Podcasts about wealth podcast

Send us a textIn this special follow-up episode, I'm joined once again by my good friend and fellow TEDx speaker, Dr. Julie Siemers—a 45-year veteran in the nursing field turned first-time entrepreneur. Julie returns to share the incredible progress she's made since our last conversation, including the launch of her innovative course platform “LifeBeast Solutions,” designed to close the knowledge gaps in nursing that contribute to the third leading cause of death in the U.S.—medical error.We talk about everything from our unforgettable TEDx experience in Stamford to her recent speaking engagement in San Diego, where she integrated AI into her patient safety framework. Julie also opens up about how AI has become her secret weapon for launching 28+ courses, preparing for hospital licensing deals, and even translating content for international collaborations.If you care about healthcare, innovation, or building generational wealth through purposeful entrepreneurship, you don't want to miss this one. Julie's journey is a masterclass in combining passion, purpose, and technology to make a real impact.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textIn this episode of the Road to Wealth series, I break down exactly how I paid off over $3,000 in personal debt in just one week. I share what worked, what flopped, and how a failed $100K-in-a-day challenge still taught me priceless lessons.You'll hear about:My live speaking gig and what it taught me about valuing your timeWhy only 2 of 12 tickets sold didn't shake meHow credit cards really work (and what I wish I knew earlier)The plan I'm using to pay off my highest interest cards firstThe little-known trick to boost your credit score through strategic disputesThe mindset that keeps me moving forward, even when progress feels slowWhether you're drowning in debt, trying to build your brand, or both, this series is your real-time look at what it takes to chase financial freedom—one step (and one setback) at a time.

Health insurance can make or break a small business' financial strategy – yet many owners overlook it or overspend on the wrong plans.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Sherri Matheney, award-winning insurance agent and “Healthcare Hero,” to demystify the health insurance maze for business owners. Sherri shares how to choose the right coverage, avoid costly mistakes, and use health insurance as a tool to protect both your business and employees.In this episode, you will learn:How the right health insurance strategy can significantly reduce financial risk.Common pitfalls small business owners make when selecting health plans — and how to avoid them.When to consider individual vs. group coverage and how to transition as your business grows.Key factors to evaluate during open enrollment and upcoming regulatory changes to watch.And more!Resources:Episode Transcript & Blog | Sherri Matheney: 417-763-0295 | healthinsurancewithsherri.com | healthinsurancewithsherri@gmail.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn today's Wisdom Wednesday, I break down the powerful truth behind the phrase "bad company corrupts good character." Growing up, I heard sayings like "show me your friends, and I'll show you your future," but it took real-life lessons—some hard and uncomfortable—to truly understand how critical this advice is.In this episode, you'll learn:Why tolerating bad behaviors around you eventually leads you down the wrong path.The painful real-life examples from my own life about how being around the wrong friends got people I care about into trouble.Six practical reasons why bad company always ends up pulling you down (including a lesson straight from my grandma!).The simple but life-changing solution to finding and keeping good company.Whether you're trying to break free from toxic relationships, align yourself with better influences, or simply figure out who to keep close as you level up—this episode is your wake-up call.

Send us a textAt 23 years old, I've learned that the path to generational wealth, happiness, and financial independence is never a straight line. In this powerful episode of the Walk 2 Wealth Podcast, I sit down with Ngo Okafor—a two-time Golden Gloves boxing champion, fitness entrepreneur, and founder of 28 Days Greater.But Ngo's journey didn't start with a six-pack and success. He grew up a sickly child in Nigeria, battling asthma and a rigid family belief that education—not entrepreneurship—was the only way out. By 15, he was in college. By 18, he realized something vital: he wasn't fulfilled.From corporate layoffs to modeling rejections to building a one-of-a-kind gym in the heart of NYC, Ngo shares the raw truth behind chasing fulfillment, finding your purpose, and building a life that feels as good as it looks.We talk about:How to pivot when life derails your planTurning rejection into redirectionThe mindset shift that separates the dreamers from the doersWhat it really takes to build wealth in your 20sWhy the pursuit of happiness is your ultimate ROIThis episode is a masterclass in resilience, identity, and finding meaning beyond money.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textIn this brutally honest solo episode of the Walk 2 Wealth Podcast, I open up like never before.I reveal my exact financial situation—including how I racked up over $50,000 in credit card debt by 23. From maxed-out personal and business cards to a plummeting credit score and closed accounts, I break down the raw numbers, the mistakes that got me here, and the emotional toll of navigating this season.But this isn't just about the debt—this is about redemption.You'll learn:Why I don't regret dropping out of college (even though I'm worse off financially… for now)How I'm using the debt snowball method to fight my way outWhat I've learned about money, mindset, and disciplineWhy most people avoid these conversations—and why I refuse to stay silentIf you've ever felt ashamed of your financial situation or overwhelmed by debt, this episode is for you. It's the start of a transparent journey to rebuild credit, restore peace of mind, and walk the road to wealth—one step at a time.

