All Episodes
The Agent of Wealth — 307 episodes
How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge
Medicare Explained: How to Navigate Your Coverage Options With Ryan George
Branding That Drives Growth With Michael Maloney, Brand Force 5
Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen
What Never Split the Difference Teaches Us About Negotiation
How Financial Abuse Happens — and How Survivors Rebuild With Amanda J. Scott
What AI Adoption Is Doing to Private Company Valuations With Ted Wolf
Crypto’s Dirty Secret: Why Investors Are Vulnerable to Fraud With Courtney M. Werning
Avoid Startup Failure: The Legal Mistakes Founders Make Before Launch With Philip Crowley
Retire Strong: Physical Health Strategies for Your Next Chapter With Susan Brady
What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson
The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit
The Trillion-Dollar Launch: Decoding the SpaceX IPO
Common Home Equity Options: What Every Homeowner Needs to Know
The Cash Pivot: What to Do as Yields Melt Away
Hidden Potential: The Science of Achieving Greater Things by Adam Grant
Deepfakes & Deception: How to “PROOF” Your Family
Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller
Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee
Unconventional Money Wisdom for Single Parents With Pat Hankin
Winning the Rent Game: Tips From Justin Pogue
Investing in Senior Living Real Estate With Radhika Rastogi
Upstream: The Quest to Solve Problems Before They Happen by Dan Heath
When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore
Excellence vs. Perfection In Money and Health With Stanley Bronstein
Inside Mobile Home Park Investing With Leo Young
Planning for Long-Term Care Without Panic or Fear, With Raymond Lavine
The Human Touch in a Tech-Driven Banking World With Walt Postlewait
The AI Scam Wave: Deepfakes, Voice Clones, and Your Bank Account With Robert Siciliano
How Investment Fees Work With John Williams, CFP®
Precious Metals in a Shifting Monetary System With David Morgan
Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel
Communicating with Purpose: Insights from Supercommunicators by Charles Duhigg
The Small Business Owner’s Guide to Leveraging Technology With David Quick
How to Navigate the World of Senior Living With Melina Owusu
Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers
Trusts Made Simple: Estate Planning Insights With Tom Szieber
How to Break Into the Drone Business With Damon Darnall
The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky
The Hidden Potential of Bitcoin Mining With Beau Turner
The Parents’ Guide: Contributing To Your Child’s Wedding
The Cost of Poor Estate Planning With Eric Kaplan
Legal Wellness Made Simple With Danny Karon
The Hidden Cost of Staying in a Career That’s Draining You With Rachel Spekman
The One Big Beautiful Bill Act: Key Provisions to Know
The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
How to Help Your Adult Children Buy a Home
The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin
The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
Dividend Strategies for Generational Wealth With Roger Conrad
Unlocking Private A.I. Investment Opportunities With Mike Ivancie
What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady
Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney
How to Create and Grow a Roth IRA For Your Children
Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book
Turning Marriage Into An Asset With Dr. Travis Parry
Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD
Energetic Wealth: The Missing Link to Women’s Financial & Emotional Liberation With Egle Aleknaviciute
Staying Put and Staying Secure: How Reverse Mortgages Can Empower Retirees With Kevin Guttman
ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi
How Smart Investing Can Solve the Affordable Housing Crisis With Samuel Sells
How Inflation Distorts Markets With Ivan Pavlovic
Financial Therapy: The Missing Piece in Retirement Planning With John Hankins
A Guide to Investing in Section 8 Real Estate With Michael Curadossi
Discover Your Money-Multiplying Superpower With Scott Yamamura
The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe
How to Find Joy in Your Relationship to Money With Elizabeth Husserl
What It Means to Be a Fiduciary With John Williams
Unlocking Wealth Through Self-Storage Investments With Mark Helm
How Blockchain and Digital Trust Will Shape the Future of Finance With Dan Averbukh
Finish What You Start: The Art of Following Through By Peter Hollins
Strategic Real Estate Planning: Navigating Family Wealth Transfer With Amelia Misenheimer
How to Reduce Tax Debt With Stephen A. Weisberg
Unlocking Wealth With Car Wash Investments, With Kriss Berg
Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein
MBA A$AP: Revolutionizing Business Education With John Cousins
Maximize Your 401(k): How Much to Save, and Smart Investment Allocation
Building Winning Teams in Sports and Business With Marques Colston
Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin
Points, Miles and Wealth: Credit Card Hacks With Elliot Rosenberg
Unlocking Hidden Government Grants: How to Find Money You Didn’t Know Existed With Matthew Lesko
Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy
Family Meetings: Connecting Hearts and Solving Problems Together With Rebeccah Silence
The 2024 Year-End Financial Planning Checklist
Expert Insights: 1031 Exchanges, DSTs, and Real Estate Investment Strategies With Stephen Haskell
Maximize Your 401(k): Roth vs Pre-Tax Contributions
