The Agent of Wealth

Marc Bautis
  • 5,0 (26)
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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. -2 J

    Legal Wellness Made Simple With Danny Karon

    Legal issues affect everyone, yet most of us navigate them blindly — until it’s too late. What if you could take control of your legal wellness the same way you manage your finances or health? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Danny Karon, aka “Your Lovable Lawyer,” a seasoned attorney, law professor, and legal wellness advocate. Danny breaks down complex legal concepts and shows how everyday people can protect themselves, avoid costly mistakes, and confidently navigate the law. In this episode, you will learn: What legal wellness is and why it’s just as important as your financial or physical health.How to take proactive steps to protect yourself in common legal situations, from auto accidents to online behavior.The importance of reading contracts — even the ones you think you can’t change.When it’s time to bring in a lawyer versus when you can handle issues on your own.And more!Tune in to discover practical strategies to safeguard your legal health, avoid common pitfalls, and empower yourself to navigate the law with confidence. Resources: Episode Transcript & Blog | yourlovablelawyer.com | Your Lovable Lawyer’s Guide to Legal Wellness: Fighting Back Against the World That’s Hard to Cheat You | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    23 min

  2. 3 OCT.

    The Hidden Cost of Staying in a Career That’s Draining You With Rachel Spekman

    Many professionals push through unfulfilling careers, but at what hidden cost to their lives, goals, and well-being? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rachel Spekman, founder of Made for More Coaching. Rachel is a veteran coach who helps professionals who feel unfulfilled by their careers identify and tap into their unique potential. After 15 years in marketing brands, 10 years supporting startup founders, and five years practicing as a therapist, she has helped hundreds of people reinvent their careers.  In this episode, you will learn: The long-term effects of staying in a career that drains your energy and motivation.Why fear and comfort often keep people stuck in unfulfilling roles.How to identify the warning signs that it’s time to make a career change.Practical strategies for transitioning into work that aligns with your strengths and passions.And more!Resources: Episode Transcript & Blog | rachelspekman.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    24 min

  3. 26 SEPT.

    The One Big Beautiful Bill Act: Key Provisions to Know

    The One Big Beautiful Bill Act (OBBBA) – a sweeping piece of tax legislation that impacts everything from deductions to child savings accounts – has been passed. Do you know what it means for your financial plan? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams to break down key provisions of the new law and highlight the biggest planning opportunities. In this episode, you will learn: How the new $40,000 SALT deduction cap works, who benefits, and why the phaseout rules could make itemizing worthwhile again for taxpayers in high-tax states.What the Senior Standard Deduction offers to those age 65 and older, how the phaseout thresholds apply, and how it compares to existing deduction strategies in retirement.Why the newly introduced Trump Accounts — government-seeded investment accounts for children — could become a powerful savings tool alongside 529 plans and Roth IRAs for kids.How changes to charitable contribution rules — including the new deduction cap, minimum “floor,” and standard deduction adjustments — may influence when and how you give.Plus: new above-the-line deductions for tips and overtime, expanded 529 plan uses, car loan interest deductions, the repeal of EV and residential energy credits, and more.Resources: Episode Transcript & Blog | The One Big Beautiful Bill Act Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    33 min

  4. 19 SEPT.

    The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman

    Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide to Building Wealth and Independence. Drawing on decades of corporate leadership and financial advising experience, Steve and Mark share how their book helps readers — especially Gen Z and young professionals — gain confidence, clarity, and control over their money. In this episode, you will learn: Why financial literacy is still missing in schools—and how to fill the gap.The 50/20/30 spending model, and why saving should come before “wants.”How small, consistent steps (like automating savings) build lifelong wealth.Why defining your personal version of financial freedom is more important than chasing a big number.And more!Resources: Episode Transcript & Blog | simpleroadbook.com | Free Money Guides | Social Media: Instagram, Facebook, LinkedIn, YouTube | The Cancer for College Story | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    29 min

  5. 12 SEPT.