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 compounding can lead to extraordinary long-term growth. He covers everything from IRA rules and documentation requirements to real-life tax court challenges and best practices. In this episode, you will learn:The differences between Roth IRAs, Traditional IRAs, and taxable investment accounts.What counts as “earned income” and why it's essential for Roth IRA eligibility. How to legally employ your child through a family business.Real-world IRS red flags and examples of what not to do.Best practices for staying compliant and maximizing benefits.And more!Resources:Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textSupport the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textWelcome to the very first episode of Wisdom Wednesdays, a new series on the Walk 2 Wealth podcast where I'll be sharing the real, raw, and relevant life lessons I'm learning on my personal journey to wealth — especially as someone who didn't grow up with financial literacy.In this kickoff episode, I talk about:Why so much advice online is either bad, worldly, or surface-levelThe difference between wisdom and information (and why it matters)The story of King Solomon and what it teaches us about true successMy current financial situation (spoiler: I'm still in the trenches)What to expect from this new weekly seriesIf you've ever felt lost in a sea of contradictory advice and want biblical, practical, and time-tested wisdom to help guide you — this is for you.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textWelcome to Episode 0 of the Road to Wealth series — a brand-new chapter in the Walk 2 Wealth podcast. In this solo episode, I open the vault and get brutally honest about where I'm at financially. No fluff. No filters. Just the real, raw reality of the entrepreneurial journey.I talk about how I've maxed out my credit cards, drained my savings, and torched my credit — and why I'm choosing now, rock bottom, to document every step of my comeback. You'll learn what inspired this new series, the goals I've set (like becoming debt-free and rebuilding my investments), and how I plan to track my weekly progress with transparency and accountability.If you've ever felt like you're failing while everyone else is winning, this episode is for you. Let's stop pretending and start rebuilding — together. This isn't advice. This is the walk.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

What do you do when your life changes in an instant?When Donna Kendrick lost her husband to suicide, she was left standing at a painful crossroads – three young kids, a new house, and a future she could no longer picture. But by the light of a backyard bonfire, she made a vow: this would not be the end of her story.In this honest and deeply human conversation, Donna shares how she navigated grief, rebuilt her life, and created a purpose-filled path for her family. Through heartbreak, she discovered strength she didn't know she had – and now, she's helping others do the same.You'll hear how she:Told her children the truth with compassion and created space for real griefRebuilt a career that now helps widows and families through financial transitionFound love again and blended two families into one sarcastic, supportive householdListen to Donna's full story and the moment she chose to keep going – with grit, purpose, and heart.Donna Kendrick is a CERTIFIED FINANCIAL PLANNER™ practitioner and founder of Sephton Financial. After losing her first husband suddenly in 2013, Donna navigated widowhood with three young children, inspiring her to support families in transition through financial planning. She is the host of the Wisdom and Wealth Podcast and author of A Guide to Widowhood and A Guide for Blended Families. Donna is also an avid long-distance runner who, through her running group, raises funds for causes such as Safe Harbor, a grief counseling program for children. She lives in Jenkintown, PA, with her husband Jim and their six children.✨ Don't leave your loved ones without answers. Get instant access to a complimentary personal document locator and on-demand webinar at sephtonfinancial.com/webinarResourcesTo listen in on more conversations about pivotal moments that changed lives forever, subscribe to The Life Shift on Apple Podcasts or wherever you listen to podcasts. If you enjoyed this episode, please take a moment to rate the show 5 stars and leave a review! ⭐️⭐️⭐️⭐️⭐️Access ad-free episodes released two days early: https://patreon.com/thelifeshiftpodcastSubscribe to The Life Shift Newsletter: https://www.thelifeshiftpodcast.com/newsletter/The Life Shift was just named one of the top 60 life-changing podcasts by FeedSpot: https://podcast.feedspot.com/life_changing_podcasts/Connect with me: Instagram: @thelifeshiftpodcast Facebook: The Life Shift Podcast YouTube: Watch on YouTube Twitter: @thelifeshiftpod LinkedIn: The Life Shift on LinkedIn Website: www.thelifeshiftpodcast.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textIn this solo episode, I'm pulling back the curtain and sharing a mid-year update that's been a long time coming.As I approach 300 episodes of Walk 2 Wealth, I've realized something big: for too long, I treated this show like a hobby—when in reality, it's my purpose. In this episode, I talk through what's shifting in my life and business, how my relationship with God is changing everything, and why I'm done playing small.I also share:Why I've decided to fully recommit to this podcastWhat sparked the idea behind my new “Journey to Debt-Free” series (yup—I even reveal how much I owe)How I'm planning something special for episode 300 (including a short film and a live experience)Why faith is now front and center in how I move personally and professionallyIf you've ever wrestled with purpose, felt the tension between calling and comfort, or struggled to balance your hustle with your heart—this one's for you. I'm not holding back. This is me, fully committed and walking in faith.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

