Podcasts about wealth podcast

Key Topics Covered1. Sarah's Journey: From Corporate to EntrepreneurWhy Sarah left a successful sales career for a life of freedom and travel.The importance of building a business around personal values—especially freedom.How the COVID-19 lockdown was a catalyst for launching She Scales.2. Making the Leap: Advice for Aspiring EntrepreneursDon't quit your job until you've validated your offer and secured your first clients.Everyone's circumstances are different—assess your risk tolerance and responsibilities.The power of urgency and going “all in” when the timing is right.3. Finding Your True StrengthsEarly detours: retraining in design before realising her passion for sales coaching.Why it's normal to “get it wrong” before finding the right fit.The value of building an audience and learning new skills—even if you pivot later.4. The Six Steps to Six Figures FrameworkSarah's proven process for scaling to £100k+:Mindset: Prioritise mental, emotional, and spiritual health.Foundations: Define your ideal client and core offer.Positioning: Decide where you sit in the market and communicate your value.Marketing: Build your online presence and generate trust before the sales call.Sales: Move prospects from “interested” to “client” with effective conversations.Scale: Systemise, automate, and introduce recurring revenue streams.5. Building Recurring Income & Asset-Based WealthThe journey from trading time for money to creating group programmes, memberships, and digital assets.Why recurring income brings security, peace, and true freedom.The importance of live testing before automating or scaling.6. Overcoming Sales Mindset BlocksReframing sales as service: “Every time you sell, you serve.”How to price confidently and raise your rates as your expertise grows.The “main character energy” mindset—putting yourself first to serve others from a place of abundance.7. The Power of Community & NetworkingBuilding a support network of like-minded entrepreneurs is critical for resilience and growth.Masterminds, group programmes, and online communities offer knowledge, support, and accountability.“Your network is your net worth”—why relationships matter more than tactics.8. Practical Tips for Fast GrowthFocus on high-ticket offers and have more real sales conversations.Track money-making activities, not just marketing or content creation.Use accountability to stay consistent and motivated. Actionable TakeawaysValidate Your Offer: Get client results and feedback before making big business decisions.Prioritise Your Wellbeing: Look after yourself so you can serve others effectively.Build Recurring Revenue: Move beyond one-off sales to memberships, programmes, and digital products.Embrace Community: Surround yourself with people who share your vision and values.Sell with Confidence: Believe in your offer and don't be afraid to charge what you're worth. Resources & Next StepsSarah's Unlimited Content Matrix: Free tool to generate endless content ideas for your business.Video Training: “How to Get Premium Clients Online”—ideal for those selling high-ticket offers.Join the WealthBuilders Membership: Free access to resources and community at wealthbuilders.co.uk/membershipConnect with Sarah: Instagram (@SarahBucklandCoaching), LinkedIn, or her website.Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform.

Send us a textIn this episode of the Walk 2 Wealth podcast, host John Mendez welcomes Jenny Berger, a heart-centered marketer and wellness advocate. They discuss the true meaning of wealth, which Jenny defines as health, especially after her personal health transformation during the pandemic. Jenny shares her journey of losing 110 pounds and emphasizes the importance of holistic wellness, mobility, and the cultural influences on food. They also explore the concept of Ikigai, the significance of personal branding in real estate, and the evolving landscape of marketing in the age of AI. The conversation wraps up with Jenny's insights on creating impactful content and the importance of alignment in life and work.TakeawaysWealth is defined as health and well-being.Personal health transformations can lead to greater clarity and purpose.Holistic wellness encompasses physical, spiritual, and emotional health.Mobility is crucial as we age and face physical challenges.Cultural backgrounds influence our relationship with food and health.The concept of Ikigai helps in finding one's purpose.Attention spans may not be shorter, but competition for attention has increased.Personal branding is essential in today's marketing landscape.AI is changing the marketing game, but authenticity remains key.Alignment in mind, body, and spirit is necessary for true abundance.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

