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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

31:28

Busy Isn’t Productive: How to Measure What Actually...

The Agent of Wealth ·

2026/04/17

Most business owners think the path to growth is doing more — but what if that mindset is actually holding you back? In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by David McGhee, a Business Performance Coach with over 20 years of experience helping six-figure business owners scale to seven figures — without burning out. David shares why focusing less on growth can actually accelerate it, and how aligning your vision, leadership, and daily operations is the r...

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25:46

Unconventional Money Wisdom for Single Parents With...

The Agent of Wealth ·

2026/04/10

After discovering a community of 470,000 single parents, one expert realized something surprising: no one was teaching the practical side of doing it alone. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Pat Hankin, business professional, parenting expert, and author of The Field Guide for Single Parents — a practical, no-fluff resource designed to help solo parents navigate the real-world challenges of money, time, and support systems. In this episode, you will...

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28:06

Winning the Rent Game: Tips From Justin Pogue

The Agent of Wealth ·

2026/03/27

Most renters accept the listed price — but what if that’s your biggest mistake? In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Justin Pogue, founder of Rental Secrets, to uncover how renters can better understand landlord psychology — and use it to their advantage. In this episode, you will learn: Why landlords are highly motivated to fill vacancies — and how that creates opportunity for renters.How leasing agents create urgency (and how to avoid falling in...

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24:31

Investing in Senior Living Real Estate With Radhika...

The Agent of Wealth ·

2026/03/13

America’s aging population is creating one of the most powerful demographic trends of the next two decades — and it’s reshaping opportunities in real estate. But senior living is far more complex than traditional multifamily investing. From staffing challenges to operational improvements and investor structures, understanding the sector requires a unique blend of healthcare expertise and real estate strategy. In this episode of The Agent of Wealth, host Marc Bautis is joined by Radhika Rastog...

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29:36

Upstream: The Quest to Solve Problems Before They...

The Agent of Wealth ·

2026/03/06

What if the best way to solve problems… is to stop them from happening in the first place? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another book in their Book Club series: Upstream: The Quest to Solve Problems Before They Happen by Dan Heath. Through real-world examples and insights from the book, the team explores why organizations often get stuck reacting to problems instead of preventing them — and what it takes to shift toward upstream thinking. ...

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44:20

When Success Becomes Fragile: The Hidden Risks Inside...

The Agent of Wealth ·

2026/02/27

What happens when systems designed to succeed are actually built to fail? In today’s episode, we explore why growth-at-all-costs can undermine even the most well-intentioned organizations. In this episode of The Agent of Wealth, co-host John Williams is joined by Eugene Theodore, strategist, former photojournalist, and author of Built to Collapse, to uncover the hidden forces shaping modern business, innovation, and leadership. In this episode, you will learn: Why hard work alone isn’t enough...

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23:31

Excellence vs. Perfection In Money and Health With...

The Agent of Wealth ·

2026/02/20

Perfection is a trap. Excellence is a system. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stanley Bronstein — attorney, CPA, life coach, and creator of The Way of Excellence — to explore the powerful difference between perfection and excellence, and why that distinction can transform your health, wealth, and life. After losing more than 220 pounds and maintaining that transformation for nearly 17 years, Stanley shares the mindset shift that made lasting chang...

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25:46

Inside Mobile Home Park Investing With Leo Young

The Agent of Wealth ·

2026/02/13

Affordable housing. Durable cash flow. And an asset class that historically outperformed during recessions. In this episode of The Agent of Wealth, co-host John Williams is joined by Leo Young, Founder and Managing Partner of Cornell Communities, a real estate investment firm focused on acquiring and operating manufactured housing communities across the United States. With experience spanning more than $75 million in transactions — and a career path that includes working at Tesla and on the a...

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26:18

Planning for Long-Term Care Without Panic or Fear,...

The Agent of Wealth ·

2026/02/06

Most people assume Medicare will cover long-term care — until they discover, often too late, that it won’t. In this episode of The Agent of Wealth, co-host John Williams sits down with Raymond Levine, founder of Lavine LTC Benefits, to unpack one of the most misunderstood areas of financial planning: long-term care. From defining what long-term care actually means to exploring where care is delivered, how it’s paid for, and why planning ahead creates more control and dignity, this conversatio...

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32:19

The Human Touch in a Tech-Driven Banking World With...

The Agent of Wealth ·

2026/01/30

Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business? In this episode of The Agent of Wealth, host Marc Bautis is joined by Walt Postlewait, a longtime banking and credit risk leader with more than 20 years of experience in commercial lending, financial innovation, and access to capital. Walt is the Co-Founder of Portfolio Watch and Chief Credit Officer at MStreetX, and over hi...

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36:43

The AI Scam Wave: Deepfakes, Voice Clones, and Your...

