Welcome 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…
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
In this episode of The Agent of Wealth , co-host John Williams speaks with Phoenix Hafen, Partnerships Manager at UI Charitable , about the growing world of crypto philanthropy and the broader strategies that can make charitable giving more tax-efficient. Phoenix explains why appreciated assets — including Bitcoin, publicly traded securities, private business interests and real estate — can…
Whether you’re negotiating a business deal, discussing finances, or navigating everyday disagreements, the ability to communicate effectively can change the outcome. In this episode of The Agent of Wealth , the Bautis Financial team discusses another book in their Book Club series : Never Split the Difference: Negotiating As If Your Life Depended On It–Unlock Your Persuasion Potential in…
Money is one of the most powerful tools in a relationship — but when it's used to control instead of support, the consequences can be devastating. In this episode of The Agent of Wealth , host Marc Bautis is joined by Amanda J. Scott, author of Finding My Way Back to Me . After enduring 17 years of emotional and financial abuse, Amanda now helps survivors recognize the warning signs of abuse,…
Is AI increasing your company's value—or putting it at risk of falling behind? In this episode of The Agent of Wealth Podcast , co-host John Williams is joined by Ted Wolf, CEO and Founder of Guidewise.ai and author of The Intelligent Business Equation . Ted shares why artificial intelligence is becoming a key driver of private company value, how business owners should approach AI implementation,…
Could your cryptocurrency disappear overnight — and if it did, would anyone be responsible? As digital assets become more mainstream, so do the scams, security failures, and legal questions surrounding them… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Courtney M. Werning, Principal at Meyer Wilson Werning and leader of the firm's cryptocurrency litigation…
Before you hire your first employee, file your first patent or bring on a co-founder, there are a few legal decisions that can determine whether your startup succeeds—or struggles. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Philip Crowley, startup advisor, attorney, founder of Crowley Law LLC and author of Avoid Startup Failure . Drawing on decades of experience…
What's the biggest threat to your retirement? It might not be inflation or market volatility. It could be losing your strength, mobility, and independence. In this episode of The Agent of Wealth Podcast , co-host John Williams is joined by Susan Brady , a physical therapist, integrative health practitioner, and bone health expert with more than 30 years of experience. Susan shares why building…
Your condo or co-op may be your biggest investment—but is poor board governance quietly reducing its value? In this episode of The Agent of Wealth Podcast , co-host John Williams is joined by Tina Larsson, Co-Founder of The Folson Group , New York's premier co-op and condo consulting firm. After uncovering $340,000 in unnecessary expenses in her own building, Tina left a successful Wall Street…
What if a single form you filled out decades ago could override your will and completely change where your assets end up? For millions of Americans, outdated beneficiary designations create costly estate planning mistakes that can leave loved ones fighting legal battles, paying unnecessary fees, or losing inheritances altogether. In this episode of The Agent of Wealth Podcast , host Marc Bautis…
SpaceX is poised to become one of the world's most valuable public companies overnight. The question is: does the opportunity justify the risk? In this episode of The Agent of Wealth Podcast , host Marc Bautis takes a deep dive into the highly anticipated SpaceX IPO. Rather than offering a simple buy-or-sell recommendation, Marc breaks down the company's S-1 filing, explores the business segments…