Mastering the Art of Time Management With David Buck
Co-Investing: Fractional Ownership in Real Estate With Brian Davis of SparkRental
Unreasonable Hospitality: Compelling Reasons to Give More Than Expected
Understanding The Power of “WE” With Kyle McDowell
Wealthier: The Investing Field Guide for Millennials With Daniel Solin
Strategic Planning for a Debt-Free Education With Elizabeth “DrRoz” Rosner
How to Publish a Book Like a Pro With Michele DeFilippo
The Dos and Don'ts for Turnkey Rental Investing With Scott Stanfield
How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro
Rewiring the Mindset Around Retirement With Kevin Hoover
The Benefits to Using a Travel Advisor With Rodney George
Tax Debt Relief and Resolution With Morgan Q. Anderson
Financial Strategies for Blue-Collar Workers With Ken Rusk
5 Investing Mistakes You May Not Know You’re Making
How to Proactively Mitigate Conflict When Estate Planning With Kat Newport
Lessons from an All-In Life With Jeanne Collins
Financial Documents: What to Save and How Long to Keep Them
How to Plan a Winning Business Transition With Laurie Barkman
Lessons From "Thinking in Bets" By Annie Duke
Visionary Franchising With John Hewitt
How to Determine the Difference Between Wants and Needs
Diversification into Precious Metals With Michael Arries
Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone
How to Master Your Reading Habits With Nick Hutchinson
How to Create a 9-5 Paycheck Without a 9-5 Job With Jen Paterson
How to Breakthrough Burnout and Go From Stress to Success With Dr. Lance Knaub
Proven Ways to Acquire and Retain Clients With Richard Weylman
How to Stay Positive No Matter What’s Pissing You Off With Martin Salama
Mortgage Note Investing 101 With Fred Moskowitz
How to Prepare for a Successful Tax Season
Risk and Reward: Insights From Day Trading Expert Darrell Martin
Deep Work: Rules for Focused Success in a Distracted World by Cal Newport
Teaching Financial Literacy In and Out of the Classroom With Brian Curcio
The Power of a One-Page Financial Plan
Rethinking Dieting to Achieve Permanent Weight Loss With Alan and Angie Thomas
How to Buy and Renovate Websites For Income and Assets With Matt Raad
How to Replace Your Working Income With Passive Income, With Bronson Hill
Unlocking the Power of AI in Investing With Andrew Einhorn
1031 Exchange: What Real Estate Investors Need to Know With Dave Foster
How Real Estate Investors Can Get Private Lending With Kevin Amolsch
Elder Financial Abuse: Meaning, Signs, Prevention
How to Minimize Taxes While Staying Out of Tax Trouble With Gary Massey
The Role of Charitable Giving in Our Personal Finance Habits With Adam Nash
Wild Problems: A Guide to the Decisions That Define Us by Russ Roberts
How to Tap Into Your Money Persona With Garrett Gunderson
The Cure for Money Madness, Cultivating “Enough” With Spencer Sherman
How to Use Meditation as Business Growth Tool With Anand Balasubramanian
How to Safeguard Your Parents From Senior Citizen Scams
How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel
Experiments With Chat GPT
How to Make Money Renting Your Home As a Film Set With Josh Lawlor
The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw
Overcome Procrastination and “Do It Today” (Bautis Financial Book Club)
What Parents Should Consider As Their Child Becomes Independent
How Men Can Rekindle and Reignite Their Marriage With Dr. Michael Jaquith
How to Prepare for An Estate Planning Meeting With John Williams
How to Invest in the Private Market With Leif Hartwig
How Families Can Balance Paying For College And Saving For Retirement
Financial Tips for Women Facing Divorce With Patti Handy
How to Protect Yourself From Cyber Threats With Mikhail Itenberg
Talking AI With Manuj Aggarwal
Money: The True Story of a Made-Up Thing By Jacob Goldstein
How To Choose A Tax Planning Specialist With Alex Sonkin
How Goal Planning Can Help You Achieve Financial Fulfillment
How to Leverage Government Contracts for Small Business Growth With Richard C. Howard
The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw
Tax Strategies for a Highly Profitable Business With John Briggs
How to Use a Self-Directed IRA to Invest in Alternative Assets With Mat Sorensen
The Cost of Not Addressing Grief With Victoria Volk
What to Consider When Reviewing Your Investments
The Spanx Story: Sara Blakely's Incredible Journey to Success
Five Infinity Sources of Passive Income to Fund a Lifetime With Toby Mathis
How Investors Can Build High Quality Diversified Portfolios With Bob Elliott
How to Teach Your Children to Invest Like a Honeybee With Henry Svec
The Silicon Valley Bank Collapse: How You Can Protect Yourself
Helping Heroes Buy and Sell Real Estate With C. David Cain
What You Need to Know About Estate Planning With John K. Ross
How to Sell Your Online Business With Nate Lind at Website Closers
What to Do When You Lose Your Job
Hero on a Mission: The Path to a Meaningful Life by Donald Miller
A Journey Around the World With Chris Donaldson
Everything You Wanted to Know About RMDs
The Divorce Money Guide With Tracy Coenen
Accounts to Consider If You Want to Save More
Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia
Financial Issues to Consider at the Start of the Year
Cryptocurrency and Taxes With Micah Fraim
How the Midterm Elections Will Impact the Markets
How to Blast Away Debt in Record Time With Adam Carroll
How to Get All You Can From Your Money and “Die With Zero”
How to Protect Your Assets With Brian T. Bradley
How to Prepare For Post-Retirement Aging With Allison O'Shea
When Will We Hit Peak Inflation?