The Agent of Wealth ·

2026/01/23

As wealth transfers across generations, cybercriminals are positioning themselves to intercept it. In this episode of The Agent of Wealth, host Marc Bautis is joined by Robert Siciliano, one of the nation’s most trusted authorities on cybersecurity, identity theft, and fraud prevention. Robert is a private investigator, Certified Speaking Professional, bestselling author, and the creator of The Strategic Human Firewall™. You’ve likely seen him on CNN, MSNBC, Fox, or The Today Show, helping mi...

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18:23

How Investment Fees Work With John Williams, CFP®

The Agent of Wealth ·

2026/01/16

Paying investment fees is normal. Not knowing what you’re paying isn’t. Research shows that many investors underestimate — or completely overlook — the true cost of investing, with more than 20% believing they pay no fees at all. In this episode of The Agent of Wealth Podcast, co-host John Williams, CFP®, breaks down the often-misunderstood world of investment fees. He explains the different ways fees show up, where to find them, and how to evaluate whether the value you’re receiving truly ju...

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31:26

Precious Metals in a Shifting Monetary System With...

The Agent of Wealth ·

2026/01/09

Are gold and silver simply relics of the past, or critical tools for navigating what may be the next major shift in the global monetary system? In this episode of The Agent of Wealth, host Marc Bautis is joined by David Morgan, a precious metals analyst and monetary system critic with more than four decades of experience. David is the co-author of The Silver Manifesto, publisher of The Morgan Report, and creator of the documentary Silver Sunrise. Together, they cut through the hype to explore...

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29:23

Money, Meaning & Momentum: Preparing Early Careers...

The Agent of Wealth ·

2025/12/26

What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but not for collaboration, uncertainty, or real-world decision-making — including money In this episode of The Agent of Wealth, co-host John Williams is joined by Simon Holzapfel, co-founder and CFO of L-EAF Lab, an innovation incubator designed to give students real-world, hands-on experience before t...

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25:43

Communicating with Purpose: Insights from...

The Agent of Wealth ·

2025/12/19

What if the biggest communication breakthroughs have less to do with what you say — and more to do with how well you listen? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another book in their Book Club series: Supercommunicators: How to Unlock the Secret Language of Connection by Charles Duhigg, bestselling author of The Power of Habit. As conversations around AI, polarization, and digital communication continue to grow louder, this episode explores why ...

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22:57

The Small Business Owner’s Guide to Leveraging...

The Agent of Wealth ·

2025/12/12

AI is reshaping the business world — but for small business owners, the biggest danger isn’t the technology itself. It’s adopting it without truly understanding your processes. In this episode of The Agent of Wealth, co-host John Williams is joined by David Quick — IT veteran, founder of Total Cover IT, and author of Winning with Tech in the Age of AI. David shares insights from 25 years in technology and business, revealing how small businesses can leverage AI safely, strategically, and prof...

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30:46

How to Navigate the World of Senior Living With...

The Agent of Wealth ·

2025/12/05

Navigating senior care can be overwhelming — but with the right guidance, it doesn’t have to be. In this episode of The Agent of Wealth, co-host John Williams is joined by Melina Owusu, Certified Senior Advisor and owner of CarePatrol of Metro North New Jersey, who helps families find safe, personalized senior living options — from independent living to assisted living and memory care — at no cost to the family. In this episode, you will learn: The key differences between independent living, ...

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30:19

Luxury in the Unexpected: The Entrepreneur Who...

The Agent of Wealth ·

2025/11/28

Most entrepreneurs look for flashy industries with big margins… but what if the real opportunity is hiding in the last place you’d ever think to look? In this episode of The Agent of Wealth, co-host John Williams is joined by David Sauers, co-founder of Royal Restrooms — the company that transformed the portable restroom experience from dreaded necessity to unexpected luxury. David shares the origin story behind Royal Restrooms, how he scaled a simple idea into a national franchise, and what ...

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37:28

Trusts Made Simple: Estate Planning Insights With Tom...

The Agent of Wealth ·

2025/11/21

Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve. In this episode of The Agent of Wealth Podcast, John Williams is joined by Tom Szieber, a North New Jersey estate planning attorney who helps families build thoughtful, tax-efficient, and practical estate plans. Together, they break down the real purpose of trusts, when they make sense, and how to know which type may be right for you. In this episode, you will learn: ...

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35:04

How to Break Into the Drone Business With Damon Darnall

The Agent of Wealth ·

2025/11/14

What if the next major wave of entrepreneurship is happening 400 feet above your head? The drone industry is unlocking six-figure business opportunities for early movers. In this episode of The Agent of Wealth Podcast, John Williams is joined by Damon Darnall — “The Drone Boss” — to explore where the drone industry is heading, how entrepreneurs are capitalizing on emerging verticals, and why automation, AI, and air-mobility systems are shaping a multi-billion-dollar future. In this episode, y...

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290 results

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