Agent of Wealth

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 flip to managing dozens of rentals, all while leveraging the stability and long-term benefits of government-subsidized tenants.In this episode, you will learn:Why Section 8 housing is one of the most overlooked opportunities in real estate.How to identify the right properties and locations for subsidized rentals.Tips for managing Section 8 tenants and minimizing turnover.The systems and mindset that helped Michael scale his portfolio sustainably.And more!Tune in to discover how government-backed rental income can create long-term wealth — and why Section 8 might be the hidden gem in your real estate strategy.Resources:Episode Transcript & Blog | section8doneright.com | Follow Michael Curadossi on Instagram: @section8doneright | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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. With over experience blending communication, design, and financial coaching, Scott shares how anyone can take control of their financial future, overcome mental barriers, and unlock lasting wealth.In this episode, you will learn:Why most people don't struggle with math, but with mindset, when it comes to money.How to identify and break through “financial paralysis.”The importance of redefining wealth and setting a personal “enough” number.How communication and storytelling can reframe your relationship with money.And more!Resources: Episode Transcript & Blog | financialepiphany.com | Contact Scott Yamamura: scott@financialepiphany.com, (206) 854-6632 | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 her transformative “Summit Method,” which guides individuals in creating a values-based five-year plan that goes far beyond financial goals — touching on relationships, community, and personal growth. In this episode, you will learn:How to apply goal-setting strategies to both tangible and intangible life objectives.Why community and relationship goals deserve a place in your long-term planning — and how to structure them.The importance of visualization, data tracking, and regular check-ins to stay aligned with your plan.What to do when you hit a setback or lose momentum — and how to bounce back with clarity and purpose.And more!Whether you're in a transitional phase or simply seeking more intentionality in life, this episode is packed with practical tools to help you map out and live your vision.Resources:Episode Transcript & Blog | www.conqueryoursummit.com | Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life | The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 Joffee, 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 independent, conflict-free trust administration services.Antony is also a co-founder of WealthHub, a software platform that streamlines trust administration, and played a key role in establishing the South Dakota Trust Association. With over 15 years of experience, a background in investment banking and auditing, and a MBA in finance, Antony brings a wealth of knowledge to today's discussion.In this episode, you will learn:Why South Dakota has become the gold standard for trust law in the U.S.How perpetual trusts can preserve and protect family wealth for hundreds of years — or even indefinitelyThe key differences between directed and delegated trusts, and why that matters for control and flexibilityHow to navigate trust taxation, privacy, and asset protection through strategic jurisdiction selectionAnd more!Resources:Episode Transcript & Blog | www.sterlingtrustees.com | (623) 406-2626 | ajoffe@sterlingtrustees.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 align with what truly matters most.In this episode, you will learn:How your earliest money memories influence your financial behaviors today.Why “enough” is the most important number in financial planning – and how to find yours.The three layers of money and how understanding them can transform your wealth journey.How to avoid the common trap of chasing more without understanding your values.Why incorporating emotional intelligence into financial conversations can improve outcomes.And more!Resources:Episode Transcript & Blog | The Power of Enough | elizabethhusserl.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 determine if your financial advisor is legally obligated to act in your best interest.The most common misconceptions about fiduciary advisors — and the truth behind them.How a fiduciary approach can enhance every aspect of your financial plan, from investments to values-based decision-making.And more!Tune in to learn how working with the right fiduciary advisor can bring confidence and clarity to your financial decisions, no matter what stage of life you're in.Resources:Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 episode, you will learn:How self-storage compares to other real estate investments and why it's considered to be recession-resistant.The key factors to look for when evaluating a self-storage facility – from location to market demand. Strategies for financing and structuring deals to maximize profitability. How to scale a self-storage business and increase revenue through automation and value-add opportunities. And more!Tune in to discover how you can capitalize on the booming self-storage industry and build a recession-resistant investment portfolio!Resources:Episode Transcript & Blog | Creating Wealth Through Self-Storage | Q2 Self-Storage | Storage World Analyzer | mark@helmproperties.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 will play in transforming how companies do business in the digital age.In this episode, you will learn:A simple, clear definition of blockchain and why it's essential for ensuring digital trust in today's interconnected world.The challenges businesses and investment managers face in establishing a verifiable financial track record and how blockchain addresses these issues.How blockchain secures vulnerable financial data and creates more transparency and reliability in the digital economy.Common misconceptions about blockchain and why understanding its true potential is key to leveraging its power.And more!This episode will give you a deeper understanding of how blockchain is shaping the future of finance and why digital trust will be a cornerstone of the financial world in years to come.Resources:Episode Summary Doc & Transcript | validityBase | app.vbase.