The Agent of Wealth

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 differentiate between wants and needs in your own life, or seeking strategies to align your spending with your financial goals, this episode will help you pave the way towards a better financial future. In this episode, you will learn:The distinction between wants and needs, and how doing so empowers effective financial prioritization.What to do when the lines are blurred between wants and needs.What the 50/30/20 budgeting rule is, and how it promotes financial stability.How to align your spending habits with your values and priorities.How to conduct a wants vs. needs audit to align your financial decisions with your long-term goals.And more!Resources:Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 industry. Renowned for their unwavering integrity, time-tested strategy, and personalized service, McAlvany represents the pinnacle of excellence among precious metals firms.In this episode, you will learn:Everything you should know about silver and gold, including how they are differentiated.The various factors affecting the prices of gold and silver, including currency devaluation, geopolitical tensions, and market uncertainties.The various methods of buying and selling precious metals, focusing on physical ownership of coins and bars, along with storage options in secure depositories.How precious metals are compared to other assets, like real estate.And more!Resources:Episode Transcript & Blog | Call Michael: (970) 459-4611 | mcalvany.com/michael | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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 mission to diversify his income streams through real estate investing.Gain valuable insights into the importance of nurturing relationships and prioritizing physical health on the path to holistic wealth. Dr. Anzalone's wisdom and practical advice will inspire you to redefine success and take actionable steps towards building a life of abundance and fulfillment.In this episode, you will learn:The importance of securing multiple streams of income (beyond a single career) for long-term financial stability.How to embrace a holistic approach to wealth – one that involves prioritizing health and nurturing relationships alongside financial prosperity.Why over 90% of affluent individuals leverage real estate.Why having a strong "why" is essential for driving action and perseverance in pursuing financial freedom.And more!Resources: Episode Transcript & Blog | DebtFreeDr.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 information they learn and rise to their potential through his books, speaking, and personal brand as a whole.Nick Hutchinson's journey from someone who wasn't much of a reader to a dedicated reader and advocate for personal development through books shows that reading habits can be developed over time. Even if you haven’t been an avid reader in the past, tune in to discover how you can cultivate a habit of regularly reading.In this episode, you will learn…How to actually take action on every book that you read.How to use the SMART goal-setting framework for your reading.How to read effectively and take notes. How delayed gratification applies to reading, and the benefits of sacrificing immediate pleasures for long-term growth.And more!Resources:Episode Transcript & Blog | Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn | BookThinkers | BookThinkers: Life Changing Books | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory CallBooks Mentioned:Die With Zero: Getting All You Can from Your Money and Your Life | Simple Wealth, Inevitable Wealth: How You and Your Financial Advisor Can Grow Your Fortune in Stock Mutual Funds | Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! | Think and Grow Rich | The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change 

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 education for women, prompting her to establish Dollar Divas. Through open discussions and workshops, Jen aimed to create a non-threatening environment where women could address their financial concerns and learn essential money management skills. The concept of "paying yourself" emerged as a central theme, emphasizing the deliberate allocation of revenue towards personal income, business reinvestment, and savings, with Jen offering step-by-step guidance on implementation.In this episode, you will learn:Practical steps for implementing the "Pay Yourself" concept, which emphasizes the importance of intentional revenue allocation towards personal income, business reinvestment, and savings.How entrepreneurs can navigate fluctuating income by adopting percentage-based allocation rather than fixed amounts.How societal influences contribute to women's perceived financial inadequacy and tendency to prioritize others over themselves.How women can manage their finances with practical tools and accountability.And more!Resources:Episode Transcript & Blog | dollardivas.org | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 Knaub. The best-selling author of The 4% Break-Thru, Dr. Knaub helps overwhelmed entrepreneurs with 6-figure businesses avoid burnout, and instead create the life they love while scaling by developing a leadership team and creating a self-sufficient business that is an asset. Dr. Knaub brings a wealth of experience to the table, having transitioned from being a physical therapist to becoming a successful business owner and leadership coach. His journey is not only inspirational but also educational.In this episode, you will learn:How to identify early signs of burnout and prioritize self-care to prevent exhaustion and maintain mental well-being.The significance of delegating tasks, documenting processes, and hiring the right people to support business growth and sustainability.The necessity of strategic planning in achieving business goals, including developing clear objectives, prioritizing tasks, and allocating time effectively for long-term success.Insights into setting boundaries, prioritizing self-care, and making time for personal activities to achieve a healthy work-life balance while pursuing entrepreneurial endeavors.And more!Resources:Episode Transcript & Blog | Denali Consulting | The 4% Break-Thru | Download a Free Workbook Companion Guide to Lance’s Best-Selling Book |  | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 speaker. Tune in to discover how you can build rock-solid relationships that turn clients into delighted advocates for your business.In this episode, you will learn:What the Great Re-evaluation® is, and what it means for businesses and professionals.What sets a business apart from the competition.How any professional can make sure they are meeting the expectations of prospects and clients.The everyday phrase that can make or break your customer relationship (without you realizing it).And more!Resources:Episode Transcript & Blog | www.richardweylman.com | 100 Proven Ways to Acquire and Keep Clients for Life | The Power of Why: Breaking Out in a Competitive Marketplace | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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 and keep your feelings from ruling your actions.What it means to Live Incredibly Full Everyday.Common triggers that provoke frustration or anger, and how to deal with them.How to maintain a positive outlook through daily habits and rituals. And more!Resources:Episode Transcript & Blog | Connectwithmartin.