The Agent of Wealth

Marc Bautis
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  • 一周一更

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天前

    What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady

    What if your dream home is hiding dangers you can’t see? From undisclosed environmental risks to costly repair needs, the wrong surprise can turn homeownership into a financial headache. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bob Frady, serial entrepreneur and founder of PropertyLens, a platform that equips homebuyers with in-depth property reports to uncover hidden risks before they commit. In this episode, you will learn: How PropertyLens uses over 2,000 data points – from roof condition to neighborhood safety – to give buyers a complete picture of a home.Why relying solely on a home inspection could leave you vulnerable to costly oversights.The three possible outcomes a buyer can expect after reviewing a PropertyLens report. How both buyers and sellers can leverage property data to negotiate better deals and avoid surprises. And more!Tune in to discover how you can make smarter, safer, and more informed decisions when buying your next home. Resources: Episode Transcript & Blog | www.propertylens.com | bob@propertylens.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    18 分钟

  2. 7月31日

    Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney

    Health insurance can make or break a small business’ financial strategy – yet many owners overlook it or overspend on the wrong plans. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Sherri Matheney, award-winning insurance agent and “Healthcare Hero,” to demystify the health insurance maze for business owners. Sherri shares how to choose the right coverage, avoid costly mistakes, and use health insurance as a tool to protect both your business and employees. In this episode, you will learn: How the right health insurance strategy can significantly reduce financial risk.Common pitfalls small business owners make when selecting health plans — and how to avoid them.When to consider individual vs. group coverage and how to transition as your business grows.Key factors to evaluate during open enrollment and upcoming regulatory changes to watch.And more!Resources: Episode Transcript & Blog | Sherri Matheney: 417-763-0295 | healthinsurancewithsherri.com | healthinsurancewithsherri@gmail.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    25 分钟

  3. 7月25日

    How to Create and Grow a Roth IRA For Your Children

    Whether your child has earned income from a part-time job, or is working for a family business, a Roth IRA can be a game-changing tool for their financial future – but it must be done correctly.  In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the powerful strategy of setting up a Roth IRA for children. Inspired by recent buzz (yes, Beyoncé and Jay-Z come up), Marc explains how starting young with tax-free compounding can lead to extraordinary long-term growth. He covers everything from IRA rules and documentation requirements to real-life tax court challenges and best practices.  In this episode, you will learn: The differences between Roth IRAs, Traditional IRAs, and taxable investment accounts.What counts as “earned income” and why it’s essential for Roth IRA eligibility. How to legally employ your child through a family business.Real-world IRS red flags and examples of what not to do.Best practices for staying compliant and maximizing benefits.And more!Resources: Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    15 分钟

  4. 7月11日

    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

    27 分钟

  5. 7月4日

    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

    43 分钟

  6. 6月27日

    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

    33 分钟

  7. 6月20日

    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

    24 分钟

  8. 6月13日

    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

    23 分钟
查看全部 256 集

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关于

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.

信息

  • 创作者
    Marc Bautis
  • 活跃年份
    2018年 - 2025年
  • 单集
    256
  • 分级
    儿童适宜
  • 版权
    © 2025 The Agent of Wealth
  • 节目网站
    The Agent of Wealth

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