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 versus red oceans, and how individuals and businesses alike can break free from saturated markets to create unique value.In this episode, we discuss:How “value innovation” drives success by creating new demand instead of competing for existing demand.The “Strategy Canvas” and how it helps visualize industry norms and uncover opportunities for disruption.Why sustaining a blue ocean strategy requires continuous innovation – and the dangers of becoming complacent.How individuals can apply Blue Ocean Strategy principles to their own careers and personal growth.And more!Whether you're a business owner, professional, or someone seeking a fresh perspective on standing out, this episode offers actionable insights for charting your own blue ocean.Resources:Episode Transcript & Blog | Blue Ocean Strategy: How to Create Uncontested Market Space and Make Competition Irrelevant | Bautis Financial Book Club | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

You ARE Wealth with Eva Kaszycki When you let go of the struggle, ease occurs.When ease occurs - wealth follows.This is a powerful transmission style conversation with Eva Kaszycki  Multi Million Dollar New Paradigm Leader in the energetics of wealth.Eva and I met, and it was instant resonance.She had me as a guest on her podcast - the Vibration of Wealth Podcast, twice! And I am honoured to have her now on mine. Enjoy and lock in!For more on Eva...https://www.evakaszycki.co/EVA WAS RAISED IN BRISBANE AUSTRALIA. AFTER A LONG DARK NIGHT OF THE SOUL THROUGH EMOTIONAL FAMILY TRAUMA AND HER FATHERS SUICIDE EVA LEFT HOME VERY YOUNG. SHE WENT THROUGH A LONG PERIOD OF DEPRESSION BEFORE SHE WAS ABLE TO BREAK FREE AND BECOME THE PHENOMENAL WOMAN SHE IS TODAY, WHICH RUNS TWO COMPANIES FROM HER BEAUTIFUL MANSION IN BALI.THE KEY PIECES THAT MAKE UP EVA KASZYCKI △ SHE IS A WEALTH CONSCIOUSNESS ENERGY WORKER CREATING RICH MILLIONAIRES ALL AROUND THE WORLD △ SHE IS A SINGLE MOTHER OF 3 △ SHE LIVES IN BALI △ SHE TRAVELS THE WORLD ALL THE TIME SPEAKING ON STAGES AND HEALING CLIENTS △ SHE IS THE MANAGING DIRECTOR OF THE FOREVA GROUP △ SHE IS A HIGHLY SORT AFTER SPEAKER AND MENTOR FOR THE DEEPER UNDERSTANDING OV WEALTH

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 Relations, Dr. Parry has spent his career studying the intersection of money, marriage, and mindset. He's the founder of the Make Time Institute, an international speaker, host of The Balanced Growth Show, and a dedicated husband of 22 years and father of eight.Together, they explore how couples can align their values, grow their wealth as a team, and avoid the burnout that can sabotage both relationships and financial success.In this episode, you will learn:Why a strong marriage can be your most valuable asset, and how aligned values between spouses directly impact long-term wealth.How subconscious money beliefs passed down through generations can shape your financial behavior – and what to do about it.The key to balancing entrepreneurship, family life, and financial success without burning out.Why open communication and shared financial planning are essential to a thriving marriage and business.And more!Resources:Episode Transcript & Blog | marryandgrowrichbook.com | maketimeinstitute.com | The Balanced Growth Show | Achieving Balance | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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. Together, they explore the emotional, financial, and strategic challenges of family business succession. In this episode, you will learn:Why succession is often mishandled – and how to avoid common pitfalls.How to identify and empower next-gen leaders with both financial and non-financial tools.The role of peer groups, leadership assessments, and intentional learning in successful transitions.How AI and personalized coaching tools are revolutionizing succession planning.And more!Tune in to gain practical insights, expert strategies, and real-world examples that can help your family business thrive for generations to come.Resources:Episode Transcript & Blog | action-learning.com | The Success Playbook for Next Gen Family Business Leaders | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textWhat do you do after getting scammed three times before the age of 16?If you're Brandon Nagel — you keep going.In this episode of Walk 2 Wealth, I sit down with 19-year-old entrepreneur Brandon Nagel, a sophomore at UConn who's already tried and failed at reselling sneakers, dropshipping, invoicing, and even an exotic snack business. Today, he's building a digital marketing and AI agency focused on helping property managers — and he's just getting started.We talk about:Why failure is a necessary stepping stoneHow faith and long-term thinking drive his motivationWhy he's terrified of the 9–5 lifeThe mindset shifts that helped him finally get resultsHow he's learning marketing through Alex Hormozi, Russell Brunson & podcastsThis is the real behind-the-scenes journey of a Gen Z entrepreneur finding his lane through trial and error.