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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-discipline — key concepts that not only apply to personal development but also to financial planning.In this episode, we discuss:Why people struggle with following through, even when they are motivated.Small changes you can make to improve your follow-through.How instant gratification impacts our ability to follow through on long-term goals.How leaders can use the principles of this book to improve execution on teams.And more!Whether you're looking to improve your personal productivity or make progress on long-term financial goals, this episode provides valuable takeaways for turning good intentions into lasting action.Resources: Episode Transcript & Blog | Finish What You Start: The Art of Following Through, Taking Action, Executing, & Self-Discipline | Bautis Financial Book Club | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Should you sell, rent, or reinvest an inherited property? The right choice could impact your wealth for years to come. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Amelia Misenheimer, a real estate consultant specializing in helping individuals navigate inherited properties. Together, they discuss the challenges, opportunities, and key considerations when deciding whether to keep, sell, or reinvest inherited real estate.In this episode, you will learn:The key financial and emotional factors to consider before making decisions about inherited property.How to evaluate whether a property is a good investment, including assessing rental income, market value, and potential repairs.The differences between passive and active real estate investments—and how to determine which is right for you.The role of property managers, syndications, and self-management in real estate investing.And more!Tune in to gain valuable insights into making informed real estate decisions that align with your financial goals.Resources:Episode Transcript & Blog | www.ameliamisenheimer.com | Connect with Amelia Meisenheimer on Instagram, Facebook, and LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

The words “IRS” and “tax debt” can strike fear into the hearts of many, but what if you had an expert guide to help you navigate the process? Whether you're facing mounting tax debt, undergoing an audit, or just want to stay on the IRS' good side, this episode is for you. The Agent of Wealth host Marc Bautis is joined by Stephen A. Weisberg, Founder and Lead Attorney of The W Tax Group, who has helped countless individuals and businesses resolve their tax challenges. In this episode, you will learn:What triggers tax debt and how audits can result in unexpected liabilities.The difference between CPAs and tax attorneys when it comes to IRS representation.Proactive steps you can take to prevent tax problems before they arise.How IRS penalties and interest rates work—and why failing to file can be costly.And more!Resources:Episode Transcript & Blog | Weisberg.tax | wtaxattorney.com/stephen-weisberg/ | Email: S.Weisberg@weisberg.tax | Tel: 248-971-0885 | Stephen A. Weisberg on LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Did you know that car washes in the United States generate over $15 billion in revenue annually? Yet, most investors overlook them as a serious wealth-building opportunity. Today, we're diving into why car washes are one of the most underrated investments – and how guest Kriss Berg is using them to generate passive income, scale his portfolio, and slash his taxes.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kriss Berg, a serial entrepreneur who made a name for himself in the business world with e-commerce and newsletter ventures before diving into the car wash industry. Kriss, formerly known as “The Car Wash Guy” on X, shares how he turned car washes into a wealth-building machine – leveraging undervalued business, operational improvements, and tax advantages to scale car wash investments.In this episode, you will learn:Why car washes are an overlooked but profitable business investment.How Kriss scaled from one to five car washes using a repeatable system.The massive tax advantages that come with owning a car wash.Key factors to consider when buying and scaling a car wash business.What makes a great car wash location – and the pitfalls to avoid.And more!Resources:Episode Transcript & Blog | TaxFreeCashCow.com | @KrissBergTweets | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Sara Ecklein, Founder of Trust & Honor and host of The Legacy of Love podcast. With over a decade of experience in fiduciary services, Sara specializes in trust administration, special needs trusts, and guiding families through end-of-life planning. Together, they discuss how proactive estate planning can prevent common pitfalls and ensure a smooth financial transition for loved ones.In this episode, you will learn:The role of a professional fiduciary and how they simplify trust administration.Why incapacity planning is just as important as estate planning.The biggest mistakes families make when preparing for end-of-life transitions.How technology is shaping the future of estate planning.And more!Tune in to gain expert insights on preparing for the future with clarity and confidence.Resources:Episode Transcript & Blog | Trust & Honor | The Legacy of Love | Sara Ecklein - LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