Your child's getting married — and you want to help. But how do you give generously without putting your own financial future at risk?In this episode of The Agent of Wealth Podcast, Marc Bautis breaks down how parents can thoughtfully and sustainably contribute to their child's big day. From managing expectations to structuring financial support, Marc provides a practical framework for making generous decisions without jeopardizing your own financial goals.In this episode, you will learn:How to navigate the emotional and relational dynamics of contributing to a wedding.Ways to determine how much you can realistically afford — without sacrificing your retirement or other priorities.Smart strategies for funding the wedding and setting clear financial boundaries.Tips for communicating expectations, maintaining fairness among siblings, and keeping family harmony intact.And more!Tune in for a balanced perspective on generosity, financial planning, and celebrating one of life's biggest milestones with confidence and clarity.Resources:Episode Transcript & Blog | How to Structure Gifts and Transfers to Adult Children | Episode 262 - How to Help Your Adult Children Buy a Home | 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 the Walk 2 Wealth Podcast, host John Mendez engages in a deep conversation with Jon King, a veteran and entrepreneur. They explore the evolving definition of wealth, emphasizing experiences over material possessions. Jon shares his upbringing, the importance of work ethic, and how his military background shaped his entrepreneurial journey. The discussion also highlights the significance of creative outlets, the impact of reality TV on business growth, and the joy of helping others achieve their dreams. Throughout the conversation, they touch on personal development, community support, and the unique paths to success.TakeawaysWealth is defined by experiences, not just money.Work ethic is crucial and can be learned from a young age.Transitioning from military to entrepreneurship requires strategic thinking.Creative outlets are essential for personal fulfillment.Reality TV can provide unique opportunities for business growth.Helping others achieve their dreams brings personal joy.Success is subjective and varies for each individual.Community support is vital for small businesses.Patience is a key lesson in life and business.Integrity is an admirable trait that fosters trust.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

Poor estate planning can leave your family with confusion, conflict, and unnecessary costs — but it doesn't have to.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Eric Kaplan, Senior Counsel in Greenspoon Marder's International Wealth and Asset Planning Group. With nearly 25 years of experience, Eric shares valuable insights on the biggest mistakes people make with their estate plans, what happens when someone passes away without a will, and how strategic asset protection — both domestic and offshore — can safeguard your wealth for generations.In this episode, you will learn:Why failing to create or update an estate plan can have serious consequences for your loved ones.The key documents every comprehensive estate plan should include.How to avoid probate and ensure your assets are distributed according to your wishes.The role of asset protection trusts — including offshore structures — in shielding wealth from creditors and lawsuits.And more!Tune in to discover how proactive estate and asset protection planning can help you protect what matters most.Resources: Episode Transcript & Blog | eric.kaplan@gmlaw.com | www.gmlaw.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

This week on the Women to Wealth Podcast, we're taking you inside one of our live OH Calls, where our member Sarah shares her raw and real journey toward financial independence. From shifting her mindset around money to embracing the unpredictability of making things happen, Sarah opens up about the lessons that brought her both peace and power. She talks about the liberation that comes when you stop fearing financial instability, why building a financial runway brings calm, and how consistent daily actions open unexpected doors. We dive into the reality that not everything goes to plan - and why that's not failure, but redirection. If you've ever felt weighed down by money fears, frustrated by unmet expectations, or uncertain about your next step, Sarah's story will remind you that your biggest challenges can become your strongest anchors and that freedom starts with responsibility. If Sarah's story resonated with you, it's time to stop waiting for the “perfect moment” and start building your own financial freedom. The Women to Wealth Method is designed to help you rewire your money mindset, take intentional action, and create a life by design, not by default.

