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. ١١ يوليو

    Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book

    Most businesses fight for market share – but what if you could make the competition irrelevant? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses Blue Ocean Strategy: How to Create Uncontested Market Space and Make Competition Irrelevant by W. Chan Kim and Renée Mauborgne – the 16th book in the team’s ongoing Book Club series. The Bautis Financial team explores the core concepts of blue oceans versus red oceans, and how individuals and businesses alike can break free from saturated markets to create unique value. In this episode, we discuss: How “value innovation” drives success by creating new demand instead of competing for existing demand.The “Strategy Canvas” and how it helps visualize industry norms and uncover opportunities for disruption.Why sustaining a blue ocean strategy requires continuous innovation – and the dangers of becoming complacent.How individuals can apply Blue Ocean Strategy principles to their own careers and personal growth.And more!Whether you’re a business owner, professional, or someone seeking a fresh perspective on standing out, this episode offers actionable insights for charting your own blue ocean. Resources: Episode Transcript & Blog | Blue Ocean Strategy: How to Create Uncontested Market Space and Make Competition Irrelevant | Bautis Financial Book Club | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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  2. ٤ يوليو

    Turning Marriage Into An Asset With Dr. Travis Parry

    Business partners draft contracts. Investment partners sign agreements. But when it comes to marriage – one of the most important partnerships of all – too many couples skip the financial conversations that matter most. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Travis Parry, #1 bestselling author of Achieving Balance and Marry and Grow Rich. With a master’s in psychology and a PhD in Family Relations, Dr. Parry has spent his career studying the intersection of money, marriage, and mindset. He’s the founder of the Make Time Institute, an international speaker, host of The Balanced Growth Show, and a dedicated husband of 22 years and father of eight. Together, they explore how couples can align their values, grow their wealth as a team, and avoid the burnout that can sabotage both relationships and financial success. In this episode, you will learn: Why a strong marriage can be your most valuable asset, and how aligned values between spouses directly impact long-term wealth.How subconscious money beliefs passed down through generations can shape your financial behavior – and what to do about it.The key to balancing entrepreneurship, family life, and financial success without burning out.Why open communication and shared financial planning are essential to a thriving marriage and business.And more!Resources: Episode Transcript & Blog | marryandgrowrichbook.com | maketimeinstitute.com | The Balanced Growth Show | Achieving Balance | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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  3. ٢٧ يونيو

    Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD

    What’s harder than building a successful family business? Handing it off to the next generation.  Passing on a successful family business is one of the most complex – and often avoided – transitions a family can face. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Doug Gray, PhD, a leadership coach, organizational psychologist, and author of The Success Playbook for Next Gen Family Business Leaders. Together, they explore the emotional, financial, and strategic challenges of family business succession.  In this episode, you will learn: Why succession is often mishandled – and how to avoid common pitfalls.How to identify and empower next-gen leaders with both financial and non-financial tools.The role of peer groups, leadership assessments, and intentional learning in successful transitions.How AI and personalized coaching tools are revolutionizing succession planning.And more!Tune in to gain practical insights, expert strategies, and real-world examples that can help your family business thrive for generations to come. Resources: Episode Transcript & Blog | action-learning.com | The Success Playbook for Next Gen Family Business Leaders | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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  4. ٢٠ يونيو

    Energetic Wealth: The Missing Link to Women’s Financial & Emotional Liberation With Egle Aleknaviciute

    There are countless strategies to build wealth – but what if the key to lasting success lies in the energy behind those strategies?  In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Egle Aleknaviciute to explore how aligning mindset, emotion and energy can create meaningful financial transformation.  Egle is a business strategist and energy alignment expert who helps high-achieving women clear subconscious money blocks, shift generational beliefs, and build wealth with purpose. With a background in economics, corporate finance, and entrepreneurship, she blends practical experience with deep inner work to guide clients toward empowered, sustainable success. In this episode, you will learn: How subconscious beliefs about money form – and how they silently shape your financial reality.Why traditional financial strategies often fall short without emotional and energetic alignment.Simple ways to begin shifting from a scarcity mindset to an abundance mindset.How entrepreneurs can identify and overcome internal blocks that limit business growth.What “energy alignment” really means – and how it can unlock more purposeful, fulfilling success.And more!Whether you’re an entrepreneur feeling stuck or simply spurious about the emotional side of money, this conversation offers insights you won’t want to miss. Resources: Episode Transcript & Blog | egle-aleknaviciute.com | Follow Egle: Facebook, Instagram, LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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  5. ١٣ يونيو

