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In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the second book assignment in their monthly Book Club, The Infinite Game by Simon Sinek. The book seeks to answer the question: How do you win a game that has no end? These “infinite games” include business, politics and life itself. The book challenges the ways that we look at the responsibility of business and life.In this episode, we discuss:Infinite games versus finite games.The five essential practices of an infinite mindset.The difference between worthy rivals and competitors.The role of a just cause, or “why.”The role of a leader.And more!This is the second episode in the Bautis Financial Book Club series. Listen to the first episode, where we discuss Atomic Habits by James Clear, here.Resources: Episode Transcript & Blog | The Infinite Game | Start With Why | Bautis Financial: (862) 205-5000

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the first book assignment in their monthly Book Club, Atomic Habits: Tiny Changes, Remarkable Results by James Clear. Packed with evidence-based self-improvement strategies, the book teaches readers how to make small changes that can transform their habits and deliver remarkable results.In this episode, we discuss:What our team liked most about the book.What our team learned from and took away from the book.How our team is utilizing the information in their daily life.What habit strategies worked (and what didn’t) for our team.And more!This is the first episode in the Bautis Financial book club series. We will share future book club episodes here once they are released.Resources:Episode Transcript & Blog | Atomic Habits: Tiny Changes, Remarkable Results | The Power of Habit | The Infinite Game | Bautis Financial: (862) 205-5000

Every year, the American Psychological Association surveys people across the United States about stress: its sources; its intensity; and how people are responding to stressors. The 2020 survey found that nearly 2 in 3 adults (64%) said that money is a significant source of stress in their life, and this statistic wasn’t surprising -- “Regardless of the economic climate,” APA CEO Norman B. Anderson, PhD said, “money and finances have remained a top stressor since our survey began in 2007.”In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Bob Wheeler, a financial expert, motivator, and author of The Money Nerve: Navigating the Emotions of Money. Tune in to learn how to uncover and understand your financial habits, limiting beliefs and emotional blocks around your finances to create a healthy relationship with money.In this episode, you will learn:How financial habits, behaviors and emotions come to fruition.How to have conversations about money with your children and spouse.How to create and enforce good financial habits, like saving and paying off debt.Practical tools for improving money management.And more!Resources:Episode Transcript & Blog | Themoneynerve.com | The Money Nerve: Navigating the Emotions of Money | Bautis Financial: (862) 205-5000

The #1 mistake entrepreneurs make is building a business that relies too heavily on them. So, when the time comes to sell, prospective buyers aren’t confident in the company’s future — whether it’s profitable or not. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by John Warrilow, the founder of The Value Builder System™, a practice management software for business advisors. His best-selling book Built to Sell: Creating a Business That Can Thrive Without You was recognized by both Fortune and Inc. as one of the best business books of 2011. Prior to founding The Value Builder System™, he started and exited four companies, including one acquired by a public company. In this episode, you will learn:The basics of The Value Builder System™How to identify your TVR (teachable, valuable, repeatable) to better scale your business.Common mistakes entrepreneurs make and how to avoid them.Warrilow’s take on the common question; When is the right time to sell?What it means to reach the freedom point, and how you can determine if now is the time to tell your business.And more!This is the final installment of a two-part series for business owners. Listen to the first episode, “Maximizing the Value of Your Business Before Selling” with Michelle Seiler Tucker.Resources:Episode Transcript & Blog | Builttosell.com | The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top | Built to Sell: Creating a Business That Can Thrive Without You | The Value Builder System | Get Your Value Builder Score | Built to Sell Radio | Bautis Financial: (862) 205-5000

If you’re hoping to sell your business, we have some bad news: According to Steve Forbes, 8 out of 10 businesses will never sell. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michelle Seiler Tucker, an expert in the business of selling businesses. Seiler Tucker is a business broker with over 20 years of experience and over a thousand businesses bought and sold. She is also a two-time #1 best-selling author, speaker, TV and radio host, and the co-author of the book Exit Rich: The 6 P Method to Sell Your Business For Huge Profit. Tune into to learn how you can fix and grow your business for a better outcome when selling.In this episode, you will learn:The best time to sell a business.The five types of business buyers.The importance of a business valuation.How your industry plays a role in selling your business.How to find buyers for your business.And more!This is the first installment of a two-part series for business owners. Listen to the second part, "How a Business Owner Can Calculate Their Freedom Point."Resources:Episode Transcript & Blog | Exit Rich (2021) | Exit Rich Podcast | Seilertucker.com | | Bautis Financial: (862) 205-5000

