Agent of Wealth

Marc Bautis

Welcome to 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.

All Episodes

Arguments about money disturb many marriages. When you consider that about one third of adults with partners report money as a big source of conflict in relationships, it's no surprise that financial problems are a leading cause of divorce. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Chris Felton, a financial services entrepreneur, speaker, trainer and the co-author of the best-selling book Couples Money: What Every Couple Should Know about Money and Relationships. Chris candidly shares his very personal story of how his wife Marlow went from the brink of divorce, and struggling financially to financial freedom and harmony.In this episode, you will learn:How to take accountability for financial hardships in your relationship.How couples can create harmonious goals and attack them together.How couples can track financial progress.Strategies to improve a couple’s finances.And more!Resources:Couplesmoney.com | Couples Money: What Every Couple Should Know about Money and Relationships | Couples Wealth Blueprint | Chris’ Instagram | Chris’ Twitter | Bautis Financial: (862) 205-5000

Nov 23

30 min 43 sec

Infinite banking is a strategy created by Nelson Nash, life insurance agent for 35 years and author of Becoming Your Own Banker. The premise is to use a whole life insurance policy to lend money to yourself, using the cash value of the policy as collateral. It’s an intriguing approach, especially for those who have been frustrated with the loan process.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams for a conversation with Anthony Faso and Cameron Christiansen, founders of Infinite Wealth Consultants and the hosts of Infinite Wealth Podcast. Together, they discuss the concept of infinite banking.In this episode, you will learn:What infinite banking is.How to employ the concept of infinite banking into your own finances.How to maximize the use of a life insurance policy to create infinite wealth.And more!Resources:Exclusive Deal for Agent of Wealth Listeners | Infinite Wealth Consultants | Infinite Wealth Podcast | Anthony Faso | Cameron Christiansen | Becoming Your Own Banker | Bautis Financial: (862) 205-5000

Nov 17

37 min 35 sec

Renewable energy sources, such as wind, solar and hydroelectric, currently supply about a quarter of the electricity generated by the power sector. The industry has been growing fast, increasing its electricity generating capacity at about 8% annually over the last decade. In this episode of The Agent of Wealth Podcast, host Marc Bautisis joined by Mike Silvestrini, co-founder and managing partner of Energea, a renewable project developer and retail investment platform that's focused on emerging and frontier markets. Tune in to discover how you can earn cash while offsetting your footprint.In this episode, you will learn:The benefits of renewable energy, specifically solar energy.How renewable energy projects work.How to invest and participate in renewable energy.And more!Resources:Episode Transcript & Blog | Energea.com| mike@energea.com| Bautis Financial: (862) 205-5000

Nov 10

30 min 41 sec

Almost all U.S. consumers are value-conscious shoppers who regularly visit discount retailers to find a bargain, according to the 2018 Consumer View report released by the National Retail Federation. As we enter the holiday shopping season, which is expected to be impacted by supply chain disruptions, consumers are focused on shopping early and saving big. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jim Markus, an editor at Brad’s Deals, where Markus evaluates and negotiates deals for bargain hunters, and host of Frugal Living Podcast, a podcast for smart shoppers and savers. In this episode, you will learn:What it means to be frugal.Where to look for the best online deals, including how to find deals during the holiday season.How to tell the difference between a real product and a scam, including how to identify a legitimate website.Other common online shopping mistakes and how to combat them.About Brad’s Deals, the one-stop shop for the best online deals.And more!Resources:Episode Transcript & Blog | Brad's Deals | Frugal Living Podcast | Connect with Jim Markus on LinkedIn | Bautis Financial: (862) 205-5000

Nov 3

27 min 3 sec

Do you have an entrepreneurial itch waiting to be scratched? If so, you’ll want to tune into this episode of The Agent of Wealth Podcast, where host Marc Bautisasks all sorts of franchising questions to Jon Ostenson, a consultant investor, author and international speaker specializing in the area of non-food franchising. While it’s risky starting any business venture, there is undeniable growth happening in the franchising industry. Let’s uncover why.In this episode, you will learn: How to begin a franchise, including how to determine the correct franchise for you.The benefits of franchising versus building a business from the ground up.Various funding options for franchisees. Trends in franchising.And more!Resources:Episode Transcript & Blog | franbridgeconsulting.com| jon@franbridgeconsulting.com| Bautis Financial: (862) 205-5000

Oct 27

32 min 7 sec

As a result of the financial crisis in 2008, Rod Khleif lost $50 million — but he refused to let his story end there. It takes drive to recover from a loss so large, but Khleif did it, and here’s here to share how. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rod Khleif, one of the country's top business real estate and peak performance luminaries. Khleif is the host of Lifetime Cash Flow Through Real Estate Investing Podcast and author of How To Create Lifetime Cash Flow Through Multifamily Properties: The New Rules of Real Estate Investing.In this episode, you will learn:Rod Khleif’s personal and professional background, including how he and his business were affected by the financial crisis of 2008.The key elements of creating a positive mindset.How to use “I am” statements to define identity and propel success.How to use visualization to achieve your purpose in life.And more!Resources:Episode Transcript & Blog | Rodkhleif.com | Multifamily Bootcamp (Live in Orlando) | Lifetime Cash Flow Through Real Estate Investing Podcast | How To Create Lifetime Cash Flow Through Multifamily Properties: The New Rules of Real Estate Investing | The Five Regrets of Dying | Bautis Financial: (862) 205-5000