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 subconscious money blocks, shift generational beliefs, and build wealth with purpose. With a background in economics, corporate finance, and entrepreneurship, she blends practical experience with deep inner work to guide clients toward empowered, sustainable success.In this episode, you will learn:How subconscious beliefs about money form – and how they silently shape your financial reality.Why traditional financial strategies often fall short without emotional and energetic alignment.Simple ways to begin shifting from a scarcity mindset to an abundance mindset.How entrepreneurs can identify and overcome internal blocks that limit business growth.What “energy alignment” really means – and how it can unlock more purposeful, fulfilling success.And more!Whether you're an entrepreneur feeling stuck or simply spurious about the emotional side of money, this conversation offers insights you won't want to miss.Resources:Episode Transcript & Blog | egle-aleknaviciute.com | Follow Egle: Facebook, Instagram, LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

About this Episode What would happen to your family or loved ones if life threw an unexpected curveball tomorrow? Would they feel protected, supported, and prepared, or left to navigate a stressful maze of financial questions and paperwork on their own? In a world where change is the only constant, financial preparedness is an act of love that too often gets pushed aside for another day. But when the unimaginable happens, being unprepared isn't just stressful—it can have lasting effects on your sense of security, your relationships, and your peace of mind. In this episode, you'll discover how to take control and approach financial planning as a tool for caring for yourself and those you love. With honest stories from personal experience, practical checklists, and expert strategies for navigating life's transitions like widowhood, blended families, and sudden loss, you'll learn why clarity is the best gift you can give to your family. This episode offers actionable steps for organizing vital documents, starting tough conversations, and building the kind of foundation that keeps everyone cared for—no matter what the future holds. Donna Jean Kendrick is a CERTIFIED FINANCIAL PLANNER™ practitioner and founder of Sephton Financial. After losing her first husband suddenly in 2013, Donna navigated widowhood with three young children, inspiring her to support families in transition through financial planning. She is the host of the Wisdom and Wealth Podcast and author of A Guide to Widowhood, and A Guide for Blended Families. Check out the transcript of this episode on Dr. Jessica Higgin's website. Episode Highlights  05:40 Navigating blended family dynamics and the process of adjustment. 13:25 How being financially organized eased the pain of loss. 14:38 The gift of clarity: Preparing financial documents for loved ones. 18:16 Facing the emotional side of financial planning in relationships. 21:57 Practical tips for document organization. 26:22 How to overcome overwhelm and take stock of your finances. 29:06 Building a financial foundation: Net worth, liabilities, and spending plans. 33:50 Finding your system: Partner roles and routines in managing finances. 36:00 Best practices for couples discussing and organizing their finances. 39:21 Joint vs. separate accounts: Customizing financial approaches for couples. 40:35 Planning for retirement and avoiding resentment. 46:07 Financial conversations for new couples and the value of prenuptial agreements. Mentioned A Guide for Blended Families (*Amazon Affiliate link) (book) A Guide to Widowhood Workbook (*Amazon Affiliate link) (book) Don't Leave Your Loved Ones Without Answers (webinar link) Annual Credit Report Evolve in Love (program) Connect with Donna Jean Kendrick Websites: donnajeankendrick.com Facebook: facebook.com/DonnaJeanKendrick YouTube: youtube.com/@donnajeankendrick Instagram: instagram.com/donnajeankendrick TikTok: tiktok.com/@donnajeankendrick Podcast: open.spotify.com/show/27h7hxaS2YRb2JJz6R4K9I Connect with Dr. Jessica Higgins Facebook: facebook.com/EmpoweredRelationship  Instagram: instagram.com/drjessicahiggins  Podcast: drjessicahiggins.com/podcasts/ Pinterest: pinterest.com/EmpowerRelation  LinkedIn: linkedin.com/in/drjessicahiggins  Twitter: @DrJessHiggins  Website: drjessicahiggins.com   Email: jessica@drjessicahiggins.com If you have a topic you would like it to be discussed, please contact us by clicking on the “Ask Dr. Jessica Higgins” button here.  Thank you so much for your interest in improving your relationship.  Also, I would so appreciate your honest rating and review. Please leave a review by clicking here.  Thank you!   *With Amazon Affiliate Links, I may earn a few cents from Amazon, if you purchase the book from this link.

Send us a textWhat happens when your dream of going pro doesn't pan out?In this episode of Walk 2 Wealth, I sit down with Omar Fortt — former UConn linebacker turned entrepreneur and founder of Runners Collective. Omar opens up about life after football, rebuilding his identity, and launching one of Connecticut's fastest-growing wellness communities from scratch.We talk about:Navigating life after college athleticsBuilding a personal brand without the NFL logoLaunching a movement with no followers and turning it into 100+ people running every weekThe role of marketing, mindset, and mission in finding your next chapterWhether you're an athlete, a creative, or just figuring out your next step — Omar's story is packed with lessons on purpose, perseverance, and turning pain into progress.

This was my recent appearance  on one of my favourite podcast - Ask About Wealth.  It goes through a lot of my own entrepreneurial journey and the financial decisions I've made over the years. I hope it helps a lot. I would also highly recommend you follow the Ask About Wealth Podcast too.  https://podcasts.apple.com/ie/podcast/ask-about-wealth/id1760834494   _____________________________________________ This week on the Ask About Wealth Podcast we're joined by Brian Keane. Personal trainer, business coach, digital entrepreneur, bestselling author, podcast host, extreme endurance athlete, and founder of Brian Keane Fitness From walking out of a teaching career to going broke twice to success in business, Brian shares th story behind his entrepreneurial journey. Brian talks openly about mindset blocks, building a business from scratch, monetising a personal brand, and why most people confuse time management with energy management. Episode Highlights: • The mindset traps that stop people from starting • How Brian built a business he'd never want to retire from • The financial mistake that cost him €50k • Going from trading time for money to scaling income online • Why most entrepreneurs ignore planning — and why it costs them A high-energy episode packed with practical insights for any entrepreneur, side hustler, or creator looking to build something sustainable. You can get in touch with Brian here: https://briankeanefitness.com/ Ask about wealth helps Ireland's high earners preserve and grow wealth. https://linktr.ee/askaboutwealth

