Podcasts about wealth podcast

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

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

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 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

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

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

Send us a textWhat if not knowing your next step is exactly where you're meant to be?In this heartfelt conversation, Rebecca Rose returns to Walk 2 Wealth after more than two years to share the powerful journey she's been on—one filled with purpose, pivoting, and the courage to let go of what no longer serves her.From walking away from a high-level executive position to living out of her car on a road trip across the West Coast, Rebecca opens up about what it really means to build a life—and not just a career—that aligns with who you are.We dive into:How to define your purpose without tying it to a job titleWhy chasing meaning beats chasing money every timeLetting curiosity guide your career movesEmbracing pivots and trusting divine detoursHow to know when it's time to walk away—even from a “good” thingIf you've ever felt stuck, burnt out, or like you're figuring life out one step at a time… this is the conversation you didn't know you needed.Your purpose doesn't have to be perfect—it just has to be yours.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

Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor, debunking common myths and explaining why the fiduciary standard matters more than ever.In this episode, you will learn:What it truly means to be a fiduciary financial advisor — and why it should matter to every client.How to determine if your financial advisor is legally obligated to act in your best interest.The most common misconceptions about fiduciary advisors — and the truth behind them.How a fiduciary approach can enhance every aspect of your financial plan, from investments to values-based decision-making.And more!Tune in to learn how working with the right fiduciary advisor can bring confidence and clarity to your financial decisions, no matter what stage of life you're in.Resources:Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Send us a textIn this inspiring episode of Walk 2 Wealth, I sit down with Kate MacGregor, founder of Out of Office and a Kajabi Expert who has transformed her love for travel and problem-solving into a thriving global business.We discuss Kate's unique journey, including:Growing up in New Zealand and the cultural value of an "overseas experience."How working in the travel industry shaped her entrepreneurial mindset.The burnout that led her to rethink her career and embark on personal development.Discovering Kajabi, building a brand, and becoming a recognized expert in the online business space.Kate also shares her insights on:The power of simplicity in business.How resilience and travel skills translate to entrepreneurship.Why giving away value can be a winning strategy for business growth.If you've ever wondered how to turn your passions into a sustainable online business, this episode is packed with actionable advice and motivating stories to get you started.Connect With KateWebsite: www.nzoutofoffice.comInstagram: www.instagram.com/nzoutofofficeFacebook: www.facebook.com/nzoutofofficeYouTube: https://www.youtube.com/@nzoutofofficeLinkedIn: https://www.linkedin.com/in/kate-macgregor-nzoutofoffice/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

Financial trauma is an invisible wound that impacts millions—but few realize how deeply it is tied to narcissistic abuse and economic control. If you've ever felt trapped, financially dependent, or manipulated by a partner, parent, or employer, you're not alone.In this episode of the Holistic Wealth Podcast, we uncover the dark truth about financial trauma, expose the tactics used by financial abusers, and provide a powerful roadmap to reclaiming your financial freedom using the Holistic Wealth Framework outlined in the Holistic Wealth Expanded and Updated book. Subscribe and tune in to listen to this episode of the Holistic Wealth podcast. Resources Used In This Episode:Holistic Wealth (Expanded and Updated): 36 Life Lessons To Help You Recover From Disruption, Find Your Life Purpose and Achieve Financial FreedomHolistic Wealth Personal Workbook by Keisha BlairThe Certified Trauma of Money ProgramThe Certified Holistic Wealth Consultant ProgramThe Startling Reality of Financial Trauma and Economic AbuseFinancial trauma isn't just about struggling with money—it's about the long-term psychological impact of financial manipulation, control, and scarcity. Studies show that financial trauma leads to:Anxiety and PTSD-like symptoms, as the brain reacts to financial stress the same way it does to life-threatening danger (American Psychological Association).Depression and suicidal ideation, with 23% of people experiencing severe financial stress reporting suicidal thoughts (National Endowment for Financial Education).Lower cognitive function, as chronic financial stress impairs decision-making and problem-solving skills (University of Cambridge research).One of the most overlooked causes of financial trauma is Narcissistic economic abuse.99% of Domestic Violence Survivors Experience Financial AbuseAccording to the National Network to End Domestic Violence, financial abuse is present in 99% of domestic violence cases. It is the #1 reason victims feel trapped in abusive relationships.Common forms of narcissistic economic abuse include:Debt Traps – Forcing victims to take out loans or credit cards in their name, burdening them with debt.Financial Gaslighting – Making victims believe they are “bad with money” to justify taking total control.Career Sabotage – Discouraging victims from working or creating workplace drama that leads to job loss.Restricted Access – Controlling bank accounts, cutting off financial resources, and withholding money as punishment.