In this episode of the 'Widow Wisdom and Wealth' podcast, host Donna Jean Kendrick chats with Kathy Lentz, owner of Kindred Soul, a company specializing in life celebrations. Kathy shares her journey to becoming a certified life celebrant and discusses the importance of pre-planning one's funeral to lighten the emotional burden on loved ones. They delve into various aspects of planning, including the personal touches that make a celebration of life memorable. They also discuss the value of openly communicating end-of-life wishes with loved ones. Kathy offers insights into her role, working with funeral homes to create meaningful, personalized services, and hints at her plans to expand her services to include event planning for funerals. The episode aims to motivate listeners, particularly widows, widowers, and divorcees, to consider planning their own funerals to ensure their personalities and wishes are honored.   00:00 Introduction to Today's Podcast 00:10 Meet Kathy Lentz: Owner of Kindred Soul 00:41 Motivation for Listeners: Planning Your Own Funeral 01:37 Welcome to Widow Wisdom and Wealth Podcast 01:52 The Importance of Planning Your Own Funeral 03:08 Kathy Lentz's Background and Experience 04:54 The Role of a Life Celebrant 07:12 Kathy's Journey into the Funeral Industry 11:12 The Value of Pre-Planning Funerals 16:34 Helping Families Through the Grieving Process 20:09 Future Plans and Services 22:27 Encouragement for Career Changers and Entrepreneurs 22:49 Kathy's Journey: From Hospital System to New Beginnings 23:43 A Touching Tribute: Red Nose Day Funeral 26:00 Personal Stories: Unexpected Funeral Moments 29:17 Planning Ahead: Making Funeral Arrangements 31:24 Final Thoughts: Wisdom and Reflections   Thanks to our guest Kathy Lentz Connect with Kathy   Cell - 484-767-2356  www.kathyklentz@gmail.com  www.info.kindredsol@gmail.com   _______________________________ CONNECT  WITH DONNA

Send us a textIn this episode of the Family Office Podcast, Richard C. Wilson unpacks one of the most powerful lessons he's learned from 18+ years of working with $100M+ families and billionaires: the people you surround yourself with determine your success more than the strategies you pursue. Drawing from thousands of investor interactions and hundreds of capital-raising pitches, Richard outlines the five most common mistakes capital raisers make—and how to fix them. You'll also hear how proximity, positioning, and patience separate those raising $10M/year from those struggling to raise even $1M. Whether you're launching your first fund or scaling an investment platform, this episode is your blueprint for raising smarter, not harder.https://familyoffices.com/