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 mortgages.” With over two decades of experience, Kevin explains how these loans can offer older homeowners financial security, flexibility, and peace of mind – all while allowing them to stay in their homes.In this episode, you will learn:How retirement/reverse mortgages differ from traditional home loans and HELOCs.Who qualifies for a reverse mortgage and how to determine if it's the right fit.The three ways retirees can access their home equity – and which might make the most sense.The most common misconceptions about reverse mortgages (and the truth behind them).How to start a productive conversation with aging parents about home equity and long-term financial goals.And more!Tune into this episode to hear how home equity can support long-term retirement goals!Resources:Episode Transcript & Blog | reversemortgagerevolution.com | A Reverse Mortgage Changed My Life: Real Stories of Hope, Courage, and Inspiration | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of Widow Wisdom and Wealth, we dive deep into balancing career and parenthood after experiencing loss. Donna introduces business professional Audrey Faust, a CFO with unique methods that blend financial expertise and personal development. Audrey shares invaluable insights on entrepreneurship, from the importance of separating personal and business finances to strategies for scaling a business. Alongside discussing key financial strategies, Audrey highlights the role of money mindset and manifesting success, revealing how she integrates these concepts into her coaching. The episode is packed with practical advice and empowering stories for sole parents, aspiring entrepreneurs, and those navigating major life transitions. 00:00 Introduction to Widow Wisdom and Wealth Podcast  00:39 Meet Audrey Faust: CFO with a Unique Approach 01:15 Balancing Career and Parenthood After Loss 02:37 Financial Tips for New Entrepreneurs 03:41 Understanding Business Finances 06:40 The Importance of Keeping Business and Personal Finances Separate 13:13 Scaling Your Business: A Case Study 19:26 The Power of Money Mindset and Manifestation 28:53 Personal Stories and Practical Tips 32:36 Exciting Announcements and Future Plans More about our guest Audrey! Audrey Faust is a CFO, financial strategist, and the creator of Profitable Business Academy, where she helps women entrepreneurs master their financials, pricing, and business strategy to build sustainable, scalable, and profitable companies—without burning out. Links: Website: www.audreyfaustconsulting.com LinkedIn: https://www.linkedin.com/in/audreyfaust/ Instagram: https://www.instagram.com/businessfinancialliteracy/ Youtube: https://www.youtube.com/channel/UCfY8RjyfArU1m14acmR3-Lw Buy 'She Grows Rich' Book: https://a.co/d/32IXRAl Join the Profitable Business Academy: https://www.audreyfaustconsulting.com/profitable-business-academy      _______________________________ CONNECT

Send us a textWhat does it really take to go from sleeping on rooftops to owning over 100 doors and starting a $20M fund? In this powerful episode, I reconnect with real estate investor, entrepreneur, and podcast host Martin Perdomo, also known as The Elite Strategist. Martin's story is a gritty, no-fluff journey from childhood hustle to building generational wealth and teaching others how to escape the cycle of poverty.We unpack how he made his first moves in real estate, the decision to become a fund manager, and why investing in mentorship and community is the ultimate wealth hack. Martin drops gems on growing your mindset, navigating new levels of entrepreneurship, and the importance of believing before achieving.If you're tired of surface-level advice and want real insight into building lasting wealth—this episode is your wake-up call.

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) with Salvatore, who's personally guided a $242M business sale through an ESOP, offering a unique perspective on when and how an ESOP makes sense.In this episode, you will learn:What an Employee Stock Ownership Plan (ESOP) is, and how it works.The ideal planning timeline for an ESOP.The significant tax benefits of an ESOP – for owners and companies.How liquidity is created for selling shareholders. And more!Tune in to discover how ESOPs offer a compelling alternative to traditional sales, enabling business owners to achieve their financial goals while fostering a unique ownership culture among their employees.Resources:Episode Transcript & Blog | CFOproanalytics.com | tirabassi.com | LinkedIn: Salvatore Tirabassi | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textWhat happens when a former school teacher embraces her calling, steps into real estate, and builds a movement that empowers women nationwide? In this heart-centered and wisdom-packed episode of Walk 2 Wealth, I sit down with Rosemary Lewis, aka Your Real Estate Bestie, to unpack her incredible journey from trauma and tragedy to purpose and power.Rosemary shares how growing up on the South Side of Chicago shaped her resilient spirit, why she left the classroom for real estate, and how her deep-rooted faith has guided her every step of the way. We talk about the power of exposure, how to charge what you're worth, the courage to invest in yourself, and what it really takes to grow a brand that impacts lives beyond the transaction.

