The Agent of Wealth
344 episodes - English - Latest episode: about 22 hours ago - ★★★★★ - 17 ratingsWelcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
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Episodes
Visionary Franchising With John Hewitt
April 19, 2024 12:00 - 29 minutes - 19.9 MBReady to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years of experience. Hewitt is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the United States, Jackson Hewitt and Liberty Tax. Both companies represent two of the top 100 largest retail organizations in North America! John H...
How to Determine the Difference Between Wants and Needs
April 12, 2024 14:00 - 16 minutes - 11.6 MBPicture this: You’re working hard and generating income, but still it feels like you’re treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you back. In this episode of The Agent of Wealth Podcast, host Marc Bautis distinguishes the difference between wants and needs. Whether you’re struggling to differentiate between wants and needs in your own life, or seeking strategies to align your spending with your financial goals, this episode wil...
Diversification into Precious Metals With Michael Arries
April 05, 2024 11:00 - 22 minutes - 15.3 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Arries. Michael is an experienced advisor in the field of precious metals, having traded gold and silver for almost 25 years. In 2010, he embarked on his professional career with McAlvany Precious Metals, a family-owned business with a 50-year legacy in the industry. Renowned for their unwavering integrity, time-tested strategy, and personalized service, McAlvany represents the pinnacle of excellence among...
Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone
March 28, 2024 20:00 - 19 minutes - 13.7 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts. Dr. Jeff Anzalone shares his transformative journey from a practicing periodontist to a leading advocate for holistic wealth. Discover the pivotal moment that sparked Dr. Anzalone's realization that traditional income sources weren't enough to secure his family's future, and learn how he embarked on a mi...
How to Master Your Reading Habits With Nick Hutchinson
March 22, 2024 00:00 - 32 minutes - 22.3 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers, host of BookThinkers: Life Changing Books, and author of Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn. Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential through his books, speaking, and personal brand as a whole. Nick Hutchinson's journey from someon...
How to Create a 9-5 Paycheck Without a 9-5 Job With Jen Paterson
March 13, 2024 16:00 - 25 minutes - 17.2 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas, a money coaching company that supports female entrepreneurs or mompreneurs who need financial assistance with their businesses. Jen recounts her journey from being a financial advisor to recognizing the lack of tailored financial education for women, prompting her to establish Dollar Divas. Through open discussions and workshops, Jen aimed to create a non-threatening environ...
How to Breakthrough Burnout and Go From Stress to Success With Dr. Lance Knaub
March 08, 2024 18:00 - 28 minutes - 19.8 MBIn the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast, host Marc Bautis sat down with special guest Dr. Lance Knaub. The best-selling author of The 4% Break-Thru, Dr. Knaub helps overwhelmed entrepreneurs with 6-figure businesses avoid burnout, and instead...
Proven Ways to Acquire and Retain Clients With Richard Weylman
February 23, 2024 18:00 - 25 minutes - 17.9 MBGetting a client is just the beginning. To successfully retain a client for life, business owners should seek to exceed the client’s expectations — turning them into advocates. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Richard Weylman, a business expert, serial entrepreneur, author, philanthropist, and keynote speaker. Tune in to discover how you can build rock-solid relationships that turn clients into delighted advocates for your business. In this episo...
How to Stay Positive No Matter What’s Pissing You Off With Martin Salama
February 16, 2024 15:00 - 21 minutes - 14.8 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Martin Salama, a life coach and author that specializes in helping people frustrated in their life quickly shift their mindset to uncover their greatness. The key to his success is he’s mastered the ability to Live Incredibly Full Everyday, which he turned into the acronym L.I.F.E. and created the Warriors L.I.F.E. coaching program based off of. In this episode, you will learn: How to build emotional strength an...
