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
249 episodes
Staying Put and Staying Secure: How Reverse Mortgages Can Empower Retirees With Kevin Guttman
If your retirement plan includes staying in your home, you’ll want to hear this conversation…In this episode of The Agent of Wealth Podcast, host
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Episode 250
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23:15
ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi
Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees. In this episode of
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Episode 249
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35:29
How Smart Investing Can Solve the Affordable Housing Crisis With Samuel Sells
Most real estate investors chase returns. Few also aim to lift people out of poverty. Samuel Sells does both. In this episode of The Agent of Wealth Podcast, host
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Episode 248
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26:31
How Inflation Distorts Markets With Ivan Pavlovic
Why do prices keep rising – even when productivity increases? And who really controls the money supply?In this episode of The Agent of Wealth Podcast, host
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Episode 247
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50:18
Financial Therapy: The Missing Piece in Retirement Planning With John Hankins
We often hear people say, “I know I have enough money, but I still feel scared.” When unresolved feelings stay buried, they often manifest as behaviors – like overspending or understanding – that are hard to explain. Talking about those feeling...
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Episode 246
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27:34
A Guide to Investing in Section 8 Real Estate With Michael Curadossi
What if your rental income was government-backed — and your tenants stayed nearly a decade? Meet the investor who built an $8 million net worth doing exactly that…In this episode of
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Episode 245
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29:23
Discover Your Money-Multiplying Superpower With Scott Yamamura
Most 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
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Episode 244
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28:11
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