The Agent of Wealth

Every year, the American Psychological Association surveys people across the United States about stress: its sources; its intensity; and how people are responding to stressors. The 2020 survey found that nearly 2 in 3 adults (64%) said that money is a significant source of stress in their life, and this statistic wasn’t surprising -- “Regardless of the economic climate,” APA CEO Norman B. Anderson...

The #1 mistake entrepreneurs make is building a business that relies too heavily on them. So, when the time comes to sell, prospective buyers aren’t confident in the company’s future — whether it’s profitable or not. In this episode of The Agent of Wealth Podcast , Marc Bautis is joined by John Warrilow, the founder of The Value Builder System™, a practice management software for business advisors...

If you’re hoping to sell your business, we have some bad news: According to Steve Forbes, 8 out of 10 businesses will never sell. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Michelle Seiler Tucker, an expert in the business of selling businesses. Seiler Tucker is a business broker with over 20 years of experience and over a thousand businesses bought and sold. Sh...

Did you know that only 9% of U.S. adults eat enough vegetables daily, and only 12% eat enough fruit? This data, according to the CDC , is shocking. But it’s why host Marc Bautis and John Williams brought Caryn O’Sullivan, a Clinical Nutrition expert and Integrative Clinical Health Coach, onto the show. O’Sullivan has spent the last 15 years helping people take charge of their health by digging dee...

Resilient, [adjective]: capable of withstanding shock without permanent deformation or rupture; tending to recover from or adjust easily to misfortune or change. In this episode of The Agent of Wealth podcast , Marc Bautis and John Williams speak with Dr. Eva Selhub — an internationally recognized expert, physician, speaker, scientist, executive leadership and performance coach and consultant in t...

Adults between the ages of 18-64 need seven to nine hours of sleep per night. However, 35.2% of all adults in the U.S. report sleeping on average for less than seven hours per night. In this episode of The Agent of Wealth podcast , Marc Bautis speaks with Dr. Michael Gradisar, a sleep scientist, sleep practitioner, sleep teacher and leader of WINK Sleep , a group of sleep scientists and therapists...

69% of parents say that if they knew more positive parenting strategies, they would use them. To those parents, you’re in the right place. In this episode of The Agent of Wealth podcast , Marc Bautis speaks with Maria Sanders, a licensed social worker and certified parent coach who specializes in the areas of child development, conscious parenting and social/emotional development to support parent...

Did you know that approximately 75% of Americans eat excess amounts of sugar, many of whom could be classified as having a sugar addiction? In this episode of The Agent of Wealth podcast , Marc Bautis and John Williams invite Dr. Vera Tarman on the show. Tarman is a clinical physician, author, speaker and food addiction expert who believes that an addiction to sugar can be as treacherous as an add...

You can’t enjoy wealth if you’re not in good health, right? Though sometimes overstated, the saying “health is wealth” — a variation of American philosopher Ralph Waldo Emerson’s writings — rings true for a variety of reasons. In this episode of The Agent of Wealth podcast , Marc Bautis invites John Williams , Wealth Advisor at Bautis Financial, on to the show to discuss health in the form of move...

Airbnb, DoorDash and Snowflake made the top ten list of 2020’s biggest IPOs. It was a record-breaking year for companies going public, even with the uncertainty brought on by the COVID-19 pandemic, and those who invested in the right place at the right time. In this episode of The Agent of Wealth Podcast , Marc Bautis invites John Williams , Wealth Advisor at Bautis Financial, on the show to discu...

Charitable giving is trending: According to the Blackbaud Institute , overall charitable giving in the United States increased by 2.0% in 2020. In this episode of The Agent of Wealth Podcast , Marc Bautis invites Kris Putnam-Walkerly , a philanthropic advisor, to share her knowledge and experience on charitable giving. She discusses how to transform your giving to catapult your impact. In this epi...

In this episode of The Agent of Wealth Podcast , Marc Bautis invites Ellen Rogin to share her knowledge and experience on the power of picturing your prosperity. She discusses the steps to take in order to turn a vision into reality and the benefits of visualization and meditation. Ellen also shares stories and examples with Marc of people who have utilized visual representation to create financia...

Should I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like? In this episode of The Agent of Wealth Podcast , Marc Bautis does a 2020 recap and looks ahead to help prepare you for taxes , investments , and your financial plan. Marc touches on hot topics and also share...

What should you do if you get a letter or notice from the IRS? In this episode of The Agent of Wealth Podcast , Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS tax notice. Allan explains the various causes that lead to a letter showing up at your door, and the steps you should take to resolve the problem. Allan also shares his best tips on how to be compliant with the IR...

Did you know that nearly 60% of Americans lack a will or have done any estate planning?  In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning . They discuss why naming an executor is significant for not just a person’s assets but also their personal well being . Anthony shares what the average estate process may look like when...

In this episode of The Agent of Wealth Podcast , Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate . Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a full-time real estate investor. Abel speaks on some of the challenges that may come with the profession and how he has found...

How do you approach and understand people with opposing views? In this episode of The Agent of Wealth Podcast , Karen Tibbals and Marc Bautis discuss the current, strong political divide that the United States is facing, and what’s underneath our moral fundamental belief systems. Karen dives into tactics that will help you have difficult conversations and repair relationships, rather than preachin...

Improving your credit can be a daunting, yet fulfilling process. There are many things that can be done to make improvements but the barrage of information makes it hard for credit seekers to understand what truly will be the best moves for their unique situation.  In this episode, Victoria Finlay and John Williams sit down with Nikole Vialet , a credit repair specialist, and discuss what you coul...

2020 has certainly been a whirlwind of a year… between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election.  On today’s show, Marc and John discuss the different possible outcomes of the election and how each one can affect your portfolio.  In this episode, you will learn:  What consequences do taxes face based on the outcome of the electi...

If you haven’t thought about your long-term care plan, you’re in the majority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in any financial plan. On today’s episode of The Agent of Wealth Podcast , Marc Bautis and John Williams talk to...

The stock and real estate market are at highs, but millions of people are still unemployed and out of work.. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial. The two talk about how to financially plan after recently losing a job.  In this episode, you will learn: How to ensure a job loss doesn't wreck your financi...

When it comes to money, we always think about the numbers. However, the decisions that we make financially stems from our emotions. In fact, we make all of our decisions emotionally first. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Anne Beaulieu, the founder of Femme Sauvage, a regular Forbes contributor and the author of 29 books in the The Emotionally Intellig...

What better way to learn about retirement than from someone who meticulously prepared for it? On this episode of The Agent of Wealth Podcast , host Marc Bautis talks with Fritz Gilbert , an aluminum industry professional who retired with his wife at age 55. Gilbert has chronicled his retirement every week for the past five years in his blog called The Retirement Manifesto , and he’s the author of...

The sizes small, medium, and large only fit 15% of men properly in terms of clothing. Stantt is a business that has created over 99 different shirt sizes to actually fit to ensure confidence and comfort. On this episode of The Agent of Wealth Podcast , host Marc Bautis talks to Co-Founder and Co-CEO of Stantt. Marc and Matt talk about how Matt transitioned from corporate America to changing the sh...

People have coaches all throughout their childhoods: sports teams, Boy/Girl Scouts, and several other organizations and clubs. So, why not hire one for your professional life? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Katie Stricker , President and Co-Founder of Sayge . Together, they discuss how coaching can help your business, especially during the COVID-19 p...