What if you could learn the most valuable parts of an MBA — without spending years in school? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Cousins, an investor, tech founder, and bestselling author who is revolutionizing business education. As the founder of MBA A$AP, a platform that has trained over 30,000 students across 165 countries, John has distilled the traditional MBA into an accessible, fast-track learning experience. Tune in to discover how he's making business knowledge more practical, affordable, and globally available.In this episode, you will learn:Why traditional MBA programs may not be the best return on investment.How the 80/20 rule applies to business education, helping you focus on the most impactful concepts.The innovative ways MBA A$AP is leveraging AI to enhance learning and accessibility worldwide.And more!Resources:Episode Transcript & Summary Doc | MBA A$AP | Corporate Finance A$AP: Level Up With Powerful Finance Tools and Better Decision-Making | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is back for the second part in a series on how to maximize your 401(k). Now that you understand the importance of contributing to your retirement plan, the next big questions are: How much should you be saving? and How should you allocate those savings? Marc breaks it all down, from contribution strategies to investment options, so you can build a retirement portfolio that aligns with your goals.In this episode, you will learn:How to determine the right contribution amount for your 401(k).The pros and cons of target date funds and whether they're right for you.How to use your plan's allocation tools—or create a customized investment strategy.Key updates to 401(k) plans in 2025 under the SECURE 2.0 Act.And more!Resources:Episode Transcript & Blog | Episode 222 - Maximize Your 401(k): Roth vs Pre-Tax Contributions | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

What does it take to excel in the NFL and the business world? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Marques Colston, Super Bowl Champion and Founding Partner at Champion Venture Partners, to explore how the lessons learned on the field translate into success in business and investing.From his unexpected rise as an NFL standout to becoming a trailblazing entrepreneur, Marques shares the mindset and philosophy that have fueled his achievements. His decade-long football career taught him that sustained success requires daily effort, humility to keep learning, curiosity to uncover new opportunities, and confidence built through preparation and repetition.Today, Marques applies this winning mentality in his work as an entrepreneur, educator, executive coach, and strategic consultant. With a mission to empower underserved and underestimated communities, he's focused on helping others break through barriers and achieve beyond their perceived limitations.Through Champion Venture Partners (CVP), Marques is building a legacy by creating wealth-building opportunities for a diverse group of investors, revolutionizing the sports investment landscape along the way.In this episode, you will learn:How Champion Venture Partners is reshaping sports investing with a diversified portfolio spanning sports tech, medicine, teams, and more.Why self-leadership, teamwork, and culture are crucial to building sustainable success in both sports and business.The vital role of access to high-quality investment opportunities in creating lasting wealth.Marques's efforts to democratize investment through education and initiatives that reach underserved communities.And more!Resources:Episode Transcript & Blog | championventurepartners.com | Champion Venture Partners (LinkedIn) | Champion Venture Partners (Instagram) | Marques Colston (LinkedIn) | Marques Colston (Instagram) | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

How do you lead with responsibility, build high-performing teams, and inspire action? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin.Whether you're managing a business, a family, or your personal goals, these leadership principles can transform how you approach challenges.In this episode, we discuss:What “Extreme Ownership” is, and how to employ it in business and in life.The role of leadership in building successful teams.How to inspire action and accountability through effective communication within teams.The importance of collaboration. And more!Drawing connections between military strategies and financial planning, the team offers actionable insights for leaders, professionals, and anyone striving for success. Listen in for strategies that will inspire you to take ownership, lead effectively, and create impactful results in every area of your life.Resources:Episode Transcript & Blog | Extreme Ownership: How U.S. Navy Seals Lead and Win | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Dreaming of flying first-class, lounging in luxury hotels, or planning your perfect vacation without breaking the bank? What if you could unlock the secrets to doing it all with points and miles you're already earning — or could be? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elliot Rosenberg, Founder of Hack My Honeymoon, to uncover the secrets of turning everyday spending into nearly-free luxury travel. Elliot, an expert in helping high-spenders and business owners maximize the value of their credit card points, shares how he helps clients go beyond 2% cash back to achieving 10-20% in rewards toward unforgettable experiences.From premium flights to five-star accommodations, Elliot reveals his strategies for optimizing points, earning bonuses, and making the most of your travel rewards to create memories that last a lifetime.In this episode, you will learn:How to strategically earn and redeem credit card points for luxury travel experiences.The importance of using the right cards for specific spending categories to maximize rewards.Why flexibility in your travel plans can significantly enhance the value of your points.Common mistakes people make when attempting to travel hack (and how to avoid them).Tips for extracting maximum value from premium credit cards with high annual fees.And more!Resources:Episode Transcript & Blog | hackmyhoneymoon.com | Elliot Rosenberg on Social: @EHRosenberg | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Did you know there's over $2 trillion in free money out there, just waiting to be claimed? Whether you're starting a business, looking to pay for job training, or simply need help with living expenses, government grants and nonprofit funding can make it happen. But most people don't even know where to start. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Lesko — the expert on uncovering hidden funding opportunities — to help you unlock the secrets to free money. Get ready to take notes because this episode might just change your financial future.In this episode, you will learn:The types of grants available to individuals and small businesses, and how to find them in your community. Why many people overlook available grants, and how to avoid common mistakes in the application process.How to use AI tools like ChatGPT to streamline your grant search and find opportunities you may have missed. The growing trend of government-funded job training programs and how you can access funding even if you're unemployed. And more!Resources:Episode Transcript & Blog | leskohelp.com | youtube.com/matthewlesko | www.findhelp.org | hud.gov/counseling | https://sba.gov/localassistance | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In 2023, side hustles contributed nearly $500 billion to the U.S. economy. Imagine tapping into that potential! Today, we're diving into how you can start and grow your own side hustle.In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Joan Posivy, a seasoned entrepreneur who has turned side hustles into successful business ventures. Joan is also the author of the best-selling book The Way Success Works and the host of the Side Hustle Hero podcast.In this episode, you will learn:How to start a side hustle with minimal costs.How low-cost side hustles can still be profitable.How to balance a full-time job with a side hustle – and transition it into a full-time business.Why focusing on one side hustle at a time is key to success.Common mistakes to avoid when starting a side hustle.And more!Resources:Episode Transcript & Blog | sidehustlehero.com | The Way Success Works | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Imagine a world where every family is built on a foundation of love, clarity and harmony. Where generational trauma is healed, difficult conversations lead to breakthroughs, and relationships aren't just surviving but thriving. Sounds like a dream, right? Well, today's guest had made it her mission to turn this vision into reality.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rebeccah Silence, a Self Healing and Relationship Expert, award-winning author, and transformational coach. Whether you're navigating family dynamics, aiming to strengthen your relationships, or simply seeking professional transformation, you're about to learn the tools and strategies to achieve all that – and more.In this episode, you will learn:The four stages of relationships and how to navigate them.How to handle recurring challenges in relationships.The importance of facilitation in resolving conflicts.Practical hacks for identifying what you want.Why clarity is the key to successful arguments.And more!Resources:Episode Transcript & Blog | rebeccahsilence.com | Coming Back to Life: A Roadmap to Heal from Pain and Create the Life You Want  | The Emotional Survival Kit |  YouTube: Rebecca Silence | Facebook: Rebeccah Silence | Twitter: Rebecca Silence | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

The decisions you make today could have a big impact on your taxes, savings, and investments next year. Are you ready to act? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives into the essential financial planning tasks to complete year-end. With December 31st deadlines looming, Marc provides actionable advice to ensure you're maximizing your financial opportunities and staying ahead of potential tax pitfalls.In this episode, you will learn:How to leverage tax-loss harvesting and manage capital gains effectively.The benefits of Roth conversions and how to determine if they're right for you.Key considerations for retirement contributions, RMDs, and 401(k) strategies.Tips for optimizing charitable giving and flexible spending accounts (FSAs).Why annual financial checkups are critical and how year-end planning can set the stage for financial success.And more!Resources:Episode Transcript & Blog | The 2024 Last-Chance Financial Planning Checklist | Episode 222 – Maximize Your 401(k): Roth vs Pre-Tax Contributions | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones. Whether you're an experienced investor or just getting started, this episode is packed with actionable insights to help you build wealth and diversify your portfolio.In this episode, you will learn:The tax implications of property sales, and how a 1031 exchange helps How to prepare for a successful 1031 exchange, including strategies to meet the strict identification and closing deadlines.What a Delaware Statutory Trust is (DST), and how it can provide diversification and a hands-off investment option.How Qualified Opportunity Zones (QOZs) work and their benefits, including tax deferral for non-real estate assets and tax-free appreciation after 10 years.The latest trends in real estate investing, including a discussion on the use of technology to optimize investment decisions.And more!Resources:Episode Transcript & Blog | www.realtymogul.com | stephen.haskell@realtymogul.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how Americans save for the future. Tune in to discover the nuances between Roth and pre-tax contributions, including their immediate and long-term implications.The second part in this series will be live on November 8, 2024.In this episode, you will learn:The evolution and history of the 401(k) and its impact on retirement savings.The key differences between Roth and pre-tax 401(k) contributions and their tax implications.How to determine whether Roth contributions may be more beneficial based on your current and future tax situation.The significance of employer matching contributions and how the Secure Act 2.0 has changed matching rules for Roth accounts.The concept of required minimum distributions (RMDs) and the recent changes affecting Roth 401(k)s.The Mega Backdoor Roth strategy, allowing high earners to maximize contributions to Roth accounts beyond standard limits.Resources: Episode Transcript & Blog | Checklist: Should I Contribute to My Roth 401(k)? | Checklist: