Latest Personal finances Podcast Episodes
Visionary Franchising With John Hewitt
The Agent of Wealth - April 19, 2024 12:00 - 29 minutes ★★★★★ - 17 ratingsReady 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 found...
How to Determine the Difference Between Wants and Needs
The Agent of Wealth - April 12, 2024 14:00 - 16 minutes ★★★★★ - 17 ratingsPicture 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 differenc...
Diversification into Precious Metals With Michael Arries
The Agent of Wealth - April 05, 2024 11:00 - 22 minutes ★★★★★ - 17 ratingsIn 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 fa...
Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone
The Agent of Wealth - March 28, 2024 20:00 - 19 minutes ★★★★★ - 17 ratingsIn 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 ...
How to Master Your Reading Habits With Nick Hutchinson
The Agent of Wealth - March 22, 2024 00:00 - 32 minutes ★★★★★ - 17 ratingsIn 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...
How to Create a 9-5 Paycheck Without a 9-5 Job With Jen Paterson
The Agent of Wealth - March 13, 2024 16:00 - 25 minutes ★★★★★ - 17 ratingsIn 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 a...
How to Breakthrough Burnout and Go From Stress to Success With Dr. Lance Knaub
The Agent of Wealth - March 08, 2024 18:00 - 28 minutes ★★★★★ - 17 ratingsIn 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, h...
Proven Ways to Acquire and Retain Clients With Richard Weylman
The Agent of Wealth - February 23, 2024 18:00 - 25 minutes ★★★★★ - 17 ratingsGetting 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, seria...
How to Stay Positive No Matter What’s Pissing You Off With Martin Salama
The Agent of Wealth - February 16, 2024 15:00 - 21 minutes ★★★★★ - 17 ratingsIn 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 Inc...
Mortgage Note Investing 101 With Fred Moskowitz
The Agent of Wealth - February 09, 2024 15:00 - 22 minutes ★★★★★ - 17 ratingsBanks 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, h...
How to Prepare for a Successful Tax Season
The Agent of Wealth - February 02, 2024 14:00 - 13 minutes ★★★★★ - 17 ratingsTax 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...
Risk and Reward: Insights From Day Trading Expert Darrell Martin
The Agent of Wealth - January 26, 2024 16:00 - 19 minutes ★★★★★ - 17 ratingsA 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 joine...
Deep Work: Rules for Focused Success in a Distracted World by Cal Newport
The Agent of Wealth - January 19, 2024 16:00 - 22 minutes ★★★★★ - 17 ratingsIn 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...
Teaching Financial Literacy In and Out of the Classroom With Brian Curcio
The Agent of Wealth - January 12, 2024 16:00 - 14 minutes ★★★★★ - 17 ratingsIn 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 stude...
The Power of a One-Page Financial Plan
The Agent of Wealth - January 05, 2024 14:00 - 14 minutes ★★★★★ - 17 ratingsStarting 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 clari...
Rethinking Dieting to Achieve Permanent Weight Loss With Alan and Angie Thomas
The Agent of Wealth - December 29, 2023 15:00 - 27 minutes ★★★★★ - 17 ratingsOn 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 ...
How to Buy and Renovate Websites For Income and Assets With Matt Raad
The Agent of Wealth - December 22, 2023 16:00 - 23 minutes ★★★★★ - 17 ratingsIn 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,...
How to Replace Your Working Income With Passive Income, With Bronson Hill
The Agent of Wealth - December 15, 2023 16:00 - 24 minutes ★★★★★ - 17 ratingsIn 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 You...
Unlocking the Power of AI in Investing With Andrew Einhorn
The Agent of Wealth - December 08, 2023 15:00 - 43 minutes ★★★★★ - 17 ratingsThe 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 Andr...
1031 Exchange: What Real Estate Investors Need to Know With Dave Foster
The Agent of Wealth - December 01, 2023 16:00 - 24 minutes ★★★★★ - 17 ratingsIn 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 S...
How Real Estate Investors Can Get Private Lending With Kevin Amolsch
The Agent of Wealth - November 24, 2023 15:00 - 27 minutes ★★★★★ - 17 ratingsIn 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 ne...
Episode 181 - Elder Financial Abuse: Meaning, Signs, Prevention
The Agent of Wealth - November 17, 2023 14:00 - 11 minutes ★★★★★ - 17 ratingsIn 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 ab...
How to Minimize Taxes While Staying Out of Tax Trouble With Gary Massey
The Agent of Wealth - November 10, 2023 14:00 - 22 minutes ★★★★★ - 17 ratingsIn 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 Mast...
The Role of Charitable Giving in Our Personal Finance Habits With Adam Nash
The Agent of Wealth - November 03, 2023 13:00 - 28 minutes ★★★★★ - 17 ratingsAre 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 m...
Wild Problems: A Guide to the Decisions That Define Us by Russ Roberts
The Agent of Wealth - October 27, 2023 14:00 - 24 minutes ★★★★★ - 17 ratingsAlgorithms 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...
How to Tap Into Your Money Persona With Garrett Gunderson
The Agent of Wealth - October 20, 2023 13:00 - 21 minutes ★★★★★ - 17 ratingsIn 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 financ...
The Cure for Money Madness, Cultivating “Enough” With Spencer Sherman
The Agent of Wealth - October 06, 2023 13:00 - 28 minutes ★★★★★ - 17 ratingsThis 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 Abac...
How to Use Meditation as Business Growth Tool With Anand Balasubramanian
The Agent of Wealth - September 29, 2023 15:00 - 20 minutes ★★★★★ - 17 ratingsIn 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 medi...
How to Safeguard Your Parents From Senior Citizen Scams
The Agent of Wealth - September 12, 2023 18:00 - 15 minutes ★★★★★ - 17 ratingsAs 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 p...
How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel
The Agent of Wealth - September 12, 2023 14:00 - 29 minutes ★★★★★ - 17 ratingsMany 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...
Related Personal finances Topics