Oct 20

36 min 33 sec

It’s a common misconception that uranium is a rare element. It's actually 500 times more common than gold, and there are traces of uranium in granite (4 parts per million), which makes up 60% of the Earth's crust. In other words, uranium is all around us. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Scott Melbye, CEO of Uranium Royalty Corp., the only pre-play uranium royalty and streaming company in the uranium industry, and Executive Vice President of Uranium Energy Corp, a uranium mining and exploration company. With 36 years of experience in the nuclear energy industry, Melbye has a deep understanding of the supply and demand of uranium fuel.In this episode, you will learn:How uranium is used to power commercial nuclear reactors.The important role uranium plays in medical, industrial and defense purposes in the United States and around the world.The possible risks and rewards to investing in uranium.Why supply isn’t meeting the demand/need for uranium in the United States.What it means to invest in uranium royalties.And more!Resources:Episode Transcript & Blog | Uranium Royalty Corp| Uranium Energy Corp| World Nuclear Association| Nuclear Energy Institute| Bautis Financial: (862) 205-5000

Oct 6

31 min 43 sec

The Profit First formula flips the script on how business owners typically think about accounting: putting profit first and encouraging them to deduct profit from each sale, using the remaining amount for expenses. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aimee Laliberte, owner of My Virtual CFO and a mindset expert. 25 years ago, Laiberte went from a bankrupt young adult into a hardworking mother and highly profitable advisor for more than 75 six to seven-figure business owners. Join them for a discussion about Profit first, which Laliberte is certified in.In this episode, you will learn:Benefits of the profit first system.How to implement the profit first system.What other systems to have in place for financial success.How to determine if you should hire a bookkeeper or virtual CFO.How to challenge limiting beliefs.And more!Resources:Episode Transcript & Blog | myvirtualcfo.co | Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine | Bautis Financial: (862) 205-5000

Sep 22

30 min 43 sec

According to a March 2021 survey conducted by the American Psychological Foundation, 72% of Americans report feeling stressed about money at least once per month. That stress, if not managed correctly, can trickle down to every aspect of a person’s life. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Kelly Moylan, a licensed psychotherapist and practicing clinician with over 20 years of experience in a number of mental health and medical settings. Together, the two discuss how to relieve and cope with financial stress.In this episode, you will learn:When to seek help for financial stress.What to expect from a typical engagement with a therapist.Common financial stressors and suggestions for relief.How to reframe your mindset from believing that money equals happiness.And more!Resources:Episode Transcript & Blog | Kellymoylan.com | Bautis Financial: (862) 205-5000

Sep 9

34 min 29 sec

While raw land investing may not sound glamorous, it’s real estate investing with no tenants, no termites and no toilets. In fact:Land has fewer restrictions and codes than houses or buildings.No banks are involved, so reckless lending can’t cause a false value bubble.And, no one can steal it!In this episode of The Agent of Wealth podcast, host Marc Bautis is joined by Mark Podolsky aka “The Land Geek.” Podolsky has been buying and selling raw land full time since 2001, completing over 5,500 land deals. He’s the author of Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs and hosts The Art of Passive Income Podcast. Listen in to discover how you can build a passive income model in raw land investing.In this episode, you will learn:About the “the disease of solo economic dependency,” as Podolsky coins it. Or, the issue employees who physically need to work to produce money face.How to take the leap into diversifying your income, creating passive income or beginning a side hustle.The benefits to investing in raw land in the United States, including where to look for acquisition and tips to consider.Frontier Equity Properties’ business model.And more!Resources:Episode Transcript & Blog | Thelandgeek.com | Dirt Rich | The Art of Passive Income Podcast | Bautis Financial: (862) 205-5000

Aug 25

28 min 3 sec

Mortgage note investing is rarely discussed, but it’s one of the best real estate investing opportunities available. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Martin Saenz, Co-Founder and Managing Partner of BeQuest Funds, an alternative investment fund, and Founder of Note Investing Made Easier (NIME). Bequest Funds was created with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. Saenz, a successful entrepreneur and real estate investor for over 15 years, shares his strategy and experience in this episode, all while motivating you to create a passive income with note investing.In this episode, you will learn:Why investors should consider alternative investments.What exactly real estate note investing is.How real estate note investing can create a passive income or can be used as a long-term investment for retirement.The pros and cons of real estate note investing.And more!Resources: Episode Transcript & Blog | BeQuest Funds | BeQuest Funds LinkedIn Page | Note Investing Made Easier | Bautis Financial: (862) 205-5000

Aug 11

30 min 25 sec

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the second book assignment in their monthly Book Club, The Infinite Game by Simon Sinek. The book seeks to answer the question: How do you win a game that has no end? These “infinite games” include business, politics and life itself. The book challenges the ways that we look at the responsibility of business and life.In this episode, we discuss:Infinite games versus finite games.The five essential practices of an infinite mindset.The difference between worthy rivals and competitors.The role of a just cause, or “why.”The role of a leader.And more!This is the second episode in the Bautis Financial Book Club series. Listen to the first episode, where we discuss Atomic Habits by James Clear, here.Resources: Episode Transcript & Blog | The Infinite Game | Start With Why | Bautis Financial: (862) 205-5000