Can I Make a Mega Backdoor Roth Contribution? | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you tired of feeling overwhelmed by your to-do list? What if you could transform the way you approach your time, shifting from simply managing it to truly optimizing it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Buck, co-author of The Time-Optimized Life: Moving Everyday Preparation, Execution and Control from Finite to Infinite. With over 35 years of experience in organizational and time management, he founded Kairos Management Solutions and the Infinity Lifestyle design program. David specializes in helping business professionals navigate the challenges of inflexible schedules, empowering them to create strategies that optimize their time for a life filled with meaning, purpose, and joy.In this episode, you will learn:The difference between “time management,” which is often reactive, and “time optimization,” which encourages a proactive approach to structuring time effectively.What the PEC framework is, and how this approach can optimize both short- and long-term planning.The importance of long-term goals and planning, and how these guide our daily actions. How to audit your time to identify areas for improvement and waste.The meaning of “infinite time.”And more!Resources:Episode Transcript & Blog | infinitylifestyledesign.com | The Time-Optimized Life: Moving Everyday Preparation, Execution and Control from Finite to Infinite | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real estate with Brian Davis, co-founder of SparkRental and an expert in passive real estate investing. Brian shares valuable insights on how fractional ownership allows investors to diversify their portfolios and minimize risks while accessing opportunities that may have previously seemed out of reach.In this episode, you will learn:The fundamentals of co-investing and how it differs from traditional real estate investing.The benefits of fractional ownership for both novice and seasoned investors.How SparkRental facilitates co-investing for its club members, making real estate investment more accessible.Practical tips for getting started in co-investing and maximizing your investment potential.And more!Tune in to unlock the power of fractional ownership!Resources:Episode Blog & Transcript | SparkRental.com | Live Off Rents Podcast | support@sparkrental.com | brian@sparkrental.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. Unreasonable Hospitality is a captivating book about how going above and beyond can create unforgettable experiences for customers, or clients. Discover actionable takeaways, inspiring anecdotes, and strategies to elevate your service to new heights!In this episode, we discuss:What unreasonable hospitality is, and what sets it apart from traditional notions of hospitality.The importance of empowering team members to exceed expectations and foster a culture of creativity and collaboration.How affirmation can be leveraged as a tool for motivation and trust-building within teams.The challenges of executing unreasonable hospitality effectively in various contexts, and how to overcome them.And more!Resources:Episode Transcript & Blog | Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'me' mindset to a 'WE' culture. Discover the '10 WEs' that can revolutionize your team's dynamics and drive unparalleled success. Tune in to find out how simple yet profound changes can reshape your organization from the inside out!In this episode, you will learn:The power of “WE,” and why leaders in all kinds of organizations should avoid the "me-oriented" paradigm.The “10 WEs” – principles focused on fostering collaboration and collective accountability.How to implement and integrate these principles into daily operations, and hold individuals accountable. How successful adoption of the principles can create meaningful change.And more!Resources:Episode Transcript & Blog | Begin With WE: Principles for Building and Sustaining a Culture of Excellence | KyleMcDowellInc.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to help younger generations navigate their financial journey with confidence. Discover essential strategies for managing debt, making smart investments, and avoiding common pitfalls. Tune in to gain valuable insights that will set you on the path to financial success.In this episode, you will learn:Why millennials should prioritize paying off high-interest debt and building an emergency fund before focusing on investing.How financial advisors can help millennials manage emotions and prevent costly mistakes. How millennials can avoid over-trading, emotional impulses, and falling victim to media hype. The benefits of early and strategic saving.The value of simplicity in investing.And more!Resources:Episode Transcript & Blog | wealthierbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve their educational dreams without the debilitating weight of student loan debt. Her unique blend of knowledge, strategic insight, and a commitment to community engagement lays the foundation for a future where generational wealth is accessible to all.This episode is packed with actionable advice that could transform your family's approach to higher education funding!In this episode, you will learn:The importance of pursuing a debt-free degree in today's financial landscape.Effective strategies for managing higher education costs while maintaining overall financial wellness.Key approaches and timing for introducing debt management concepts to adolescents.How to evaluate colleges/universities with the goal of a debt-free degree, considering both cost and academic objectives.The importance of exploring unconventional scholarships and financial aid options, even for high-earning households.Real-life examples and community resources to support a debt-free educational journey.And more!Resources:Episode Transcript & Blog | DrRoz.love | DebtFreeDegree with DrRoz | DebtFreeDegree: Graduate Without Student Loans While Getting Good Grades, Having Tons of Fun, and Landing Your Dream Job! | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental author advocate. With more than 50 years