Legal issues affect everyone, yet most of us navigate them blindly — until it's too late. What if you could take control of your legal wellness the same way you manage your finances or health?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Danny Karon, aka “Your Lovable Lawyer,” a seasoned attorney, law professor, and legal wellness advocate. Danny breaks down complex legal concepts and shows how everyday people can protect themselves, avoid costly mistakes, and confidently navigate the law.In this episode, you will learn:What legal wellness is and why it's just as important as your financial or physical health.How to take proactive steps to protect yourself in common legal situations, from auto accidents to online behavior.The importance of reading contracts — even the ones you think you can't change.When it's time to bring in a lawyer versus when you can handle issues on your own.And more!Tune in to discover practical strategies to safeguard your legal health, avoid common pitfalls, and empower yourself to navigate the law with confidence.Resources:Episode Transcript & Blog | yourlovablelawyer.com | Your Lovable Lawyer's Guide to Legal Wellness: Fighting Back Against the World That's Hard to Cheat You | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this week's WealthTalk, Christian Rodwell and founder Kevin Whelan tackle the growing anxiety among UK business owners and investors as the autumn budget looms and economic headlines fuel uncertainty. They explore why fear-driven, knee-jerk financial decisions can be so damaging—and how to reframe your approach to build lasting, recurring income streams. The conversation covers government policy changes, inheritance tax, business succession, and practical steps to regain control, supported by real-life member stories and actionable advice. Key Topics Covered1. Current Economic Uncertainty & Its ImpactHeadlines are driving fear: budget rumours, slow property sales, and pension changes.Small business owners and savers are reacting to speculation, sometimes making rushed decisions.Older generations are increasingly turning to “buy now, pay later”—a worrying trend.2. The Danger of Knee-Jerk ReactionsKevin and Christian discuss how fear leads to poor decisions: raiding pensions early, panic property sales, or taking on short-term debt.Government policy changes often create uncertainty, leading to hasty moves that can undermine years of planning.“You don't plan your pension in a vacuum—you plan for a lifetime and a legacy.”3. Tax & Inheritance Changes: What You Need to KnowUpcoming changes to business succession tax: from April 2026, only the first £1m passed to the next generation will be tax-free (down from unlimited).Inheritance tax allowance has been frozen since 2009, dragging more people into the tax net.Unmarried individuals and those without children face additional challenges.4. Why Building Wealth is About Long-Term PlanningThe WealthBuilders approach: focus on building assets and recurring income, not just reacting to market or policy shifts.“Certainty comes from recurring income streams, not from activity or fear.”Importance of running a “family wealth business” alongside your main business.5. Member Success Story: John's JourneyJohn, a business owner, shares how WealthBuilders helped him move from feeling trapped to seeing a clear path to financial security.Building wealth outside the business creates options and security, even if business income fluctuates.6. Practical Steps to Regain ControlTake stock of your assets—many are under-leveraged.Reduce taxes and fees: review income tax, corporation tax, CGT, inheritance tax, and hidden financial fees.Consolidate pensions, update your will, and collect all key documents.WealthBuilders is developing a secure digital vault for document and asset tracking.7. The Power of Community & Trusted GuidanceDon't make decisions in isolation—seek advice from trusted communities, mentors, or professionals.Avoid taking guidance from social media or generic AI responses; your situation is unique.WealthBuilders' supportive community and expert network are there to help.Actionable TakeawaysPause Before Acting: Give yourself time to research and seek advice before making big financial decisions.Focus on Recurring Income: Build multiple streams of recurring income to create true financial security.Plan for the Long Term: Don't let short-term headlines derail your wealth-building journey.Get Organised: Consolidate pensions, update your will, and keep records secure for your family's future.Join a Community: Leverage the support and experience of others—don't go it alone.Final ThoughtsDon't let fear or headlines dictate your financial future. Build a system of assets that funds your lifestyle, and you'll always have control—no matter what changes come your way. Stay tuned for our post-budget episode and more practical guides to help you on your journey.Resources & Next StepsBook a Call: Visit wealthbuilders.co.uk and click the big red button to schedule a chat with the team.Trustpilot Reviews: Read real member stories and see the impact of WealthBuilders' step-by-step approach.Upcoming Guides: Look out for the new Inheritance Tax Guide and post-budget analysis—join the waitlist via the website.Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Many professionals push through unfulfilling careers, but at what hidden cost to their lives, goals, and well-being?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rachel Spekman, founder of Made for More Coaching. Rachel is a veteran coach who helps professionals who feel unfulfilled by their careers identify and tap into their unique potential. After 15 years in marketing brands, 10 years supporting startup founders, and five years practicing as a therapist, she has helped hundreds of people reinvent their careers. In this episode, you will learn:The long-term effects of staying in a career that drains your energy and motivation.Why fear and comfort often keep people stuck in unfulfilling roles.How to identify the warning signs that it's time to make a career change.Practical strategies for transitioning into work that aligns with your strengths and passions.And more!Resources:Episode Transcript & Blog | rachelspekman.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

The One Big Beautiful Bill Act (OBBBA) – a sweeping piece of tax legislation that impacts everything from deductions to child savings accounts – has been passed. Do you know what it means for your financial plan?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams to break down key provisions of the new law and highlight the biggest planning opportunities.In this episode, you will learn:How the new $40,000 SALT deduction cap works, who benefits, and why the phaseout rules could make itemizing worthwhile again for taxpayers in high-tax states.What the Senior Standard Deduction offers to those age 65 and older, how the phaseout thresholds apply, and how it compares to existing deduction strategies in retirement.Why the newly introduced Trump Accounts — government-seeded investment accounts for children — could become a powerful savings tool alongside 529 plans and Roth IRAs for kids.How changes to charitable contribution rules — including the new deduction cap, minimum “floor,” and standard deduction adjustments — may influence when and how you give.Plus: new above-the-line deductions for tips and overtime, expanded 529 plan uses, car loan interest deductions, the repeal of EV and residential energy credits, and more.Resources:Episode Transcript & Blog | The One Big Beautiful Bill Act Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of the Widow Wisdom and Wealth Podcast, host Donna welcomes Isabelle Von Buscher, a woman of remarkable resilience and determination. Isabelle shares her inspiring journey of navigating career changes and raising a son after becoming a widow during pregnancy.    From her role as a VP in the corporate world in Europe to working for a nonprofit and building a holistic health and coaching business in Haiti and the Dominican Republic, Isabelle recounts her life's transformations.    She discusses the challenges of widowhood, single motherhood, and career shifts while imparting wisdom on personal development and professional reinvention. Isabelle's story emphasizes the importance of acknowledging one's current state, seeking professional support, and striving to realize one's dreams despite life's adversities. This episode offers invaluable insights and encouragement for those facing similar life transitions.   00:00 Introduction to an Inspiring Journey 00:37 Meet Isabelle: A Story of Resilience 02:03 Life in the Dominican Republic 03:09 The Sudden Shift to Widowhood 03:44 Finding Clarity and Strength 09:29 Navigating Career and Personal Growth 14:47 Embracing Change and New Beginnings 23:06 Balancing Family and Career 29:31 Advice for Widows and Career Shifts 31:04 Conclusion and Contact Information   Thanke to our guest Isabelle von Boetticher Fouchard, personal energy management & leadership development catalyst.   Connect with Isabelle https://www.cayae.net isabelle@cayae.net  https://www.instagram.com/isacayae/   BOOK YOUR FREE EXPLORATION CALL WITH ME ISABELLE CALENDLY https://calendly.com/isacayae/30min   YOUR FREE GIFT FROM ISABELLE 7-minute-Energize Meditation https://cayae.org       _______________________________ CONNECT

Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That's where Steve Short and Mark Schlipman come in.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide to Building Wealth and Independence. Drawing on decades of corporate leadership and financial advising experience, Steve and Mark share how their book helps readers — especially Gen Z and young professionals — gain confidence, clarity, and control over their money.In this episode, you will learn:Why financial literacy is still missing in schools—and how to fill the gap.The 50/20/30 spending model, and why saving should come before “wants.”How small, consistent steps (like automating savings) build lifelong wealth.Why defining your personal version of financial freedom is more important than chasing a big number.And more!Resources:Episode Transcript & Blog | simpleroadbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this Wisdom Wednesday, I talk about one of the biggest mistakes first-time entrepreneurs make: trying to do everything by themselves. I break down why the “self-made” badge slows your growth, keeps you stuck in the same problem loop, and makes an already lonely journey even lonelier.Here's what I cover:The hidden costs of DIY: slower results, repeated mistakes, and burnout.Why community and mentors help you spot root causes—and fix them faster.The pride/victim trap (“no one helped me”) and how to escape it by asking better questions.My own mentor timeline: from cold-emailing my first mentor to hosting a 200+ person class four months into real estate, to the coach who helped me hit a $20K day—and coached me through a rough 2024.Opportunity cost vs. price tags (and the “ignorance tax” Alex Hormozi talks about).If you want to go far, go together. Find people who've done what you want to do, plug into a solid community, and let their playbooks shorten your path.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

Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?”In this episode of The Agent of Wealth Podcast, host Marc Bautis explores how parents can help their adult children buy a home without jeopardizing their own financial future. He breaks down four common strategies, explains the tax and planning implications of each, and shares how to approach the conversation with your family.In this episode, you will learn:How gifting a down payment works, including 2025 gift tax rules and limits.What's involved in setting up an intra-family loan – and how to keep it IRS-compliant.The risks and responsibilities of co-signing a mortgage.How buying a home and renting it to your child can benefit both parties.Alternative approaches such as shared equity agreements and covering ongoing costs.Why open and honest communication is the most important part of any plan.And more!Resources:Episode Transcript & Blog | Episode 164 - How Families Can Balance Paying For College And Saving for Retirement | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this Wisdom Wednesday, I share how “being creative” quietly kept me stuck.I was juggling real estate, teaching social media classes, working a restaurant job, and running this podcast—four lanes, zero traction.Everyone said, “You're doing great for your age,” but my bank account told a different story.In this episode, I break down why too many ideas = no progress, how comparing yourself to average creates a false sense of accomplishment, and why dabbling makes it take longer to learn if something actually works.Then I give you the fix that changed everything for me: FOCUS = Follow One Course Until Success.You'll learn:How I picked one lane and set a 12-month commitment.My “Yes… and not right now” rule to kill distractions.Why focus gives you more energy, clearer feedback, and a stronger personal brand.A simple accountability plan you can start today.If you're serious about building wealth and momentum in your 20s, pick one path and go all in.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 Road to Wealth update, I share a big move I just made in my business—I switched brokerages. I break down why I left Keller Williams for eXp, how it aligns with my AI teaching brand, and the opportunities it opens up (more stages, more rooms, more impact).I also get into my money game plan and the exact steps I'm taking to dig out of debt and rebuild my credit.Here's what I cover:The real reasons I moved to eXp (access, speed, and distribution for my classes).My debt update and why I'm moving forward with a debt management program to slash interest and free up cash flow.How I'm funding the first payment, plus the monthly plan I'll use to attack balances faster.Why my credit score dipped—and how I'm fixing the payment date vs. closing date mistake.The cash-flow plays I'm running next: paid keynote, a two-day public speaking workshop, a birthday event to fill September seats, BNI subbing, and a monthly AI masterclass to funnel into my mastermind.How I'm ramping Q4: getting “Train the Presenter” certified, booking more office talks, and launching live with new partners.If you're in the trenches—juggling business pivots, debt payoff, and a comeback plan—this episode gives you the real numbers, the mindset, and the moves I'm making next. Follow along as I document the climb, one decision at a time.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