Jul 29

27 min 5 sec

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the first book assignment in their monthly Book Club, Atomic Habits: Tiny Changes, Remarkable Results by James Clear. Packed with evidence-based self-improvement strategies, the book teaches readers how to make small changes that can transform their habits and deliver remarkable results.In this episode, we discuss:What our team liked most about the book.What our team learned from and took away from the book.How our team is utilizing the information in their daily life.What habit strategies worked (and what didn’t) for our team.And more!This is the first episode in the Bautis Financial book club series. We will share future book club episodes here once they are released.Resources:Episode Transcript & Blog | Atomic Habits: Tiny Changes, Remarkable Results | The Power of Habit | The Infinite Game | Bautis Financial: (862) 205-5000

Jul 21

25 min 16 sec

Every year, the American Psychological Association surveys people across the United States about stress: its sources; its intensity; and how people are responding to stressors. The 2020 survey found that nearly 2 in 3 adults (64%) said that money is a significant source of stress in their life, and this statistic wasn’t surprising -- “Regardless of the economic climate,” APA CEO Norman B. Anderson, PhD said, “money and finances have remained a top stressor since our survey began in 2007.”In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Bob Wheeler, a financial expert, motivator, and author of The Money Nerve: Navigating the Emotions of Money. Tune in to learn how to uncover and understand your financial habits, limiting beliefs and emotional blocks around your finances to create a healthy relationship with money.In this episode, you will learn:How financial habits, behaviors and emotions come to fruition.How to have conversations about money with your children and spouse.How to create and enforce good financial habits, like saving and paying off debt.Practical tools for improving money management.And more!Resources:Episode Transcript & Blog | Themoneynerve.com | The Money Nerve: Navigating the Emotions of Money | Bautis Financial: (862) 205-5000

Jul 8

27 min 43 sec

The #1 mistake entrepreneurs make is building a business that relies too heavily on them. So, when the time comes to sell, prospective buyers aren’t confident in the company’s future — whether it’s profitable or not. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by John Warrilow, the founder of The Value Builder System™, a practice management software for business advisors. His best-selling book Built to Sell: Creating a Business That Can Thrive Without You was recognized by both Fortune and Inc. as one of the best business books of 2011. Prior to founding The Value Builder System™, he started and exited four companies, including one acquired by a public company. In this episode, you will learn:The basics of The Value Builder System™How to identify your TVR (teachable, valuable, repeatable) to better scale your business.Common mistakes entrepreneurs make and how to avoid them.Warrilow’s take on the common question; When is the right time to sell?What it means to reach the freedom point, and how you can determine if now is the time to tell your business.And more!This is the final installment of a two-part series for business owners. Listen to the first episode, “Maximizing the Value of Your Business Before Selling” with Michelle Seiler Tucker.Resources:Episode Transcript & Blog | Builttosell.com | The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top | Built to Sell: Creating a Business That Can Thrive Without You | The Value Builder System | Get Your Value Builder Score | Built to Sell Radio | Bautis Financial: (862) 205-5000

Jul 1

33 min 30 sec

If you’re hoping to sell your business, we have some bad news: According to Steve Forbes, 8 out of 10 businesses will never sell. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michelle Seiler Tucker, an expert in the business of selling businesses. Seiler Tucker is a business broker with over 20 years of experience and over a thousand businesses bought and sold. She is also a two-time #1 best-selling author, speaker, TV and radio host, and the co-author of the book Exit Rich: The 6 P Method to Sell Your Business For Huge Profit. Tune into to learn how you can fix and grow your business for a better outcome when selling.In this episode, you will learn:The best time to sell a business.The five types of business buyers.The importance of a business valuation.How your industry plays a role in selling your business.How to find buyers for your business.And more!This is the first installment of a two-part series for business owners. Listen to the second part, "How a Business Owner Can Calculate Their Freedom Point."Resources:Episode Transcript & Blog | Exit Rich (2021) | Exit Rich Podcast | Seilertucker.com | | Bautis Financial: (862) 205-5000

Jun 16

34 min 17 sec

Did you know that only 9% of U.S. adults eat enough vegetables daily, and only 12% eat enough fruit? This data, according to the CDC, is shocking. But it’s why host Marc Bautis and John Williams brought Caryn O’Sullivan, a Clinical Nutrition expert and Integrative Clinical Health Coach, onto the show. O’Sullivan has spent the last 15 years helping people take charge of their health by digging deep to uncover the root of a variety of diagnoses and create balance through diet and lifestyle. Tune in as she reveals some of her top tips in this episode of The Agent of Wealth podcast.In this episode, you will learn:A brief overview of food and nutrition in the modern-day United States.What integrative and functional nutrition is.How to track progress and the benefit of keeping a food diary.How to identify inflammation and other key indicators of disease.And more!This is the final installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesHow to Build Resilience Resources:Episode Transcript and Blog | Appetites for Life | Bautis Financial: (862) 205-5000