of experience in book publishing, Michele is on a mission to help authors ask the right questions to make informed decisions about publishing their books. She also wrote a guide: Publish Like the Pros: A Brief Guide to Quality Self-Publishing.In this episode, you will learn:What self-publishing is, how it has evolved over time, and tips for avoiding common pitfalls in the industry.What authors need to know about editing, cover design, interior design, and more.The essential services authors need to publish a book.The real impact of Artificial Intelligence on the book market.And more!Episode Transcript & Blog | 1106design.com | Publish Like the Pros: A Brief Guide to Quality Self-Publishing| Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor's Guide and founder of Tuxedo Press, LLC. Discover how Scott transitioned from a career in engineering to building a successful portfolio valued at over $3 million, and explore his strategic insights into selecting, managing, and scaling turnkey properties. In this episode, you will learn:What turnkey rental investing is, and how it allows for passive income with minimal management.What criteria to look for in turnkey rental properties.The importance of prioritizing cash flow over appreciation in turnkey properties.Risk management and scalability strategies for turnkey rental properties. And more!Resources:Episode Transcript & Blog | scottastanfield.com | Passive Profits: The Turnkey Investor's Guide | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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, and safeguarding intellectual property rights. In this episode, you will learn:A variety of legal issues to consider when starting a business.Common legal challenges that small to medium-sized businesses face.How businesses can work to stay compliant with evolving regulations.Why entrepreneurs should consider protecting their business' intellectual property.And more!Resources:Episode Transcript & Blog | fornarolegal.com | mfornaro@fornarolegal.com  | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 regarding retirement – from a fixed age-based milestone (like 65) to a more flexible approach that considers longer lifespans and continued work in fulfilling roles. How a phased retirement approach – a gradual reduction in workload – can fit into your retirement plan, especially those of business owners. A variety of strategies to navigate retirement goals while also creating financial stability (The “Never Retire Approach,” and “Practice Retirement Approach,” as examples).And more!Resources:Episode Transcript & Blog | Next Crest Consulting | Kevin Hoover - LinkedIn | Mission To Margins (YouTube) | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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.The advantages to working with a travel advisor or consultant.How to choose a travel advisor or consultant for the best experience. Which travel credit cards come to your benefit to make the most of your trips.Current travel hotspots, in the United States and around the world.And more!Resources:Episode Transcript & Blog | Luxe Travel Consultants | Rodney George – LinkedIn | The Points Guy | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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.The advantages to working with a travel advisor or consultant.How to choose a travel advisor or consultant for the best experience. Which travel credit cards come to your benefit to make the most of your trips.Current travel hotspots, in the United States and around the world.And more!Resources:Episode Transcript & Blog | Luxe Travel Consultants | Rodney George - LinkedIn | The Points Guy | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 behind tax debt scenarios – from family-run businesses to unexpected inheritances – and learn about the surprising solutions Morgan has crafted for her clients. In this episode, you will learn:Why some individuals end up with tax debt, and how to avoid it.When faced with a tax debt issue, how to determine if it's necessary to involve a tax debt resolution professional.Insights into handling tax debt, from payroll taxes to personal income tax issues.Common misconceptions about IRS enforcement and penalties.Practical tax debt solutions, such as Offer in Compromise, penalty abatement, and more.And more!Resources:Episode Transcript & Blog | Golden Lion Tax Solutions | Tax Debt Rule #1: There's ALWAYS a Solution! | Morgan Anderson - Facebook | Morgan Anderson - LinkedIn | Golden Lion Tax Solutions - Twitter | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 individuals through his impactful course, "The Path to a Successful Life."Tune in to hear how individuals in blue-collar fields can secure their financial future through proactive planning and action, regardless of formal education!In this episode, you will learn:How to take control of your life's blueprint, and a discussion on the power of visualization.How to replace vague aspirations with concrete plans and actionable steps. Reasons to challenge the conventional belief that success is solely linked to traditional higher education, advocating instead for a shift towards prioritizing personal fulfillment and proactive goal pursuit. The importance of seeking guidance from positive influences who genuinely support you.A variety of misconceptions about blue-collar work.And more!Resources:Episode Transcript & Blog | Blue-Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life | Ken Rusk - X| Ken Rusk - Instagram | Ken Rusk - Facebook | Ken Rusk - LinkedIn | The Path to a Successful Life Course | "Comfort Peace & Freedom" Podcast on Spotify |