The business of education is rapidly evolving — from homeschooling and private schools to special education programs and investor interest. But how does it all fit together, and where are the biggest opportunities and challenges ahead?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John McLaughlin, Ph.D., Managing Partner at McLaughlin Advisors. John is a lifelong educator, entrepreneur, and advisor who has helped school owners and special education providers prepare for — and profit from — successful exits.In this episode, you will learn:Why fewer people are choosing teaching careers today, and how that shift impacts education.How public, private, charter, and homeschooling fit into the U.S. education system — and who pays for what.The role of private investors and private equity in the future of education.How vouchers and federal law shape funding for special education and private schools.What school owners need to know about acquisitions and planning for a successful exit.And more!Tune in to hear how education, entrepreneurship, and investment opportunities intersect — and what the future of schooling may look like.Resources: Episode Transcript & Blog | McLaughlinAdvisors.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this Wisdom Wednesday, I speak directly to the fellas. I'm breaking down why so many “alpha male” gurus online are the wrong role models—and what to look for instead as you build your life, faith, and business.I share how chasing status, cars, and clout leads to shallow wins, why parroting other people's opinions stunts your growth, and how asking God for discernment helps you spot red flags, choose better rooms, and protect your future.Here's what I cover:The difference between being weird (quirky) and a weirdo (red flag).Why money + muscles ≠ maturity (and how to gauge real character).How materialism empties you out—and what to pursue instead.Practical ways to ask God for discernment and apply it at events, in DMs, and in deals.Building on values so you attract the right friends, partners, and opportunities.If you're a young man focused on purpose, faith, and real success—not internet posturing—this one will help you move smarter.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 Road to Wealth update, I'm keeping it 100 about a tough month: my total debt went up by $769.76 since my last check-in, bringing me to $49,416.12 across personal and business cards.I break down exactly where the balances sit today and why interest ate my progress.I also walk through a real option I'm considering: a debt management program with Money Management International (MMI) that would drop my monthly payments from $1,590 to $1,214 in month one and $1,144 after—about $446/monthback in my pocket.I talk through the trade-offs, like closing my cards (goodbye points and Marriott status… for now), but also slashing interest so more money actually hits principal.You'll hear my due-diligence process, the difference between consolidation loans vs. programs, how payments would be routed, and why I set a follow-up for August 15 before deciding.If you're in the trenches with credit cards, this episode gives you the numbers, the pros/cons, and the mindset I'm using to dig out—skills over status, progress over pride, and facts over feelings.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

