The Agent of Wealth

Marc Bautis
  • 5.0 (27)
  • INVESTING
  • UPDATED WEEKLY

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

  1. 17H AGO

    Inside Mobile Home Park Investing With Leo Young

    Affordable housing. Durable cash flow. And an asset class that historically outperformed during recessions. In this episode of The Agent of Wealth, co-host John Williams is joined by Leo Young, Founder and Managing Partner of Cornell Communities, a real estate investment firm focused on acquiring and operating manufactured housing communities across the United States. With experience spanning more than $75 million in transactions — and a career path that includes working at Tesla and on the acquisitions team of a $4.5 billion private equity fund — Leo shares why he chose a niche many investors overlook: mobile home parks. He explains how this asset class blends affordability, impact and strong risk-adjusted returns, and why it may deserve a closer look in today’s volatile market. In this episode, you will learn: Why manufactured housing communities often perform well during recessions.How the business model works.What makes this asset class attractive for passive investors.How Leo’s background as a first-generation immigrant shaped his money beliefs, risk tolerance and entrepreneurial drive.And more!Tune in for a deep dive into the economics of manufactured housing, insights on private equity-style real estate investing, and a powerful conversation about resilience, opportunity and building wealth with purpose. Resources: Episode Transcript & Blog | cornellcommunities.com | LinkedIn: Leo Young | Instagram: @leoyoungrealestate | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    26 min

  2. FEB 6

    Planning for Long-Term Care Without Panic or Fear, With Raymond Lavine

    Most people assume Medicare will cover long-term care — until they discover, often too late, that it won’t. In this episode of The Agent of Wealth, co-host John Williams sits down with Raymond Lavine, founder of Lavine LTC Benefits, to unpack one of the most misunderstood areas of financial planning: long-term care. From defining what long-term care actually means to exploring where care is delivered, how it’s paid for, and why planning ahead creates more control and dignity, this conversation cuts through common misconceptions. In this episode, you will learn: Long-term care is about caregiving, not healthcare.Care doesn’t only happen in nursing homes.Medicare coverage is limited and often misunderstood.Planning ahead creates options — waiting removes them.Long-term care planning is about dignity and quality of life.And more!Resources: Episode Transcript & Blog | www.lavineltcins.com | 275-609-0001 | Raymond Lavine on Facebook | Raymond Lavine on LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    26 min

  3. JAN 30

    The Human Touch in a Tech-Driven Banking World With Walt Postlewait

    Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business? In this episode of The Agent of Wealth, host Marc Bautis is joined by Walt Postlewait, a longtime banking and credit risk leader with more than 20 years of experience in commercial lending, financial innovation, and access to capital. Walt is the Co-Founder of Portfolio Watch and Chief Credit Officer at MStreetX, and over his career he has helped deploy more than $600 million to support small businesses, real estate, and economic development. Together, Marc and Walt unpack the evolving role of bankers, why relationships still matter in lending, and how community banks continue to play a critical role for business owners — even in an increasingly digital world. In this episode, you will learn: Why small business owners still need a banker — and why that relationship should be built long before you need a loan.The key differences between community banks, national banks, and digital platforms, and where each one has an edge.How community banks evaluate loans differently, including why local decision-making and business context can change outcomes.How technology and AI are improving the lending process, from fraud detection to smarter loan monitoring after funding.What business owners should focus on to work on their business, not just in it, and why strategic thinking impacts long-term value.And more!Tune in for a practical, behind-the-scenes look at how lending decisions are really made, why relationships still matter in finance, and how business owners can position themselves for smarter, more flexible access to capital — even as banking continues to evolve. Resources: Episode Transcript & Blog | Walt Postlewait on LinkedIn | Portfolio Watch on LinkedIn | portfoliowatch.co | Email: walt@portfoliowatch.co | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    32 min

  4. JAN 23

    The AI Scam Wave: Deepfakes, Voice Clones, and Your Bank Account With Robert Siciliano

    As wealth transfers across generations, cybercriminals are positioning themselves to intercept it. In this episode of The Agent of Wealth, host Marc Bautis is joined by Robert Siciliano, one of the nation’s most trusted authorities on cybersecurity, identity theft, and fraud prevention. Robert is a private investigator, Certified Speaking Professional, bestselling author, and the creator of The Strategic Human Firewall™. You’ve likely seen him on CNN, MSNBC, Fox, or The Today Show, helping millions understand how cybercriminals think — and how to stay one step ahead of them. Together, Marc and Robert explore why affluent families are increasingly targeted by fraudsters, how denial and misplaced trust make people vulnerable, and why AI-driven scams like deepfake voices and impersonation are changing the threat landscape entirely. In this episode, you will learn: Why “It won’t happen to me” is one of the most dangerous mindsets in cybersecurity — and how denial quietly increases risk.Why affluent families and older generations are prime targets right now.How modern scams actually work, including wrong-number texts, romance scams, and long-game trust-building tactics.What practical steps can be taken to reduce risk immediately.The role adult children and trusted advisors play in protecting aging parents without taking away independence.And more!Tune in for a candid, eye-opening conversation about why situational awareness — not paranoia — is the new baseline for protecting wealth, identity, and family legacy in a digital world. Resources: Episode Transcript & Blog | protectnowllc.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    37 min