Jun 9

31 min 51 sec

Resilient, [adjective]: capable of withstanding shock without permanent deformation or rupture; tending to recover from or adjust easily to misfortune or change.In this episode of The Agent of Wealth podcast, Marc Bautis and John Williams speak with Dr. Eva Selhub — an internationally recognized expert, physician, speaker, scientist, executive leadership and performance coach and consultant in the field of corporate wellness and resilience. Selhub helps people improve their life through the creation of a culture of resilience, and in this episode she provides a baseline for how you can do just that.In this episode, you will learn:What being resilient really means.What stress is, in the most basic form (and why we need it!).The connection between resilience and stress.How to put an end to limiting beliefs.The difference between stress and a threat.And more!This is the fifth installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesResources:Episode Transcript and Blog | Drselhub.com | Drselhubcorporate.com | Resilience for Dummies | Bautis Financial: (862) 205-5000

Jun 2

32 min 14 sec

Adults between the ages of 18-64 need seven to nine hours of sleep per night. However, 35.2% of all adults in the U.S. report sleeping on average for less than seven hours per night. In this episode of The Agent of Wealth podcast, Marc Bautis speaks with Dr. Michael Gradisar, a sleep scientist, sleep practitioner, sleep teacher and leader of WINK Sleep, a group of sleep scientists and therapists who have treated 1000’s of people and conducted over 100 studies about sleep. The two of them discuss the integral role sleep plays in health.In this episode, you will learn:National and worldwide trends related to sleeping.How to measure changes in sleep.Common causes of sleep issues.How exercise before bed, CBD, melatonin and blue light do and don’t affect sleep — which may surprise you!And so much more!This is the fourth installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingHow to Build ResilienceResources:Episode Transcript and Blog | WINK Sleep | Bautis Financial: (862) 205-5000

May 26

28 min 7 sec

69% of parents say that if they knew more positive parenting strategies, they would use them. To those parents, you’re in the right place. In this episode of The Agent of Wealth podcast, Marc Bautis speaks with Maria Sanders, a licensed social worker and certified parent coach who specializes in the areas of child development, conscious parenting and social/emotional development to support parents in creating a sense of calm, confidence and connection within themselves and their families. Using the expertise she’s gathered from her Collaborative Problem Solving® Certification and over 20 years of hands-on experience, Sanders offers solutions for some of the most frequent challenges that arise for parents. In this episode, you will learn:How parents can get clear on their boundaries and family values.How to create realistic expectations for your child’s growth and development.Skills and solutions for long-term parenting success.What collaborative problem-solving is and the ideal age to begin this approach.How to balance collaborative problem-solving with parental authority.How parents can tackle social media and screen time issues with their children.And more!This is the third installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay Motivated How to Overcome Your Sugar AddictionTools for Solving Common Sleep IssuesHow to Build ResilienceResources:Episode Transcript and Blog | Maria Sanders Parent Coach Website | Maria Sanders Parent Coach Facebook Page | Maria Sander’s Instagram Page | Bautis Financial: (862) 205-5000

May 19

33 min 48 sec

Did you know that approximately 75% of Americans eat excess amounts of sugar, many of whom could be classified as having a sugar addiction? In this episode of The Agent of Wealth podcast, Marc Bautis and John Williams invite Dr. Vera Tarman on the show. Tarman is a clinical physician, author, speaker and food addiction expert who believes that an addiction to sugar can be as treacherous as an addition to alcohol, tobacco and even cocaine. Tarman’s expertise includes hands-on experience as a recovering food addict who has maintained a 100-pound weight loss for more than 12 years. In this episode, you will learn:What classifies a sugar addiction?How genetics, previous additions and environment may play a role in food addiction.How and why sugar is considered a gateway drug.How sugar plays a role in the leading causes of death worldwide.A discussion of the difference between passion and addiction.And more!This is the second installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesHow to Build ResilienceResources:Episode Transcript and Blog |Food Junkies: Recovery from Food Addiction (2019) | Addictions Unplugged – Dr. Vera Tarman’s Website | Sugar-Free for Life Support Group | Food Junkies: Recovery from Food Addiction (Podcast) | Bautis Financial: (862) 205-5000

May 5

39 min 1 sec

You can’t enjoy wealth if you’re not in good health, right? Though sometimes overstated, the saying “health is wealth” — a variation of American philosopher Ralph Waldo Emerson’s writings — rings true for a variety of reasons. In this episode of The Agent of Wealth podcast, Marc Bautis invites John Williams, Wealth Advisor at Bautis Financial, on to the show to discuss health in the form of movement. They discuss everything from the benefits of exercise, to getting (and staying) motivated, to the mechanics of beginning a training program —  especially as it relates to running a race. Throughout the conversation, Bautis and Williams lean on their personal experiences as collegiate athletes.In this episode you will learn:How health affects cost of living, especially as you age.Trends in health and fitness in the aftermath of the COVID-19 pandemic.How to start a fitness program, specifically running, including what to avoid.How to create (and crush!) realistic fitness goals.Intrinsic motivation and accountability.And more!This is the first installment of a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesHow to Build ResilienceResources: Episode Transcript and Blog | Fidelity Health Expense Calculator | Clear a Path Podcast, hosted by John Williams | Bautis Financial: (862) 205-5000

Apr 21

31 min 26 sec

Airbnb, DoorDash and Snowflake made the top ten list of 2020’s biggest IPOs. It was a record-breaking year for companies going public, even with the uncertainty brought on by the COVID-19 pandemic, and those who invested in the right place at the right time. In this episode of The Agent of Wealth Podcast, Marc Bautis invites John Williams, Wealth Advisor at Bautis Financial, on the show to discuss if initial public offerings (IPOs) are good investments.In this episode, you will learn:What is an initial public offering (IPO)?How to invest in an IPO.The pros and cons of investing in IPOs.Advice for what to do when your company IPOs.Indicators of a successful and unsuccessful IPO.How to determine the valuation of a company, including a discussion about accuracy.And more!Episode WebpageResources:Bautis Financial: (862) 205-5000

