212 episodes

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.

The Agent of Wealth Marc Bautis

    • Business
    • 5.0 • 26 Ratings

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.

    How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro

    How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro

    Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical steps in starting a business to navigating complex regulatory environments. Discover practical advice on drafting solid contracts, resolving disputes...

    • 31 min
    Rewiring the Mindset Around Retirement With Kevin Hoover

    Rewiring the Mindset Around Retirement With Kevin Hoover

    In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, and embrace flexible retirement approaches that suit your lifestyle. In this episode, you will learn:Why there is a need for a mindset shift reg...

    • 26 min
    The Benefits to Using a Travel Advisor With Rodney George

    The Benefits to Using a Travel Advisor With Rodney George

    Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need.Tune in to gain valuable insights on maximizing your travel experience!In this episode, you will learn:What luxury travel is.The physical and mental benefits to travel...

    • 19 min
    Tax Debt Relief and Resolution With Morgan Q. Anderson

    Tax Debt Relief and Resolution With Morgan Q. Anderson

    Don’t let tax worries keep you up at night – tune in now and transform your understanding of IRS challenges!In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Morgan Q. Anderson, EA, CEO, Founder of Golden Lion Tax Solutions and the author of Tax Debt Rule #1: There’s ALWAYS a Solution! With over 24 years of experience navigating the complexities of IRS and state tax agencies, Morgan is a seasoned expert in resolving tax debt issues. Discover the real stories b...

    • 36 min
    Financial Strategies for Blue-Collar Workers With Ken Rusk

    Financial Strategies for Blue-Collar Workers With Ken Rusk

    Oftentimes we think about what we want to achieve in life, but how do we plan to get there and accomplish those goals?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ken Rusk. Ken is the founder of Rusk Industries, a bestselling author, entrepreneur, and motivational speaker who achieved WSJ Bestseller status with Blue-Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life. He hosts the podcast "Comfort Peace & Freedom" and empowers indi...

    • 27 min
    Episode 208 - 5 Investing Mistakes You May Not Know You’re Making

    Episode 208 - 5 Investing Mistakes You May Not Know You’re Making

    Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing mistakes, from chasing trends to succumbing to emotion-driven decisions, and gain invaluable strategies to steer your financial ship towards calmer, smarter waters. Tune in now and transform your approach to investing!In this episode, you will learn:What action bias and recency bias is, and the app...

    • 23 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

222Shorty ,

Great podcast!

A great interview with Mark. We covered a lot of ground about book publishing in a very short time. I highly recommend this podcast!

Marc_Bautis ,

Great host and thanks for the opportunity!

Marc is an amazing podcast host and I had a great time being a guest on his show.

Marc, thank you very much for the opportunity to be a guest on your show!

I will be sure to tune in to the future episodes and listen to the older ones as well.

Heartfully yours,
Growth Coach, Anand Balasubramanian.

Data B ,

Amazing and Informative!

Marc has a way of zoning in on the key focus areas that can make a difference in your financial life! I highly recommend this podcast. Rick H.

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