Self-storage is one of the most recession-resistant real estate investments, yet many overlook its potential… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mark Helm, Founder of the Q2 Self-Storage brand, developer of the Storage World Analyzer, and bestselling author of Creating Wealth Through Self-Storage, a handy roadmap for investors to navigate the competitive self-storage market. In this episode, you will learn:How self-storage compares to other real estate investments and why it's considered to be recession-resistant.The key factors to look for when evaluating a self-storage facility – from location to market demand. Strategies for financing and structuring deals to maximize profitability. How to scale a self-storage business and increase revenue through automation and value-add opportunities. And more!Tune in to discover how you can capitalize on the booming self-storage industry and build a recession-resistant investment portfolio!Resources:Episode Transcript & Blog | Creating Wealth Through Self-Storage | Q2 Self-Storage | Storage World Analyzer | mark@helmproperties.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Blockchain is more than just cryptocurrency — it's transforming the entire financial industry. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dan Averbukh, Founder of validityBase, which uses blockchain technology to help businesses create globally verifiable, highly credible data. Dan helps listeners understand the coming revolution in digital trust and the role blockchains and modern cryptography will play in transforming how companies do business in the digital age.In this episode, you will learn:A simple, clear definition of blockchain and why it's essential for ensuring digital trust in today's interconnected world.The challenges businesses and investment managers face in establishing a verifiable financial track record and how blockchain addresses these issues.How blockchain secures vulnerable financial data and creates more transparency and reliability in the digital economy.Common misconceptions about blockchain and why understanding its true potential is key to leveraging its power.And more!This episode will give you a deeper understanding of how blockchain is shaping the future of finance and why digital trust will be a cornerstone of the financial world in years to come.Resources:Episode Summary Doc & Transcript | validityBase | app.vbase.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

How does understanding the Global Economy directly affect an American Investor's portfolio? In this insightful episode of Burn Your Boats Wealth, hosts Clark Lunt and David Shaw dive deep into the geopolitical shifts between the US and EU, exploring the profound impact of global events on your investments. They dissect the correlation between military spending, interest rate changes, and defense sector stocks, revealing how these economic transformations create unique investment opportunities. Learn how to navigate market volatility, understand the EU's military buildup, and make informed decisions about your financial future. Discover why staying proactive in the global market is crucial for wealth creation, portfolio growth, and identifying new investment opportunities. Tune in to understand how global tensions and economic policy directly influence your investment strategies.TakeawaysEntrepreneurship can feel isolating, and it's important to connect with others.Current global events significantly impact personal investments and portfolios.Understanding geopolitical dynamics is crucial for American investors.Germany's military shift indicates a larger trend in European defense spending.The EU's response to global tensions will affect the global economy.Investment opportunities are emerging in the defense sector due to increased spending.Rising nationalism in Europe could lead to economic shifts that affect the US.Interest rates and inflation are interconnected with global political changes.Investors should be proactive in seeking opportunities amidst market fluctuations.Staying informed about global events is essential for financial success.Sound Bites"We are living in changing times.""Entrepreneurship is lonely.""We live in a global economy."Chapters00:00 Introduction and Listener Feedback03:32 Reflections on Recent Experiences and Market Conditions07:50 Geopolitical Impacts on Investments12:28 The Role of the EU and Global Trade Dynamics17:03 Germany's Military Shift and Its Implications21:04 The Rise of European Defense Spending22:19 Understanding Global Impacts of Nationalism25:29 The Connection Between Global Events and Local Economies28:36 Interest Rates and the Bond Market Dynamics31:26 Navigating Investment Opportunities in Defense Stocks35:33 The Importance of Global Awareness in Investing42:18 Navigating the Real Estate Market42:41 Engaging with Our Community43:12 Introduction to Burn Your Boats Wealth Podcast43:40 Engagement and Community Buildingkeywordsglobal economy, investments, geopolitical dynamics, EU, defense stocks, American perspective, economic climate, military spending, inflation, market trends, geopolitics, wealth creation, Burn Your Boats Wealth Podcast, Wealth Podcast, Financial Planning, Stocks, #globaleconomy #investments #geopoliticaldynamics #EU #defensestocks #Americanperspective #economicclimate #militaryspending #inflation #markettrends #geopolitics #wealthcreation #burnyourboatswealthpodcast #davidshaw #clarklunt #wealthcreation #wealthpodcast #financialplanning #stocks Hosted on Acast. See acast.com/privacy for more information.

