The Agent of Wealth

Marc Bautis
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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

    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

  2. DEC 12

    The Small Business Owner’s Guide to Leveraging Technology With David Quick

    AI is reshaping the business world — but for small business owners, the biggest danger isn’t the technology itself. It’s adopting it without truly understanding your processes. In this episode of The Agent of Wealth, co-host John Williams is joined by David Quick — IT veteran, founder of Total Cover IT, and author of Winning with Tech in the Age of AI. David shares insights from 25 years in technology and business, revealing how small businesses can leverage AI safely, strategically, and profitably. In this episode, you will learn: Why AI won’t fix a broken process — it will amplify it.The smartest (and safest) ways small businesses can begin using AI today.How cybersecurity threats are evolving as hackers also adopt AI — and how to protect your business.The biggest tech mistakes small businesses make, and how to avoid shiny-object syndrome.And more!Tune in for a grounded, practical look at where AI is headed — and what business owners can do now to stay efficient, secure, and competitive. Resources:  Episode Transcript & Blog | totalcoverit.com |totalcoverit.com/winningwithtech | totalcoverit.com/meetdavidquick | 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

    23 min

  3. DEC 5

    How to Navigate the World of Senior Living With Melina Owusu

    Navigating senior care can be overwhelming — but with the right guidance, it doesn’t have to be. In this episode of The Agent of Wealth, co-host John Williams is joined by Melina Owusu, Certified Senior Advisor and owner of CarePatrol of Metro North New Jersey, who helps families find safe, personalized senior living options — from independent living to assisted living and memory care — at no cost to the family. In this episode, you will learn: The key differences between independent living, assisted living, and memory care.How to assess your loved one’s needs and determine the right time for a transition.Common mistakes families make and why planning ahead is essential.Practical strategies for gathering critical information and resources to reduce stress during transitions.And more!Tune in for expert insights on how to navigate senior care with confidence, protect your family’s well-being, and make informed decisions that provide safety, comfort, and peace of mind. Resources: Episode Transcript & Blog | CarePatrol of Metro North New Jersey | Melina Owusu | Contact Melina: mowusu@carepatrol.com (973) 281-2946 | 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

  4. NOV 28

    Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers

    Most entrepreneurs look for flashy industries with big margins… but what if the real opportunity is hiding in the last place you’d ever think to look? In this episode of The Agent of Wealth, co-host John Williams is joined by David Sauers, co-founder of Royal Restrooms — the company that transformed the portable restroom experience from dreaded necessity to unexpected luxury. David shares the origin story behind Royal Restrooms, how he scaled a simple idea into a national franchise, and what entrepreneurs can learn from building a business in the most unlikely of places. In this episode, you will learn: How one frustrating experience at a public event inspired the creation of a luxury portable restroom business.What differentiates Royal Restrooms from traditional porta-potties — and why upgraded facilities can significantly boost event revenue.How David scaled from two trailers to more than 50 franchise locations across the country.The biggest challenges in shifting public perception and creating a new category within an established industry.What it really takes to become a successful Royal Restrooms franchisee — and why community involvement is key.And more!Tune in for an inspiring conversation about innovation, entrepreneurship, and finding opportunity where no one else is looking. Resources: Episode Transcript & Blog | royalrestrooms.com | davidsauers.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

    30 min

  5. NOV 21

    Trusts Made Simple: Estate Planning Insights With Tom Szieber

    Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve. In this episode of The Agent of Wealth Podcast, John Williams is joined by Tom Szieber, a North New Jersey estate planning attorney who helps families build thoughtful, tax-efficient, and practical estate plans. Together, they break down the real purpose of trusts, when they make sense, and how to know which type may be right for you. In this episode, you will learn: Why so many families are now exploring trusts – and why probate avoidance has become a major driver. The three core roles in every trust and how they work together.The key differences between revocable and irrevocable trusts (and what most people misunderstand about each).How titling, beneficiary designations, and pour-over wills determine what actually happens to your assets. And more!Tune in for a clear, practical conversation that demystifies trusts and helps you understand how they fit into a modern estate plan. Resources: Episode Transcript & Blog | Law Offices of Peter G. Aziz & Associates | Tom Szieber, Jr., Esq. | LinkedIn | Instagram | 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

  6. NOV 14

    How to Break Into the Drone Business With Damon Darnall

    What if the next major wave of entrepreneurship is happening 400 feet above your head? The drone industry is unlocking six-figure business opportunities for early movers. In this episode of The Agent of Wealth Podcast, John Williams is joined by Damon Darnall — “The Drone Boss” — to explore where the drone industry is heading, how entrepreneurs are capitalizing on emerging verticals, and why automation, AI, and air-mobility systems are shaping a multi-billion-dollar future. In this episode, you will learn: How to get started in the commercial drone industry with just a $1,500 drone and build a profitable business.The steps to earn your FAA Part 107 license and why it’s the first essential step before launching a drone business.Which industries and verticals are most promising for drone services, from real estate and agriculture to inspections and cinematography.How focusing on results, not just technology, helps drone entrepreneurs stand out and win clients.What the “low-altitude economy” is and how autonomous drones will change the way businesses operate in the next few years.And more!Tune in now for a fascinating glimpse into the future of drones — and the business and investment opportunities that will follow. Resources: Episode Transcript & Blog | dronecommandlive.com | The Drone Boss | 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

    35 min

  7. NOV 7

    The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky

    What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners through one of the most impactful transitions of their lives: exiting the business they poured themselves into. In this episode, you will learn: How to determine the true value of a business beyond the balance sheet.Why timing the sale is more about personal readiness than market forecasts.The emotional challenges that often arise during exit planning — and how to prepare for them.Key steps to ensure a smooth, confidential, and fair sale process.And more!Tune in for a thoughtful discussion on preserving legacy, maximizing financial outcomes, and planning for what comes after the business is sold. Resources: Episode Transcript & Blog | IBAINC.com | 425-454-3052 | 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

  8. OCT 31

    The Hidden Potential of Bitcoin Mining With Beau Turner

    Most investors think they need to buy Bitcoin to profit – but there’s another side of cryptocurrency that can generate steady income…  In this episode of The Agent of Wealth Podcast, John Williams is joined by Beau Turner, founder of Abundant Mines, a company built to make passive crypto infrastructure investing simple, secure, and sustainable.  In this episode, you will learn: What Bitcoin mining really is, and how it supports the cryptocurrency ecosystem.How investors can participate in mining while maintaining control and tax advantages.Why Bitcoin mining is becoming a more stable and predictable investment opportunity. How responsible mining can be energy-efficient and even benefit local communities.And more!Tune in to discover how Bitcoin mining can provide cash-flowing income, reduce investment risk, and offer a hands-on way to learn about the future of money and technology.  Resources: Episode Transcript & Blog | Abundant Mines | Abundant Mines YouTube | Abundant Mines Podcast | 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
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5
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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 - 2025
  • Episodes
    275
  • Rating
    Clean
  • Copyright
    © 2025 The Agent of Wealth
  • Show Website
    The Agent of Wealth