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The Agent of Wealth

Marc Bautis

269 episodes

11 hours ago

What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners through one of the most impactful transitions of their lives: ...

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Self-Improvement

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What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners through one of the most impactful transitions of their lives: ...

Show more...

Self-Improvement

Episodes (20/269)

The Agent of Wealth

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

What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners through one of the most impactful transitions of their lives: ...

12 hours ago

37 minutes

The Agent of Wealth

The Hidden Potential of Bitcoin Mining With Beau Turner

Most investors think they need to buy Bitcoin to profit – but there’s another side of cryptocurrency that can generate steady income… In this episode of The Agent of Wealth Podcast, John Williams is joined by Beau Turner, founder of Abundant Mines, a company built to make passive crypto infrastructure investing simple, secure, and sustainable. In this episode, you will learn: What Bitcoin mining really is, and how it supports the cryptocurrency ecosystem.How investors can particip...

1 week ago

37 minutes

The Agent of Wealth

The Parents’ Guide: Contributing To Your Child’s Wedding

Your child’s getting married — and you want to help. But how do you give generously without putting your own financial future at risk? In this episode of The Agent of Wealth Podcast, Marc Bautis breaks down how parents can thoughtfully and sustainably contribute to their child’s big day. From managing expectations to structuring financial support, Marc provides a practical framework for making generous decisions without jeopardizing your own financial goals. In this episode, you will learn: H...

2 weeks ago

15 minutes

The Agent of Wealth

The Cost of Poor Estate Planning With Eric Kaplan

Poor estate planning can leave your family with confusion, conflict, and unnecessary costs — but it doesn’t have to. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Eric Kaplan, Senior Counsel in Greenspoon Marder’s International Wealth and Asset Planning Group. With nearly 25 years of experience, Eric shares valuable insights on the biggest mistakes people make with their estate plans, what happens when someone passes away without a will, and how strategic asset...

3 weeks ago

26 minutes

The Agent of Wealth

Legal Wellness Made Simple With Danny Karon

Legal issues affect everyone, yet most of us navigate them blindly — until it’s too late. What if you could take control of your legal wellness the same way you manage your finances or health? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Danny Karon, aka “Your Lovable Lawyer,” a seasoned attorney, law professor, and legal wellness advocate. Danny breaks down complex legal concepts and shows how everyday people can protect themselves, avoid costly mistakes, and...

4 weeks ago

22 minutes

The Agent of Wealth

The Hidden Cost of Staying in a Career That’s Draining You With Rachel Spekman

Many professionals push through unfulfilling careers, but at what hidden cost to their lives, goals, and well-being? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rachel Spekman, founder of Made for More Coaching. Rachel is a veteran coach who helps professionals who feel unfulfilled by their careers identify and tap into their unique potential. After 15 years in marketing brands, 10 years supporting startup founders, and five years practicing as a therapist, s...

1 month ago

24 minutes

The Agent of Wealth

The One Big Beautiful Bill Act: Key Provisions to Know

The One Big Beautiful Bill Act (OBBBA) – a sweeping piece of tax legislation that impacts everything from deductions to child savings accounts – has been passed. Do you know what it means for your financial plan? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams to break down key provisions of the new law and highlight the biggest planning opportunities. In this episode, you will learn: How the new $40,000 SALT deduction cap works, who benefits, and w...

1 month ago

32 minutes

The Agent of Wealth

The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman

Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide to Building Wealth and Independence. Drawing on decades of corporate leadership and financial advising experience, Steve and Mark share how their b...

1 month ago

28 minutes

The Agent of Wealth

How to Help Your Adult Children Buy a Home

Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?” In this episode of The Agent of Wealth Podcast, host Marc Bautis explores how parents can help their adult children buy a home without jeopardizing their own financial future. He breaks down four common strategies, explains the tax and planning implications of each, and shares how to approach the conversation with your family. In this episode, you will learn: How gifting a dow...

1 month ago

18 minutes

The Agent of Wealth

The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin

The business of education is rapidly evolving — from homeschooling and private schools to special education programs and investor interest. But how does it all fit together, and where are the biggest opportunities and challenges ahead? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John McLaughlin, Ph.D., Managing Partner at McLaughlin Advisors. John is a lifelong educator, entrepreneur, and advisor who has helped school owners and special education providers pr...

