The Agent of Wealth

Marc Bautis
  • 5.0 (27)
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  • 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

    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

  2. MAR 13

    Investing in Senior Living Real Estate With Radhika Rastogi

    America’s aging population is creating one of the most powerful demographic trends of the next two decades — and it’s reshaping opportunities in real estate. But senior living is far more complex than traditional multifamily investing. From staffing challenges to operational improvements and investor structures, understanding the sector requires a unique blend of healthcare expertise and real estate strategy. In this episode of The Agent of Wealth, host Marc Bautis is joined by Radhika Rastogi, Co-Founder of Relik Capital Group, a senior-living real estate investment firm focused on acquiring and repositioning underperforming senior living communities. In this episode, you will learn: Why demographics are creating massive demand for senior living — and why supply hasn’t kept up.How senior living investments differ from traditional multifamily real estate, including unique revenue streams like level-of-care fees.The strategy behind repositioning underperforming senior living communities to improve operations, occupancy, and investor returns.How syndication deals are structured, including preferred returns, refinancing strategies, and capital return timelines for investors.The biggest risks in senior living investments, including staffing challenges and legal considerations.And more!Tune in for a behind-the-scenes look at how senior living communities operate as both healthcare environments and real estate investments — and why many investors are beginning to pay attention to this rapidly growing asset class. Resources: Episode Transcript & Blog | www.relikcapitalgroup.com | Connect with Radhika Rastogi on LinkedIn | 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

    25 min

  3. MAR 6

    Upstream: The Quest to Solve Problems Before They Happen by Dan Heath

    What if the best way to solve problems… is to stop them from happening in the first place? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another book in their Book Club series: Upstream: The Quest to Solve Problems Before They Happen by Dan Heath. Through real-world examples and insights from the book, the team explores why organizations often get stuck reacting to problems instead of preventing them — and what it takes to shift toward upstream thinking. In this episode, we discuss: Why many problems persist due to the “diffusion of responsibility” — and how assigning clear ownership is critical to preventing recurring issues.How “tunneling” keeps individuals and organizations stuck in reactive mode, constantly solving urgent problems without addressing the root causes upstream.Why changing outcomes often requires redesigning systems — not just asking people within those systems to work harder or behave differently.How identifying leverage points, early warning signals and meaningful metrics can help organizations detect problems sooner and measure whether prevention efforts are truly working.And more!Tune in for a thoughtful discussion on how upstream thinking can lead to better decision-making, stronger systems and fewer crises — whether you’re running a business, managing a team or simply trying to improve processes in your everyday life. Resources:  Episode Transcript & Blog | Upstream: The Quest to Solve Problems Before They Happen | 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

  4. FEB 27

    When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore

    What happens when systems designed to succeed are actually built to fail? In today’s episode, we explore why growth-at-all-costs can undermine even the most well-intentioned organizations. In this episode of The Agent of Wealth, co-host John Williams is joined by Eugene Theodore, strategist, former photojournalist, and author of Built to Collapse, to uncover the hidden forces shaping modern business, innovation, and leadership. In this episode, you will learn: Why hard work alone isn’t enough — and how the systems around us often determine success or failure.How innovation and growth can backfire when metrics and incentives aren’t aligned with long-term sustainability.The risks of adopting technology trends, like AI, without considering systemic consequences.Three guiding principles — be of service, be sustainable, be of significance — that can help individuals and organizations thrive.And more!Tune in for a thought-provoking conversation on the unseen pressures in business, the consequences of short-term thinking, and practical insights for creating lasting impact in your work and life. Resources: Episode Transcript & Blog | eugenetheodore.com | Built to Collapse | 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

    44 min

  5. FEB 20

    Excellence vs. Perfection In Money and Health With Stanley Bronstein

    Perfection is a trap. Excellence is a system. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stanley Bronstein — attorney, CPA, life coach, and creator of The Way of Excellence — to explore the powerful difference between perfection and excellence, and why that distinction can transform your health, wealth, and life. After losing more than 220 pounds and maintaining that transformation for nearly 17 years, Stanley shares the mindset shift that made lasting change possible — and how the same principles apply to financial success, personal growth, and long-term fulfillment. In this episode, you will learn: Why perfection is a losing strategy.The “Beat Yesterday” philosophy.Four simple daily habits that drive long-term transformation.How to break the all-or-nothing cycle.And more!Tune in for a powerful conversation on resilience, human capital, compounding habits, and why your past does not define your future. Resources: Episode Transcript & Blog | thewayofexcellence.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

