The Agent of Wealth

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 ...

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 versu...

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 Re...

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. To...

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 subconsci...

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 ...

Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees. 

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Salvatore Tirabassi, a fractional CFO with extensive experience in private equity, exit planning, and succession strategies. This episode unveils the secrets of Employee Stock Ownership Plans (ESOPs) wit...

Most real estate investors chase returns. Few also aim to lift people out of poverty. Samuel Sells does both. 

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Samuel Sells, a retired Air Force officer and the founder of Impact Growth Capital. With a background in global health and over $2 billion in completed development projects across five continents, Sam now applied his expertise to one of America’s ...

Why do prices keep rising – even when productivity increases? And who really controls the money supply?

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ivan Pavlovic, author of Making Money on the Money Printer. Together, they explore the hidden mechanics behind inflation, how monetary policy shapes the economy, and what individuals can do to protect their financial future.

In this episode, you will lear...

We often hear people say, “I know I have enough money, but I still feel scared.” When unresolved feelings stay buried, they often manifest as behaviors – like overspending or understanding – that are hard to explain. Talking about those feelings can ease the pressure. That’s where financial therapy comes in…

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hankins, a licensed social worker, Certifie...

What if your rental income was government-backed — and your tenants stayed nearly a decade? Meet the investor who built an $8 million net worth doing exactly that…

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Curadossi, a real estate investor who has built a 72-unit portfolio — and an $8 million net worth — by focusing on Section 8 housing. Michael shares how he scaled from a single property ...

Most people wait until life forces them to confront their finances. What if you had a ‘financial epiphany’ before that point — and used it to multiply your money, not your stress?

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Scott Yamamura – a seasoned financial coach, communications expert, and author of Financial Epiphany: Discover Your Ability to Multiply Money and Reimagine Your Financial Life. W...

Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community. Aliki shares h...

Think your assets are safe from lawsuits, creditors, or divorce? Unless they’re in the right kind of trust, your wealth might be more vulnerable than you think.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Antony Joffe, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership, Sterling Trustees has grown to manage over $10 billion in assets, providing independ...

What if the key to financial freedom isn’t more money – but a better relationship with it?

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Husserl, a wealth planner and the author of The Power of Enough: Finding Joy in Your Relationship to Money. Together, they explore the deep connections between money, emotions, and fulfillment, offering a fresh perspective on how financial planning can alig...

Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor, debunking common myths and explaining why the fiduciary standard matters more than ever.

In this episode, you will learn:

• What it truly means to be a fiduciary financial advisor — and why it should matter to every client.
• How to deter...

Self-storage is one of the most recession-resistant real estate investments, yet many overlook its potential… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mark Helm, Founder of the Q2 Self-Storage brand, developer of the Storage World Analyzer, and bestselling author of Creating Wealth Through Self-Storage, a handy roadmap for investors to navigate the competitive self-storage market. 

In this episod...

Blockchain is more than just cryptocurrency — it’s transforming the entire financial industry. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dan Averbukh, Founder of validityBase, which uses blockchain technology to help businesses create globally verifiable, highly credible data. Dan helps listeners understand the coming revolution in digital trust and the role blockchains and modern cryptography wi...

Are you struggling with procrastination or finding it hard to follow through on your goals? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another in their Book Club series: Finish What You Start: The Art of Following Through, Taking Action, Executing, & Self-Discipline by Peter Hollins. The team shares their insights on how to overcome procrastination, stick with commitments, and build self...