Mortgage Note Investing 101 With Fred Moskowitz
February 09, 2024 15:00 - 22 minutes - 15.2 MBBanks and financial institutions aren’t the only ones able to own mortgage notes: You could buy and own notes, making you the one receiving the monthly payments. This lesser-known yet incredibly powerful avenue is called mortgage note investing. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Fred Moskowitz to discuss valuable insights into diversifying investments through mortgage notes. Fred is an author, entrepreneur and speaker who is on a personal mi...
How to Prepare for a Successful Tax Season
February 02, 2024 14:00 - 13 minutes - 9.2 MBTax season is overwhelming, as it often feels like we’re navigating a labyrinth of paperwork and regulations. That’s why this episode of The Agent of Wealth Podcast is dedicated to preparing for a successful tax season. As host Marc Bautis explores the nuances of tax preparation, he covers three comprehensive guides aimed at serving as your go-to resources during this tax season. Whether you’re looking to maximize your tax return or for guidance on streamlining the process, tune in to this e...
Risk and Reward: Insights From Day Trading Expert Darrell Martin
January 26, 2024 16:00 - 19 minutes - 13.1 MBA whopping 97% of day traders lose money in less than a year, and day traders lost a total of $1.14 billion during the pandemic. That’s why Apex Investing equips day traders with the tools and support they need to succeed. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Darrell Martin, a self-taught futures day trader and Founder and CEO of Apex Trader Funding and Apex Investing. In this episode, you will learn: What day trading is, and what makes a day trade...
Deep Work: Rules for Focused Success in a Distracted World by Cal Newport
January 19, 2024 16:00 - 22 minutes - 15.2 MBIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Deep Work: Rules for Focused Success in a Distracted World by Cal Newport. Deep work should be considered a superpower in our increasingly competitive twenty-first century economy, yet most people have lost the ability to go deep – instead, spending their days in a frantic blur of emails and social media, not even realizing there's a better way. I...
Teaching Financial Literacy In and Out of the Classroom With Brian Curcio
January 12, 2024 16:00 - 14 minutes - 10.1 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Brian Curcio, co-founder of the financial literacy tool Rapunzl. With a free financial literacy curriculum and teaching training program, Rapunzl is helping to bridge the country’s economic divide by empowering students to view the world as investors and succeed in financial services careers. The aim of the EdTech program is to simplify finance and level the playing field for regular people. Today, Brian joins ...
The Power of a One-Page Financial Plan
January 05, 2024 14:00 - 14 minutes - 9.99 MBStarting the new year with a concise, effective financial plan is like setting sail with a clear destination in mind. Picture this: A single page that holds the potential to transform your financial future. In a world where complexities often overwhelm, a one-page financial plan provides clarity, guiding you through the maze of budgeting, investing, and securing your financial goals. Join The Agent of Wealth Podcast host Marc Bautis on a journey to unravel the incredible power in this seem...
Rethinking Dieting to Achieve Permanent Weight Loss With Alan and Angie Thomas
December 29, 2023 15:00 - 27 minutes - 18.6 MBOn March 2, 2017, at the age of 55, Alan Thomas stepped on the scale and it read 304 pounds. Fast forward 260 days, he stepped on the same scale and weighed 175 pounds. He conquered a lifelong battle with obesity in 260 days. His wife, Angie, also lost 63 pounds in 190 days. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Alan and Angie Thomas to share their personal stories and explain how they coach their clients to lose weight through the process of “Rethink...
How to Buy and Renovate Websites For Income and Assets With Matt Raad
December 22, 2023 16:00 - 23 minutes - 16.1 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matt Raad, a professional speaker, eBusiness expert, and acquisitions advisor with a unique skill set. He has spoken at various eBusiness events and conferences worldwide, focusing on topics such as business investing, mergers and acquisitions, website investing, and SEO. Additionally, he provides guidance on business growth, online strategy, and life balance. Today, Marc and Matt discuss the process of buying, se...