Apr 8

41 min 28 sec

Charitable giving is trending: According to the Blackbaud Institute, overall charitable giving in the United States increased by 2.0% in 2020. In this episode of The Agent of Wealth Podcast, Marc Bautis invites Kris Putnam-Walkerly, a philanthropic advisor, to share her knowledge and experience on charitable giving. She discusses how to transform your giving to catapult your impact.In this episode, you will learn:Reasons for the growth of charitable giving in 2020.How to create positive change through charitable giving.The differences between various giving vehicles, including donor advised funds and private foundations.Balancing charitable interests with action for the most effective results.Expectations for the future of charitable giving.Resources: Episode Webpage | Bautis Financial: (862) 205-5000 | Kris Putnam-Walkerly: kris@putnam-consulting.com | Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving

Mar 25

33 min 34 sec

In this episode of The Agent of Wealth Podcast, Marc Bautis invites Ellen Rogin to share her knowledge and experience on the power of picturing your prosperity. She discusses the steps to take in order to turn a vision into reality and the benefits of visualization and meditation. Ellen also shares stories and examples with Marc of people who have utilized visual representation to create financial goals. In this episode, you will learn: Everyone has a unique vision and why putting a prosperity picture together can help you focus on what’s important to you.How to take your vision, put it into action and execute on it How Marc went from being a skeptic of visualization to understanding how powerful it could beThe benefits of meditation and how it can help you make better financial decisions and ensure that your priorities align with your values.And more!Tune in now to discover how tapping into your creative mind can help you build towards a secure financial future!Episode WebpageResources:Bautis Financial: (862) 205-5000 | Ellen Rogin: Ellen@Ellenrogin.com | My Prosperity Gift | Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality

Mar 4

30 min 34 sec

Should I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like?In this episode of The Agent of Wealth Podcast, Marc Bautis does a 2020 recap and looks ahead to help prepare you for taxes, investments, and your financial plan. Marc touches on hot topics that are all the rage right now and also shares his best tips on how to handle your financial future starting now. In this episode, you will learn about:The 2020 election and a market review2021 economic predictions and key risksInvesting in popular trends such as Bitcoin, IPOs and TeslaPotential tax changes and their impact to your investments and financial planPlanning and investment ideas for 2021 and beyond based on the new Biden administrationTune in now to learn about strategies to guide you towards a strong financial plan!Episode Webpage: https://bautisfinancial.com/episode-62-the-year-in-review-and-a-look-ahead/Resources: Bautis Financial: (862) 205-5000 | Webinar Video

Feb 5

57 min 2 sec

What should you do if you get a letter or notice from the IRS? Don't ignore it.In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Allan Rolnick on the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at your door and the steps you should take to resolve the problem. Allan also shares his best tips on how to be compliant with the IRS to limit any issues. In this episode, you will learn:The first step to approaching a letter from the IRSThe most common reasons for receiving a notice from the IRSWhat assets the IRS can come afterHow the IRS devises a payment planAnd more!Tune in now to learn strategies to protect yourself from the IRS!Episode WebpageResources:Bautis Financial: (862) 205-5000 | Allan Rolnick: (718) 841-7317 | The Tax Resolution Ninja Show

Jan 7

26 min 9 sec

Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony ParkSummaryDid you know that nearly 60% of Americans lack a will or have done any estate planning? In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning. They discuss why naming an executor is significant for not just a person’s assets but also their personal well being. Anthony shares what the average estate process may look like when a person dies and how an executor’s role comes into play. In this episode, you will learn:What happens to your estate when you dieTips on who to name as the Executor of your estate and why naming your child may not be the best decision. Why estate planning for “Solo Agers” is critical What happens during probate if you own property in multiple statesAnd more!Tune in now to learn strategies that will help you create your estate plan!Resources:Episode Webpage:Bautis Financial: (862) 205-5000 | Anthony S. Park | Anthony’s Books on Amazon

Dec 2020

28 min 46 sec

SummaryIn this episode of The Agent of Wealth Podcast, Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate. Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a fulltime real estate investor. Abel speaks on some of the challenges that may come with the profession and how he has found success in commercial real estate.In this episode, you will learn:Where to start your real estate investing journey with different market and asset classes The difference between investing actively vs passively The three things to consider when evaluating real estate investment opportunitiesTips for raising capital and building trust with investors  COVID’s impact to the opportunity and investor side of commercial real estateAnd more!Tune in now to learn how to add commercial real estate to your portfolio! Resources:Episode Webpage: Bautis Financial: (862) 205-5000 | 5 Talents CRE