    How to Help Your Adult Children Buy a Home

    Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?” In this episode of The Agent of Wealth Podcast, host Marc Bautis explores how parents can help their adult children buy a home without jeopardizing their own financial future. He breaks down four common strategies, explains the tax and planning implications of each, and shares how to approach the conversation with your family. In this episode, you will learn: How gifting a down payment works, including 2025 gift tax rules and limits.What’s involved in setting up an intra-family loan – and how to keep it IRS-compliant.The risks and responsibilities of co-signing a mortgage.How buying a home and renting it to your child can benefit both parties.Alternative approaches such as shared equity agreements and covering ongoing costs.Why open and honest communication is the most important part of any plan.And more!Resources: Episode Transcript & Blog | Episode 164 - How Families Can Balance Paying For College And Saving for Retirement | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    18 min

  6. 5 SEPT.

    The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin

    The business of education is rapidly evolving — from homeschooling and private schools to special education programs and investor interest. But how does it all fit together, and where are the biggest opportunities and challenges ahead? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John McLaughlin, Ph.D., Managing Partner at McLaughlin Advisors. John is a lifelong educator, entrepreneur, and advisor who has helped school owners and special education providers prepare for — and profit from — successful exits. In this episode, you will learn: Why fewer people are choosing teaching careers today, and how that shift impacts education.How public, private, charter, and homeschooling fit into the U.S. education system — and who pays for what.The role of private investors and private equity in the future of education.How vouchers and federal law shape funding for special education and private schools.What school owners need to know about acquisitions and planning for a successful exit.And more!Tune in to hear how education, entrepreneurship, and investment opportunities intersect — and what the future of schooling may look like. Resources:  Episode Transcript & Blog | McLaughlinAdvisors.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    33 min

  7. 29 AOÛT

    The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo

    AI is transforming wealth management – but what does that really look like for financial advisors and their clients? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-powered solutions.  In this episode, you will learn: The real-world problems FinMate AI solves – and why note-taking was the first challenge tackled.The importance of privacy and security in AI, and how FinMate approaches data retention. Where AI is already proving valuable in wealth management, from meeting summaries to market signal analysis. And more!Tune in to discover how AI is reshaping the advisor-client relationship and what’s next for AI in financial services.  Resources: Episode Transcript & Blog | FinMate AI | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    20 min

  8. 22 AOÛT

    Dividend Strategies for Generational Wealth With Roger Conrad

    A note from your host: My guest’s audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us! What if your portfolio could pay you to wait? That’s the power of dividend investing. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Roger Conrad, veteran dividend investor and author, nicknamed “The Tortoise King.” With over 40 years of experience navigating recessions, market booms, and industry shifts, Roger shares how dividend strategies can generate sustainable income while still capturing growth opportunities in sectors like energy, utilities, and artificial intelligence. In this episode, you will learn: Why Roger believes dividend-paying companies remain one of the most reliable wealth-building tools, even in volatile markets.The five key criteria he uses to evaluate whether a company’s dividend is sustainable.How sectors like utilities, pipelines, and even real estate play a critical role in income-focused investing.The risks of relying solely on capital gains — and why today’s market concentration in “big tech” may mirror the late 1990s bubble.And more!From utilities to AI, find out which sectors can deliver sustainable dividends and reliable returns! Resources: Episode Transcript & Blog | Dividends with Roger Conrad | conradsutilityinvestor.com | energyandincomeadvisor.com | Power Hungry: Strategic Investing in Telecommunications, Utilities and Other Essential Services | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    21 min
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À propos

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.

Informations

  • Création
    Marc Bautis
  • Années d’activité
    2018 - 2025
  • Épisodes
    265
  • Classification
    Tous publics
  • Copyright
    © 2025 The Agent of Wealth
  • Site web de l’émission
    The Agent of Wealth

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