The Agent of Wealth

Marc Bautis
  • 5.0 (27)
  • INVESTING
  • 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. 6D AGO

    Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller

    What if one investment could potentially reduce your tax bill today and generate income tomorrow? Oil and gas investing might not be as out-of-reach — or as risky-as-you-think. In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Courtney Moeller, an oil and gas investor, entrepreneur, and Navy veteran who helps high-income earners reduce their tax burden and build passive income through alternative investments. In this episode, you will learn: How oil and gas investments can potentially offset W-2 and active income through powerful tax advantages like Intangible Drilling Costs (IDCs).The key risks involved in oil and gas investing, including drilling outcomes, oil price fluctuations, and deal structure.How to evaluate opportunities, from choosing the right operator and basin to understanding breakeven prices and diversification strategies.Why oil and gas still plays a critical role in the global economy — far beyond just fueling your car.And more!Tune in for an inside look at how oil and gas investing works, who it may be right for, and how it can fit into a broader financial strategy focused on tax efficiency, diversification, and long-term wealth building. Resources: Episode Transcript & Blog | ironhorseenergyfunds.com | courtneymoeller.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

    32 min

  2. APR 17

    Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee

    Most business owners think the path to growth is doing more — but what if that mindset is actually holding you back? In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by David McGhee, a Business Performance Coach with over 20 years of experience helping six-figure business owners scale to seven figures — without burning out. David shares why focusing less on growth can actually accelerate it, and how aligning your vision, leadership, and daily operations is the real key to breaking through plateaus. In this episode, you will learn: Why high performers often confuse activity with real progress — and how to fix it.How shifting from “goals” to “targets” can improve execution and reduce frustration.The three biggest mistakes business owners make when trying to scale.Why money is a mechanism — not the end goal — and how to align your business with what truly matters.How shorter work cycles (like 6-week sprints) can dramatically improve productivity and results.The difference between coaching, mentoring, training, and teaching — and which one you actually needAnd more!Tune in to learn how to break through growth ceilings, reclaim your time, and build a business that supports your life — not consumes it. Resources: Episode Transcript & Blog | coachdavemcghee.com  | @CoachDaveMcGhee | 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

  3. APR 10

    Unconventional Money Wisdom for Single Parents With Pat Hankin

    After discovering a community of 470,000 single parents, one expert realized something surprising: no one was teaching the practical side of doing it alone. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Pat Hankin, business professional, parenting expert, and author of The Field Guide for Single Parents — a practical, no-fluff resource designed to help solo parents navigate the real-world challenges of money, time, and support systems. In this episode, you will learn: Why time and money are deeply connected — and how understanding the value of your time can transform your financial decisions.How to build a “composite partner” by creating systems and support networks that replace what a second adult might typically provide.The financial realities of separation, including why expenses don’t simply get cut in half — and how to adjust your mindset accordingly.Practical tools and strategies to reduce overwhelm, track your responsibilities, and regain a sense of control and agency.And more!Tune in for a candid, empowering conversation on navigating single parenthood with confidence, letting go of perfection, and recognizing the strength and skills you already have. Resources: Episode Transcript & Blog | pathankin.com | The Field Guide for Single Parents | 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

  4. MAR 27

    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

  5. 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

  6. 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

  7. 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

  8. 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
See All (290)

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
    290
  • Rating
    Clean
  • Copyright
    © 2026 The Agent of Wealth
  • Show Website
    The Agent of Wealth

You Might Also Like