The Agent of Wealth

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...

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...

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...

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. In this episode, you will learn: The evolution...

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 o...

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 portfo...

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...

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...

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...

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 we...

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 experienc...

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...

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...

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 su...

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 experie...

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 a...

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...

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 appro...

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 f...

Do you often find yourself hesitating before a big decision, or weighing the pros and cons?  In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins’ first book, and it was written with the goal of inspiring more people...

As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast , host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long? In this episode, you will learn: The documents you must keep indefinitely, including l...

100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 million revenue company, the author of The Busines...

In this episode of The Agent of Wealth Podcast , the Bautis Financial team discusses the most recent book assignment in their monthly Book Club , Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke.  Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and make better decisions as a result. In this episo...

Ready to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years of experience. Hewitt is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the United States, Jackson Hewitt and Liberty Tax. B...

Picture this: You’re working hard and generating income, but still it feels like you’re treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you back. In this episode of The Agent of Wealth Podcast , host Marc Bautis distinguishes the difference between wants and needs. Whether you’re struggling to differentiate between wants and needs in your own...