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 most urgent challenges: the affordable housing crisis. Through innovative public-private partnerships and a $300 million impact fund, he's proving that you can generate strong returns while rebuilding communities and transforming lives.In this episode, you will learn:What the affordable housing crisis really looks like – and why public housing is failing.How Samuel structures low-risk, high-impact investments backed by government contracts and subsidies.The power of combining for-profit development with nonprofit services to help families achieve economic mobility. The unique advantages of investing in Opportunity Zones and impact-focused real estate funds.Why Samuel believes making money and doing good don't have to be mutually exclusive.And more!Tune in to discover how mission-driven investing can deliver both purpose and profit.Resources:Episode Transcript & Blog | impactgrowthcap.com | Follow Samuel: LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this powerful episode of Walk 2 Wealth, I sit down with career coach, speaker, and entrepreneur Giovanny Ramirez, a man whose story is the blueprint for personal reinvention.From growing up with memory gaps shaped by trauma to surviving a life-threatening attack on the streets of Stamford, Gio's journey is one of resilience, grit, and a relentless commitment to personal growth.We talk about:How reading The Celestine Prophecy sparked a lifelong quest for purposeGoing from six-figure success to losing everything—and the decision that changed it allHealing from victimhood and learning to rewrite his storyHow storytelling, community, and reflection helped rewire his mindWhy his passion for career coaching is rooted in helping others believe in themselvesHis next chapter: launching a show, publishing a book, and expanding his impactGio reminds us that we are always one decision away from rewriting our future—and that purpose often begins where the pain once was.

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 learn:Why inflation is more than just rising prices – and how it's rooted in money supply expansion.How central banks and commercial lenders create money, and why it's not just governments pulling the strings.The role of interest rates in financial instability and what causes economic booms and busts.How asset bubbles form, and what savvy investors can do to stay ahead of the cycle.And more!Tune in to discover how you can protect your wealth when the value of money keeps falling.Resources:Episode Transcript & Blog | Making Money on the Money Printer | Follow Ivan: X | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this solo, audio-only episode of Walk 2 Wealth, I break down the top 3 sales and storytelling takeaways I picked up from Day 1 of Russell Brunson's 3-Day Online Selling Challenge — and how I'm applying them to my upcoming $100K launch.This isn't a highlight reel — it's real-time insight and application from one of the greatest online marketers to ever do it. I'm walking you through exactly how I'm processing, integrating, and implementing Russell's teachings into my business.You'll learn:Why 90% of sales success is subconscious (and how to sell to the elephant and lizard brain)How to build offers using the “If You Give a Mouse a Cookie” frameworkThe 3-step storytelling formula that actually moves people to buyHow to baby-proof your offer so clients feel success is inevitableThe #1 reason people don't buy — and how to overcome itThis episode is packed with mindset rewiring, actionable frameworks, and behind-the-scenes strategy from my $100K day game plan.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textIn this episode of Walk 2 Wealth, I sat down with Scott Clary, host of the Success Story Podcast and a seasoned entrepreneur who's spent years unpacking what it really takes to build a life and business you love.We talked about why blindly copying our parents' playbook no longer works in today's world, how to break free from the expectations others have for your life, and the dangers of tying your self-worth to your work.Scott also shared tactical insight on de-risking your entrepreneurial journey, navigating career pivots, and why clarity—knowing your North Star—is your most valuable asset.Whether you're just starting out or trying to realign with your purpose, this one will challenge how you think about success.

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, Certified Financial Therapist, and Certified Financial Social Worker. John specializes in working with individuals and couples middle-age and beyond to help them to understand and improve their relationship with money. He doesn't create financial plans. Instead, John helps people assess their relationship with money and make sense of how they feel about their finances.In this episode, you will learn:What financial therapy is, and how it can complement financial planning.The signs that your relationship with money might benefit from therapy.Why simply having “enough” money doesn't always bring peace of mind, especially as it relates to retirement savings.How unexamined childhood experiences shape your current financial behaviors.And more!From compulsive spending to couple conflicts and retirement dread – financial therapy addresses what spreadsheets can't.Resources:Episode Transcript & Blog | financial-therapy.me | financialtherapyassociation.org | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this high-frequency episode of The Vibration of Wealth Podcast, Eva shares one of the most powerful hacks to quantum leap into your next level. From a feminine energy standpoint, wealth is received — not forced. Eva introduces her SLOW framework, the embodiment code she gives her high-level clients in the Elite Energy Hub.So, if you've been asking how to fully integrate quantum principles into your 3D life — tune in, this episode is the recalibration.

Send us a textIn this episode of Walk 2 Wealth, I reconnect with my good friend and Facebook Ads expert Kwadwo Sampany-Kessie, and we go deep on the real cost of chasing rapid business growth.From launching a “100 Days to $100K” challenge to nearly doubling his monthly revenue, Kwadwo opens up about what scaling too fast really did to his systems—and his sanity. Spoiler alert: it's not always about more clients and bigger numbers.We cover:✅ How a bike accident led to a massive business pivot✅ What broke when he scaled to $40K/month✅ The decision to fire the team and go back to high-touch service✅ Working with his wife and the beauty (and messiness) of blending business and family✅ The mindset shift that helped him prioritize stability over vanity metrics✅ Why courses and email funnels are now his growth play for 2025This is a masterclass in clarity, alignment, and designing a business that fits your life—not the other way around.

