The Agent of Wealth
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.
Episodes
What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but not for collaboration, uncertainty, or real-world decision-making — including money
In this episode of The Agent of Wealth, co-host John Williams is joined by Simon Holzapfel, co-founder and CFO of L-EAF Lab, an innovation incubator desig...
What if the biggest communication breakthroughs have less to do with what you say — and more to do with how well you listen?
In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another book in their Book Club series: Supercommunicators: How to Unlock the Secret Language of Connection by Charles Duhigg, bestselling author of The Power of Habit.
As conversations around AI, polarization, and digital commu...
AI is reshaping the business world — but for small business owners, the biggest danger isn’t the technology itself. It’s adopting it without truly understanding your processes.
In this episode of The Agent of Wealth, co-host John Williams is joined by David Quick — IT veteran, founder of Total Cover IT, and author of Winning with Tech in the Age of AI. David shares insights from 25 years in technology and business, revealing how sma...
Navigating senior care can be overwhelming — but with the right guidance, it doesn’t have to be.
In this episode of The Agent of Wealth, co-host John Williams is joined by Melina Owusu, Certified Senior Advisor and owner of CarePatrol of Metro North New Jersey, who helps families find safe, personalized senior living options — from independent living to assisted living and memory care — at no cost to the family.
In this episode, you ...
Most entrepreneurs look for flashy industries with big margins… but what if the real opportunity is hiding in the last place you’d ever think to look?
In this episode of The Agent of Wealth, co-host John Williams is joined by David Sauers, co-founder of Royal Restrooms — the company that transformed the portable restroom experience from dreaded necessity to unexpected luxury.
David shares the origin story behind Royal Restrooms, how ...
Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve.
In this episode of The Agent of Wealth Podcast, John Williams is joined by Tom Szieber, a North New Jersey estate planning attorney who helps families build thoughtful, tax-efficient, and practical estate plans. Together, they break down the real purpose of trusts, when they make sense, and how to know which...
What if the next major wave of entrepreneurship is happening 400 feet above your head? The drone industry is unlocking six-figure business opportunities for early movers.
In this episode of The Agent of Wealth Podcast, John Williams is joined by Damon Darnall — “The Drone Boss” — to explore where the drone industry is heading, how entrepreneurs are capitalizing on emerging verticals, and why automation, AI, and air-mobility systems ...
What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads.
In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners t...
Most investors think they need to buy Bitcoin to profit – but there’s another side of cryptocurrency that can generate steady income…
In this episode of The Agent of Wealth Podcast, John Williams is joined by Beau Turner, founder of Abundant Mines, a company built to make passive crypto infrastructure investing simple, secure, and sustainable.
In this episode, you will learn:
- What Bitcoin mining really is, and how it supports th...
Your child’s getting married — and you want to help. But how do you give generously without putting your own financial future at risk?
In this episode of The Agent of Wealth Podcast, Marc Bautis breaks down how parents can thoughtfully and sustainably contribute to their child’s big day. From managing expectations to structuring financial support, Marc provides a practical framework for making generous decisions without jeopardizing...
Poor estate planning can leave your family with confusion, conflict, and unnecessary costs — but it doesn’t have to.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Eric Kaplan, Senior Counsel in Greenspoon Marder’s International Wealth and Asset Planning Group. With nearly 25 years of experience, Eric shares valuable insights on the biggest mistakes people make with their estate plans, what happens whe...
Legal issues affect everyone, yet most of us navigate them blindly — until it’s too late. What if you could take control of your legal wellness the same way you manage your finances or health?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Danny Karon, aka “Your Lovable Lawyer,” a seasoned attorney, law professor, and legal wellness advocate. Danny breaks down complex legal concepts and shows how every...
Many professionals push through unfulfilling careers, but at what hidden cost to their lives, goals, and well-being?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rachel Spekman, founder of Made for More Coaching. Rachel is a veteran coach who helps professionals who feel unfulfilled by their careers identify and tap into their unique potential. After 15 years in marketing brands, 10 years supporting ...
The One Big Beautiful Bill Act (OBBBA) – a sweeping piece of tax legislation that impacts everything from deductions to child savings accounts – has been passed. Do you know what it means for your financial plan?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams to break down key provisions of the new law and highlight the biggest planning opportunities.
In this episode, you will learn:
- Ho...
Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide to Building Wealth and Independence. Drawing on decades of corporate leadership and fi...
Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?”
In this episode of The Agent of Wealth Podcast, host Marc Bautis explores how parents can help their adult children buy a home without jeopardizing their own financial future. He breaks down four common strategies, explains the tax and planning implications of each, and shares how to approach the conversation with yo...
The business of education is rapidly evolving — from homeschooling and private schools to special education programs and investor interest. But how does it all fit together, and where are the biggest opportunities and challenges ahead?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John McLaughlin, Ph.D., Managing Partner at McLaughlin Advisors. John is a lifelong educator, entrepreneur, and advisor wh...
AI is transforming wealth management – but what does that really look like for financial advisors and their clients?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-p...
A note from your host: My guest’s audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us!
What if your portfolio could pay you to wait? That’s the power of dividend investing.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Roger Conrad, veteran dividend investor and author, nicknamed “The Tortoise...
The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives accredited investors access to exclusive private market opportunities — including shar...
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