The Agent of Wealth

If your retirement plan includes staying in your home, you’ll want to hear this conversation… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Kevin Guttman, Certified Reverse Mortgage Professional and author of A Reverse Mortgage Changed My Life: Real Stories of Hope, Courage, and Inspiration . Together, they break down the often misunderstood world of reverse mortga...

Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees.  In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Salvatore Tirabassi , a fractional CFO with extensive experience in private equity, exit planning, and succession strategies. This episode unveils the secrets of Empl...

Most real estate investors chase returns. Few also aim to lift people out of poverty. Samuel Sells does both.  In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Samuel Sells, a retired Air Force officer and the founder of Impact Growth Capital . With a background in global health and over $2 billion in completed development projects across five continents, Sam now appl...

Why do prices keep rising – even when productivity increases? And who really controls the money supply? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Ivan Pavlovic, author of Making Money on the Money Printer . Together, they explore the hidden mechanics behind inflation, how monetary policy shapes the economy, and what individuals can do to protect their financial...

We often hear people say, “I know I have enough money, but I still feel scared.” When unresolved feelings stay buried, they often manifest as behaviors – like overspending or understanding – that are hard to explain. Talking about those feelings can ease the pressure. That’s where financial therapy comes in… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John Hankin...

What if your rental income was government-backed — and your tenants stayed nearly a decade? Meet the investor who built an $8 million net worth doing exactly that… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Michael Curadossi, a real estate investor who has built a 72-unit portfolio — and an $8 million net worth — by focusing on Section 8 housing . Michael shares...

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...

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,...

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 Joffe, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership, Sterling Trustees has grown to manage over $10...

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 perspect...

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 m...

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 competiti...

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 b...

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, s...

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 decidin...

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...

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 W...

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 co...

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...

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...

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 trailblazin...

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 leaders...

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 ever...

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 Matthe...

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 be...