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

Send us a textIn this behind-the-scenes solo episode of Walk 2 Wealth, I break down the entire step-by-step game plan for how I'm aiming to make $100K in a single day.I walk you through the exact tools, offers, emails, and strategies I'm using — from how I'm setting up my 4-day AI challenge, to building a launch plan around email, reels, daily content, and strategic partnerships. But more importantly, I talk about the mindset behind it all: letting go of control, leaning on faith, and growing through the process, regardless of the outcome.Inside this episode:The structure of my $100K Challenge funnelWhy 68 conversions at $1,497 is the magic numberHow I'm using social proof and live testimonials to convertThe launch “Trinity”: the 3 books guiding my game planWhy failure isn't final—and this isn't just about moneyWhether you're launching your first product or scaling a six-figure business, this episode is a transparent look into the real work behind the big goals.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textIn this raw and real solo episode, I open up about my entrepreneurial journey—from hitting a $20K day to watching multiple launches flop, and the internal battle that followed.Now, I'm back with a new challenge: to make $100,000 in a single day—and I'm documenting every step of the journey.This isn't just about money. It's about rebuilding confidence, reclaiming momentum, and walking in faith.Inside this episode:The painful truth behind my failed six-figure launchHow overcomplication killed my conversion rateWhy I'm done operating from scarcity and leaning on my own understandingMy new offer strategy and the goal to convert 68 buyers in one dayWhat this challenge means for my finances, my faith, and my futureThis is more than just a business experiment. It's a spiritual reset, a mindset shift, and a fight to rise up after setbacks.If you're navigating your own doubts or dreaming of something big—this one's for you.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textWhat happens when you quit your 9-5 with six figures of debt and zero savings?In this episode, I'm joined by returning guest Katie Shea, a high-ticket sales coach who went from broke and overwhelmed… to generating $86K in under six months.We break down how she bounced back, the mindset shifts that changed her business, and the behind-the-scenes of launching profitable webinars.If you're building a business with limited resources and BIG goals, this one's for you.You'll learn how to sell when your back's against the wall, get scrappy without losing confidence, and create momentum even in the middle of chaos.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textIn this engaging episode of Walk 2 Wealth, I reconnect with Ellie McIntire, a dynamic real estate agent from Central Maryland with over 22 years of experience. Ellie's journey from a small village in the UK to building a thriving career in the U.S. is nothing short of inspiring.We dive into:Ellie's unique path from drama school to discovering her passion for real estate.The pivotal moment that led her to leave her restaurant career and pursue entrepreneurship.Lessons learned from navigating the 2008 housing crash and building lasting client relationships.How travel and life experiences shaped her resilient mindset and work ethic.Ellie also shares actionable insights on:The importance of maintaining a strong database and building community in business.Why consistency and investing in yourself are key to long-term success.How real estate can be a powerful wealth-building tool for young entrepreneurs.

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

Send us a textIn this special catch-up episode of Walk 2 Wealth, I sit down with my most frequent guest—and longtime friend—Darren Booker for an honest, no-fluff conversation about where we're both at heading into 2025.This isn't your typical success highlight reel.It's a real-time temperature check on the pillars that actually matter: faith, finances, physical health, mental clarity, and emotional growth.We dive into:Darren's goal to help 35 families through real estate this yearWhy both of us cut off our signature hairstyles (and how it symbolizes a fresh start)The tough lessons from a failed $100K launchWhat happens when you confuse motion with progressOur financial low points and how we're rebuilding with strategy and faithRenewed commitments to our spiritual journeys and why that alignment mattersThis is the type of episode that reminds you—you're not alone in the grind, the pivot, or the comeback.

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

Send us a textIn this powerful episode of Walk 2 Wealth, I sit down with Delaney Wallace — a two-time IPF World Champion powerlifter, business consultant, and proudly dubbed “The World's Strongest CFO.” We dive into Delaney's jaw-dropping journey that includes surviving a near-death experience as a child, a career in finance and business consulting, and his unshakable drive to live life without limits.Delaney shares how being a pastor's kid shaped his philosophical lens, why storytelling is at the heart of communication, and how he connects with people from all walks of life — from CEOs to street hustlers. We also get into the deeper mindset work: how to make people feel understood, why sales is just solving problems as a team, and why the illusion of choice can make or break your business.This episode is packed with lessons on perspective, resilience, and the belief that “there are no rules”—only the ones you decide to break.