2 months ago

32 minutes

The Agent of Wealth

The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo

AI is transforming wealth management – but what does that really look like for financial advisors and their clients? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-powered solutions. In this episode, you will learn: The ...

2 months ago

19 minutes

The Agent of Wealth

Dividend Strategies for Generational Wealth With Roger Conrad

A note from your host: My guest’s audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us! What if your portfolio could pay you to wait? That’s the power of dividend investing. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Roger Conrad, veteran dividend investor and author, nicknamed “The Tortoise King.” With over 40 years of experience navigating recessio...

2 months ago

20 minutes

The Agent of Wealth

Unlocking Private A.I. Investment Opportunities With Mike Ivancie

The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives accredited investors access to exclusive private market opportunities — including shares of AI giants like OpenAI and Anthropic. In this episode, y...

2 months ago

31 minutes

The Agent of Wealth

What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady

What if your dream home is hiding dangers you can’t see? From undisclosed environmental risks to costly repair needs, the wrong surprise can turn homeownership into a financial headache. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bob Frady, serial entrepreneur and founder of PropertyLens, a platform that equips homebuyers with in-depth property reports to uncover hidden risks before they commit. In this episode, you will learn: How PropertyLens uses over 2,0...

3 months ago

18 minutes

The Agent of Wealth

Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney

Health insurance can make or break a small business’ financial strategy – yet many owners overlook it or overspend on the wrong plans. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Sherri Matheney, award-winning insurance agent and “Healthcare Hero,” to demystify the health insurance maze for business owners. Sherri shares how to choose the right coverage, avoid costly mistakes, and use health insurance as a tool to protect both your business and employee...

3 months ago

24 minutes

The Agent of Wealth

How to Create and Grow a Roth IRA For Your Children

Whether your child has earned income from a part-time job, or is working for a family business, a Roth IRA can be a game-changing tool for their financial future – but it must be done correctly. In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the powerful strategy of setting up a Roth IRA for children. Inspired by recent buzz (yes, Beyoncé and Jay-Z come up), Marc explains how starting young with tax-free compounding can lead to extraordinary long-term growth. ...

3 months ago

14 minutes

The Agent of Wealth

Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book

Most businesses fight for market share – but what if you could make the competition irrelevant? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses Blue Ocean Strategy: How to Create Uncontested Market Space and Make Competition Irrelevant by W. Chan Kim and Renée Mauborgne – the 16th book in the team’s ongoing Book Club series. The Bautis Financial team explores the core concepts of blue oceans versus red oceans, and how individuals and businesses alike can br...

3 months ago

27 minutes

The Agent of Wealth

Turning Marriage Into An Asset With Dr. Travis Parry

Business partners draft contracts. Investment partners sign agreements. But when it comes to marriage – one of the most important partnerships of all – too many couples skip the financial conversations that matter most. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Travis Parry, #1 bestselling author of Achieving Balance and Marry and Grow Rich. With a master’s in psychology and a PhD in Family Relations, Dr. Parry has spent his career studying the intersec...

4 months ago

42 minutes

The Agent of Wealth

Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD

What’s harder than building a successful family business? Handing it off to the next generation. Passing on a successful family business is one of the most complex – and often avoided – transitions a family can face. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Doug Gray, PhD, a leadership coach, organizational psychologist, and author of The Success Playbook for Next Gen Family Business Leaders. Together, they explore the emotional, financial, and strat...

4 months ago

33 minutes

The Agent of Wealth

Energetic Wealth: The Missing Link to Women’s Financial & Emotional Liberation With Egle Aleknaviciute

There are countless strategies to build wealth – but what if the key to lasting success lies in the energy behind those strategies? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Egle Aleknaviciute to explore how aligning mindset, emotion and energy can create meaningful financial transformation. Egle is a business strategist and energy alignment expert who helps high-achieving women clear subconscious money blocks, shift generational beliefs, and ...

4 months ago

23 minutes