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. 4d ago

    Common Home Equity Options: What Every Homeowner Needs to Know

    You've spent years building equity in your home — but when does it make sense to actually put that equity to work? In this episode of The Agent of Wealth Podcast, co-host John Williams breaks down the three most common ways homeowners access their home equity: Home Equity Lines of Credit (HELOCs), Home Equity Loans, and Cash-Out Refinancing. He explains how each strategy works, where each one may fit, and the advantages and risks homeowners should consider before borrowing against their home. In this episode, you will learn: The key differences between HELOCs, Home Equity Loans, and Cash-Out Refinancing.When each home equity strategy may make sense.The potential benefits and risks of borrowing against your home.How home equity decisions fit into a broader financial plan.And more!Tune in for a practical framework that can help you determine which home equity option best aligns with your cash flow needs, borrowing goals, and overall financial plan. Resources: Episode Transcript & Blog | Common Home Equity Options (Cheat Sheet) | 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

    17 min

  2. May 20

    The Cash Pivot: What to Do as Yields Melt Away

    The easy 5% returns on cash may be disappearing — but that doesn’t mean your money has to stop working hard. In this episode of The Agent of Wealth Podcast, host Marc Bautis breaks down one of the biggest shifts happening in personal finance right now: the decline of high-yield cash account rates. After two years of earning 5%+ in savings accounts and money markets, many investors are wondering where to move their cash next. In this episode, you will learn: Why high-yield savings accounts and money market funds are no longer paying what they did just a year ago.The differences between money market funds, CDs, Treasuries, I Bonds, municipal bonds, annuities, and dividend-paying stocks.How to evaluate cash investments using the four pillars: risk, liquidity, rate, and taxes.Tax-efficient strategies that can help high-income investors potentially keep more of their returns.And more!Tune in for an in-depth discussion on how to reposition cash in a falling-rate environment, the importance of matching investments to your time horizon, and why the highest yield isn’t always the best after-tax outcome for your financial plan. Resources: Episode Transcript & Blog | 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

    16 min

  3. May 15

    Hidden Potential: The Science of Achieving Greater Things by Adam Grant

    What if success has less to do with talent — and more to do with how we learn, adapt, and grow over time? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another book in their Book Club series: Hidden Potential: The Science of Achieving Greater Things by Adam Grant. In Hidden Potential, Adam Grant argues that achievement isn’t reserved for naturally gifted people. Instead, lasting success comes from developing character skills like resilience, coachability, adaptability, and persistence. Through research, storytelling, and practical examples, Grant explains how embracing discomfort, learning from failure, and rethinking traditional ideas about talent can help people accomplish more than they thought possible. In this episode, we discuss: Why becoming a “human sponge” can accelerate learning and personal growth.The difference between perfectionism and “imperfectionism” — and why small improvements compound over time.How transforming hard work into “deliberate play” can make practice more sustainable and effective.Why getting stuck is often a sign that it’s time to adapt, pivot, or become a beginner again.How hidden potential is often overlooked in schools, workplaces, sports, and even within ourselves.And more!Tune in for an insightful conversation on growth mindset, continuous improvement, leadership, resilience, and the hidden factors that help people achieve greater things — both professionally and personally. Resources: Episode Transcript & Blog | Episode 125 - Bautis Financial Book Club: Think Again by Adam Grant | Episode 151 - The Spanx Story: Sara Blakely’s Incredible Journey to Success | Episode 75 - Bautis Financial Book Club: Atomic Habits by James Clear | The Real Engine Behind Wealth: How Compound Interest Builds Fortunes | Episode 284 - Excellence vs Perfection In Money and Health With Stanley Bronstein | Episode 109 - Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management | 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

    28 min

  4. May 8

    Deepfakes & Deception: How to “PROOF” Your Family

    A heartbreaking story. A growing threat. And a practical framework every family should know before it’s too late. In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the rise of modern financial scams — from romance fraud and investment schemes to AI-generated deepfakes that can mimic the voices and faces of loved ones. Through the real-life story of a woman manipulated out of $1.2 million, Marc explains why today’s scams are more sophisticated, emotional, and dangerous than ever before. In this episode, you will learn: How scammers exploit psychological triggers like urgency, trust, and fear.Why AI-powered deepfakes are creating a new level of financial risk.The P.R.O.O.F. Framework for spotting and responding to scams.Simple family protection strategies — including creating a shared family password.And more!Tune in for an eye-opening conversation about protecting your finances, your identity, and the people you love in an increasingly digital world. Resources: Episode Transcript & Blog | Scam Defense Guide | 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