Dec 2020

46 min 24 sec

How do you approach and understand people with opposing views?In this episode of the Agent of Wealth Podcast, Karen Tibbals and Marc Bautis discuss the strong political divide currently between people and what is underneath our moral fundamental belief systems. Karen dives into tactics that will help you have those difficult conversations, and repair relationships rather than preaching your beliefs.In this episode, you will learn:How social and political beliefs became alignedThe 5 Moral Foundations: belonging in a community, respect for authority, sacredness, care for others, and fairness and how they apply to understanding each other.Why preaching your beliefs to someone will actually have the reverse effect. Three techniques proven to change people's minds.How to repair relationships with people who you’ve disagreed with.And more!Tune in now to learn about Karen Tibbals approach: persuade don’t preach. Resources:Episode WebpageKaren’s Website  | Persuade Don’t Preach | Bautis Financial: (862) 205-5000 

Nov 2020

27 min 24 sec

On today’s show, Victoria and John sit down with Nikole Vialet and talk about the ways she helps her clients repair their credit and how the help doesn’t stop there.  She discusses the many ways that she educates her clients on the many ways they can improve their financial wellness.    In this episode, you will learn: Some of the most important things you can do to improve your credit scoreThe many different ways a credit repair specialist can help their clientsWhy is it so important to achieve and maintain strong credit?All of the different things that positively and negatively affect your creditAnd more! Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com | 

Nov 2020

34 min 34 sec

2020 has certainly been a whirlwind of a year...between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election. On today’s show, Marc and John discuss the different possible outcomes of the election and how they can affect your portfolio. In this episode, you will learn: Historically how have the markets performed under the leadership of Republican and Democrat presidentsAn analysis of Joe Biden's Tax PlanWhat investment strategy you should consider depending on who gets electedAre Social Security benefits at risk after the election?And more! Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | 

Sep 2020

39 min 25 sec

If you are someone who has not thought about their long-term career plan, you are not in the minority. Many individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in any financial plan. On today’s show, Marc and John talk to Extended Care Benefits Advisor Raymond Lavine about how to approach the oftentimes overlooked aspect of planning financially. In this episode, you will learn: Where to begin when putting together a caregiving planThe right time to start having long-term care conversationsThe devastation that not having a long term care plan can cause to your assets. How to utilize a hybrid benefit plan to ensure your assets are passed on to your beneficiaryAnd more!Tune in to ensure that you are taking the steps to have the right plan, at the right place, at the right time. Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | www.lavineltcins.com | Raymond Lavine:  (253) 275-6091 |

Sep 2020

39 min 52 sec

The stock and real estate market are at highs, but millions of people are still unemployed and out of work.. On this episode, Marc welcomes back John Williams, who is a wealth advisor at Bautis Financial, back to the show. Marc and John talk about how to financially plan after recently losing a job. In this episode, you will learn:How to ensure a job loss doesn't wreck your financial planBudgeting tips to look for ways of reducing your expenses6 options with what to do with your retirement plan when you leave your jobWhere and when to start when looking for a new jobAnd more!Tune in now to learn about what to do after a loss of a job during these unpredictable times!Resources: Episode Webpage| Bautis Financial: (862) 205-5000  | Retirement Seminar | Schedule a Call |

Sep 2020

38 min 1 sec

When it comes to money, we always think about the numbers. However, the decisions that we make financially stems from our emotions. In fact, we make all of our decisions emotionally first. On this episode, Marc talks to Anne Beaulieu about how to make better money decisions using our emotions. Anne Beaulieu is the founder of Femme Sauvage, a regular Forbes contributor, and an author of 29 books in the The Emotionally Intelligent Way© series. In this episode you will learn: Where to start when trying to learn your feelings about moneyIdentifying your money triggersHow to heal the emotional weight from triggers Tips for better emotional money decisions for couplesHow to attract abundanceAnd more!  Tune in now to hear how to take control of your anxieties around money!Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com | Femme Sauvage | The Emotionally Intelligent Way© series | Femme Sauvage Blog |

Jul 2020

38 min 17 sec

What better way to learn about retirement than someone who meticulously prepared for it. On this episode we talk with Fritz Gilbert, who chronicled his own retirement every week for the past five years.Fritz is the founder of the blog The Retirement Manifesto and the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. In this episode, you will learn: How to plan for a successful retirementWhy Fritz compares planning for retirement to baking a cakeWhy planning for retirement is so much more than just the financialsHow to account for “doomsday scenarios” while planning for retirementAnd more! Tune in now to hear what the process of retirement is like from a first-person perspective! Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | The Retirement Manifesto | Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years | 

Jul 2020

32 min 14 sec

The sizes small, medium, and large only fit 15% of men properly in terms of clothing. Stantt is a business that has created over 99 different shirt sizes to actually fit to ensure confidence and comfort. On this episode, Marc Bautis talks to Co-Founder and Co-CEO of Stantt. Marc and Matt talk about how Matt transitioned from corporate America to changing the shirt industry by creating his own company. In this episode, you will learn: How Matt transitioned from his corporate job to launching StanttTips on how to build your brand and overcome the challenges that a new business goes throughWhy Matt looked to bring on angel investors from the beginning and how they've helped shape the businessOnline vs. in-person store predictions for after the pandemicAnd more!Tune in now to find out the ins and outs of starting your own business!Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com | stantt.com | matt@stantt.com |

Jun 2020

34 min 32 sec

People have coaches all throughout their childhoods: sports teams, Boy/Girl Scouts, and several other organizations and clubs. So, why not hire one for your professional life?On this episode, Marc Bautis talks to President and Co-Founder of Sayge Katie Stricker about how coaching can help your business, especially during these unprecedented times. In this episode, you will learn: The key benefits of coaching How to treat your career as an assetWhat industry benefits the most from coaching Book recommendations to transform your mindsetAnd more! Tune in now to find out how professional coaching can help you and your organization!Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | hellosage.com | katie@hellosayge.com  | Books Mentioned: Getting to Yes: Negotiation Agreement Without Giving In | Taking the Stage: How Women Can Speak Up, Stand Out, and Succeed | Radical Candour | The Growth Mindset: A Guide to Professional and Personal Growth (The Art of Growth) (Volume 1) | Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones |This is Part 3 of a multi-part series exploring careers and employment during the Coronavirus. In Part 1, we looked at the job market through a candidate’s perspective. In Part 2, we discussed the job market through a hiring professional’s perspective. 