    Staying Put and Staying Secure: How Reverse Mortgages Can Empower Retirees With Kevin Guttman

    If your retirement plan includes staying in your home, you’ll want to hear this conversation… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Guttman, Certified Reverse Mortgage Professional and author of A Reverse Mortgage Changed My Life: Real Stories of Hope, Courage, and Inspiration. Together, they break down the often misunderstood world of reverse mortgages – also referred to as “retirement mortgages.” With over two decades of experience, Kevin explains how these loans can offer older homeowners financial security, flexibility, and peace of mind – all while allowing them to stay in their homes. In this episode, you will learn: How retirement/reverse mortgages differ from traditional home loans and HELOCs.Who qualifies for a reverse mortgage and how to determine if it’s the right fit.The three ways retirees can access their home equity – and which might make the most sense.The most common misconceptions about reverse mortgages (and the truth behind them).How to start a productive conversation with aging parents about home equity and long-term financial goals.And more!Tune into this episode to hear how home equity can support long-term retirement goals! Resources: Episode Transcript & Blog | reversemortgagerevolution.com | A Reverse Mortgage Changed My Life: Real Stories of Hope, Courage, and Inspiration | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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  6. ٦ يونيو

    ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi

    Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees.  In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Salvatore Tirabassi, a fractional CFO with extensive experience in private equity, exit planning, and succession strategies. This episode unveils the secrets of Employee Stock Ownership Plans (ESOPs) with Salvatore, who’s personally guided a $242M business sale through an ESOP, offering a unique perspective on when and how an ESOP makes sense. In this episode, you will learn: What an Employee Stock Ownership Plan (ESOP) is, and how it works.The ideal planning timeline for an ESOP.The significant tax benefits of an ESOP – for owners and companies.How liquidity is created for selling shareholders. And more!Tune in to discover how ESOPs offer a compelling alternative to traditional sales, enabling business owners to achieve their financial goals while fostering a unique ownership culture among their employees. Resources: Episode Transcript & Blog | CFOproanalytics.com | tirabassi.com | LinkedIn: Salvatore Tirabassi | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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  7. ٣٠ مايو

    How Smart Investing Can Solve the Affordable Housing Crisis With Samuel Sells

    Most real estate investors chase returns. Few also aim to lift people out of poverty. Samuel Sells does both.  In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Samuel Sells, a retired Air Force officer and the founder of Impact Growth Capital. With a background in global health and over $2 billion in completed development projects across five continents, Sam now applied his expertise to one of America’s most urgent challenges: the affordable housing crisis. Through innovative public-private partnerships and a $300 million impact fund, he’s proving that you can generate strong returns while rebuilding communities and transforming lives. In this episode, you will learn: What the affordable housing crisis really looks like – and why public housing is failing.How Samuel structures low-risk, high-impact investments backed by government contracts and subsidies.The power of combining for-profit development with nonprofit services to help families achieve economic mobility. The unique advantages of investing in Opportunity Zones and impact-focused real estate funds.Why Samuel believes making money and doing good don’t have to be mutually exclusive.And more!Tune in to discover how mission-driven investing can deliver both purpose and profit. Resources: Episode Transcript & Blog | impactgrowthcap.com | Follow Samuel: LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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  8. ٢٣ مايو

    How Inflation Distorts Markets With Ivan Pavlovic

    Why do prices keep rising – even when productivity increases? And who really controls the money supply? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ivan Pavlovic, author of Making Money on the Money Printer. Together, they explore the hidden mechanics behind inflation, how monetary policy shapes the economy, and what individuals can do to protect their financial future. In this episode, you will learn: Why inflation is more than just rising prices – and how it’s rooted in money supply expansion.How central banks and commercial lenders create money, and why it’s not just governments pulling the strings.The role of interest rates in financial instability and what causes economic booms and busts.How asset bubbles form, and what savvy investors can do to stay ahead of the cycle.And more!Tune in to discover how you can protect your wealth when the value of money keeps falling. Resources: Episode Transcript & Blog | Making Money on the Money Printer | Follow Ivan: X | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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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.

المعلومات

  • صناع العمل
    Marc Bautis
  • سنوات النشاط
    ٢٠١٨ - ٢٠٢٥
  • الحلقات
    ٢٥٣
  • التقييم
    ملائم
  • حقوق النشر
    © 2025 The Agent of Wealth
  • موقع البرنامج على الويب
    The Agent of Wealth

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