    24 min

  6. FEB 13

    Inside Mobile Home Park Investing With Leo Young

    Affordable housing. Durable cash flow. And an asset class that historically outperformed during recessions. In this episode of The Agent of Wealth, co-host John Williams is joined by Leo Young, Founder and Managing Partner of Cornell Communities, a real estate investment firm focused on acquiring and operating manufactured housing communities across the United States. With experience spanning more than $75 million in transactions — and a career path that includes working at Tesla and on the acquisitions team of a $4.5 billion private equity fund — Leo shares why he chose a niche many investors overlook: mobile home parks. He explains how this asset class blends affordability, impact and strong risk-adjusted returns, and why it may deserve a closer look in today’s volatile market. In this episode, you will learn: Why manufactured housing communities often perform well during recessions.How the business model works.What makes this asset class attractive for passive investors.How Leo’s background as a first-generation immigrant shaped his money beliefs, risk tolerance and entrepreneurial drive.And more!Tune in for a deep dive into the economics of manufactured housing, insights on private equity-style real estate investing, and a powerful conversation about resilience, opportunity and building wealth with purpose. Resources: Episode Transcript & Blog | cornellcommunities.com | LinkedIn: Leo Young | Instagram: @leoyoungrealestate | 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

  7. FEB 6

    Planning for Long-Term Care Without Panic or Fear, With Raymond Lavine

    Most people assume Medicare will cover long-term care — until they discover, often too late, that it won’t. In this episode of The Agent of Wealth, co-host John Williams sits down with Raymond Lavine, founder of Lavine LTC Benefits, to unpack one of the most misunderstood areas of financial planning: long-term care. From defining what long-term care actually means to exploring where care is delivered, how it’s paid for, and why planning ahead creates more control and dignity, this conversation cuts through common misconceptions. In this episode, you will learn: Long-term care is about caregiving, not healthcare.Care doesn’t only happen in nursing homes.Medicare coverage is limited and often misunderstood.Planning ahead creates options — waiting removes them.Long-term care planning is about dignity and quality of life.And more!Resources: Episode Transcript & Blog | www.lavineltcins.com | 275-609-0001 | Raymond Lavine on Facebook | Raymond Lavine on LinkedIn | 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. JAN 30

    The Human Touch in a Tech-Driven Banking World With Walt Postlewait

    Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business? In this episode of The Agent of Wealth, host Marc Bautis is joined by Walt Postlewait, a longtime banking and credit risk leader with more than 20 years of experience in commercial lending, financial innovation, and access to capital. Walt is the Co-Founder of Portfolio Watch and Chief Credit Officer at MStreetX, and over his career he has helped deploy more than $600 million to support small businesses, real estate, and economic development. Together, Marc and Walt unpack the evolving role of bankers, why relationships still matter in lending, and how community banks continue to play a critical role for business owners — even in an increasingly digital world. In this episode, you will learn: Why small business owners still need a banker — and why that relationship should be built long before you need a loan.The key differences between community banks, national banks, and digital platforms, and where each one has an edge.How community banks evaluate loans differently, including why local decision-making and business context can change outcomes.How technology and AI are improving the lending process, from fraud detection to smarter loan monitoring after funding.What business owners should focus on to work on their business, not just in it, and why strategic thinking impacts long-term value.And more!Tune in for a practical, behind-the-scenes look at how lending decisions are really made, why relationships still matter in finance, and how business owners can position themselves for smarter, more flexible access to capital — even as banking continues to evolve. Resources: Episode Transcript & Blog | Walt Postlewait on LinkedIn | Portfolio Watch on LinkedIn | portfoliowatch.co | Email: walt@portfoliowatch.co | 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
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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
    287
  • Rating
    Clean
  • Copyright
    © 2026 The Agent of Wealth
  • Show Website
    The Agent of Wealth

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