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Bautis Financial

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The Agent of Wealth Podcast

The Small Business Owner’s Guide to Leveraging Technology

Episode 275 – The Small Business Owner’s Guide to Leveraging Technology With David Quick

December 12, 2025 by Bautis Financial

AI is changing the way small businesses operate – but only if it’s applied to the right processes. David Quick shares how business owners can leverage technology effectively, avoid common pitfalls, and strengthen cybersecurity.

Read moreEpisode 275 – The Small Business Owner’s Guide to Leveraging Technology With David Quick
How to Navigate Senior Care

Episode 274 – How to Navigate the World of Senior Living With Melina Owusu

December 5, 2025 by Bautis Financial

Planning for a loved one’s senior care is tough, emotional, and sometimes overwhelming. Melina Owusu shares her expertise, personal stories, and strategies to make this journey easier for families. Listen to hear how to protect your loved ones while navigating senior living.

Read moreEpisode 274 – How to Navigate the World of Senior Living With Melina Owusu

Episode 273 – Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers

November 28, 2025 by Bautis Financial

Many entrepreneurs overlook “mundane” industries — but David Sauers saw opportunity in the portable restroom market. He scaled Royal Restrooms to 50+ franchises, proving that innovation and community focus can transform any industry.

Read moreEpisode 273 – Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers

Episode 272 – Trusts Made Simple: Estate Planning Insights With Tom Szieber

November 21, 2025 by Bautis Financial

Do you need a trust? Estate planning attorney Tom Szieber explains the differences between wills and trusts, revocable vs. irrevocable options, and strategies to protect your family’s assets while minimizing probate.

Read moreEpisode 272 – Trusts Made Simple: Estate Planning Insights With Tom Szieber
Drone Flying in the Sky

Episode 271 – How to Break Into the Drone Business With Damon Darnall

November 14, 2025 by Bautis Financial

The future is flying overhead… and the drone industry is booming! In this episode, Damon Darnall — “The Drone Boss” — shares how you can start a commercial drone business, earn your FAA license, and tap into opportunities in real estate, agriculture, inspections, and more.

Read moreEpisode 271 – How to Break Into the Drone Business With Damon Darnall
The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky

Episode 270 – The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky

November 7, 2025 by Bautis Financial

For entrepreneurs, retiring isn’t just about the numbers. Learn how to separate self-worth from the business, value your company, and move into the next chapter with confidence.

Read moreEpisode 270 – The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky
The Hidden Potential of Bitcoin Mining

Episode 269 – The Hidden Potential of Bitcoin Mining With Beau Turner

October 31, 2025 by Bautis Financial

What if you could generate Bitcoin without ever buying it – and get paid while doing it? Welcome to the world of Bitcoin mining.

Read moreEpisode 269 – The Hidden Potential of Bitcoin Mining With Beau Turner
The Parents’ Guide: Contributing To Your Child’s Wedding

Episode 268 – The Parents’ Guide: Contributing To Your Child’s Wedding

October 24, 2025 by Bautis Financial

Helping pay for your child’s wedding can be an incredible act of love – but it can also stir up emotions, expectations, and even tension. How do you give without creating resentment or financial strain?

Read moreEpisode 268 – The Parents’ Guide: Contributing To Your Child’s Wedding
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Montclair, NJ 07042
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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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