The Agent of Wealth

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Michael Arries. Michael  is an experienced advisor in the field of precious metals, having traded gold and silver for almost 25 years. In 2010, he embarked on his professional career with McAlvany Precious Metals, a family-owned business with a 50-year legacy in the industry. Renowned for their unwavering integrity, tim...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts. Dr. Jeff Anzalone shares his transformative journey from a practicing periodontist to a leading advocate for holistic wealth. Discover the pivotal moment that sparked Dr. Anzalone's realization that tradi...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers , host of BookThinkers: Life Changing Books , and author of Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn . Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potentia...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas , a money coaching company that supports female entrepreneurs or mompreneurs who need financial assistance with their businesses.  Jen recounts her journey from being a financial advisor to recognizing the lack of tailored financial education for women, prompting her to establish Do...

In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast , host Marc Bautis sat down with special guest Dr. Lance Knaub. The best-selling author of The 4% Break-Th...

Getting a client is just the beginning. To successfully retain a client for life, business owners should seek to exceed the client’s expectations — turning them into advocates. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Richard Weylman , a business expert, serial entrepreneur, author, philanthropist, and keynote speaker. Tune in to discover how you can build roc...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Martin Salama, a life coach and author that specializes in helping people frustrated in their life quickly shift their mindset to uncover their greatness. The key to his success is he’s mastered the ability to Live Incredibly Full Everyday, which he turned into the acronym L.I.F.E. and created the Warriors L.I.F.E. coac...

Banks and financial institutions aren’t the only ones able to own mortgage notes: You could buy and own notes, making you the one receiving the monthly payments. This lesser-known yet incredibly powerful avenue is called mortgage note investing. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by guest Fred Moskowitz to discuss valuable insights into diversifying investm...

Tax season is overwhelming, as it often feels like we’re navigating a labyrinth of paperwork and regulations. That’s why this episode of The Agent of Wealth Podcast is dedicated to preparing for a successful tax season. As host Marc Bautis explores the nuances of tax preparation, he covers three comprehensive guides aimed at serving as your go-to resources during this tax season. Whether you’re lo...

A whopping 97% of day traders lose money in less than a year, and day traders lost a total of $1.14 billion during the pandemic. That’s why Apex Investing equips day traders with the tools and support they need to succeed. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Darrell Martin, a self-taught futures day trader and Founder and CEO of Apex Trader Funding and Ap...

In this episode of The Agent of Wealth Podcast , the Bautis Financial team discusses the most recent book assignment in their monthly Book Club , Deep Work: Rules for Focused Success in a Distracted World   by Cal Newport. Deep work should be considered a superpower in our increasingly competitive twenty-first century economy, yet most people have lost the ability to go deep – instead, spending th...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Brian Curcio, co-founder of the financial literacy tool Rapunzl .  With a free financial literacy curriculum and teaching training program, Rapunzl is helping to bridge the country’s economic divide by empowering students to view the world as investors and succeed in financial services careers. The aim of the EdTech pro...

Starting the new year with a concise, effective financial plan is like setting sail with a clear destination in mind. Picture this: A single page that holds the potential to transform your financial future.  In a world where complexities often overwhelm, a one-page financial plan provides clarity, guiding you through the maze of budgeting, investing, and securing your financial goals. Join The Age...

On March 2, 2017, at the age of 55, Alan Thomas stepped on the scale and it read 304 pounds. Fast forward 260 days, he stepped on the same scale and weighed 175 pounds. He conquered a lifelong battle with obesity in 260 days. His wife, Angie, also lost 63 pounds in 190 days. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Alan and Angie Thomas to share their personal...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Matt Raad, a professional speaker, eBusiness expert, and acquisitions advisor with a unique skill set. He has spoken at various eBusiness events and conferences worldwide, focusing on topics such as business investing, mergers and acquisitions, website investing, and SEO. Additionally, he provides guidance on business g...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Bronson Hill, Founder and CEO of Bronson Equity, a multifamily investment company that is a general partner in over $200M in performing real estate assets, host of The Mailbox Money Show podcast, and author of Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less . In addition to his real est...

The knowledge and resource gap between institutional investors and retail investors widens each year. That’s why Levelfields built a game-changing platform for self-directed investors to level the playing field.  In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Andrew Einhorn, Co-Founder and CEO of Levelfields , a technology that screens millions of signals related to...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Dave Foster, Founder and CEO of The 1031 Investor. He is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 Exchange and the Section 121 Homestead Exemption. Today, Dave breaks down how to use the 1031 Exchange in layman’s terms....

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Kevin Amolsch, President and Founder of Pine Financial Group, and author of The 45-Day Investor: How to Buy an Investment Property With Nothing Down in 45 Days or Less . Tune in to learn how to access the funding you need to elevate your real estate game. In this episode, you will learn: Perspectives on the current real...

In this episode of The Agent of Wealth Podcast , host Marc Bautis addresses a topic that demands our attention and concern: The financial aspects of elder abuse. In this episode, you will learn: What elder abuse is, with a focus on financial exploitation of our elders. Staggering statistics about elder abuse in the United States.  The different forms of financial exploitation our elders may face....

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Gary Massey, founder of Massey and Company CPA . Gary has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting, and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax...

Are you interested in incorporating charitable giving into your financial habits, but not sure where to start? Tune into this episode of The Agent of Wealth Podcast , where Marc Bautis is joined by Adam Nash, CEO and Co-founder of Daffy , a fintech platform reinventing the donor-advised fund and making charitable giving easier than ever. ​​Adam is a personal finance expert with decades of experien...

Algorithms and apps analyze data and tell you how to beat the traffic, what books to buy, what music to listen to, and even who to date — often with great results. But what do you do when you face the big decisions of life — the "wild problems" of who to marry, whether to have children, where to move, how to forge a life well-lived — that can’t be solved by measurement or calculation? In...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by best-selling author, 5X entrepreneur, and financial expert Garrett Gunderson .  Garrett is the Founder of Wealth Factory , an Inc. 500 company that educates entrepreneurs on effective ways to grow cash flow, plug financial leaks, and reach economic independence. He is a New York Times best-selling author having written...

This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer Sherman founded. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Spencer Sherman (MBA CFP®), founder and former CEO of Abacus, author of The Cure for Money Madness , and a public speaker renowned for his mindfulness-based appro...