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

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

After a long haitus due to a company transition, we're back with episode 108! In this episode of the Family Biz Show, Michael interviewed Nikki Rausch of the Sales Maven, who shares her journey from a successful sales career to becoming a sales consultant. They discuss the importance of hiring the right salespeople, understanding the sales process, and the differences between marketing and sales. Nikki introduces her Selling Staircase framework, emphasizing the need for curiosity in sales conversations and the importance of training for business owners and their teams.  Some major topics included: How to assess the right salesperson (and how to hire them) How sales competency levels can impact training and management. What an ideal sales funnel should be based on  How compensation structures should align with business goals. Share this episode and follow us on social media!

Send us a textIn this episode of Walk 2 Wealth, I sit down with Dr. Sharon Elefant, also known as "The Nonprofit Plug." Dr. Sharon is a dynamic entrepreneur and nonprofit consultant whose mission is to empower nonprofits with the tools and strategies they need to succeed.We dive into Sharon's incredible journey, from her early entrepreneurial spirit to her path through academia, corporate health systems, and ultimately, building her own consulting firm. Dr. Sharon opens up about:Her pivot from traditional career paths to building a thriving for-profit business that serves nonprofits.The challenges of scaling a mission-driven business and the importance of trust, delegation, and team building.How nonprofits can leverage innovative strategies to achieve both impact and financial sustainability.Dr. Sharon shares actionable insights for entrepreneurs interested in combining purpose with profit, breaking stereotypes about nonprofit funding, and creating systems that make a real difference.Connect With Dr SharonWebsite: https://thenonprofitplug.com/Instagram: https://instagram.com/thenonprofitplugFacebook: https://www.facebook.com/thenonprofitplugYouTube: https://youtube.com/@thenonprofitplug?si=Jw65yH5H7hT7BdzM LinkedIn: https://www.linkedin.com/company/the-nonprofit-plug/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

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

Send us a textIn this heartfelt episode of Walk 2 Wealth, I sit down with Colette Brown, a personal wellness advocate and entrepreneur who transformed her life after battling chronic illness for over 20 years. Colette shares her journey from growing up in a large family to navigating corporate careers, launching her consulting practice, and building a groundbreaking food brand focused on wellness and non-inflammatory eating.We explore:How Colette overcame decades of health challenges through lifestyle and nutrition changes.The inspiration behind her non-inflammatory granola and her mission to educate others about health-conscious eating.Lessons learned from working with high-profile brands and transitioning into entrepreneurship.The importance of balancing ambition with presence and how travel changed her perspective on life.Colette's journey is a testament to resilience, creativity, and the power of listening to your body and intuition. If you're ready to learn how to align your business with your passion for wellness and lead a more intentional life, this episode is for you.Connect With ColetteWebsite: https://www.wellnessbycolette.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 inspiring episode of Walk 2 Wealth, I sit down with Aitza Negrón, a certified public accountant, entrepreneur, and financial coach with a mission to empower individuals to take control of their finances and create purpose-driven lives. Aitza shares her journey from navigating the corporate ladder to launching a business that combines financial literacy with entrepreneurship.We explore how her upbringing, witnessing her father's entrepreneurial grit, and her own experiences shaped her approach to helping others escape the paycheck-to-paycheck cycle. From leveraging scholarships to transforming her career at a Big Four firm, Aitza dives into the bold decisions that paved her way.Tune in to learn:How Aitza helps clients bridge the gap from "paycheck to purpose" and "purpose to profit."The power of creating "money flows" and how to unlock financial blocks.Why embracing imperfection and taking bold steps is key to achieving entrepreneurial success.Practical tips on budgeting, managing finances, and launching your dream business.Whether you're stuck in a financial rut or ready to elevate your income streams, Aitza's story and strategies will leave you motivated to redefine your money mindset and pursue a life of abundance.Connect With AitzaWebsite: www.strategiesandtea.comInstagram: www.instagram.com/strategiesandteaFacebook: https://www.facebook.com/strategiesandteaTikTok: https://www.tiktok.com/@strategiesandteaLinkedIn: https://www.linkedin.com/company/strategiesandtea/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