    8 min

  5. May 1

    Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller

    What if one investment could potentially reduce your tax bill today and generate income tomorrow? Oil and gas investing might not be as out-of-reach — or as risky-as-you-think. In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Courtney Moeller, an oil and gas investor, entrepreneur, and Navy veteran who helps high-income earners reduce their tax burden and build passive income through alternative investments. In this episode, you will learn: How oil and gas investments can potentially offset W-2 and active income through powerful tax advantages like Intangible Drilling Costs (IDCs).The key risks involved in oil and gas investing, including drilling outcomes, oil price fluctuations, and deal structure.How to evaluate opportunities, from choosing the right operator and basin to understanding breakeven prices and diversification strategies.Why oil and gas still plays a critical role in the global economy — far beyond just fueling your car.And more!Tune in for an inside look at how oil and gas investing works, who it may be right for, and how it can fit into a broader financial strategy focused on tax efficiency, diversification, and long-term wealth building. Resources: Episode Transcript & Blog | ironhorseenergyfunds.com | courtneymoeller.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

    32 min

  6. Apr 17

    Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee

    Most business owners think the path to growth is doing more — but what if that mindset is actually holding you back? In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by David McGhee, a Business Performance Coach with over 20 years of experience helping six-figure business owners scale to seven figures — without burning out. David shares why focusing less on growth can actually accelerate it, and how aligning your vision, leadership, and daily operations is the real key to breaking through plateaus. In this episode, you will learn: Why high performers often confuse activity with real progress — and how to fix it.How shifting from “goals” to “targets” can improve execution and reduce frustration.The three biggest mistakes business owners make when trying to scale.Why money is a mechanism — not the end goal — and how to align your business with what truly matters.How shorter work cycles (like 6-week sprints) can dramatically improve productivity and results.The difference between coaching, mentoring, training, and teaching — and which one you actually needAnd more!Tune in to learn how to break through growth ceilings, reclaim your time, and build a business that supports your life — not consumes it. Resources: Episode Transcript & Blog | coachdavemcghee.com  | @CoachDaveMcGhee | 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. Apr 10

    Unconventional Money Wisdom for Single Parents With Pat Hankin

    After discovering a community of 470,000 single parents, one expert realized something surprising: no one was teaching the practical side of doing it alone. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Pat Hankin, business professional, parenting expert, and author of The Field Guide for Single Parents — a practical, no-fluff resource designed to help solo parents navigate the real-world challenges of money, time, and support systems. In this episode, you will learn: Why time and money are deeply connected — and how understanding the value of your time can transform your financial decisions.How to build a “composite partner” by creating systems and support networks that replace what a second adult might typically provide.The financial realities of separation, including why expenses don’t simply get cut in half — and how to adjust your mindset accordingly.Practical tools and strategies to reduce overwhelm, track your responsibilities, and regain a sense of control and agency.And more!Tune in for a candid, empowering conversation on navigating single parenthood with confidence, letting go of perfection, and recognizing the strength and skills you already have. Resources: Episode Transcript & Blog | pathankin.com | The Field Guide for Single Parents | 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

  8. Mar 27

    Winning the Rent Game: Tips From Justin Pogue

    Most renters accept the listed price — but what if that’s your biggest mistake? In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Justin Pogue, founder of Rental Secrets, to uncover how renters can better understand landlord psychology — and use it to their advantage. In this episode, you will learn: Why landlords are highly motivated to fill vacancies — and how that creates opportunity for renters.How leasing agents create urgency (and how to avoid falling into that trap).Why “market rent” isn’t as objective as it sounds — and how to find better comps.Practical negotiation strategies that can help renters save thousands over the life of a lease.And more!Tune in to uncover how shifting your mindset — from tenant to informed negotiator — can completely change your rental experience and put real money back in your pocket. Resources: Episode Transcript & Blog | Rental Secrets | rentalsecrets.net | Justin@rentalsecrets.net | 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

    28 min
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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
    294
  • Rating
    Clean
  • Copyright
    © 2026 The Agent of Wealth
  • Show Website
    The Agent of Wealth

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