The Agent of Wealth

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 tec...

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 c...

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 ori...

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...

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 auto...

What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast , John Williams is joined by Gregory Kovsky, President of IBA , a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s le...

Most investors think they need to buy Bitcoin to profit – but there’s another side of cryptocurrency that can generate steady income…  In this episode of The Agent of Wealth Podcast , John Williams is joined by Beau Turner, founder of Abundant Mines , a company built to make passive crypto infrastructure investing simple, secure, and sustainable.  In this episode, you will learn: What Bitcoin mini...

Your child’s getting married — and you want to help. But how do you give generously without putting your own financial future at risk? In this episode of The Agent of Wealth Podcast , Marc Bautis breaks down how parents can thoughtfully and sustainably contribute to their child’s big day. From managing expectations to structuring financial support, Marc provides a practical framework for making ge...

Poor estate planning can leave your family with confusion, conflict, and unnecessary costs — but it doesn’t have to. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Eric Kaplan, Senior Counsel in Greenspoon Marder ’s International Wealth and Asset Planning Group. With nearly 25 years of experience, Eric shares valuable insights on the biggest mistakes people make wit...

Legal issues affect everyone, yet most of us navigate them blindly — until it’s too late. What if you could take control of your legal wellness the same way you manage your finances or health? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Danny Karon, aka “ Your Lovable Lawyer ,” a seasoned attorney, law professor, and legal wellness advocate. Danny breaks down com...

Many professionals push through unfulfilling careers, but at what hidden cost to their lives, goals, and well-being? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Rachel Spekman , founder of Made for More Coaching. Rachel is a veteran coach who helps professionals who feel unfulfilled by their careers identify and tap into their unique potential. After 15 years in...

The One Big Beautiful Bill Act (OBBBA) – a sweeping piece of tax legislation that impacts everything from deductions to child savings accounts – has been passed. Do you know what it means for your financial plan? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John Williams to break down key provisions of the new law and highlight the biggest planning opportunities....

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 The Agent of Wealth Podcast , host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide to Building Wealth and Independence . Drawing on...

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 , host Marc Bautis explores how parents can help their adult children buy a home without jeopardizing their own financial future. He breaks down four common strategies, explains the tax and planning implications of each, and shares how...

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 this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John McLaughlin, Ph. D., Managing Partner at McLaughlin Advisors . John is a lifelong...

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 Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI . Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences,...

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 pay you to wait? That’s the power of dividend investing. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Roger Conrad , veteran dividend inves...

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 The Agent of Wealth Podcast , host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket , a platform that gives accredited investors access to exclusive private...

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 The Agent of Wealth Podcast , host Marc Bautis is joined by Bob Frady, serial entrepreneur and founder of PropertyLens , a platform that equips homebuyers with in-depth property reports to uncov...

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 Podcast , host Marc Bautis is joined by guest Sherri Matheney, award-winning insurance agent and “Healthcare Hero,” to demystify the health insurance maze for business owners. Sherri shares how to choose the right coverage, av...

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 The Agent of Wealth Podcast , host Marc Bautis explores the powerful strategy of setting up a Roth IRA for children. Inspired by recent buzz (yes, Beyoncé and Jay-Z come up), Marc expla...

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 discusses Blue Ocean Strategy: How to Create Uncontested Market Space and Make Competition Irrelevant by W. Chan Kim and Renée Mauborgne – the 16th book in the team’s ongoing Book Club series . The Bautis Financial team explores...

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 The Agent of Wealth Podcast , host Marc Bautis is joined by Dr. Travis Parry, #1 bestselling author of Achieving Balance and Marry and Grow Rich . With a master’...

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 of The Agent of Wealth Podcast , host Marc Bautis is joined by Doug Gray, PhD, a leadership coach, organizational psychologist, and author of The Success Playbook for...

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 Wealth Podcast , host Marc Bautis sits down with Egle Aleknaviciute to explore how aligning mindset, emotion and energy can create meaningful financial transformation.  Egle is a business strategist and energy alignment expert who help...