Jun 2020

33 min 46 sec

As soon as your child loses their first tooth, they are thinking about money and how they want to spend it. Financial literacy is an important topic to introduce to your child at an early age. On today’s episode, Marc welcomes guest Shara Nadler, founder and CEO of iPiggiBank; a company that is focused on improving financial literacy in children. Together, they discuss how to teach your child about finance along with the classes and information that iPiggiBank provides. In this episode, you will learn: What age and topic is appropriate for teaching your child The different aspects of financial literacy that are significant to teach your child Where children gain the most finance influence from Board game and book recommendations to make financial literacy learning fun Tune in now to find out how you can help your child gain money management skills!Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | iPiggiBank.com | info@ipiggibank.com | Rock, Brock, and the Savings Shock | A Penny for Piggy: The Tale of Save, Spend, and Share |

May 2020

30 min 25 sec

Searching for a new job with the recent record-high unemployment rate can be challenging, but it is a difficult time for employers as well. It has become necessary to attract and hire candidates virtually during these unprecedented times.Today, Marc Bautis welcomes guest Jen Selverian. She is the founder and owner of Nadexa Group, which is an executive search firm that partners with leading advertising and digital marketing agencies and the host of the Small Business Speaks podcast. Together, they discuss how best to hire someone during the Coronavirus pandemic. In this episode, you will learn: How and when to decide if hiring someone right now is right for youIf a recruiter is right for youWhat kind of salary to offer along with the tools to researchHow to start attracting candidatesHow to structure an interview team Selling points for hiringHow to attract candidates virtually Tips on the hiring process in a virtual environmentAnd more!Tune in now to learn how to efficiently and successfully hire during these crazy times! This is Part 2 of a multi-part series exploring careers and employment during the Coronavirus. In Part 1, we looked at the job market through a candidate’s perspective. You can listen to Episode 47 here. Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | Agent of Wealth Podcast | Jen Selverian | Nadexa Group | Tips for Hiring During the Pandemic | Questions to Ask Before You Hire a Recruiter | Nadexa Group Blog |

May 2020

36 min 56 sec

Unemployment has reached a record high because of the Coronavirus. In just one and a half months, these numbers soared from 3.5% to over 16%. With a slowly re-opening job market, hiring is hopeful for the near future. Whether you are recently entering the job market for the first time or for the first time in a while, searching for a job can be difficult during these unprecedented times. Marc Bautis welcomes guest and professional career coach Geoffrey Goldman as they talk about the state of the job market and how to execute a job search during the Coronavirus. In this episode, you will learn: Where to start your job searchHow to reach out to someone on LinkedInWhat to include in your online professional profile How to stand out in an online job search The future of work-from-home And more!Tune in now to learn how to take advantage of the job market during these crazy times!Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | Geoffrey Goldman |

May 2020

27 min 59 sec

By the time we finish today’s show 327 elderly people will be treated in an emergency room for a fall - that's one fall every 11 seconds. Now, I'm sorry to say this next piece, but three of them will die from that fall. One every 19 minutes.Those jolting statistics come from the National Council on Aging. Many of us have dealt with elderly loved ones who have fallen. In fact, one in four elderly persons experiences a fall each year. Whenever any of these personal and health safety issues arise, inevitably they draw attention to a wide range of medical, legal, and financial issues, too.In this episode, you will learn:Smart planning can help ensure your loved one’s good with continued care What a caregiving plan must address How caregiving impacts the rest of the familyWhy a team approach can produce the best caregiving planHow to get started with a caregiving planTune in now to learn about smart planning techniques to protect your loved ones!Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | Episode Webpage | Caregiving Resources

Apr 2020

26 min 53 sec

Improving someone’s image deals with more than just the clothes they wear; it highlights their personal brand. Choice of dress, overall behavior, business and dining etiquette, and body language all contribute to the image they portray to others. In this episode, Marc Bautis welcomes guest Sharon Kornstein, owner and founder of Image Design Consulting, to discuss ways you can start improving your image today. We’re all going to be back in the office soon and this conversation will assist anyone who is seeking to improve their personal image in a timely, affordable, and comfortable manner.  In this episode you will learn: How image consulting works How many business outfits you should have in your closetHow often there are changes in trendsWhat is important to look for when adding to your wardrobeCommon image mistakes that people make What to wear to a job interview What is a virtual closet?And more!Tune in now and be inspired to look and perform your best!Resources:Bautis Financial: (862) 205-5000 | Image Design Consulting: (973) 433-7142