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 discuss valuable insights into diversifying investments through mortgage notes. Fred is an author, entrepreneur and speaker who is on a personal mission to teach people about the power of investing in alternative asset classes, such as mortgage notes. Fred is an entrepreneur, speaker and author of The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes. In this book, Fred publishes his concise yet definitive guide for new investors seeking to learn about this market niche. The Little Greek Book of Note Investing is filled with practical advice, motivational case studies and best practices for aspiring investors. In this episode, you will learn:What mortgage note investing is, and how to invest in mortgage notes.The advantages of investing in a mortgage note fund.Tips for due diligence on mortgage notes.Emerging trends in the world of mortgage note investing.And more!Resources:Episode Transcript & Blog | The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes | www.FredMoskowitz.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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 episode for valuable insights. In this episode, you will learn:What documents to gather before filing your taxes.What Adjusted Gross Income is.What Modified Adjusted Gross Income is.How MAGI and AGI affect your taxes.How to determine if you can make a deductible IRA contribution.Questions you should ask your accountant at tax time.And more!Resources:Episode Transcript & Blog | Checklist: Documents to Collect For Filing 2023 Tax Returns | Flowchart: Can I Make a Deductible IRA Contribution? | Guide: How AGI and MAGI Affect Your Taxes | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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 trader successful.How day traders can put a plan in place to avoid catastrophic losses.How psychology and mindset impacts trading decisions.How to start day trading.And more!Resources:Episode Transcript & Blog | Apextraderfunding.com | Apex Investing Institute | Code: SAVE50 | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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.In this episode, we discuss:What it means to “work deeply.”The power of deep work.The four "rules," for transforming your mind and habits to support this skill: Work deeply, embrace boredom, quit social media, drain the shallows.And more!Resources:Episode Transcript & Blog | Deep Work: Rules for Focused Success in a Distracted World | Listen to All Bautis Financial Book Club Episodes | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 financial services careers. The aim of the EdTech program is to simplify finance and level the playing field for regular people. Today, Brian joins Marc to discuss how Rapunzl helps students take back control of their own financial futures. In this episode, you will learn:What Rapunzl is, including insights into the financial literacy curriculum.How Rapunzl benefits students and educators.How financial education will transform over the coming years.And more!Resources:Episode Transcript & Blog | Rapunzl | Rapunzl For Educators | Follow Brian: Facebook, Instagram | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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, and securing your financial goals. Join The Agent of Wealth Podcast host Marc Bautis on a journey to unravel the incredible power in this seemingly modest tool.In this episode, you will learn:The power of simplicity in financial planning.What a one-page financial plan is, and how it differs from more traditional forms of financial planning.What’s included in a one-page financial plan.Compelling reasons as to why you should have a one-page financial plan.How to get started in creating a one-page financial plan.And more!Resources:Episode Transcript & Blog | Example of a One-Page Financial Plan | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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 Dieting.”In this episode, you will learn:Alan’s “aha moment” that catapulted his 129 pound weight-loss transformation.How to begin a weight-loss transformation that lasts.How Alan and Angie combined forces to encourage each other through the process of shedding weight.How much your weight problem could cost you in your business or your career.How to “Rethink Dieting.”And more!Resources:Episode Transcript & Blog | transformmyfuture.com/agentofwealth | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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. Additionally, he provides guidance on business growth, online strategy, and life balance.Today, Marc and Matt discuss the process of buying, selling and renovating online “real estate.”In this episode, you will learn:The power of digital assets in generating cash flow and building wealth.How websites are valuable digital assets that can be acquired, improved, and monetized just like physical properties.How to get started in this space, including tips for due diligence.Trends in the industry, including how AI can assist those who buy and renovate websites.And more!Resources:Episode Transcript & Blog | Ebusinessinstitute.com.au | mattandlizraad.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 in 3 Years or Less.In addition to his real estate business, Bronson also operates an educational platform, hosts the Bronson Equity Monthly Investor Series, and co-leads a large monthly meetup in Pasadena, California for investors.In this episode, you will learn:What types of alternative assets offer passive income.How long it took Bronson Hill to replace his working income with passive income.If real estate investing is truly passive.How to get started passively investing.And more!Resources:Episode Transcript & Blog | Bronsonequity.com | Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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 historical data to expose patterns and put those events into context. In this episode, you will learn:What Levelfields is, and how it revolutionizes investment research, making it accessible to a broader audience.What event-driven investing is, and how AI plays a pivotal role in uncovering profitable patterns.How AI can locate new investment opportunities. And more!Resources:Episode Transcript & Blog | Levelfields.ai CODE: Podcast23 | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 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.The six requirements of any Exchange.How to recognize and avoid common 1031 Exchange issues.How to transition from active real estate investing to passive real estate investing using a 1031 Exchange.And more!Resources:Episode Transcript & Blog | 1031investor.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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, you will learn:Perspectives on the current real estate market.What hard money lending is, and how it differs from traditional bank financing.Which properties and project types are typically suitable for hard money loans.How real estate investors can get a hard money loan.Perspectives on the possible changes coming to real estate.And more!Resources:Episode Transcript & Blog | pinefinancialgroup.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call