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Bautis Financial

Bautis Financial

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Agent Of Wealth Podcast

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The Agent of Wealth Podcast helps you overcome the multiple wealth planning challenges in your financial life to set you on a path to achieve financial freedom.

Retirement Fitness Challenge

Latest Episodes

How to Safeguard Your Parents From Senior Citizen Scams

Episode 174 – How to Safeguard Your Parents From Senior Citizen Scams

What you should know about financial and other scams that specifically target the elderly, including what to look for, how to protect your parents, and what to do if they’ve been scammed.

How to Unlock the Value of Your Life Insurance Policy With Life Settlements

Episode 173 – How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel

Don’t let your life insurance gather dust. Learn how to convert it into a powerful financial tool that can aid you in funding your dreams, support your retirement, or provide for your loved ones in a whole new way.

Where to Listen

Agent of wealth google podcasts

Older Episodes

Episode 172 – Experiments With Chat GPT

September 8, 2023

Continue Reading Episode 172 – Experiments With Chat GPT

Episode 171 – How to Make Money Renting Your Home As a Film Set With Josh Lawlor

September 1, 2023

Continue Reading Episode 171 – How to Make Money Renting Your Home As a Film Set With Josh Lawlor

Episode 170 – The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw

August 25, 2023

Continue Reading Episode 170 – The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw

Episode 169 – Overcome Procrastination and “Do It Today” (Bautis Financial Book Club)

August 18, 2023

Continue Reading Episode 169 – Overcome Procrastination and “Do It Today” (Bautis Financial Book Club)

Episode 168 – What Parents Should Consider As Their Child Becomes Independent

August 11, 2023

Continue Reading Episode 168 – What Parents Should Consider As Their Child Becomes Independent

Episode 167 – How Men Can Rekindle and Reignite Their Marriage With Dr. Michael Jaquith

August 4, 2023

Continue Reading Episode 167 – How Men Can Rekindle and Reignite Their Marriage With Dr. Michael Jaquith

Episode 166 – How to Prepare for An Estate Planning Meeting With John Williams

July 28, 2023

Continue Reading Episode 166 – How to Prepare for An Estate Planning Meeting With John Williams

Episode 165 – How to Invest in the Private Market With Leif Hartwig

July 21, 2023

Continue Reading Episode 165 – How to Invest in the Private Market With Leif Hartwig

Episode 164 – How Families Can Balance Paying For College And Saving For Retirement

July 14, 2023

Continue Reading Episode 164 – How Families Can Balance Paying For College And Saving For Retirement

Episode 163 – Financial Tips for Women Facing Divorce With Patti Handy

July 7, 2023

Continue Reading Episode 163 – Financial Tips for Women Facing Divorce With Patti Handy

Episode 162 – How to Protect Yourself From Cyber Threats With Mikhail Itenberg

June 29, 2023

Continue Reading Episode 162 – How to Protect Yourself From Cyber Threats With Mikhail Itenberg

Episode 161 – Talking AI With Manuj Aggarwal

June 23, 2023

Continue Reading Episode 161 – Talking AI With Manuj Aggarwal

Episode 160 – Money: The True Story of a Made-Up Thing By Jacob Goldstein

June 15, 2023

Continue Reading Episode 160 – Money: The True Story of a Made-Up Thing By Jacob Goldstein

Episode 159 – How To Choose A Tax Planning Specialist With Alex Sonkin

June 9, 2023

Continue Reading Episode 159 – How To Choose A Tax Planning Specialist With Alex Sonkin

Episode 158 – How Goal Planning Can Help You Achieve Financial Fulfillment

June 2, 2023

Continue Reading Episode 158 – How Goal Planning Can Help You Achieve Financial Fulfillment

Episode 157 – How to Leverage Government Contracts for Small Business Growth With Richard C. Howard

May 26, 2023

Continue Reading Episode 157 – How to Leverage Government Contracts for Small Business Growth With Richard C. Howard

Episode 156 – The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw

May 19, 2023

Continue Reading Episode 156 – The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw

Episode 155 – Tax Strategies for a Highly Profitable Business With John Briggs

May 12, 2023

Continue Reading Episode 155 – Tax Strategies for a Highly Profitable Business With John Briggs

Episode 154 – How to Use a Self-Directed IRA to Invest in Alternative Assets With Mat Sorensen

May 5, 2023

Continue Reading Episode 154 – How to Use a Self-Directed IRA to Invest in Alternative Assets With Mat Sorensen

Episode 153 – The Cost of Not Addressing Grief With Victoria Volk

April 28, 2023

Continue Reading Episode 153 – The Cost of Not Addressing Grief With Victoria Volk