Apr 2020

29 min 16 sec

On today’s episode of the Agent of Wealth Podcast we talk about what the coronavirus can teach us about a couple of hard to explain financial topics. In this episode you will learn:Why the stock market sometimes goes up even when the news around unemployment, earnings, and the virus is bad.How a stock’s performance is based on it’s projected growth and not it’s current numbers.The characteristics of stocks that outperform  The difference between leading and lagging indicators and which one the stock market is.Why Albert Einstein once called compounding interest the most powerful force in the world.Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | 

Apr 2020

20 min 11 sec

Today’s episode is the Part II of a series where we’ll talk about how the recently passed CARES Act and how it applies to Small businesses.  On our last episode we discussed the provisions of the bill that applied to individuals.  You can listen to that episode at agentofwealth.com/42.The CARES Act was the mammoth $2 trillion stimulus package that was passed into law last Friday and as part of the bill, there have been a lot of funds that have been allocated to small businesses.In this episode you will learn:Details on the three programs for small businesses under the CARES ActThe Economic Impact Disaster Loan (EIDL)The Payroll Protection Program (PPP)The Employee Retention Tax Credit (ERTC)Answers to the questions that most people have about each programWhat are the eligibility requirements?Do I have to personally guarantee the loan or provide any collateral?What do the loan funds have to be used for?Is the loan forgivable?What’s the maximum amount of loan I can receive?How do I apply?Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | CARES Act - Small Business Checklist

Apr 2020

19 min 40 sec

On today’s show we are going to dissect the recently passed CARES Act Stimulus package.  The bill was 800+ pages long and there is definitely a lot of confusion out there on what relief is available and how to get it.  I am going to break the podcast up into two parts.  On this one we are going to cover the Act specifically as it applies to individuals.  On the next podcast we are going to cover the provisions for small businesses. In this episode you will learnThe Recovery Rebate Check and who is eligible and how much will you receiveAdditional provisions to Unemployment compensationAdditional access to your retirement accounts through loans and distributionsRelief to student loan borrowers who have federal loansResources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | agentofwealth.com/42

Mar 2020

23 min 55 sec

We’re in unprecedented times right now. We’ve seen the Dow Jones fluctuate 3,000 points in a day, circuit breakers were tripped 2 times in one week this month, and oil recently hit an 18 year low.  Panicked investors looking for liquidity are selling things like long-term government bonds, gold, and municipal bonds which are all typically safe havens.   And the stock market has decreased 30% from its February peak. In this episode you will learnWhat’s Happening?There’s a lot of information out there, some of it good and some of it not so goodThis markets the end to the bull market, at least for nowHow the coronavirus is different than other pandemics we’ve seenHow does this compare to 2008?This was the quickest shift to a bear market everThe quick drawdown was partially due to lack of information as the underlying economy was strong coming in to the crisisWhat is the Path Forward?How best to prepare for things if they get worseHow best to take advantage for a recoveryResources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com

Mar 2020

28 min 49 sec

The markets and economy were off to a strong start in 2020 building on the impressive returns of 2019.  In late February we saw a complete reversal and panic set in as the coronavirus spread outside of China.  In this episode of the Agent of Wealth Podcast we are going to discuss why instead of focusing on the market volatility and daily swings you should focus on things in your financial life you can control.  We’ll discuss 6 strategies that may be able to make an improvement in your life.In this episode you will learnHow rebalancing can help you keep you from getting too aggressive with the investments in your portfolioWhy it may be a good time to consider a 15 year mortgageThe benefits of prepaying your retirement plan contribution nowHow harvesting tax losses can save you money on your tax returnWhy it’s important to understand how much risk you have in your portfolio, how much risk you are comfortable having, and how much risk you should have.The two best times to execute a Roth conversionResources:| Bautis Financial: (862) 205-5000 | 

Mar 2020

18 min 59 sec

Having clarity into your finances helps you on your path to financial freedom and achieving your goals.  On this episode of the Agent of Wealth podcast we discuss how our app Wealth Center provides a window into your financial world where you can see information about your financial accounts, Net Worth, Investments, Goals, Spending, and more.In this episode you will learnHow Wealth Center can provide you with a picture on all of your finances and alleviate you from having to log on to a multitude of financial websites.How organizing and providing structure around your finances can ease stress and anxietyHow Wealth Center's dashboard can show if you are progressing towards achieving your goalsWhy tracking your spending is about making sure your money is going towards your priorities, not about cutting out your daily coffee.Resources:Get Started | Bautis Financial: (862) 205-5000 | Schedule a demo of Wealth Center

Mar 2020

26 min 17 sec

A CFO plays a critical role in every company supporting the CEO in making optimal financial decisions.  Making the right decisions for your company can set it on a path to success to maximize ROI.  Making the wrong decisions can lead to financial disaster.  In this episode of the Agent of Wealth Podcast I discuss with Bryant Tolles, the owner of KTT Global Advisors on how he does all of this as a CFO and in a virtual capacity.In this episode you will learn:How Bryant created the One Minute CFO Video series to discuss how business finances really work.What a Virtual CFO does and how hiring one can help set your company up for success as well as save you money..When starting a business and what entity structures you should consider as well as what state you should create your business in.How Bryant got started with a niche in bitcoin what the future holds for the currency.Resources:Bryant Tolles : One Minute CFO Videos | contact@kttglobal.com | 408-391-4475 | Bautis Financial: (862) 205-5000 | 

Mar 2020

28 min 10 sec