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
242 episodes
The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
Most 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
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Episode 243
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26:37
Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe
Think 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
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Episode 242
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17:53
How to Find Joy in Your Relationship to Money With Elizabeth Husserl
What 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
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Episode 241
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31:48
What It Means to Be a Fiduciary With John Williams
Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and
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Episode 240
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35:38
Unlocking Wealth Through Self-Storage Investments With Mark Helm
Self-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...
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Episode 239
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39:58
How Blockchain and Digital Trust Will Shape the Future of Finance With Dan Averbukh
Blockchain is more than just cryptocurrency — it’s transforming the entire financial industry. In this episode of The Agent of Wealth Podcast, host
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Episode 238
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31:32
Finish What You Start: The Art of Following Through By Peter Hollins
Are 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 a...
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Episode 237
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28:29
Strategic Real Estate Planning: Navigating Family Wealth Transfer With Amelia Misenheimer
Should 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
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Episode 236
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30:21
How to Reduce Tax Debt With Stephen A. Weisberg
The 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 si...
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Episode 235
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26:27
Unlocking Wealth With Car Wash Investments, With Kriss Berg
Did you know that car washes in the United States generate over $15 billion in revenue annually? Yet, most investors overlook them as a serious wealth-building opportunity. Today, we’re diving into why car washes are one of the most underrated ...
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Episode 234
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31:41
Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Sara Ecklein, Founder of
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Episode 233
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29:53
MBA A$AP: Revolutionizing Business Education With John Cousins
What 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
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Episode 232
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23:09
Maximize Your 401(k): How Much to Save, and Smart Investment Allocation
In this episode of The Agent of Wealth Podcast, host Marc Bautis is back for the second part in a series on how to maximiz...
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Episode 231
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26:19
Building Winning Teams in Sports and Business With Marques Colston
What does it take to excel in the NFL and the business world? In this episode of The Agent of Wealth Podcast, host Ma...
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Episode 230
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24:18
Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin
How do you lead with responsibility, build high-performing teams, and inspire action? In this episode of The Agent of Wealth Podcast, the
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Episode 229
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31:41
Points, Miles and Wealth: Credit Card Hacks With Elliot Rosenberg
Dreaming 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?
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Episode 228
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28:15
Unlocking Hidden Government Grants: How to Find Money You Didn’t Know Existed With Matthew Lesko
Did 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 ca...
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Episode 227
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20:47
Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy
In 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
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Episode 226
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29:08
Family Meetings: Connecting Hearts and Solving Problems Together With Rebeccah Silence
Imagine 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 dr...
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Episode 225
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27:20
The 2024 Year-End Financial Planning Checklist
The 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, hos...
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Episode 224
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19:00
Expert Insights: 1031 Exchanges, DSTs, and Real Estate Investment Strategies With Stephen Haskell
Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host
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Episode 223
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41:51
Maximize Your 401(k): Roth vs Pre-Tax Contributions
Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Baut...
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Episode 222
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15:05
Mastering the Art of Time Management With David Buck
Are 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
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Episode 221
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27:00