How to Replace Your Working Income With Passive Income, With Bronson Hill
December 15, 2023 16:00 - 24 minutes - 16.5 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bronson Hill, Founder and CEO of Bronson Equity, a multifamily investment company that is a general partner in over $200M in performing real estate assets, host of The Mailbox Money Show podcast, and author of Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less. In addition to his real estate business, Bronson also operates an educational platform, hosts the Bronson Equity Monthly Inv...
Unlocking the Power of AI in Investing With Andrew Einhorn
December 08, 2023 15:00 - 43 minutes - 29.8 MBThe knowledge and resource gap between institutional investors and retail investors widens each year. That’s why Levelfields built a game-changing platform for self-directed investors to level the playing field. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Andrew Einhorn, Co-Founder and CEO of Levelfields, a technology that screens millions of signals related to over 6,000 stocks, sifting through the noise to find those events that affect prices, and using ...
1031 Exchange: What Real Estate Investors Need to Know With Dave Foster
December 01, 2023 16:00 - 24 minutes - 17.1 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dave Foster, Founder and CEO of The 1031 Investor. He is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 Exchange and the Section 121 Homestead Exemption. Today, Dave breaks down how to use the 1031 Exchange in layman’s terms. In this episode, you will learn: What a 1031 Exchange is. When and why to use a 1031 Exchange...
How Real Estate Investors Can Get Private Lending With Kevin Amolsch
November 24, 2023 15:00 - 27 minutes - 19.1 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Amolsch, President and Founder of Pine Financial Group, and author of The 45-Day Investor: How to Buy an Investment Property With Nothing Down in 45 Days or Less. Tune in to learn how to access the funding you need to elevate your real estate game. In this episode, you will learn: Perspectives on the current real estate market. What hard money lending is, and how it differs from traditional bank financing....
Episode 181 - Elder Financial Abuse: Meaning, Signs, Prevention
November 17, 2023 14:00 - 11 minutes - 7.77 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis addresses a topic that demands our attention and concern: The financial aspects of elder abuse. In this episode, you will learn: What elder abuse is, with a focus on financial exploitation of our elders. Staggering statistics about elder abuse in the United States. The different forms of financial exploitation our elders may face. How to prevent elder financial abuse And more! Resources: Episode Transcript & Blog | Epis...
How to Minimize Taxes While Staying Out of Tax Trouble With Gary Massey
November 10, 2023 14:00 - 22 minutes - 15.4 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Gary Massey, founder of Massey and Company CPA. Gary has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting, and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant. Together, they discuss strategies for individuals and business owners ...
The Role of Charitable Giving in Our Personal Finance Habits With Adam Nash
November 03, 2023 13:00 - 28 minutes - 19.3 MBAre you interested in incorporating charitable giving into your financial habits, but not sure where to start? Tune into this episode of The Agent of Wealth Podcast, where Marc Bautis is joined by Adam Nash, CEO and Co-founder of Daffy, a fintech platform reinventing the donor-advised fund and making charitable giving easier than ever. Adam is a personal finance expert with decades of experience, most notably as a serial angel investor, advisor, and board member in over 100 companies such ...
Wild Problems: A Guide to the Decisions That Define Us by Russ Roberts
October 27, 2023 14:00 - 24 minutes - 16.7 MBAlgorithms and apps analyze data and tell you how to beat the traffic, what books to buy, what music to listen to, and even who to date — often with great results. But what do you do when you face the big decisions of life — the "wild problems" of who to marry, whether to have children, where to move, how to forge a life well-lived — that can’t be solved by measurement or calculation? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book as...
How to Tap Into Your Money Persona With Garrett Gunderson
October 20, 2023 13:00 - 21 minutes - 14.8 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by best-selling author, 5X entrepreneur, and financial expert Garrett Gunderson. Garrett is the Founder of Wealth Factory, an Inc. 500 company that educates entrepreneurs on effective ways to grow cash flow, plug financial leaks, and reach economic independence. He is a New York Times best-selling author having written nine books, including Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your...
