The Agent of Wealth

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Toby Mathis , a 25-year tax attorney and founding partner at Anderson Advisors. Mathis advances his client's interests by combining expert tax advice with his personal experiences investing in over 200 real estate projects in the US. His expertise reaches many others through his award-winning publications, includin...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Bob Elliott, the CEO and Chief Investment Officer at Unlimited Funds , a startup ETF company making diversified, low cost index ETFs available to every investor. Its first product, the HFND ETF, is one of the fastest growing actively managed independent ETF launches of the last few years. In this episode, you will learn...

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Henry Svec, a bee-keeper – or “bee-helper” – at the Wildflower Bee Farm , a 50 acre bee sanctuary in Southwestern Ontario that Henry and his wife Mary opened in 2020, after converting it from a cash crop operation that the family previously owned. Henry combined his knowledge of honeybees with his 40 years of experience...

Panic set in this week when Silicon Valley Bank collapsed and the failure of a second bank followed. Is it 2008 all over again? Should we be worried about the financial system collapsing? First and foremost, take a deep breath. Second, let's discuss. In this episode of The Agent of Wealth Podcast , host Marc Bautis discusses what happened, what could happen next, and actions you can take to p...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by C. David Cain, President and CEO of Heroes Home Advantage, a program that offers military, law enforcement, firefighters, health care, emergency personnel, and teachers a discount or rebate when purchasing real estate. Together, they talk about how the Heroes Home Advantage program works. In this episode, you will learn...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John K. Ross, Founder of Ross & Shoalmire Elder Law Attorneys. John is a nationally recognized expert in estate planning, asset protection and taxation with over twenty years of law practice. Together, they discuss the process of estate planning, including the elements of a proper plan and considerations to make alo...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Nate Lind, an entrepreneur, the author of Maximum Exit: The Definitive Guide for Internet & Technology-Focused Business Founders , and a business broker at Website Closers , the largest marketplace of $1 million to $150 million dollar internet, technology and e-commerce businesses. In this episode, you will learn: T...

The loss of a job can cause serious stress, personally and financially. To help you navigate this disruption in employment, Agent of Wealth Podcast host Marc Bautis lays out exactly what you should do when you lose your job. All of the steps discussed in this podcast episode are succinctly listed in this Job Loss Checklist . If you are still employed, you’ll still want to tune into the episode to...

In this episode of The Agent of Wealth Podcast ,  the Bautis Financial team discusses the eighth book assignment in their monthly Book Club, Hero on a Mission: A Path to a Meaningful Life . Some people live stories that are filled with significance and meaning, while others feel as though they’ve lost the plot. In Hero on a Mission , Donald Miller explores the principles that make a story meaningf...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Chris Donaldson, a world traveler and the author of the book Going the Wrong Way , a coming-of-age, self-help book about a road trip like no other. This year, 42 years after his first journey, Chris is setting out on another adventure across the world. Today we will talk about the power of travel and reasons to journey...

As if Required Minimum Distributions (RMDs) weren’t confusing enough, there have been recent tweaks to the tax code from The SECURE Act, The SECURE Act 2.0 and the CARES Act. So, if you’re close to retirement age, you probably have a lot of questions about this topic (and you’re not alone). In this episode of The Agent of Wealth Podcast , host Marc Bautis does a deep dive into RMDs. In this episod...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Tracy Coenen, a forensic accountant and the brains behind The Divorce Money Guide . Tracy’s passion lies in helping those who feel powerless in their financial situation while going through – or after – a divorce. By following her carefully laid out steps, people in the process of divorce go from uninformed and overwhel...

1 in 3 Americans are planning to make finance-related New Year’s resolutions, and 31% of those people with a financial resolution want to save more, according to a poll from WalletHub . If you’re in the same boat and want to save more, this episode of The Agent of Wealth Podcast provides a detailed overview of all the savings vehicles. In it, host Marc Bautis walks through a checklist that covers...

eCommerce business owners, listen in! In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Irina Poddubnaia, Founder of TrackMage , a software for eCommerce sellers that helps them track packages, and a business consultant who specializes in operations and processes optimization. Irina shares tips for growing eCommerce companies that need help optimizing their process and...

Complete the Checklist ! The start of the new year is a great time to do a financial check-up. In addition to reflecting back on 2022, you may feel particularly motivated in January to consider making financial resolutions for the future. In this episode of The Agent of Wealth Podcast , host Marc Bautis helps guide you toward impactful improvements by outlining some of the most important considera...

For some, cryptocurrency and NFTs are a headache. For others, taxes are a headache. But when you combine them all, you’ll find widespread confusion, even among experienced investors. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Micah Fraim, CPA, Partner at Fraim, Cawley & Company, CPAs and the bestselling author of Decrypting Crypto Taxes and The Little Big Sm...

Now that the Georgia Senate runoff election has come to a close, we finally have some clarity into what the political landscape looks like following the U.S. midterm elections. Now the question becomes, how will the results impact the markets? In this episode of The Agent of Wealth Podcast , host Marc Bautis goes over the key takeaways from the election, possible policy changes to look out for and...

In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Adam Carroll, Founder of The Shred Method™ , a fintech software company that creates behavior change for people who want to blast away debt, build wealth, and achieve financial independence. Together, they discuss helpful tips for debt management and wealth creation. In this episode, you will learn: Everything you need...

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the seventh book assignment in their monthly Book Club, Die with Zero: Getting All You Can from Your Money and Your Life by Bill Perkins. Die with Zero presents a startling new and provocative philosophy and guide on how to get the most out of your money (and out of your life). It’s intended for those who place lif...

While building wealth takes a whole lot of time and effort, your valuable assets can be taken from you in an instant if they’re not protected correctly. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Brian T. Bradley, the Senior Managing Partner at Bradley Legal Corp , a leading educator and nationally recognized asset protection attorney for high-risk professionals...

Did you know that 70% of Americans over the age of 75 are going to need some sort of assistance in their daily life? That’s why having a post-retirement aging plan is important for everyone to consider. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Allison O'Shea, owner of Openly Aging LLC . Allison is a leader in the aging industry with over 17 years of hands...

By now, we’ve all experienced the impact of inflation. But just how long will we have to feel the pinch? In this episode of The Agent of Wealth Podcast , Bautis Financial Wealth Manager and Founder Marc Bautis provides an in-depth overview of inflation and explains that there is an end in sight. In this episode, you will learn: What is inflation? What’s behind rising inflation? Has inflation reach...

With about two billion cups consumed daily, coffee is one of the most popular drinks worldwide. In this episode of The Agent of Wealth Podcast , Marc Bautis is joined by Josh Ziegelbaum, the Director of Investor Relations at Legacy Group , an alternative asset manager that includes The Green Coffee Company (GCC). Since being founded in 2017, The Green Coffee Company has become a disruptive force i...

Economic indicators are valuable tools for investors, but just how weight should we give them? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Financial Planner Kayla Waller to discuss everything you need to know about economic indicators. While there is valuable information in metrics such as the monthly jobs reports and the US treasury yield curve, understanding th...

Gone are the days of high school students waiting until their Junior Year to consider college. Nowadays, students and families that wait until eleventh grade to have a discussion about higher education options (and costs) are behind. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams are joined by Shellee Howard, founder and CEO of College Ready and CR Tutoring and...