What happens when life throws you a curveball—loss, divorce, or the blending of families—and suddenly your finances feel just as uncertain as your emotions?On Wisdom and Wealth, financial expert and widow-turned-warrior Donna Kendrick guides you through the real-life challenges of navigating money during major life transitions. Whether you're reeling from grief, building a new family, or trying to regain your financial footing, Donna brings the knowledge and empathy you need to move forward with confidence. Each episode delivers honest conversations, actionable advice, and a compassionate roadmap to help you make wise decisions during unsteady times. With guests from the worlds of finance, mental health, and personal transformation, this show is your go-to resource for finding clarity, strength, and yes—even peace—in the middle of life's messiest seasons. Because when everything changes, your financial future doesn't have to fall apart. Donna Kendrick, CFP®, is a financial advisor, author, speaker, and podcast host who turned personal tragedy into purpose. After the sudden loss of her husband in 2013, Donna found herself a widow with three young children—and a thousand unanswered questions. She rebuilt her life step by step and discovered how crucial financial clarity was during times of transition. Determined to help others facing similar upheavals, Donna became a CERTIFIED FINANCIAL PLANNERTM and founded Sephton Financial, a firm dedicated to supporting families in transition, including widows, divorcees, and blended families. Her firm has received the OSJ award for annual growth in 2022 and 2023, a testament to her impact and leadership. Donna is the author of two powerful guides: the #1 Amazon Best Seller A Guide to Widowhood: Navigating the First Three Years and the upcoming A Guide for Blended Families: Merging Assets and Navigating Financial Challenges (October 2024). She also hosts the Wisdom and Wealth Podcast, where she brings heart, honesty, and practical insight to those navigating life-altering change. A passionate long-distance runner, Donna channels her energy into fundraising for causes like Safe Harbor, a grief counseling organization for children. In 2022, she remarried and now embraces life in Jenkintown, PA, with her husband Jim, their six kids, and a small zoo's worth of beloved pets.Websites: sephtonfinancial.com & DonnaJeanKendrick.com Facebook: @DonnaJeanKendrickPodcast: Wisdom and WealthEmail: donna@sephtonfinancial.comTelephone Numbers: 215-948-3945 or 484-895-8629Instagram: @DonnaJeanKendrickYouTube: @DonnaJeanKendrickTikTok: @DonnaJeanKendrickBecome a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.

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

Send us a textIn this episode of Walk 2 Wealth, I sit down with insurance broker and entrepreneur Fabian Durango, whose story is the definition of grit, reinvention, and relationship-driven business. From making juice pops as a kid in Venezuela to launching his own agency at 23, Fabian's journey proves that success is less about what you know—and more about who you become.We dive into:Why a punishment led Fabian to find his life's callingHow he built Durango Insurance from scratch—twiceThe keys to long-term success in business (hint: it's not sales tactics)The right way to network and build a reputation people rememberWhy he's focused on mentorship and legacy as he passes the torchThis episode is packed with real talk on what it takes to win in business over the long haul—no hype, no fluff, just the mindset and moves that matter.

Send us a textHave you ever wondered how grit, determination, and relentless action can transform your life? In this inspiring episode, I sit down with Duane Clarke, a former IT specialist turned real estate powerhouse. Duane shares his incredible journey from growing up in Brooklyn's rough-and-tumble streets to navigating a successful career in real estate in the Carolinas.We dive into:The pivotal life lessons Duane learned from his upbringing.How he transitioned from a career in IT to becoming a top-performing real estate agent.The role persistence played in his journey, including passing the real estate exam after multiple attempts.His best strategies for building relationships and turning cold calls into million-dollar conversations.If you've ever struggled with imposter syndrome or felt unsure about your next steps, this episode is packed with actionable advice to help you break through barriers and unlock your full potential.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textWhat role does your image play in shaping your success? Celeste Moore, a certified image consultant, shares her incredible journey from overcoming personal struggles to empowering others to command presence in any room. In this episode, we discuss:How Celeste found her calling in image consulting.The journey of rebranding her career and aligning with her true passion.Practical tips for showing up as your best self in business and life.The psychology behind first impressions and why they matter.Investing in yourself and the power of proximity to success.If you've ever wondered how to elevate your presence and make lasting impressions, this episode is packed with actionable insights and inspiring stories to help you get there. Don't miss it!Connect With CelesteWebsite: https://www.celestemoore.com/Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

Send us a textIn this episode of Walk 2 Wealth, I reconnect with Heine Nzumafo, entrepreneur, Agile coach, and founder of QSlot—a flexible scheduling solution designed to reduce no-shows and boost revenue for small businesses. Heine shares his inspiring journey from Cameroon to the U.S. Army, and now to building a tech startup poised to make waves in the SaaS space.We discuss:Heine's recent experience graduating from the Founders Institute, a prestigious pre-seed accelerator.Lessons learned about customer development, targeting the right market, and refining QSlot's value proposition.The importance of surrounding yourself with mentors and leveraging their expertise for business growth.The realities of pitching an unfinished product, handling rejection, and using feedback to improve.Heine's story is a testament to resilience, adaptability, and the power of community in entrepreneurship. If you're curious about the startup world or looking for inspiration to launch your own venture, this episode is packed with valuable insights and actionable advice.Connect With HeineWebsite: Www.queueslot.comLinkedIn: https://www.linkedin.com/in/heinenzumafoSupport the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers.3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

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