Episode 152 – What to Consider When Reviewing Your Investments

April 21, 2023

Continue Reading Episode 152 – What to Consider When Reviewing Your Investments

Episode 151 – The Spanx Story: Sara Blakely’s Incredible Journey to Success

April 14, 2023

Continue Reading Episode 151 – The Spanx Story: Sara Blakely’s Incredible Journey to Success

Episode 150 – Five Infinity Sources of Passive Income to Fund a Lifetime With Toby Mathis

April 7, 2023

Continue Reading Episode 150 – Five Infinity Sources of Passive Income to Fund a Lifetime With Toby Mathis

Episode 149 – How Investors Can Build High Quality Diversified Portfolios With Bob Elliott

March 31, 2023

Continue Reading Episode 149 – How Investors Can Build High Quality Diversified Portfolios With Bob Elliott

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

March 24, 2023

Continue Reading Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 147 – The Silicon Valley Bank Collapse: How You Can Protect Yourself

March 16, 2023

Continue Reading Episode 147 – The Silicon Valley Bank Collapse: How You Can Protect Yourself

Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

March 10, 2023

Continue Reading Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

Episode 145 – What You Need to Know About Estate Planning With John K. Ross

March 3, 2023

Continue Reading Episode 145 – What You Need to Know About Estate Planning With John K. Ross

Episode 144 – How to Sell Your Online Business With Nate Lind at Website Closers

February 24, 2023

Continue Reading Episode 144 – How to Sell Your Online Business With Nate Lind at Website Closers

Episode 143 – What to Do When You Lose Your Job

February 17, 2023

Continue Reading Episode 143 – What to Do When You Lose Your Job

Episode 142 – Hero on a Mission: The Path to a Meaningful Life by Donald Miller

February 10, 2023

Continue Reading Episode 142 – Hero on a Mission: The Path to a Meaningful Life by Donald Miller

Episode 141 – A Journey Around the World With Chris Donaldson

February 3, 2023

Continue Reading Episode 141 – A Journey Around the World With Chris Donaldson

Episode 140 – Everything You Wanted to Know About RMDs

January 26, 2023

Continue Reading Episode 140 – Everything You Wanted to Know About RMDs

Episode 139 – The Divorce Money Guide With Tracy Coenen

January 20, 2023

Continue Reading Episode 139 – The Divorce Money Guide With Tracy Coenen

Episode 138 – Accounts to Consider If You Want to Save More

January 13, 2023

Continue Reading Episode 138 – Accounts to Consider If You Want to Save More

Episode 137 – Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia

January 5, 2023

Continue Reading Episode 137 – Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia

Episode 136 – Financial Issues to Consider at the Start of the Year

December 29, 2022

Continue Reading Episode 136 – Financial Issues to Consider at the Start of the Year

Episode 135 – Cryptocurrency and Taxes With Micah Fraim

December 23, 2022

Continue Reading Episode 135 – Cryptocurrency and Taxes With Micah Fraim

Episode 134 – How the Midterm Elections Will Impact the Markets

December 15, 2022

Continue Reading Episode 134 – How the Midterm Elections Will Impact the Markets

Episode 133 – How to Blast Away Debt in Record Time With Adam Carroll

December 9, 2022

Continue Reading Episode 133 – How to Blast Away Debt in Record Time With Adam Carroll

Episode 132 – How to Get All You Can From Your Money and “Die With Zero”

December 1, 2022

Continue Reading Episode 132 – How to Get All You Can From Your Money and “Die With Zero”

Episode 131 – How to Protect Your Assets With Brian T. Bradley

November 17, 2022

Continue Reading Episode 131 – How to Protect Your Assets With Brian T. Bradley

Episode 130 – How to Prepare For Post-Retirement Aging With Allison O’Shea

November 10, 2022

Continue Reading Episode 130 – How to Prepare For Post-Retirement Aging With Allison O’Shea

Episode 129 – When Will We Hit Peak Inflation?

November 2, 2022

Continue Reading Episode 129 – When Will We Hit Peak Inflation?

Episode 128 – Investing in Coffee With Josh Ziegelbaum, Legacy Group

October 27, 2022

Continue Reading Episode 128 – Investing in Coffee With Josh Ziegelbaum, Legacy Group

Episode 127 – Using Leading Indicators to Predict Market Performance

October 20, 2022

Continue Reading Episode 127 – Using Leading Indicators to Predict Market Performance

Episode 126 – How to Go to College and Graduate Debt-Free With Shellee Howard

October 14, 2022

Continue Reading Episode 126 – How to Go to College and Graduate Debt-Free With Shellee Howard

Episode 125 – Bautis Financial Book Club: Think Again by Adam Grant

October 7, 2022

Continue Reading Episode 125 – Bautis Financial Book Club: Think Again by Adam Grant