AI is transforming wealth management – but what does that really look like for financial advisors and their clients?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-powered solutions. In this episode, you will learn:The real-world problems FinMate AI solves – and why note-taking was the first challenge tackled.The importance of privacy and security in AI, and how FinMate approaches data retention. Where AI is already proving valuable in wealth management, from meeting summaries to market signal analysis. And more!Tune in to discover how AI is reshaping the advisor-client relationship and what's next for AI in financial services. Resources:Episode Transcript & Blog | FinMate AI | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this Wisdom Wednesday episode, I'm getting real about one of the most underrated growth hacks: solitude. If you've ever felt torn between locking in and going out, this episode is for you.I break down why your fear of being alone might be the very thing holding you back from reaching your full potential. From my own experience—dropping out of college during a pandemic, working two jobs, and grinding for my real estate license—I share how isolation became the launchpad for massive growth in my 20s.Here's what you'll hear:The difference between loneliness and intentional solitudeWhy constant socializing could be slowing your successHow taking a “sprint season” in solitude gave me the clarity and discipline to level upThe importance of getting off the grid to tune in to your own voice (and maybe even hear from God)This isn't about being antisocial—it's about knowing when to retreat so you can come back stronger. If you're serious about chasing your goals, it's time to get comfortable being alone.

Send us a textIn this Road to Wealth update, I break down a simple credit card mistake that was quietly hurting my score: confusing the payment date with the closing date.I share how I'm tracking my debt week by week, what's actually moving the needle, and the rule I'm using to keep my utilization in check.You'll hear why paying on the payment date isn't enough if you swipe again before the closing date, how I'm treating my credit card like a debit card, and the target utilization I'm aiming for to rebuild my score.I also talk about what I'm doing to simplify payments, reduce balances across personal and business cards, and keep steady momentum without burning out.If you're early in your money journey and want practical, real-time lessons you can use today, 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

A note from your host: My guest's audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us!What if your portfolio could pay you to wait? That's the power of dividend investing.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Roger Conrad, veteran dividend investor and author, nicknamed “The Tortoise King.” With over 40 years of experience navigating recessions, market booms, and industry shifts, Roger shares how dividend strategies can generate sustainable income while still capturing growth opportunities in sectors like energy, utilities, and artificial intelligence.In this episode, you will learn:Why Roger believes dividend-paying companies remain one of the most reliable wealth-building tools, even in volatile markets.The five key criteria he uses to evaluate whether a company's dividend is sustainable.How sectors like utilities, pipelines, and even real estate play a critical role in income-focused investing.The risks of relying solely on capital gains — and why today's market concentration in “big tech” may mirror the late 1990s bubble.And more!From utilities to AI, find out which sectors can deliver sustainable dividends and reliable returns!Resources:Episode Transcript & Blog | Dividends with Roger Conrad | conradsutilityinvestor.com | energyandincomeadvisor.com | Power Hungry: Strategic Investing in Telecommunications, Utilities and Other Essential Services | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this Wisdom Wednesday episode, I dive deep into a dangerous mindset many smart people fall victim to — being toosmart for their own good. If you've ever felt like your degrees or knowledge should automatically earn you respect or success, this one's for you.I explore how relying too heavily on book smarts can actually limit your awareness, kill your self-awareness, and make you less approachable. I break down 5 hard truths about intellectual arrogance and how it can quietly sabotage your growth — in business, relationships, and life.You'll also hear how a Bible verse and a powerful Socrates quote shook me out of my own ignorance — and how leaning less on my own understanding helped me rebuild my mindset (and my finances) after hitting a major low.Whether you're chasing financial freedom, building a brand, or leveling up in life, this episode will help you adopt the wisdom, humility, and curiosity you need to grow — and get out of your own way.

Back-to-school season isn't just about sharpened pencils and fresh notebooks — it's about preparing teens for the challenges, opportunities, and choices that shape their futures. On this week's episode of the Holistic Wealth Podcast, we're joined by author and educator Derek Gagnon, whose thrilling time-travel novel Out of Time delivers powerful life lessons for teens and parents alike. Derek's book follows a 16-year-old protagonist who wakes up in a strange place — and a strange time — with no memory of who she is. Swept into a dangerous conflict between a ruthless antagonist and a rebel group fighting to protect people across timelines, she must make life-changing decisions without knowing what's ahead. It's a story of courage, identity, and resilience — and a perfect conversation starter for this season of new beginnings.Derek Gagnon was born in a small town north-west of Quebec City. Thanks to the military life, his family moved to Ontario in the early 2000s, where he lived ever since. After attending high school north of Toronto, Derek pursued higher education at the University of Ottawa, where he completed his undergraduate studies in French literature. He now resides in Canada's capital city with his wife and two children. In addition to family life, he has dedicated himself to teaching French to middle-grade students. 