  5. JAN 16

    How Investment Fees Work With John Williams, CFP®

    Paying investment fees is normal. Not knowing what you’re paying isn’t. Research shows that many investors underestimate — or completely overlook — the true cost of investing, with more than 20% believing they pay no fees at all. In this episode of The Agent of Wealth Podcast, co-host John Williams, CFP®, breaks down the often-misunderstood world of investment fees. He explains the different ways fees show up, where to find them, and how to evaluate whether the value you’re receiving truly justifies the cost. In this episode, you will learn: The three primary types of investment fees — expense ratios, advisory fees, and trading costs — and how each one works.Why expense ratios apply regardless of where your investments are held and how they can vary widely by fund type.How advisory fees differ based on the level of service, from investment management to comprehensive financial planning.Practical steps to identify what you’re actually paying, including how to review statements and ask the right questions.How to assess whether your fees align with the value you’re receiving, including expertise, time savings, peace of mind, and performance.Why understanding fees is essential to making confident, informed financial decisions.And more!Tune in for a clear, honest conversation about investment fees. Resources:  Episode Transcript & Blog | Schedule an Introductory Call | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    18 min

  6. JAN 9

    Precious Metals in a Shifting Monetary System With David Morgan

    Are gold and silver simply relics of the past, or critical tools for navigating what may be the next major shift in the global monetary system? In this episode of The Agent of Wealth, host Marc Bautis is joined by David Morgan, a precious metals analyst and monetary system critic with more than four decades of experience. David is the co-author of The Silver Manifesto, publisher of The Morgan Report, and creator of the documentary Silver Sunrise. Together, they cut through the hype to explore what precious metals really represent, why they’re surging, and how they may fit into a modern financial plan. In this episode, you will learn: Why today’s market environment may represent a historic confidence shift, not just another economic cycle — and what that means for currencies, assets, and investors.How gold and silver act as financial barometers, signaling stress in the monetary system before it shows up elsewhere.What’s driving the surge in silver and gold demand, from industrial shortages and institutional buying to central banks quietly preparing a “Plan B.”How individual investors can think about precious metals practically, including physical ownership, ETFs, and why a modest allocation can serve as portfolio insurance.And more!Tune in for a wide-ranging conversation on money, markets, mining, and the psychological forces behind inflation — plus a grounded perspective on how precious metals can provide balance, liquidity, and peace of mind during uncertain times. Resources: Episode Transcript & Blog | themorganreport.com | silversunrise.tv | The Silver Manifesto | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    31 min

  7. 12/26/2025

    Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel

    What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but not for collaboration, uncertainty, or real-world decision-making — including money In this episode of The Agent of Wealth, co-host John Williams is joined by Simon Holzapfel, co-founder and CFO of L-EAF Lab, an innovation incubator designed to give students real-world, hands-on experience before they ever enter the workforce. Simon brings decades of experience from independent schools, leadership roles, and advisory work with families and institutions. At L-EAF Lab, he applies agile and evolutionary principles to education — helping students build practical skills, confidence, and adaptability in an economy that’s changing faster than ever. In this episode, you will learn: Why traditional education often prepares students for tests — but not for teamwork, ambiguity, or modern workplace realities.How L-EAF Lab helps students break the “no experience, no job” paradox by working on real business problems and building verifiable skills.Why soft skills — collaboration, feedback, adaptability, and resilience — are becoming more valuable than technical skills in an AI-driven economy.How experiential learning, agile practices, and even financial literacy can better prepare young people for careers, leadership, and long-term success.And more!Tune in for a thoughtful conversation about reimagining education, expanding access to opportunity, and giving young people the tools they actually need to succeed in the real world — not just the classroom. Whether you’re a parent, educator, or professional thinking about the future of work, this episode offers practical insights into how learning can evolve to meet today’s challenges. Resources:  Episode Transcript & Blog | LinkedIn | www.l-eaflab.org/ | www.l-eaf.org/ | https://simonholzapfel.substack.com/ | https://www.crowboxpartners.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    29 min

  8. 12/19/2025

    Communicating with Purpose: Insights from Supercommunicators by Charles Duhigg

    What if the biggest communication breakthroughs have less to do with what you say — and more to do with how well you listen? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another book in their Book Club series: Supercommunicators: How to Unlock the Secret Language of Connection by Charles Duhigg, bestselling author of The Power of Habit. As conversations around AI, polarization, and digital communication continue to grow louder, this episode explores why human connection — and the ability to communicate effectively — has never been more important. In this episode, we discuss: Why miscommunication happens so often — and how the “matching principle” can help you recognize and align with the type of conversation you’re actually having.How every conversation is a negotiation, whether it’s about information, emotions, or expectations.Why the best communicators are the best listeners, and how techniques like looping build trust and psychological safety.How to hear emotions that aren’t being said out loud, including the role of nonverbal cues, vulnerability, and authenticity.How to stay connected amid conflict, even when no one is changing their mindAnd more!Throughout the conversation, the team shares powerful stories from the book — including examples from the CIA, NASA, hedge fund managers, and deeply polarized social debates — and connects them to real-life applications in personal relationships, professional environments, and financial planning conversations. If you’ve ever felt like you were talking past someone, struggled to navigate difficult conversations, or wanted to become a better listener in high-stakes situations, this episode offers practical insights you can start applying right away. Resources: Episode Transcript & Blog | Supercommunicators: How to Unlock the Secret Language of Connection | The Power of Habit: Why We Do What We Do in Life and Business | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

    26 min
See All (282)

5
out of 5
27 Ratings

About

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

Information

  • Creator
    Marc Bautis
  • Years Active
    2018 - 2026
  • Episodes
    282
  • Rating
    Clean
  • Copyright
    © 2026 The Agent of Wealth
  • Show Website
    The Agent of Wealth

You Might Also Like