The Agent of Wealth

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Anand Balasubramanian, a heart-based meditation consistency coach that helps founders, CXOs and other business professionals achieve their professional goals to attain uncommon growth. Together, they discuss how a meditative mindset can improve business performance… Because remember, a company's growth potential is...

As our loved ones age, they become targets for scammers and fraudsters looking to take advantage of their trust, vulnerability, and wealth. While ​​you can’t protect your parents from becoming a victim, you can reduce their risk. In this episode of The Agent of Wealth Podcast , host Marc Bautis provides invaluable advice on recognizing scams, establishing safeguards, and fostering open conversatio...

Many perceive the value of life insurance as the death benefit. However, over $200 billion in life insurance is lapsed or surrendered every year, returning nothing, or pennies on the dollar to the policyholder. Life settlements allow policyholders to sell policies they don’t want or can’t afford on the secondary market for prices that can be four to 11 times higher than the surrender value. In thi...

You’ve heard about it, you’ve seen it in action, but have you ever wondered what happens when you put Chat GPT to the test? That’s what we explore in this episode of The Agent of Wealth Podcast . The Bautis Financial team experiments with OpenAI’s Chat GPT, uncovering its potential and discussing its drawbacks. They ask it questions, test its wit, and explain use cases that you may not have consid...

If you’ve ever wondered how to make your property the backdrop for film, television or commercial productions, you’ll want to tune into this episode of The Agent of Wealth Podcast . Host Marc Bautis is joined by Josh Lawler, founder of The Film Shoot Rental Roadmap: How to Rent Your Home *Tax Free* for Film Shoots, Photo Shoots, and Commercial Productions . Before he cracked the code to film shoot...

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Lesperance and Melvin Warshaw. David Lesperance is the Managing Partner of Lesperance & Associates , one of the world's leading international tax and immigration advisors. Melvin Warshaw is a highly regarded, longtime US cross-border tax and private client attorney now in sole practice in the US. The conve...

​​ Are you also tired of putting off your dreams until “tomorrow?” Why not just Do It Today ? In this episode of The Agent of Wealth Podcast , the Bautis Financial team discusses the eleventh book assignment in their monthly Book Club , Do It Today: Overcome Procrastination, Improve Productivity, and Achieve More Meaningful Things by Darius Foroux. This “best of” article collection helps readers o...

Many people wonder how their own finances will change as their children become independent. Where do parents draw the line with their children? What level of involvement and/or support should the parents maintain with their children? What are some planning points that parents need to be aware of, and how can they make smart decisions that benefit themselves and their children? In this episode of T...

Unlock the secrets to a thriving partnership in this episode of The Agent of Wealth Podcast . Host Marc Bautis is joined by Dr. Michael Jaquith, a Ph. D. Chemist who left the corporate world and now helps men everywhere discover how to get more of what they want and live the promise of abundant life. By combining analytical science, psychology, and teachings of faith, Michael helps men who feel st...

Are you feeling overwhelmed or uncertain about estate planning? We got you covered in this episode of The Agent of Wealth Podcast . Together, Marc Bautis and John Williams break down what you should know about the process before your first estate planning session. From identifying critical decisions about your assets to getting clear on your estate planning goals, digesting this information can he...

Have you ever been curious about the hidden opportunities that lie beyond Wall Street’s reach, but not sure where to find them? This informational episode about investing in private markets will provide context, and a very useful resource to help you do just that. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Leif Hartwig, Founder and CEO of WealthVP , a subscripti...

Let’s dive into the essential topic that plagues many families: finding the perfect balance between paying for college and saving for retirement. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John Williams , Wealth Advisor at Bautis Financial and a college planning expert. Together, they provide valuable insights, practical tips, and expert advice on how families c...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Patti Handy, a Certified Life Coach, Certified Executive Coach, published author of four books, and the brains behind Minding Her Money , a roadmap and training for divorced, widowed and single women to quickly improve financial confidence. In this episode, you will learn: What Patti Handy’s divorce journey was like, an...

In an age where technology permeates every aspect of our lives, cyber threats loom larger than ever before. Thus, it’s necessary we all take the time to educate ourselves on cyber threats and utilize tools to prevent them. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Mikhail Itenberg. Mikhail has been working in and managing internal IT departments for 15+ years....

From healthcare to automobiles, agriculture to hospitality, manufacturing, or education, AI is increasingly impacting every industry. In fact, by 2030, it’s estimated that artificial intelligence will add 15.7 trillion dollars to the world's GDP, boosting it by 14 percent. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Manuj Aggarwal, an elite technology consul...

In this episode of The Agent of Wealth Podcast , the Bautis Financial team discusses the tenth book assignment in their monthly Book Club , Money: The True Story of a Made-Up Thing by Jacob Goldstein. ​​In Money , Jacob Goldstein shows how money is a useful fiction that has shaped societies for thousands of years, from the rise of coins in ancient Greece to the first stock market in Amsterdam to t...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office Hub™, a platform of vetted resources that supports hundreds of leading tax-focused CPA firms and family offices around the country. Alex also authored a book, The Due Diligence Project™ and is the host of The Due Diligence Project™ podcast...

Financial fulfillment means different things to different people. For some, it may be the freedom to travel the world and experience new cultures. For others, it might be the ability to support their families without financial stress. Whatever it means to you, goal planning serves as the stepping stones that bridge the gap between where you are today and where you want to be in the future. In this...

The government spends billions of dollars each year on goods and services, and by tapping into this vast marketplace, small businesses can secure lucrative deals, gain steady income and heightened visibility. In this episode of The Agent of Wealth Podcast , host Marc Bautis and guest Richard C. Howard dive deep into the world of government contracts. As a career military acquisitions officer, Howa...

Imagine the allure of blue coastlines, vibrant cultures, and the freedom of living life on your own terms – the thrill of a fresh start in a new country! But amid the excitement, it's crucial to untangle the complex web of tax laws that accompany such a life change. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by David Lesperance and Melvin Warshaw. David is Man...

While this podcast aims to provide valuable insights into tax strategies for business owners, it does not replace the guidance of a qualified tax professional. Tax planning is complex, and requires you to seek professional advice tailored to your unique circumstances. Attention, business owners! Are you ready to unlock some secrets to maximizing your profits? Tune into this episode of The Agent of...

Are you tired of being limited to just stocks, bonds and mutual funds in your retirement account? It’s time to discover the world of self-directed IRAs, where the investment options are endless. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Mat Sorensen, CEO of Directed IRA and the best-selling author of the go-to book for investors and professionals in the self-di...

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Victoria Volk, an Advanced Certified Grief Recovery Specialist®, Usui and Karuna Reiki Master, YouMap® Certified Coach and End-of-Life Doula. She is also a self-published author and host of Grieving Voices Podcast. Victoria aims to use her strengths and skills through a variety of offerings to help those whose lives have...

Whether you are a novice or experienced investor, it is critical to review your investment portfolio at least once per year – but particularly during times of uncertainty and volatility. A portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals, and much more. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Kayla...

Sara Blakely was once a door-to-door fax machine salesperson. Now, she’s the founder of Spanx – a billion-dollar company that sells undergarments, leggings, and swimwear – despite having no fashion, retail, or business leadership experience. In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the ninth book assignment in their monthly Book Club , The Spanx Story: Wh...