Episode 124 – Adding Gold to Your Portfolio to Hedge Against Inflation With Patrick Yip

September 30, 2022

Continue Reading Episode 124 – Adding Gold to Your Portfolio to Hedge Against Inflation With Patrick Yip

Episode 123 – How to Use Sustainability to Practically Add Value to Your Home With Erin Shine

September 22, 2022

Continue Reading Episode 123 – How to Use Sustainability to Practically Add Value to Your Home With Erin Shine

Episode 122 – What We Know About The Student Loan Debt Relief Plan With John Williams

September 15, 2022

Continue Reading Episode 122 – What We Know About The Student Loan Debt Relief Plan With John Williams

Episode 121 – Aligning Your Investments With Your Values With Luke Wilcox

September 8, 2022

Continue Reading Episode 121 – Aligning Your Investments With Your Values With Luke Wilcox

Episode 120 – Should Your Business Consider Captive Insurance? With Jarid Beck

September 1, 2022

Continue Reading Episode 120 – Should Your Business Consider Captive Insurance? With Jarid Beck

Episode 119 – Empowering Women to Create Wealth With Jewel Tankard

August 25, 2022

Continue Reading Episode 119 – Empowering Women to Create Wealth With Jewel Tankard

Episode 118 – Mistakes to Avoid When Taking Withdrawals From Your 401k

August 18, 2022

Continue Reading Episode 118 – Mistakes to Avoid When Taking Withdrawals From Your 401k

Episode 117 – Mistakes to Avoid When Investing In Your 401k

August 11, 2022

Continue Reading Episode 117 – Mistakes to Avoid When Investing In Your 401k

Episode 116 – Mistakes to Avoid When Contributing to Your 401k

August 4, 2022

Continue Reading Episode 116 – Mistakes to Avoid When Contributing to Your 401k

Episode 115 – How to Reduce Your Tax Bill With Mark Myers

July 28, 2022

Continue Reading Episode 115 – How to Reduce Your Tax Bill With Mark Myers

Episode 114 – What to Do With Your Old Savings Bonds

July 20, 2022

Continue Reading Episode 114 – What to Do With Your Old Savings Bonds

Episode 113 – Demystifying the Insurance Claims Process With Galen Hair

July 14, 2022

Continue Reading Episode 113 – Demystifying the Insurance Claims Process With Galen Hair

Episode 112 – The 5 Biggest Mistakes Investors Make When Buying Rental Properties

July 7, 2022

Continue Reading Episode 112 – The 5 Biggest Mistakes Investors Make When Buying Rental Properties

Episode 111 – Get Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon Stein

June 30, 2022

Continue Reading Episode 111 – Get Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon Stein

Episode 110 – Mistakes to Avoid When Buying Your First Business With Elliott Holland

June 23, 2022

Continue Reading Episode 110 – Mistakes to Avoid When Buying Your First Business With Elliott Holland

Episode 109 – Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management

June 15, 2022

Continue Reading Episode 109 – Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management

Episode 108 – Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken

June 8, 2022

Continue Reading Episode 108 – Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken

Episode 107 – Should You Add Fixed Income Investments to Your Portfolio?

June 1, 2022

Continue Reading Episode 107 – Should You Add Fixed Income Investments to Your Portfolio?

Episode 106 – Early Stage Investing With Joe Cecala

May 26, 2022

Continue Reading Episode 106 – Early Stage Investing With Joe Cecala

Episode 105 – When Will the Markets Hit a Bottom?

May 18, 2022

Continue Reading Episode 105 – When Will the Markets Hit a Bottom?

Episode 104 – From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz

May 12, 2022

Continue Reading Episode 104 – From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz

Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient

May 4, 2022

Continue Reading Episode 103 – How to Analyze Your 1040 Return To Be More Tax Efficient

Episode 102 – How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff

April 28, 2022

Continue Reading Episode 102 – How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff

Episode 100 – Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller

April 7, 2022

Continue Reading Episode 100 – Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller

Episode 99 – Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers

March 31, 2022

Continue Reading Episode 99 – Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers

Episode 98 – How to Teach Your Teenager Money Skills With Rachel Murphy

March 17, 2022

Continue Reading Episode 98 – How to Teach Your Teenager Money Skills With Rachel Murphy

Episode 97 – Group Investing With Family and Friends, With Travis Smith of Tribevest

March 9, 2022

Continue Reading Episode 97 – Group Investing With Family and Friends, With Travis Smith of Tribevest

Episode 96 – Talking Real Estate With the LOL Girls, Kim Curtis and Nancy Chu

March 3, 2022

Continue Reading Episode 96 – Talking Real Estate With the LOL Girls, Kim Curtis and Nancy Chu