The Cure for Money Madness, Cultivating “Enough” With Spencer Sherman
October 06, 2023 13:00 - 28 minutes - 19.6 MBThis podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer Sherman founded. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Spencer Sherman (MBA CFP®), founder and former CEO of Abacus, author of The Cure for Money Madness, and a public speaker renowned for his mindfulness-based approach to money. Spencer leads guided meditations on money, participates in transformative events an...
How to Use Meditation as Business Growth Tool With Anand Balasubramanian
September 29, 2023 15:00 - 20 minutes - 14.2 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Anand Balasubramanian, a heart-based meditation consistency coach that helps founders, CXOs and other business professionals achieve their professional goals to attain uncommon growth. Together, they discuss how a meditative mindset can improve business performance… Because remember, a company's growth potential is directly tied to its leader's. In this episode, you will learn: The benefits of meditation. What h...
How to Safeguard Your Parents From Senior Citizen Scams
September 12, 2023 18:00 - 15 minutes - 11 MBAs our loved ones age, they become targets for scammers and fraudsters looking to take advantage of their trust, vulnerability, and wealth. While you can’t protect your parents from becoming a victim, you can reduce their risk. In this episode of The Agent of Wealth Podcast, host Marc Bautis provides invaluable advice on recognizing scams, establishing safeguards, and fostering open conversations with your elderly parents. In this episode, you will learn: The evolving landscape of senior...
How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel
September 12, 2023 14:00 - 29 minutes - 20 MBMany perceive the value of life insurance as the death benefit. However, over $200 billion in life insurance is lapsed or surrendered every year, returning nothing, or pennies on the dollar to the policyholder. Life settlements allow policyholders to sell policies they don’t want or can’t afford on the secondary market for prices that can be four to 11 times higher than the surrender value. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Lucas Siegel, Founder an...
Experiments With Chat GPT
September 08, 2023 15:00 - 25 minutes - 17.4 MBYou’ve heard about it, you’ve seen it in action, but have you ever wondered what happens when you put Chat GPT to the test? That’s what we explore in this episode of The Agent of Wealth Podcast. The Bautis Financial team experiments with OpenAI’s Chat GPT, uncovering its potential and discussing its drawbacks. They ask it questions, test its wit, and explain use cases that you may not have considered. Resources: Episode Transcript & Blog | Chat GPT | Agent of Wealth Episode 161 – Talking A...
How to Make Money Renting Your Home As a Film Set With Josh Lawlor
August 30, 2023 19:00 - 30 minutes - 20.7 MBIf you’ve ever wondered how to make your property the backdrop for film, television or commercial productions, you’ll want to tune into this episode of The Agent of Wealth Podcast. Host Marc Bautis is joined by Josh Lawler, founder of The Film Shoot Rental Roadmap: How to Rent Your Home *Tax Free* for Film Shoots, Photo Shoots, and Commercial Productions. Before he cracked the code to film shoot rental success, Josh experimented with various real estate ventures, including live-in-flips, sin...
The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw
August 24, 2023 15:00 - 35 minutes - 24.7 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Lesperance and Melvin Warshaw. David Lesperance is the Managing Partner of Lesperance & Associates, one of the world's leading international tax and immigration advisors. Melvin Warshaw is a highly regarded, longtime US cross-border tax and private client attorney now in sole practice in the US. The conversation today focuses on immigration to the United States from a foreign country. In this episode, you w...
Overcome Procrastination and “Do It Today” (Bautis Financial Book Club)
August 17, 2023 20:00 - 23 minutes - 16 MBAre you also tired of putting off your dreams until “tomorrow?” Why not just Do It Today? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the eleventh book assignment in their monthly Book Club, Do It Today: Overcome Procrastination, Improve Productivity, and Achieve More Meaningful Things by Darius Foroux. This “best of” article collection helps readers overcome procrastination, improve their productivity, and achieve all the things they’ve always want...
