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
262 episodes
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
What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady
What if your dream home is hiding dangers you can’t see? From undisclosed environmental risks to costly repair needs, the wrong surprise can turn homeownership into a financial headache.In this episode of
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Episode 257
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18:07
Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney
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 P...
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Episode 256
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24:52
How to Create and Grow a Roth IRA For Your Children
Whether your child has earned income from a part-time job, or is working for a family business, a Roth IRA can be a game-changing tool for their financial future – but it must be done correctly. In this episode of
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Episode 255
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14:52
Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book
Most businesses fight for market share – but what if you could make the competition irrelevant?In this episode of The Agent of Wealth Podcast, the Bautis Financial team d...
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Episode 254
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27:11
Turning Marriage Into An Asset With Dr. Travis Parry
Business partners draft contracts. Investment partners sign agreements. But when it comes to marriage – one of the most important partnerships of all – too many couples skip the financial conversations that matter most.In this episode of...
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Episode 253
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42:50
Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD
What’s harder than building a successful family business? Handing it off to the next generation. Passing on a successful family business is one of the most complex – and often avoided – transitions a family can face. In this episode...
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Episode 252
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33:20
Energetic Wealth: The Missing Link to Women’s Financial & Emotional Liberation With Egle Aleknaviciute
There are countless strategies to build wealth – but what if the key to lasting success lies in the energy behind those strategies? In this episode of The Agent of Wealt...
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Episode 251
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23:39
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