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 application of both to investing.Why managing emotions like fear and greed is essential to preventing impulsive investment decisions. How to approach mega trends in investing with caution and skepticism.What criteria to consider when selecting dividend-paying stocks.And more!Resources:Episode Transcript & Blog | Episode 23 - Can Dividends Lead to Financial Freedom? | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fervent commitment to using conflict as a catalyst for growth and innovation, Kat empowers individuals and organizations to thrive. Tune in to learn how to proactively mitigate conflict through effective communication and planning!In this episode, you will learn:The common sources of conflicts during the estate planning process.How mediation and conflict coaching can be used as tools to solve estate planning conflicts.Common misconceptions about estate planning.How to prevent estate challenges and facilitate a smooth transition.And more!Resources:Episode Transcript & Blog | Smart Conflict, Turning Disputes into Growth Opportunities | smartconflictbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Do you often find yourself hesitating before a big decision, or weighing the pros and cons? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins' first book, and it was written with the goal of inspiring more people to live life to the fullest. This mission to encourage people to live their best lives is integral to everything Collins does, from her work creating sanctuaries for her interior design clients, to mentoring women in business, she encourages us all to go for what we want with “two feet in.”In this episode, you will learn:About Jeanne Collins approach to “jumping all in and not looking back”.Why it is never too late to find your passion in business and life.How investing more money in your business and delegating can bring you peace of mind.Why being vulnerable is important to be successful. And more!Resources:Episode Transcript & Blog | Two Feet In: Lessons from an All-In Life | JerMar Designs | House of JerMar | Instagram | JerMar Designs | Facebook | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

As spring breathes new life into our surroundings, it's time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long?In this episode, you will learn:The documents you must keep indefinitely, including legal, personal, and financial records.How long to keep tax-related documents and records.Practical storage solutions for both paper and electronic records.Best practices for disposing of old financial documents.Strategies for streamlining your document management process.And more!Resources:Episode Transcript & Blog | Download the Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it's time to get a plan in place.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She's the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts the award-winning podcast Succession Stories.In this episode, you will learn:How to proactively plan your business transition before it's too late.How business owners can get clear on the value of their business, including tips any business can use to add value.What it means to create a contingency plan, and compelling reasons for doing so.How to assess potential risks, and protect your business against them.How to determine what's more important to you regarding numbers and emotional decision-making.And more!Resources:Episode Transcript & Blog | thebusinesstransitionsherpa.com | The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options | Succession Stories | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke. Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and make better decisions as a result.In this episode, we discuss: Why it's important to think in terms of “bets.”How and why life is more like a game of Poker than it is a game of Chess.What it means to make probabilistic decisions.How to become aware of your trading biases and look for contrarian opinions.What a feedback loop is, and how to utilize it in your decision-making process.And more!Resources:Episode Transcript & Blog | Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Ready to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years of experience. Hewitt is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the United States, Jackson Hewitt and Liberty Tax. Both companies represent two of the top 100 largest retail organizations in North America!John Hewitt is also the best-selling author of iCompete: How My Extraordinary Strategy For Winning Can Be Yours and the CEO of Loyalty Brands.Tune in to explore the secrets of successful franchising!In this episode, you will learn:John Hewitt's journey from tax preparation to founding franchises.The common challenges of starting a franchise in the 21st century.How franchisees can create well-established systems (and constantly improve them).How to acquire your first franchise, including financing options and startup costs.How to know if franchising is right for you.And more!Resources:Episode Transcript & Blog | www.loyaltybrands.com | john@loyaltybrands.com | iCompete: How My Extraordinary Strategy For Winning Can Be Yours | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Picture this: You're working hard and generating income, but still it feels like you're treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you back. In this episode of The Agent of Wealth Podcast, host Marc Bautis distinguishes the difference between wants and needs. Whether you're struggling to differentiate between wants and needs in your own life, or seeking strategies to align your spending with your financial goals, this episode will help you pave the way towards a better financial future. In this episode, you will learn:The distinction between wants and needs, and how doing so empowers effective financial prioritization.What to do when the lines are blurred between wants and needs.What the 50/30/20 budgeting rule is, and how it promotes financial stability.How to align your spending habits with your values and priorities.How to conduct a wants vs. needs audit to align your financial decisions with your long-term goals.And more!Resources:Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Arries. Michael  is an experienced advisor in the field of precious metals, having traded gold and silver for almost 25 years. In 2010, he embarked on his professional career with McAlvany Precious Metals, a family-owned business with a 50-year legacy in the industry. Renowned for their unwavering integrity, time-tested strategy, and personalized service, McAlvany represents the