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The Agent of Wealth Podcast

Oil Rig

Episode 291 – Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller

May 1, 2026 by Bautis Financial

Oil and gas investing is often misunderstood — but for the right investor, it can offer a compelling combination of tax efficiency, passive cash flow, and portfolio diversification.

Read moreEpisode 291 – Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller

Episode 290 – Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee

April 17, 2026 by Bautis Financial

Many business owners confuse activity with progress, leading to stalled growth and burnout. In this episode, David McGhee explains how to shift focus from constant doing to intentional leadership and alignment.

Read moreEpisode 290 – Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee
Unconventional Money Wisdom for Single Parents With Pat Hankin

Episode 289 – Unconventional Money Wisdom for Single Parents With Pat Hankin

April 10, 2026 by Bautis Financial

Single parenting isn’t just about doing more – it’s about doing things differently. Pat Hankin breaks down how single parents can better manage time, money, and support systems using practical, real-world strategies.

Read moreEpisode 289 – Unconventional Money Wisdom for Single Parents With Pat Hankin
Apartment Rentals with Balconies

Episode 288 – Winning the Rent Game: Tips From Justin Pogue

March 27, 2026 by Bautis Financial

Renting is often treated like a simple transaction — but behind every lease is a business decision. Understanding that dynamic can make all the difference.

Read moreEpisode 288 – Winning the Rent Game: Tips From Justin Pogue
Senior Living

Episode 287 – Investing in Senior Living Real Estate With Radhika Rastogi

March 13, 2026 by Bautis Financial

Senior living is booming — but it’s complex. Radhika Rastogi explains how investors can turn underperforming communities into profitable opportunities.

Read moreEpisode 287 – Investing in Senior Living Real Estate With Radhika Rastogi
Upstream: The Quest to Solve Problems Before They Happen by Dan Heath

Episode 286 – Upstream: The Quest to Solve Problems Before They Happen by Dan Heath

March 6, 2026 by Bautis Financial

Are you solving problems… or just reacting to them? In this Book Club discussion, the Bautis Financial team breaks down Upstream by Dan Heath and explores how better systems, ownership and early warning signals can prevent problems before they start.

Read moreEpisode 286 – Upstream: The Quest to Solve Problems Before They Happen by Dan Heath
Dominoes stopped collapse by business person

Episode 285 – When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore

February 27, 2026 by Bautis Financial

Why do great ideas fail even when everyone works hard? Eugene Theodore, author of Built to Collapse, explores the unseen pressures in business systems, innovation pitfalls, and strategies for sustainable growth. If you lead a team, run a business, or want to make decisions that last, this episode is for you.

Read moreEpisode 285 – When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore
Reaching Your Goal | Hitting Your Target | Excellence vs. Perfection

Episode 284 – Excellence vs. Perfection In Money and Health With Stanley Bronstein

February 20, 2026 by Bautis Financial

Learn how to break the all-or-nothing cycle in health and finances. Marc Bautis and Stanley Bronstein discuss excellence, consistency, and the power of small daily improvements.

Read moreEpisode 284 – Excellence vs. Perfection In Money and Health With Stanley Bronstein
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Montclair, NJ 07042
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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