Investing in Coffee With Josh Ziegelbaum, Legacy Group
Using Leading Indicators to Predict Market Performance
How to Go to College and Graduate Debt-Free With Shellee Howard
Bautis Financial Book Club: Think Again by Adam Grant
Adding Gold to Your Portfolio to Hedge Against Inflation With Patrick Yip
How to Use Sustainability to Practically Add Value to Your Home With Erin Shine
What We Know About The Student Loan Debt Relief Plan With John Williams
Aligning Your Investments With Your Values With Luke Wilcox
Should Your Business Consider Captive Insurance? With Jarid Beck
Empowering Women to Create Wealth With Jewel Tankard
Mistakes to Avoid When Taking Withdrawals From Your 401k
Mistakes to Avoid When Investing In Your 401k
Mistakes to Avoid When Contributing to Your 401k
How to Reduce Your Tax Bill With Mark Myers
What to Do With Your Old Savings Bonds
Demystifying the Insurance Claims Process With Galen Hair
The 5 Biggest Mistakes Investors Make When Buying Rental Properties
Get Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon Stein
Mistakes to Avoid When Buying Your First Business With Elliott Holland
Bautis Financial Book Club: Stacked: Your Super-Serious Guide to Modern Money Management
Stacked: Your Super-Serious Guide to Modern Money Management With Emily Guy Birken
Should You Add Fixed Income Investments to Your Portfolio?
Early Stage Investing With Joe Cecala
When Will the Markets Hit a Bottom?
From Rags to Riches: Laundromats As An Alternative Investment With Dave Menz
How to Analyze Your 1040 Return To Be More Tax Efficient
How Coliving Can Supercharge Existing Real Estate Properties With Johnny Wolff
Bautis Financial Book Club: Animal Spirits by George Akerlof and Robert Shiller
Investing in Real Estate Without Tenants, Termites or Toilets With Brent Bowers
How to Teach Your Teenager Money Skills With Rachel Murphy
Group Investing With Family and Friends, With Travis Smith of Tribevest
Talking Real Estate With the LOL Girls, Kim Curtis and Nancy Chu
Making Sense of Cryptocurrency and Digital Assets With Mark Basa
From Hair Stylist to Financial Freedom With Myra Oliver
The Power of Leverage in Your Business With Brad Sugars
Wine As An Investment With Anthony Zhang of Vinovest
How to Fix-and-Flip Real Estate With Viktor Jiracek
How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan
Empowering You to Become Financially Sustainable With Myles Wakeham
Bautis Financial Book Club: Elon Musk - Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance
How to Manage Finances As A Couple With Chris Felton
How to Create Infinite Wealth Using Infinite Banking With Anthony Faso and Cameron Christiansen
How to Build A Passive Income by Investing in Renewable Energy Projects With Mike Silvestrini
How to Shop Smarter Online With Jim Markus
How to Use Franchises As an Asset Class With Jon Ostenson
The Importance of Mindset in Multifamily Investing With Rod Khleif
The Compelling Opportunity of Investing in Uranium With Scott Melbye
How To Improve Your Finances Using the Profit First System With Aimee Laliberte
How To Relieve Financial Stress With Kelly Moylan
How to Create Passive Income By Investing in Raw Land With Mark Podolsky
How To Create Passive Income With Real Estate Note Investing With Martin Saenz
Bautis Financial Book Club: The Infinite Game by Simon Sinek
Bautis Financial Book Club: Atomic Habits by James Clear
How To Create a Healthy Relationship With Money with Bob Wheeler
Business Owner Series: How a Business Owner Can Calculate Their Freedom Point With John Warrilow
Business Owner Series: Maximizing the Value of Your Business Before Selling With Michelle Seiler Tucker
Health is Wealth: How to Eat for Energy With Caryn O’Sullivan
Health is Wealth: How to Build Resilience With Dr. Eva Selhub
Health is Wealth: Tools for Solving Common Sleep Issues With Dr. Michael Gradisar
Health is Wealth: How Collaborative Problem-Solving Can Lead to Better Parenting With Maria Sanders