Send us a textIn this powerful episode of the Walk 2 Wealth Podcast, I had the privilege of sitting down with two inspiring guests—my returning friend Dana Cadena and first-time guest Jio Baral. Together, they're building something extraordinary that goes far beyond business.Jio shares his deeply personal journey of growing up in poverty in the Philippines, losing his father at 17, and finding opportunity as a virtual assistant without ever attending college. Fast forward to today, and he's not just Dana's right hand—he's co-founder of Overachiever Admin Services, helping other talented VAs find purpose, clients, and financial independence.Dana and I dive deep into what it really means to scale as an entrepreneur, the myth of “no one can do it better than me,” and the freedom that comes from hiring the right people. If you're looking to build generational wealth, learn the art of delegation, or simply hear how someone went from surviving to thriving, this one's for you.We also talk about:Why great people are your biggest ROITurning admin tasks into scalable impactThe importance of respecting your time AND your teamGrowing a business with heart, vision, and global reachThis episode is a masterclass in leadership, personal growth, and how to build wealth from anywhere in the world—even if you're starting with nothing.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

Menu Holistic Wealth Trailblazers​ About Us About Keisha Blair Global Holistic Wealth Day Contact us Menu Podcast Personal Financial Identity […] The post Holistic Wealth Podcast: Teen Resilience, and Back-to-School Success: Lessons from Derek Gagnon's Out of Time appeared first on Holistic Wealth Courses.

Send us a textIn this episode of the Walk 2 Wealth Podcast, I sat down with Russell Rogers — author, speaker, coach, and founder of Move Today 365 — for a powerful conversation that completely redefined the way I look at wealth.Russell shares his journey from being a college athlete to a youth pastor, orphanage worker, landscape entrepreneur, and now a published author with 13 books under his belt. We dive deep into his belief that true wealth is built through meaningful relationships, intentional living, and consistent action.We also explore:The power of saying "no" and staying aligned with your goalsWhy self-awareness is the foundation of growthHow community and connection are central to generational wealthHis journey of becoming more intentional after 50 and launching new projects like Community StridesWhat wealth means beyond money — and how to achieve it through service, movement, and mission-driven livingIf you're on your own walk to wealth and want to create a life of purpose, abundance, and impact, this conversation will inspire you to take that first step — and keep walking with intention.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

The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives accredited investors access to exclusive private market opportunities — including shares of AI giants like OpenAI and Anthropic.In this episode, you will learn:Why private companies are delaying IPOs and what that means for investors.How UpMarket sources, evaluates, and prices hard-to-access investments.The trade-offs of liquidity, transparency, and valuation in private markets.Emerging sectors beyond AI — including automation and defense tech — that could shape the future.And more!Tune in to discover how alternative investments can fit into a diversified, forward-looking portfolio.Resources: Episode Transcript & Blog | upmarket.co | Free Pre-IPO Investment Checklist: A Practical Guide to Venture Secondaries | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

What if your dream home is hiding dangers you can't see? From undisclosed environmental risks to costly repair needs, the wrong surprise can turn homeownership into a financial headache.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bob Frady, serial entrepreneur and founder of PropertyLens, a platform that equips homebuyers with in-depth property reports to uncover hidden risks before they commit.In this episode, you will learn:How PropertyLens uses over 2,000 data points – from roof condition to neighborhood safety – to give buyers a complete picture of a home.Why relying solely on a home inspection could leave you vulnerable to costly oversights.The three possible outcomes a buyer can expect after reviewing a PropertyLens report. How both buyers and sellers can leverage property data to negotiate better deals and avoid surprises. And more!Tune in to discover how you can make smarter, safer, and more informed decisions when buying your next home.Resources:Episode Transcript & Blog | www.propertylens.com | bob@propertylens.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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

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.

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.