What Parents Should Consider As Their Child Becomes Independent
August 09, 2023 19:00 - 9 minutes - 6.75 MBMany people wonder how their own finances will change as their children become independent. Where do parents draw the line with their children? What level of involvement and/or support should the parents maintain with their children? What are some planning points that parents need to be aware of, and how can they make smart decisions that benefit themselves and their children? In this episode of The Agent of Wealth Podcast, host Marc Bautis provides guidance on what step you can take now, an...
How Men Can Rekindle and Reignite Their Marriage With Dr. Michael Jaquith
August 04, 2023 15:00 - 28 minutes - 19.4 MBUnlock the secrets to a thriving partnership in this episode of The Agent of Wealth Podcast. Host Marc Bautis is joined by Dr. Michael Jaquith, a Ph. D. Chemist who left the corporate world and now helps men everywhere discover how to get more of what they want and live the promise of abundant life. By combining analytical science, psychology, and teachings of faith, Michael helps men who feel stuck, confused, and powerless to unlock those chains and find what they really want. In this eye-o...
How to Prepare for An Estate Planning Meeting With John Williams
July 26, 2023 16:00 - 22 minutes - 15.1 MBAre you feeling overwhelmed or uncertain about estate planning? We got you covered in this episode of The Agent of Wealth Podcast. Together, Marc Bautis and John Williams break down what you should know about the process before your first estate planning session. From identifying critical decisions about your assets to getting clear on your estate planning goals, digesting this information can help you make well-informed choices tailored to your unique needs. In this episode, you will learn...
How to Invest in the Private Market With Leif Hartwig
July 20, 2023 14:00 - 31 minutes - 21.9 MBHave you ever been curious about the hidden opportunities that lie beyond Wall Street’s reach, but not sure where to find them? This informational episode about investing in private markets will provide context, and a very useful resource to help you do just that. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Leif Hartwig, Founder and CEO of WealthVP, a subscription-based platform that matches private investors with high-quality companies seeking funding. Lei...
How Families Can Balance Paying For College And Saving For Retirement
July 14, 2023 16:00 - 23 minutes - 16.4 MBLet’s dive into the essential topic that plagues many families: finding the perfect balance between paying for college and saving for retirement. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial and a college planning expert. Together, they provide valuable insights, practical tips, and expert advice on how families can strike a balance between paying for college and saving for retirement. In this episode, you wi...
Financial Tips for Women Facing Divorce With Patti Handy
July 06, 2023 13:00 - 25 minutes - 17.2 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Patti Handy, a Certified Life Coach, Certified Executive Coach, published author of four books, and the brains behind Minding Her Money, a roadmap and training for divorced, widowed and single women to quickly improve financial confidence. In this episode, you will learn: What Patti Handy’s divorce journey was like, and how it led her to coaching other divorcees. The steps a divorced woman should take when it co...
How to Protect Yourself From Cyber Threats With Mikhail Itenberg
June 28, 2023 13:00 - 22 minutes - 15.2 MBIn an age where technology permeates every aspect of our lives, cyber threats loom larger than ever before. Thus, it’s necessary we all take the time to educate ourselves on cyber threats and utilize tools to prevent them. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mikhail Itenberg. Mikhail has been working in and managing internal IT departments for 15+ years. He is the owner of Zaks Technologies, a technology services provider for businesses, which includ...
Talking AI With Manuj Aggarwal
June 22, 2023 17:00 - 28 minutes - 19.3 MBFrom healthcare to automobiles, agriculture to hospitality, manufacturing, or education, AI is increasingly impacting every industry. In fact, by 2030, it’s estimated that artificial intelligence will add 15.7 trillion dollars to the world's GDP, boosting it by 14 percent. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Manuj Aggarwal, an elite technology consultant, business mentor and global thought leader who has been in AI for 15 years. Together, they talk a...
