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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

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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19:00

The 2024 Year-End Financial Planning Checklist

The Agent of Wealth ·

2024/11/22

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, host Marc Bautis dives into the essential financial planning tasks to complete year-end. With December 31st deadlines looming, Marc provides actionable advice to ensure you're maximizing your financial opportunities and staying ahead of potential tax pitfalls.In this episode, you will learn:How to leverage tax-loss harves...

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41:51

Expert Insights: 1031 Exchanges, DSTs, and Real...

The Agent of Wealth ·

2024/11/15

Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones. Whether you’re an experienced investor or just getting started, this episode is packed with actionable insights to help you build wealth and dive...

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15:05

Maximize Your 401(k): Roth vs Pre-Tax Contributions

The Agent of Wealth ·

2024/11/01

Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how Americans save for the future. Tune in to discover the nuances between Roth and pre-tax contributions, including their immediate and long-term implications.The second part in this series will be live on November 8, 2024.In this episode, you will learn:The evolution and history of the 401(k) and its i...

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27:00

Mastering the Art of Time Management With David Buck

The Agent of Wealth ·

2024/10/18

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 The Agent of Wealth Podcast, host Marc Bautis is joined by David Buck, co-author of The Time-Optimized Life: Moving Everyday Preparation, Execution and Control from Finite to Infinite. With over 35 years of experience in organizational and time management, he founded Kairos Management Solutions and the ...

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26:45

Co-Investing: Fractional Ownership in Real Estate...

The Agent of Wealth ·

2024/10/04

Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real estate with Brian Davis, co-founder of SparkRental and an expert in passive real estate investing. Brian shares valuable insights on how fractional ownership allows investors to diversify their portfolios and minimize risks while accessing opportunities that may have previously seemed out of reach...

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23:32

Unreasonable Hospitality: Compelling Reasons to Give...

The Agent of Wealth ·

2024/09/20

Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. Unreasonable Hospitality is a captivating book about how going above and beyond can create unforgettable experiences for customers, or clients. Discover actionable takeaways, inspiring ...

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36:30

Understanding The Power of “WE” With Kyle McDowell

The Agent of Wealth ·

2024/09/06

Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'me' mindset to a 'WE' culture. Discover the '10 WEs' that can revolutionize your team's dynamics and drive unparalleled success. Tune in to fin...

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26:05

Wealthier: The Investing Field Guide for Millennials...

The Agent of Wealth ·

2024/08/23

Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to help younger generations navigate their financial journey with confidence. Discover essential strategies for managing debt, making smart investments...

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25:30

Strategic Planning for a Debt-Free Education With...

The Agent of Wealth ·

2024/08/09

Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve their educational dreams without the debilitating weight of student loan debt. Her unique blend of knowledge, strategic insight, and a commitment to co...

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21:22

How to Publish a Book Like a Pro With Michele DeFilippo

The Agent of Wealth ·

2024/07/26

Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental author advocate. With more than 50 years of experience in book publishing, Michele is on a mission to help authors ask the right questions to make info...

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25:40

The Dos and Don'ts for Turnkey Rental Investing With...

The Agent of Wealth ·

2024/07/19

Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LLC. Discover how Scott transitioned from a career in engineering to building a successful portfolio valued at over $3 million, and explore his strat...

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31:31

How Small to Medium-Sized Businesses Should Deal With...

The Agent of Wealth ·

2024/07/12

Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical steps in starting a business to navigating complex regulatory environments. Discover practical advice on drafting solid contracts, resolving disputes...

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26:54

Rewiring the Mindset Around Retirement With Kevin Hoover

The Agent of Wealth ·

2024/07/05

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, and embrace flexible retirement approaches that suit your lifestyle. In this episode, you will learn:Why there is a need for a mindset shift reg...

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19:58

The Benefits to Using a Travel Advisor With Rodney...

The Agent of Wealth ·

2024/07/01

Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need.Tune in to gain valuable insights on maximizing your travel experience!In this episode, you will learn:What luxury travel is.The physical and mental benefits to travel...

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26:54

The Benefits to Using a Travel Advisor With Rodney...

The Agent of Wealth ·

2024/06/28

Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need.Tune in to gain valuable insights on maximizing your travel experience!In this episode, you will learn:What luxury travel is.The physical and mental benefits to travel...

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36:55

Tax Debt Relief and Resolution With Morgan Q. Anderson

The Agent of Wealth ·

2024/06/20

Don’t let tax worries keep you up at night – tune in now and transform your understanding of IRS challenges!In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Morgan Q. Anderson, EA, CEO, Founder of Golden Lion Tax Solutions and the author of Tax Debt Rule #1: There’s ALWAYS a Solution! With over 24 years of experience navigating the complexities of IRS and state tax agencies, Morgan is a seasoned expert in resolving tax debt issues. Discover the real stories b...

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27:44

Financial Strategies for Blue-Collar Workers With Ken...

The Agent of Wealth ·

2024/06/14

Oftentimes we think about what we want to achieve in life, but how do we plan to get there and accomplish those goals?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ken Rusk. Ken is the founder of Rusk Industries, a bestselling author, entrepreneur, and motivational speaker who achieved WSJ Bestseller status with Blue-Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life. He hosts the podcast "Comfort Peace & Freedom" and empowers indi...

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23:06

Episode 208 - 5 Investing Mistakes You May Not Know...

The Agent of Wealth ·

2024/06/06

Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing mistakes, from chasing trends to succumbing to emotion-driven decisions, and gain invaluable strategies to steer your financial ship towards calmer, smarter waters. Tune in now and transform your approach to investing!In this episode, you will learn:What action bias and recency bias is, and the app...

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23:47

How to Proactively Mitigate Conflict When Estate...

The Agent of Wealth ·

2024/05/30

Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fervent commitment to using conflict as a catalyst for growth and innovation, Kat empowers individuals and organizations to thrive. Tune in to le...

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265 results

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