Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical steps in starting a business to navigating complex regulatory environments. Discover practical advice on drafting solid contracts, resolving disputes, and safeguarding intellectual property rights.  In this episode, you will learn: A variety of l ..read more

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, and embrace flexible retirement approaches that suit your lifestyle.  In this episode, you will learn: Why there is a need for a mindset shift regarding retirement – from a fixed age-based milestone (like 65) to a more flexible approach that cons ..read more

Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need. Tune in to gain valuable insights on maximizing your travel experience! In this episode, you will learn: What luxury travel is. The physical and mental benefits to travel. The advantages to working with a travel advisor or consultant. How to choose a travel advisor or ..read more

Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185 years of combined experience, Rodney and his team are experts in crafting bespoke travel experiences tailored to your every need. Tune in to gain valuable insights on maximizing your travel experience! In this episode, you will learn: What luxury travel is. The physical and mental benefits to travel. The advantages to working with a travel advisor or consultant. How to choose a travel advisor or ..read more

Oftentimes we think about what we want to achieve in life, but how do we plan to get there and accomplish those goals? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ken Rusk. Ken is the founder of Rusk Industries, a bestselling author, entrepreneur, and motivational speaker who achieved WSJ Bestseller status with Blue-Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life. He hosts the podcast "Comfort Peace & Freedom" and empowers individuals through his impactful course, "The Path to a Successful Life." Tune in to hear how individuals ..read more

Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing mistakes, from chasing trends to succumbing to emotion-driven decisions, and gain invaluable strategies to steer your financial ship towards calmer, smarter waters. Tune in now and transform your approach to investing! In this episode, you will learn: What action bias and recency bias is, and the application of both to investing. Why managing emotions like fear and greed is essential to preventing ..read more

Do you often find yourself hesitating before a big decision, or weighing the pros and cons?  In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins’ first book, and it was written with the goal of inspiring more people to live life to the fullest. This mission to encourage people to live their best lives is integral to everything Collins does, from her work creating sanctuaries for her interior design clients ..read more

As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long? In this episode, you will learn: The documents you must keep indefinitely, including legal, personal, and financial records. How long to keep tax-related documents and records. Practical storage solutions for both paper and electronic records. Best practices for disposing of old financ ..read more

100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts the award-winning podcast Succession Stories. In this episode, you will learn: How to proactively pl ..read more

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke.  Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and make better decisions as a result. In this episode, we discuss:  Why it’s important to think in terms of “bets.” How and why life is more like a game of Poker than it is a game of Chess. What it means to make probabilistic decisions. How t ..read more