Did you know that only 9% of U.S. adults eat enough vegetables daily, and only 12% eat enough fruit? This data, according to the CDC, is shocking. But it’s why host Marc Bautis and John Williams brought Caryn O’Sullivan, a Clinical Nutrition expert and Integrative Clinical Health Coach, onto the show. O’Sullivan has spent the last 15 years helping people take charge of their health by digging deep to uncover the root of a variety of diagnoses and create balance through diet and lifestyle. Tune in as she reveals some of her top tips in this episode of The Agent of Wealth podcast.In this episode, you will learn:A brief overview of food and nutrition in the modern-day United States.What integrative and functional nutrition is.How to track progress and the benefit of keeping a food diary.How to identify inflammation and other key indicators of disease.And more!This is the final installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesHow to Build Resilience Resources:Episode Transcript and Blog | Appetites for Life | Bautis Financial: (862) 205-5000

Resilient, [adjective]: capable of withstanding shock without permanent deformation or rupture; tending to recover from or adjust easily to misfortune or change.In this episode of The Agent of Wealth podcast, Marc Bautis and John Williams speak with Dr. Eva Selhub — an internationally recognized expert, physician, speaker, scientist, executive leadership and performance coach and consultant in the field of corporate wellness and resilience. Selhub helps people improve their life through the creation of a culture of resilience, and in this episode she provides a baseline for how you can do just that.In this episode, you will learn:What being resilient really means.What stress is, in the most basic form (and why we need it!).The connection between resilience and stress.How to put an end to limiting beliefs.The difference between stress and a threat.And more!This is the fifth installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesResources:Episode Transcript and Blog | Drselhub.com | Drselhubcorporate.com | Resilience for Dummies | Bautis Financial: (862) 205-5000

Adults between the ages of 18-64 need seven to nine hours of sleep per night. However, 35.2% of all adults in the U.S. report sleeping on average for less than seven hours per night. In this episode of The Agent of Wealth podcast, Marc Bautis speaks with Dr. Michael Gradisar, a sleep scientist, sleep practitioner, sleep teacher and leader of WINK Sleep, a group of sleep scientists and therapists who have treated 1000’s of people and conducted over 100 studies about sleep. The two of them discuss the integral role sleep plays in health.In this episode, you will learn:National and worldwide trends related to sleeping.How to measure changes in sleep.Common causes of sleep issues.How exercise before bed, CBD, melatonin and blue light do and don’t affect sleep — which may surprise you!And so much more!This is the fourth installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingHow to Build ResilienceResources:Episode Transcript and Blog | WINK Sleep | Bautis Financial: (862) 205-5000

69% of parents say that if they knew more positive parenting strategies, they would use them. To those parents, you’re in the right place. In this episode of The Agent of Wealth podcast, Marc Bautis speaks with Maria Sanders, a licensed social worker and certified parent coach who specializes in the areas of child development, conscious parenting and social/emotional development to support parents in creating a sense of calm, confidence and connection within themselves and their families. Using the expertise she’s gathered from her Collaborative Problem Solving® Certification and over 20 years of hands-on experience, Sanders offers solutions for some of the most frequent challenges that arise for parents. In this episode, you will learn:How parents can get clear on their boundaries and family values.How to create realistic expectations for your child’s growth and development.Skills and solutions for long-term parenting success.What collaborative problem-solving is and the ideal age to begin this approach.How to balance collaborative problem-solving with parental authority.How parents can tackle social media and screen time issues with their children.And more!This is the third installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay Motivated How to Overcome Your Sugar AddictionTools for Solving Common Sleep IssuesHow to Build ResilienceResources:Episode Transcript and Blog | Maria Sanders Parent Coach Website | Maria Sanders Parent Coach Facebook Page | Maria Sander’s Instagram Page | Bautis Financial: (862) 205-5000

