Unreasonable Hospitality: Compelling Reasons to Give More Than Expected
23:32
23:32
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23:32Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. Unreasonable Hospitality is a captivating b…
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Understanding The Power of “WE” With Kyle McDowell
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36:30
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36:30Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'm…
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Wealthier: The Investing Field Guide for Millennials With Daniel Solin
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26:05
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26:05Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to h…
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Strategic Planning for a Debt-Free Education With Elizabeth “DrRoz” Rosner
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25:30Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve thei…
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How to Publish a Book Like a Pro With Michele DeFilippo
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21:22Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental auth…
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The Dos and Don'ts for Turnkey Rental Investing With Scott Stanfield
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25:40Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LL…
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How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro
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31:31Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical st…
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Rewiring the Mindset Around Retirement With Kevin Hoover
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26:54In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, an…
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The Benefits to Using a Travel Advisor With Rodney George
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19:58Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need. Tune in to gain val…
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Tax Debt Relief and Resolution With Morgan Q. Anderson
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36:55
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36:55Don’t let tax worries keep you up at night – tune in now and transform your understanding of IRS challenges! In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Morgan Q. Anderson, EA, CEO, Founder of Golden Lion Tax Solutions and the author of Tax Debt Rule #1: There’s ALWAYS a Solution! With over 24 years of experience n…
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Financial Strategies for Blue-Collar Workers With Ken Rusk
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27:44Oftentimes we think about what we want to achieve in life, but how do we plan to get there and accomplish those goals? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ken Rusk. Ken is the founder of Rusk Industries, a bestselling author, entrepreneur, and motivational speaker who achieved WSJ Bestseller status with Blu…
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5 Investing Mistakes You May Not Know You’re Making
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23:06
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23:06Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing mistakes, from chasing trends to succumbing to emotion-driven decisions, and gain invaluable strategies to steer your financial ship towards calmer, sma…
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How to Proactively Mitigate Conflict When Estate Planning With Kat Newport
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23:47
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23:47Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fer…
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Lessons from an All-In Life With Jeanne Collins
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25:13Do you often find yourself hesitating before a big decision, or weighing the pros and cons? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins’ first book, and it wa…
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Financial Documents: What to Save and How Long to Keep Them
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18:17As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long? In this episode, you will learn: The …
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How to Plan a Winning Business Transition With Laurie Barkman
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22:12100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 m…
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Lessons From "Thinking in Bets" By Annie Duke
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21:22In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke. Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and m…
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Ready to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years of experience. Hewitt is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the…
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How to Determine the Difference Between Wants and Needs
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16:54Picture this: You’re working hard and generating income, but still it feels like you’re treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you back. In this episode of The Agent of Wealth Podcast, host Marc Bautis distinguishes the difference between wants and needs. Whether you’re struggling to …
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Diversification into Precious Metals With Michael Arries
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22:17In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Arries. Michael is an experienced advisor in the field of precious metals, having traded gold and silver for almost 25 years. In 2010, he embarked on his professional career with McAlvany Precious Metals, a family-owned business with a 50-year legacy in the indust…
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Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone
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19:56
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19:56In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts. Dr. Jeff Anzalone shares his transformative journey from a practicing periodontist to a leading advocate for holistic wealth. Discover the pivotal moment that s…
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How to Master Your Reading Habits With Nick Hutchinson
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32:22In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers, host of BookThinkers: Life Changing Books, and author of Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn. Nick has dedicated his life to helping millions of readers take action on the inf…
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How to Create a 9-5 Paycheck Without a 9-5 Job With Jen Paterson
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25:03In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas, a money coaching company that supports female entrepreneurs or mompreneurs who need financial assistance with their businesses. Jen recounts her journey from being a financial advisor to recognizing the lack of tailored financial edu…
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How to Breakthrough Burnout and Go From Stress to Success With Dr. Lance Knaub
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28:51In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast, host Marc Bautis sat down with special guest Dr. Lance …
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Proven Ways to Acquire and Retain Clients With Richard Weylman
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25:58Getting a client is just the beginning. To successfully retain a client for life, business owners should seek to exceed the client’s expectations — turning them into advocates. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Richard Weylman, a business expert, serial entrepreneur, author, philanthropist, and keynote sp…
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