Health is Wealth: How to Overcome Your Sugar Addiction With Dr. Vera Tarman
Health is Wealth: How to Start Exercising and Stay Motivated
Should You Invest In the Latest IPO? With John Williams
How to Change the World Through Charitable Giving With Kris Putnam-Walkerly
Using a Prosperity Picture to Create Your Perfect Life With Ellen Rogin
The Year in Review and a Look Ahead
What to Do If You Get a Tax Notice From the IRS With Allan Rolnick
How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park
How to Analyze Real Estate Investment Opportunities With Abel Pacheco
How to Repair Relationships Damaged by the Political Divide With Karen Tibbals
How to Improve Your Credit Score With Nikole Vialet
How Will the Election Impact Your Portfolio?
How to Protect Your Assets With a Long-Term Care Plan With Raymond Lavine
Financial Planning After a Job Loss
How to Make Better Financial Decisions by Focusing on Your Emotions With Anne Beaulieu
How to Live the Retirement of Your Dreams With Fritz Gilbert of The Retirement Manifesto
From Corporate America to Reinventing the Shirt Industry With Matt Hornbuckle
The Benefits of Coaching in Organizations with Katie Stricker from Sayge
How to Improve Your Child’s Money Management Skills With Shara Nadler of iPiggiBank
Tips for Hiring During The COVID-19 Pandemic With Jen Selverian
How to Execute A Job Search During the COVID Pandemic With Geoffrey Goldman
4 Keys to the Challenges Faced by a Family Caregiver
How to Improve Your Image With Sharon Kornstein
What the COVID Pandemic Can Teach Us About Markets and Investing
How The CARES Act Applies to Small Businesses
Individual Relief Available Through The CARES Act
How to Navigate the COVID Crisis
Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment
10 Ways To Obtain Clarity Into Your Finances
Does Your Business Need a Virtual CFO? With Bryant Tolles
The SECURE Act and Changes to Your Retirement Plan
How to Prepare Your Business For Tax Season With Kelli Lewis
Direct Indexing to Achieve Tax Alpha and Efficiency
How to Make Sure You're Properly Covered Through Insurance With Jason Street
How to Avoid Running Out of Money in Retirement
Retirement Numbers That Every Single Person Needs to Know
Why We Use the Factor Investing Strategy
How to Start Decluttering Your Home Today With Maria Diaz
Tax Planning: Not Just a Year-End Event With Kenneth Lam, CPA
Why Medicare Parts A and B Aren’t Enough With Victoria Finlay
Can a Reverse Mortgage Fit in Your Financial Plan? With David Faccone
Changing Jobs? Don’t Forget About Your 401(k)
Is Divorce Coaching Right for You? With Jason Levoy
10 Things CPAs Should Know About IRAs: Part 1
Can Dividends Lead to Financial Freedom?
What Would You Do If There Was a Recession?
How to Use ESG Investments in Your Portfolio
Adding Real Estate to Your Investment Strategy
Benefits to Knowing Your Business’s Value With Jason Early
Meet Victoria Finlay of Bautis Financial
Budgeting to Make Your Money Work for You With Judy Lawrence
What Issues Should I Consider Before I Retire? – Part 2
What Issues Should I Consider Before I Retire? – Part 1
College Planning: How To Pay Off Your Student Loans With Jan Miller
10 Cybersecurity Threats and How to Combat Them With John Williams
College Planning: How to Cut The Cost of College With John Williams
College Planning: How To Start Saving For College With John Williams
Financial Workshops Part 1: Maximizing Your Social Security
Understanding Risk in Your Portfolio
This is How Successful People Achieve Big Goals
Breaking Down The Current State of The Economy
Your Year-End Financial Planning Checklist: Part 4
Your Year-End Financial Planning Checklist: Part 3
Your Year-End Financial Planning Checklist: Part 2
Your Year-End Financial Planning Checklist: Part 1
6 Threats To Your Retirement and How to Combat Them
Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial