Parhaat Marc Bautis Podcastit (2024)

1
Expert Insights: 1031 Exchanges, DSTs, and Real Estate Investment Strategies With Stephen Haskell 41:51

1d ago41:51

41:51

Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones…

1
Maximize Your 401(k): Roth vs Pre-Tax Contributions 15:05

16d ago15:05

15:05

Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how Americans save for the future. Tune in to discover the nuances between Roth and pre-tax contributions, including their immediate and long-term implication…

1
Mastering the Art of Time Management With David Buck 27:00

30d ago27:00

27:00

Are you tired of feeling overwhelmed by your to-do list? What if you could transform the way you approach your time, shifting from simply managing it to truly optimizing it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Buck, co-author of The Time-Optimized Life: Moving Everyday Preparation, Execution and Contr…

1
Co-Investing: Fractional Ownership in Real Estate With Brian Davis of SparkRental 26:45

1M ago26:45

26:45

Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real estate with Brian Davis, co-founder of SparkRental and an expert in passive real estate investing. Brian shares valuable insights on how fractional own…

1
Unreasonable Hospitality: Compelling Reasons to Give More Than Expected 23:32

2M ago23:32

23:32

Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. Unreasonable Hospitality is a captivating b…

1
Understanding The Power of “WE” With Kyle McDowell 36:30

2M ago36:30

36:30

Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'm…

1
Wealthier: The Investing Field Guide for Millennials With Daniel Solin 26:05

3M ago26:05

26:05

Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to h…

1
Strategic Planning for a Debt-Free Education With Elizabeth “DrRoz” Rosner 25:30

3M ago25:30

25:30

Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve thei…

1
How to Publish a Book Like a Pro With Michele DeFilippo 21:22

4M ago21:22

21:22

Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental auth…

1
The Dos and Don'ts for Turnkey Rental Investing With Scott Stanfield 25:40

4M ago25:40

25:40

Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LL…

1
How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro 31:31

4M ago31:31

31:31

Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical st…

1
Rewiring the Mindset Around Retirement With Kevin Hoover 26:54

4M ago26:54

26:54

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, an…

1
The Benefits to Using a Travel Advisor With Rodney George 19:58

5M ago19:58

19:58

Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need. Tune in to gain val…

1
Tax Debt Relief and Resolution With Morgan Q. Anderson 36:55

5M ago36:55

36:55

Don’t let tax worries keep you up at night – tune in now and transform your understanding of IRS challenges! In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Morgan Q. Anderson, EA, CEO, Founder of Golden Lion Tax Solutions and the author of Tax Debt Rule #1: There’s ALWAYS a Solution! With over 24 years of experience n…

1
Financial Strategies for Blue-Collar Workers With Ken Rusk 27:44

5M ago27:44

27:44

Oftentimes we think about what we want to achieve in life, but how do we plan to get there and accomplish those goals? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ken Rusk. Ken is the founder of Rusk Industries, a bestselling author, entrepreneur, and motivational speaker who achieved WSJ Bestseller status with Blu…

1
Episode 208 - 5 Investing Mistakes You May Not Know You’re Making 23:06

5M ago23:06

23:06

Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing mistakes, from chasing trends to succumbing to emotion-driven decisions, and gain invaluable strategies to steer your financial ship towards calmer, sma…

1
How to Proactively Mitigate Conflict When Estate Planning With Kat Newport 23:47

6M ago23:47

23:47

Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fer…

1
Lessons from an All-In Life With Jeanne Collins 25:13

6M ago25:13

25:13

Do you often find yourself hesitating before a big decision, or weighing the pros and cons? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins’ first book, and it wa…

1
Financial Documents: What to Save and How Long to Keep Them 18:17

6M ago18:17

18:17

As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long? In this episode, you will learn: The …

1
How to Plan a Winning Business Transition With Laurie Barkman 22:12

6M ago22:12

22:12

100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 m…

1
Lessons From "Thinking in Bets" By Annie Duke 21:22

7M ago21:22

21:22

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke. Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and m…

