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PODCAST

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

business investing

All Episodes

28:11

Discover Your Money-Multiplying Superpower With Scott...

The Agent of Wealth ·

2025/05/02

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 The Agent of Wealth Podcast, host Marc Bautis is joined by Scott Yamamura – a seasoned financial coach, communications expert, and author of Financial Epiphany: Discover Your Ability to Multiply Money and Reimagine Your Financial Life. With over experience blending communication, design, and finan...

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26:37

The Summit Method: How to Build a Life Plan for...

The Agent of Wealth ·

2025/04/25

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 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 Method: A 3-Step Strategy for Success in Self, Wealth, and Community. Aliki shares her transformative “Summit Method,” which guides individuals i...

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17:53

Your Trust, Your Rules: The Power of Perpetual Trusts...

The Agent of Wealth ·

2025/04/18

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 The Agent of Wealth Podcast, host Marc Bautis is joined by Antony Joffee, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership, Sterling Trustees has grown to manage over $10 billion in assets, providing independent, conflict-free trust administration services. Antony is ...

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31:48

How to Find Joy in Your Relationship to Money With...

The Agent of Wealth ·

2025/04/11

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 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, emotions, and fulfillment, offering a fresh perspective on how financial planning can align with what truly matters most. In this episode, you will lea...

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35:38

What It Means to Be a Fiduciary With John Williams

The Agent of Wealth ·

2025/04/04

Not 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 fiduciary financial advisor — and why it should matter to every client.How to determine if your financial advisor is legally obligated to act in yo...

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39:58

Unlocking Wealth Through Self-Storage Investments...

The Agent of Wealth ·

2025/03/28

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 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 roadmap for investors to navigate the competitive self-storage market. In this episode, you will learn: How self-storage compares to other re...

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31:32

How Blockchain and Digital Trust Will Shape the...

The Agent of Wealth ·

2025/03/21

Blockchain 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 coming revolution in digital trust and the role blockchains and modern cryptography will play in transforming how companies do business in the digit...

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28:29

Finish What You Start: The Art of Following Through...

The Agent of Wealth ·

2025/03/14

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 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 insights on how to overcome procrastination, stick with commitments, and build self-discipline — key concepts that not only apply to personal dev...

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30:21

Strategic Real Estate Planning: Navigating Family...

The Agent of Wealth ·

2025/03/07

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 Marc Bautis is joined by Amelia Misenheimer, a real estate consultant specializing in helping individuals navigate inherited properties. Together, they discuss the challenges, opportunities, and key considerations when deciding whether to keep, sell, or reinvest inherited real estate. In this episode, you will learn: The ke...

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26:27

How to Reduce Tax Debt With Stephen A. Weisberg

The Agent of Wealth ·

2025/02/28

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 side, this episode is for you. The Agent of Wealth host Marc Bautis is joined by Stephen A. Weisberg, Founder and Lead Attorney of The W Tax Group, who has helped countless individuals and businesses resolve their tax challenges. In this episode, yo...

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31:41

Unlocking Wealth With Car Wash Investments, With...

The Agent of Wealth ·

2025/02/21

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 investments – and how guest Kriss Berg is using them to generate passive income, scale his portfolio, and slash his taxes. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kriss Berg, a serial entrepreneur who made a name fo...

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29:53

Trust and Honor: A Heartfelt Approach to Estate...

The Agent of Wealth ·

2025/02/14

In 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 how proactive estate planning can prevent common pitfalls and ensure a smooth financial transition for loved ones. In this episode, you will l...

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23:09

MBA A$AP: Revolutionizing Business Education With...

The Agent of Wealth ·

2025/02/07

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 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 students across 165 countries, John has distilled the traditional MBA into an accessible, fast-track learning experience. Tune in to disco...

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26:19

Episode 231 - Maximize Your 401(k): How Much to Save,...

The Agent of Wealth ·

2025/01/31

In 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 contribution strategies to investment options, so you can build a retirement portfolio that aligns with your goals. In this episode, you will learn:...

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24:18

Building Winning Teams in Sports and Business With...

The Agent of Wealth ·

2025/01/24

What 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 rise as an NFL standout to becoming a trailblazing entrepreneur, Marques shares the mindset and philosophy that have fueled his achievements. His deca...

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31:41

Extreme Ownership: How U.S. Navy Seals Lead and Win...

The Agent of Wealth ·

2025/01/17

How 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, a family, or your personal goals, these leadership principles can transform how you approach challenges.In this episode, we discuss:What “Extreme O...

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28:15

Points, Miles and Wealth: Credit Card Hacks With...

The Agent of Wealth ·

2025/01/10

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? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elliot Rosenberg, Founder of Hack My Honeymoon, to uncover the secrets of turning everyday spending into nearly-free luxury travel. Elliot, an expert in helping high-spenders and bu...

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20:47

Unlocking Hidden Government Grants: How to Find Money...

The Agent of Wealth ·

2025/01/03

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 can make it happen. But most people don’t even know where to start. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Lesko — the expert on uncovering hidden funding opportunities — to help you unlock the secrets to fre...

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29:08

Low-Cost and No-Cost Side Hustles to Start Today With...

The Agent of Wealth ·

2024/12/20

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 The Agent of Wealth Podcast, host Marc Bautis sits down with Joan Posivy, a seasoned entrepreneur who has turned side hustles into successful business ventures. Joan is also the author of the best-selling book The Way Success Works and the host of the Side Hustle Hero podcast.In this episode,...

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27:20

Family Meetings: Connecting Hearts and Solving...

The Agent of Wealth ·

2024/12/06

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 dream, right? Well, today’s guest had made it her mission to turn this vision into reality.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rebeccah Silence, a Self Healing and Relationship Expert, award-winning author, and tr...

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264 results

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