Episode 95 – Making Sense of Cryptocurrency and Digital Assets With Mark Basa

February 17, 2022

Continue Reading Episode 95 – Making Sense of Cryptocurrency and Digital Assets With Mark Basa

Episode 94 – From Hair Stylist to Financial Freedom With Myra Oliver

January 31, 2022

Continue Reading Episode 94 – From Hair Stylist to Financial Freedom With Myra Oliver

Episode 93 – The Power of Leverage in Your Business With Brad Sugars

January 20, 2022

Continue Reading Episode 93 – The Power of Leverage in Your Business With Brad Sugars

Episode 92 – Wine As An Investment With Anthony Zhang of Vinovest

January 6, 2022

Continue Reading Episode 92 – Wine As An Investment With Anthony Zhang of Vinovest

Episode 91 – How to Fix-and-Flip Real Estate With Viktor Jiracek

December 29, 2021

Continue Reading Episode 91 – How to Fix-and-Flip Real Estate With Viktor Jiracek

Episode 90 – How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan

December 15, 2021

Continue Reading Episode 90 – How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan

Episode 89 – Empowering You to Become Financially Sustainable With Myles Wakeham

December 9, 2021

Continue Reading Episode 89 – Empowering You to Become Financially Sustainable With Myles Wakeham

Episode 88 – Bautis Financial Book Club: Elon Musk – Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance

December 1, 2021

Continue Reading Episode 88 – Bautis Financial Book Club: Elon Musk – Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance

Episode 87 – How to Manage Finances As A Couple with Chris Felton

November 23, 2021

Continue Reading Episode 87 – How to Manage Finances As A Couple with Chris Felton

Episode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen

November 18, 2021

Continue Reading Episode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen

Episode 85 – How to Build A Passive Income by Investing in Renewable Energy Projects with Mike Silvestrini

November 10, 2021

Continue Reading Episode 85 – How to Build A Passive Income by Investing in Renewable Energy Projects with Mike Silvestrini

Episode 84 – How to Shop Smarter Online with Jim Markus

November 3, 2021

Continue Reading Episode 84 – How to Shop Smarter Online with Jim Markus

Episode 83 – How to Use Franchises As an Asset Class with Jon Ostenson

October 27, 2021

Continue Reading Episode 83 – How to Use Franchises As an Asset Class with Jon Ostenson

Episode 82 – The Importance of Mindset in Multifamily Investing with Rod Khleif

October 20, 2021

Continue Reading Episode 82 – The Importance of Mindset in Multifamily Investing with Rod Khleif

Episode 81 – The Compelling Opportunity of Investing in Uranium with Scott Melbye

October 6, 2021

Continue Reading Episode 81 – The Compelling Opportunity of Investing in Uranium with Scott Melbye

Episode 80 – How To Improve Your Finances Using the Profit First System with Aimee Laliberte

September 22, 2021

Continue Reading Episode 80 – How To Improve Your Finances Using the Profit First System with Aimee Laliberte

Episode 79 – How To Relieve Financial Stress with Kelly Moylan

September 9, 2021

Continue Reading Episode 79 – How To Relieve Financial Stress with Kelly Moylan

Episode 78 – How to Create Passive Income By Investing in Raw Land with Mark Podolsky

August 25, 2021

Continue Reading Episode 78 – How to Create Passive Income By Investing in Raw Land with Mark Podolsky

Episode 77 – How To Create Passive Income With Real Estate Note Investing with Martin Saenz

August 11, 2021

Continue Reading Episode 77 – How To Create Passive Income With Real Estate Note Investing with Martin Saenz

Episode 76 – Bautis Financial Book Club: The Infinite Game by Simon Sinek

July 29, 2021

Continue Reading Episode 76 – Bautis Financial Book Club: The Infinite Game by Simon Sinek

Episode 75 – Bautis Financial Book Club: Atomic Habits by James Clear

July 21, 2021

Continue Reading Episode 75 – Bautis Financial Book Club: Atomic Habits by James Clear

Episode 74 – How To Create a Healthy Relationship With Money with Bob Wheeler

July 8, 2021

Continue Reading Episode 74 – How To Create a Healthy Relationship With Money with Bob Wheeler

Episode 73 – Business Owner Series: How a Business Owner Can Calculate Their Freedom Point with John Warrillow

July 1, 2021

Continue Reading Episode 73 – Business Owner Series: How a Business Owner Can Calculate Their Freedom Point with John Warrillow

Episode 72 – Business Owner Series: Maximizing the Value of Your Business Before Selling with Michelle Seiler Tucker

June 16, 2021

Continue Reading Episode 72 – Business Owner Series: Maximizing the Value of Your Business Before Selling with Michelle Seiler Tucker

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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
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    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
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