pinnacle of excellence among precious metals firms.In this episode, you will learn:Everything you should know about silver and gold, including how they are differentiated.The various factors affecting the prices of gold and silver, including currency devaluation, geopolitical tensions, and market uncertainties.The various methods of buying and selling precious metals, focusing on physical ownership of coins and bars, along with storage options in secure depositories.How precious metals are compared to other assets, like real estate.And more!Resources:Episode Transcript & Blog | Call Michael: (970) 459-4611 | mcalvany.com/michael | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts.Dr. Jeff Anzalone shares his transformative journey from a practicing periodontist to a leading advocate for holistic wealth. Discover the pivotal moment that sparked Dr. Anzalone's realization that traditional income sources weren't enough to secure his family's future, and learn how he embarked on a mission to diversify his income streams through real estate investing.Gain valuable insights into the importance of nurturing relationships and prioritizing physical health on the path to holistic wealth. Dr. Anzalone's wisdom and practical advice will inspire you to redefine success and take actionable steps towards building a life of abundance and fulfillment.In this episode, you will learn:The importance of securing multiple streams of income (beyond a single career) for long-term financial stability.How to embrace a holistic approach to wealth – one that involves prioritizing health and nurturing relationships alongside financial prosperity.Why over 90% of affluent individuals leverage real estate.Why having a strong "why" is essential for driving action and perseverance in pursuing financial freedom.And more!Resources: Episode Transcript & Blog | DebtFreeDr.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers, host of BookThinkers: Life Changing Books, and author of Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn. Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential through his books, speaking, and personal brand as a whole.Nick Hutchinson's journey from someone who wasn't much of a reader to a dedicated reader and advocate for personal development through books shows that reading habits can be developed over time. Even if you haven't been an avid reader in the past, tune in to discover how you can cultivate a habit of regularly reading.In this episode, you will learn…How to actually take action on every book that you read.How to use the SMART goal-setting framework for your reading.How to read effectively and take notes. How delayed gratification applies to reading, and the benefits of sacrificing immediate pleasures for long-term growth.And more!Resources:Episode Transcript & Blog | Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn | BookThinkers | BookThinkers: Life Changing Books | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory CallBooks Mentioned:Die With Zero: Getting All You Can from Your Money and Your Life | Simple Wealth, Inevitable Wealth: How You and Your Financial Advisor Can Grow Your Fortune in Stock Mutual Funds | Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! | Think and Grow Rich | The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change 

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas, a money coaching company that supports female entrepreneurs or mompreneurs who need financial assistance with their businesses. Jen recounts her journey from being a financial advisor to recognizing the lack of tailored financial education for women, prompting her to establish Dollar Divas. Through open discussions and workshops, Jen aimed to create a non-threatening environment where women could address their financial concerns and learn essential money management skills. The concept of "paying yourself" emerged as a central theme, emphasizing the deliberate allocation of revenue towards personal income, business reinvestment, and savings, with Jen offering step-by-step guidance on implementation.In this episode, you will learn:Practical steps for implementing the "Pay Yourself" concept, which emphasizes the importance of intentional revenue allocation towards personal income, business reinvestment, and savings.How entrepreneurs can navigate fluctuating income by adopting percentage-based allocation rather than fixed amounts.How societal influences contribute to women's perceived financial inadequacy and tendency to prioritize others over themselves.How women can manage their finances with practical tools and accountability.And more!Resources:Episode Transcript & Blog | dollardivas.org | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast, host Marc Bautis sat down with special guest Dr. Lance Knaub. The best-selling author of The 4% Break-Thru, Dr. Knaub helps overwhelmed entrepreneurs with 6-figure businesses avoid burnout, and instead create the life they love while scaling by developing a leadership team and creating a self-sufficient business that is an asset. Dr. Knaub brings a wealth of experience to the table, having transitioned from being a physical therapist to becoming a successful business owner and leadership coach. His journey is not only inspirational but also educational.In this episode, you will learn:How to identify early signs of burnout and prioritize self-care to prevent exhaustion and maintain mental well-being.The significance of delegating tasks, documenting processes, and hiring the right people to support business growth and sustainability.The necessity of strategic planning in achieving business goals, including developing clear objectives, prioritizing tasks, and allocating time effectively for long-term success.Insights into setting boundaries, prioritizing self-care, and making time for personal activities to achieve a healthy work-life balance while pursuing entrepreneurial endeavors.And more!Resources:Episode Transcript & Blog | Denali Consulting | The 4% Break-Thru | Download a Free Workbook Companion Guide to Lance's Best-Selling Book |  | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call