1
Visionary Franchising With John Hewitt 29:00

7M ago29:00

29:00

Ready 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…

1
How to Determine the Difference Between Wants and Needs 16:54

7M ago16:54

16:54

Picture 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 …

1
Diversification into Precious Metals With Michael Arries 22:17

8M ago22:17

22:17

In 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 indust…

1
Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone 19:56

8M ago19:56

19:56

In 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 s…

1
How to Master Your Reading Habits With Nick Hutchinson 32:22

8M ago32:22

32:22

In 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 inf…

1
How to Create a 9-5 Paycheck Without a 9-5 Job With Jen Paterson 25:03

8M ago25:03

25:03

In 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 edu…

1
How to Breakthrough Burnout and Go From Stress to Success With Dr. Lance Knaub 28:51

8M ago28:51

28:51

In 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 …

1
Proven Ways to Acquire and Retain Clients With Richard Weylman 25:58

9M ago25:58

25:58

Getting 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 sp…

1
How to Stay Positive No Matter What’s Pissing You Off With Martin Salama 21:32

9M ago21:32

21:32

In 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 acrony…

1
Mortgage Note Investing 101 With Fred Moskowitz 22:02

9M ago22:02

22:02

Banks 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 di…

1
How to Prepare for a Successful Tax Season 13:21

10M ago13:21

13:21

Tax 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 r…

1
Risk and Reward: Insights From Day Trading Expert Darrell Martin 19:02

10M ago19:02

19:02

A 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 …

1
Deep Work: Rules for Focused Success in a Distracted World by Cal Newport 22:02

10M ago22:02

22:02

In 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…

1
Teaching Financial Literacy In and Out of the Classroom With Brian Curcio 14:36

10M ago14:36

14:36

In 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 financ…

1
The Power of a One-Page Financial Plan 14:31

11M ago14:31

14:31

Starting 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…

1
Rethinking Dieting to Achieve Permanent Weight Loss With Alan and Angie Thomas 27:02

11M ago27:02

27:02

On 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…

1
How to Buy and Renovate Websites For Income and Assets With Matt Raad 23:26

11M ago23:26

23:26

In 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.…

1
How to Replace Your Working Income With Passive Income, With Bronson Hill 24:00

11M ago24:00

24:00

In 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…

1
Unlocking the Power of AI in Investing With Andrew Einhorn 43:22

11M ago43:22

43:22

The 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 technol…

1
1031 Exchange: What Real Estate Investors Need to Know With Dave Foster 24:56

12M ago24:56

24:56

In 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 dow…

1
How Real Estate Investors Can Get Private Lending With Kevin Amolsch 27:44

12M ago27:44

27:44

In 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, …

1
Episode 181 - Elder Financial Abuse: Meaning, Signs, Prevention 11:16

1y ago11:16

11:16

In 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…

1
How to Minimize Taxes While Staying Out of Tax Trouble With Gary Massey 22:20

1y ago22:20

22:20

In 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 speciali…

1
The Role of Charitable Giving in Our Personal Finance Habits With Adam Nash 28:01

1y ago28:01

28:01

Are 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 …

1
Wild Problems: A Guide to the Decisions That Define Us by Russ Roberts 24:16

1y ago24:16

24:16

Algorithms 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 …

1
How to Tap Into Your Money Persona With Garrett Gunderson 21:29

1y ago21:29

21:29

In 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 …

1
The Cure for Money Madness, Cultivating “Enough” With Spencer Sherman 28:35

1y ago28:35

28:35

This 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 …

1
How to Use Meditation as Business Growth Tool With Anand Balasubramanian 20:36

1y ago20:36

20:36

In 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… Becau…

1
How to Safeguard Your Parents From Senior Citizen Scams 15:59

1y ago15:59

15:59

As 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, establ…

Kuuntelemisen arvoisia podcasteja

Marc Bautis podcastit

Kuuntelemisen arvoisia podcasteja

Pikakäyttöopas