Money: The True Story of a Made-Up Thing By Jacob Goldstein
June 14, 2023 15:00 - 24 minutes - 17 MBIn this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the tenth book assignment in their monthly Book Club, Money: The True Story of a Made-Up Thing by Jacob Goldstein. In Money, Jacob Goldstein shows how money is a useful fiction that has shaped societies for thousands of years, from the rise of coins in ancient Greece to the first stock market in Amsterdam to the emergence of shadow banking in the 21st century. In this episode, we discuss: The history an...
How To Choose A Tax Planning Specialist With Alex Sonkin
June 09, 2023 11:00 - 29 minutes - 20.2 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office Hub™, a platform of vetted resources that supports hundreds of leading tax-focused CPA firms and family offices around the country. Alex also authored a book, The Due Diligence Project™ and is the host of The Due Diligence Project™ podcast. In this episode, you will learn: How The Due Diligence Project™ helps tax-focused CPAs. Why T...
How Goal Planning Can Help You Achieve Financial Fulfillment
June 01, 2023 17:00 - 14 minutes - 9.89 MBFinancial fulfillment means different things to different people. For some, it may be the freedom to travel the world and experience new cultures. For others, it might be the ability to support their families without financial stress. Whatever it means to you, goal planning serves as the stepping stones that bridge the gap between where you are today and where you want to be in the future. In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the topic of goal plan...
How to Leverage Government Contracts for Small Business Growth With Richard C. Howard
May 25, 2023 14:00 - 30 minutes - 21 MBThe government spends billions of dollars each year on goods and services, and by tapping into this vast marketplace, small businesses can secure lucrative deals, gain steady income and heightened visibility. In this episode of The Agent of Wealth Podcast, host Marc Bautis and guest Richard C. Howard dive deep into the world of government contracts. As a career military acquisitions officer, Howard oversaw $82B+ in DoD contracts, and has advised and trained over 400 companies as a consultan...
The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw
May 17, 2023 18:00 - 36 minutes - 24.9 MBImagine the allure of blue coastlines, vibrant cultures, and the freedom of living life on your own terms – the thrill of a fresh start in a new country! But amid the excitement, it's crucial to untangle the complex web of tax laws that accompany such a life change. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Lesperance and Melvin Warshaw. David is Managing Partner of Lesperance & Associates, one of the world's leading international tax and immigration...
Tax Strategies for a Highly Profitable Business With John Briggs
May 12, 2023 15:00 - 22 minutes - 15.4 MBWhile this podcast aims to provide valuable insights into tax strategies for business owners, it does not replace the guidance of a qualified tax professional. Tax planning is complex, and requires you to seek professional advice tailored to your unique circumstances. Attention, business owners! Are you ready to unlock some secrets to maximizing your profits? Tune into this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by John Briggs, Founder of Incite Tax, a CPA ...
How to Use a Self-Directed IRA to Invest in Alternative Assets With Mat Sorensen
May 04, 2023 18:00 - 30 minutes - 20.8 MBAre you tired of being limited to just stocks, bonds and mutual funds in your retirement account? It’s time to discover the world of self-directed IRAs, where the investment options are endless. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mat Sorensen, CEO of Directed IRA and the best-selling author of the go-to book for investors and professionals in the self-directed IRA industry, titled "The Self Directed IRA Handbook: An Authoritative Guide For Self Dire...
The Cost of Not Addressing Grief With Victoria Volk
April 28, 2023 13:00 - 21 minutes - 14.8 MBIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Victoria Volk, an Advanced Certified Grief Recovery Specialist®, Usui and Karuna Reiki Master, YouMap® Certified Coach and End-of-Life Doula. She is also a self-published author and host of Grieving Voices Podcast. Victoria aims to use her strengths and skills through a variety of offerings to help those whose lives have been upended by grief and loss go from surviving to thriving. In this episode, you will learn:...