Did you know that approximately 75% of Americans eat excess amounts of sugar, many of whom could be classified as having a sugar addiction? In this episode of The Agent of Wealth podcast, Marc Bautis and John Williams invite Dr. Vera Tarman on the show. Tarman is a clinical physician, author, speaker and food addiction expert who believes that an addiction to sugar can be as treacherous as an addition to alcohol, tobacco and even cocaine. Tarman’s expertise includes hands-on experience as a recovering food addict who has maintained a 100-pound weight loss for more than 12 years. In this episode, you will learn:What classifies a sugar addiction?How genetics, previous additions and environment may play a role in food addiction.How and why sugar is considered a gateway drug.How sugar plays a role in the leading causes of death worldwide.A discussion of the difference between passion and addiction.And more!This is the second installment in a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Start Exercising and Stay MotivatedHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesHow to Build ResilienceResources:Episode Transcript and Blog |Food Junkies: Recovery from Food Addiction (2019) | Addictions Unplugged – Dr. Vera Tarman’s Website | Sugar-Free for Life Support Group | Food Junkies: Recovery from Food Addiction (Podcast) | Bautis Financial: (862) 205-5000

You can’t enjoy wealth if you’re not in good health, right? Though sometimes overstated, the saying “health is wealth” — a variation of American philosopher Ralph Waldo Emerson’s writings — rings true for a variety of reasons. In this episode of The Agent of Wealth podcast, Marc Bautis invites John Williams, Wealth Advisor at Bautis Financial, on to the show to discuss health in the form of movement. They discuss everything from the benefits of exercise, to getting (and staying) motivated, to the mechanics of beginning a training program —  especially as it relates to running a race. Throughout the conversation, Bautis and Williams lean on their personal experiences as collegiate athletes.In this episode you will learn:How health affects cost of living, especially as you age.Trends in health and fitness in the aftermath of the COVID-19 pandemic.How to start a fitness program, specifically running, including what to avoid.How to create (and crush!) realistic fitness goals.Intrinsic motivation and accountability.And more!This is the first installment of a six-part Agent of Wealth series, called “Health is Wealth.” Listen to the other episodes:How to Overcome Your Sugar AddictionHow Collaborative Problem-Solving Can Lead to Better ParentingTools for Solving Common Sleep IssuesHow to Build ResilienceResources: Episode Transcript and Blog | Fidelity Health Expense Calculator | Clear a Path Podcast, hosted by John Williams | Bautis Financial: (862) 205-5000

Airbnb, DoorDash and Snowflake made the top ten list of 2020’s biggest IPOs. It was a record-breaking year for companies going public, even with the uncertainty brought on by the COVID-19 pandemic, and those who invested in the right place at the right time. In this episode of The Agent of Wealth Podcast, Marc Bautis invites John Williams, Wealth Advisor at Bautis Financial, on the show to discuss if initial public offerings (IPOs) are good investments.In this episode, you will learn:What is an initial public offering (IPO)?How to invest in an IPO.The pros and cons of investing in IPOs.Advice for what to do when your company IPOs.Indicators of a successful and unsuccessful IPO.How to determine the valuation of a company, including a discussion about accuracy.And more!Episode WebpageResources:Bautis Financial: (862) 205-5000

Charitable giving is trending: According to the Blackbaud Institute, overall charitable giving in the United States increased by 2.0% in 2020. In this episode of The Agent of Wealth Podcast, Marc Bautis invites Kris Putnam-Walkerly, a philanthropic advisor, to share her knowledge and experience on charitable giving. She discusses how to transform your giving to catapult your impact.In this episode, you will learn:Reasons for the growth of charitable giving in 2020.How to create positive change through charitable giving.The differences between various giving vehicles, including donor advised funds and private foundations.Balancing charitable interests with action for the most effective results.Expectations for the future of charitable giving.Resources: Episode Webpage | Bautis Financial: (862) 205-5000 | Kris Putnam-Walkerly: kris@putnam-consulting.com | Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving

In this episode of The Agent of Wealth Podcast, Marc Bautis invites Ellen Rogin to share her knowledge and experience on the power of picturing your prosperity. She discusses the steps to take in order to turn a vision into reality and the benefits of visualization and meditation. Ellen also shares stories and examples with Marc of people who have utilized visual representation to create financial goals. In this episode, you will learn: Everyone has a unique vision and why putting a prosperity picture together can help you focus on what’s important to you.How to take your vision, put it into action and execute on it How Marc went from being a skeptic of visualization to understanding how powerful it could beThe benefits of meditation and how it can help you make better financial decisions and ensure that your priorities align with your values.And more!Tune in now to discover how tapping into your creative mind can help you build towards a secure financial future!Episode WebpageResources:Bautis Financial: (862) 205-5000 | Ellen Rogin: Ellen@Ellenrogin.com | My Prosperity Gift | Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality

Should I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like?In this episode of The Agent of Wealth Podcast, Marc Bautis does a 2020 recap and looks ahead to help prepare you for taxes, investments, and your financial plan. Marc touches on hot topics that are all the rage right now and also shares his best tips on how to handle your financial future starting now. In this episode, you will learn about:The 2020 election and a market review2021 economic predictions and key risksInvesting in popular trends such as Bitcoin, IPOs and TeslaPotential tax changes and their impact to your investments and financial planPlanning and investment ideas for 2021 and beyond based on the new Biden administrationTune in now to learn about strategies to guide you towards a strong financial plan!Episode Webpage: https://bautisfinancial.com/episode-62-the-year-in-review-and-a-look-ahead/Resources: Bautis Financial: (862) 205-5000 | Webinar Video

What should you do if you get a letter or notice from the IRS? Don't ignore it.In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Allan Rolnick on the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at your door and the steps you should take to resolve the problem. Allan also shares his best tips on how to be compliant with the IRS to limit any issues. In this episode, you will learn:The first step to approaching a letter from the IRSThe most common reasons for receiving a notice from the IRSWhat assets the IRS can come afterHow the IRS devises a payment planAnd more!Tune in now to learn strategies to protect yourself from the IRS!Episode WebpageResources:Bautis Financial: (862) 205-5000 | Allan Rolnick: (718) 841-7317 | The Tax Resolution Ninja Show

Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony ParkSummaryDid you know that nearly 60% of Americans lack a will or have done any estate planning? In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning. They discuss why naming an executor is significant for not just a person’s assets but also their personal well being. Anthony shares what the average estate process may look like when a person dies and how an executor’s role comes into play. In this episode, you will learn:What happens to your estate when you dieTips on who to name as the Executor of your estate and why naming your child may not be the best decision. Why estate planning for “Solo Agers” is critical What happens during probate if you own property in multiple statesAnd more!Tune in now to learn strategies that will help you create your estate plan!Resources:Episode Webpage:Bautis Financial: (862) 205-5000 | Anthony S. Park | Anthony’s Books on Amazon

SummaryIn this episode of The Agent of Wealth Podcast, Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate. Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a fulltime real estate investor. Abel speaks on some of the challenges that may come with the profession and how he has found success in commercial real estate.In this episode, you will learn:Where to start your real estate investing journey with different market and asset classes The difference between investing actively vs passively The three things to consider when evaluating real estate investment opportunitiesTips for raising capital and building trust with investors  COVID’s impact to the opportunity and investor side of commercial real estateAnd more!Tune in now to learn how to add commercial real estate to your portfolio! Resources:Episode Webpage: Bautis Financial: (862) 205-5000 | 5 Talents CRE

How do you approach and understand people with opposing views?In this episode of the Agent of Wealth Podcast, Karen Tibbals and Marc Bautis discuss the strong political divide currently between people and what is underneath our moral fundamental belief systems. Karen dives into tactics that will help you have those difficult conversations, and repair relationships rather than preaching your beliefs.In this episode, you will learn:How social and political beliefs became alignedThe 5 Moral Foundations: belonging in a community, respect for authority, sacredness, care for others, and fairness and how they apply to understanding each other.Why preaching your beliefs to someone will actually have the reverse effect. Three techniques proven to change people's minds.How to repair relationships with people who you’ve disagreed with.And more!Tune in now to learn about Karen Tibbals approach: persuade don’t preach. Resources:Episode WebpageKaren’s Website  | Persuade Don’t Preach | Bautis Financial: (862) 205-5000 

On today’s show, Victoria and John sit down with Nikole Vialet and talk about the ways she helps her clients repair their credit and how the help doesn’t stop there.  She discusses the many ways that she educates her clients on the many ways they can improve their financial wellness.    In this episode, you will learn: Some of the most important things you can do to improve your credit scoreThe many different ways a credit repair specialist can help their clientsWhy is it so important to achieve and maintain strong credit?All of the different things that positively and negatively affect your creditAnd more! Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com |