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.
Episodes
281 episodes
Planning for Long-Term Care Without Panic or Fear, With Raymond Levine
Most people assume Medicare will cover long-term care — until they discover, often too late, that it won’t.In this episode of The Agent of Wealth, co-host John Williams s...
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Episode 282
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26:18
The Human Touch in a Tech-Driven Banking World With Walt Postlewait
Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business?In this episode of
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Episode 281
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32:19
The AI Scam Wave: Deepfakes, Voice Clones, and Your Bank Account With Robert Siciliano
As wealth transfers across generations, cybercriminals are positioning themselves to intercept it.In this episode of The Agent of Wealth, host
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Episode 280
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36:43
How Investment Fees Work With John Williams, CFP®
Paying investment fees is normal. Not knowing what you’re paying isn’t.Research shows that many investors underestimate — or completely overlook — the true cost of investing, with
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Episode 279
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18:23
Precious Metals in a Shifting Monetary System With David Morgan
Are gold and silver simply relics of the past, or critical tools for navigating what may be the next major shift in the global monetary system?In this episode of The Agent of...
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Episode 278
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31:26
Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel
What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but not for collaboration, uncertainty, o...
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Episode 277
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29:23
Communicating with Purpose: Insights from Supercommunicators by Charles Duhigg
What if the biggest communication breakthroughs have less to do with what you say — and more to do with how well you listen?In this episode of The Agent of Wealth Podcast...
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Episode 276
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25:43
The Small Business Owner’s Guide to Leveraging Technology With David Quick
AI is reshaping the business world — but for small business owners, the biggest danger isn’t the technology itself. It’s adopting it without truly understanding your processes.In this episode of
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Episode 275
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22:57
How to Navigate the World of Senior Living With Melina Owusu
Navigating senior care can be overwhelming — but with the right guidance, it doesn’t have to be.In this episode of The Agent of Wealth, co-host
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Episode 274
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30:46
Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers
Most entrepreneurs look for flashy industries with big margins… but what if the real opportunity is hiding in the last place you’d ever think to look?In this episode of The A...
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Episode 273
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30:19
Trusts Made Simple: Estate Planning Insights With Tom Szieber
Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve.In this episode of The Agent of Wealth Podcast
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Episode 272
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37:28
How to Break Into the Drone Business With Damon Darnall
What if the next major wave of entrepreneurship is happening 400 feet above your head? The drone industry is unlocking six-figure business opportunities for early movers.In this episode of
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Episode 271
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35:04
The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky
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.In this episode of
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Episode 270
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37:14
The Hidden Potential of Bitcoin Mining With Beau Turner
Most investors think they need to buy Bitcoin to profit – but there’s another side of cryptocurrency that can generate steady income… In this episode of The Agent of Wea...
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Episode 269
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37:10
The Parents’ Guide: Contributing To Your Child’s Wedding
Your child’s getting married — and you want to help. But how do you give generously without putting your own financial future at risk?In this episode of The Agent of Wealth P...
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Episode 268
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15:58
The Cost of Poor Estate Planning With Eric Kaplan
Poor estate planning can leave your family with confusion, conflict, and unnecessary costs — but it doesn’t have to.In this episode of The Agent of Wealth Podcast, host <...
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Episode 267
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26:21
Legal Wellness Made Simple With Danny Karon
Legal issues affect everyone, yet most of us navigate them blindly — until it’s too late. What if you could take control of your legal wellness the same way you manage your finances or health?In this episode of
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Episode 266
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22:52
The Hidden Cost of Staying in a Career That’s Draining You With Rachel Spekman
Many professionals push through unfulfilling careers, but at what hidden cost to their lives, goals, and well-being?In this episode of The Agent of Wealth Podcast, host <...
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Episode 265
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24:16
The One Big Beautiful Bill Act: Key Provisions to Know
The One Big Beautiful Bill Act (OBBBA) – a sweeping piece of tax legislation that impacts everything from deductions to child savings accounts – has been passed. Do you know what it means for your financial plan?In this episode ...
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Episode 264
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32:57
The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
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
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Episode 263
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28:33
How to Help Your Adult Children Buy a Home
Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?”In this episode of The Agent of Wealth Podcast
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Episode 262
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18:26
The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin
The business of education is rapidly evolving — from homeschooling and private schools to special education programs and investor interest. But how does it all fit together, and where are the biggest opportunities and challenges ahead?In...
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Episode 261
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32:57
The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
AI is transforming wealth management – but what does that really look like for financial advisors and their clients?In this episode of The Agent of Wealth Podcast, host <...
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Episode 260
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19:43
Dividend Strategies for Generational Wealth With Roger Conrad
A note from your host: My guest’s audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us!What if your portfolio could pa...
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Episode 259
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20:45
Unlocking Private A.I. Investment Opportunities With Mike Ivancie
The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action?In this episode of
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Episode 258
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31:12