Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone
19m
·
The Agent of Wealth
·
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts.
Dr. Jeff Anzalone shares his transformative journey from a practicing periodontist to a leading advocate for holistic wealth. Discover the pivotal moment that sparked Dr. Anzalone's realization that traditional income sources weren't enough to secure his family's future, and learn how he embarked on a mission to diversify his income streams through real estate investing.
Gain valuable insights into the importance of nurturing relationships and prioritizing physical health on the path to holistic wealth. Dr. Anzalone's wisdom and practical advice will inspire you to redefine success and take actionable steps towards building a life of abundance and fulfillment.
In this episode, you will learn:
- The importance of securing multiple streams of income (beyond a single career) for long-term financial stability.
- How to embrace a holistic approach to wealth – one that involves prioritizing health and nurturing relationships alongside financial prosperity.
- Why over 90% of affluent individuals leverage real estate.
- Why having a strong "why" is essential for driving action and perseverance in pursuing financial freedom.
- And more!
Resources:
Episode Transcript & Blog | DebtFreeDr.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
The episode Holistic Wealth: Balancing Health, Relationships, and Finances With Dr. Jeff Anzalone from the podcast The Agent of Wealth has a duration of
19:56. It was first published
More episodes from The Agent of Wealth
Financial Documents: What to Save and How Long to Keep Them
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 financial documents.
- Strategies for streamlining your document management process.
- And more!
Resources:
Episode Transcript & Blog | Download the Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
How to Plan a Winning Business Transition With Laurie Barkman
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 plan your business transition before it’s too late.
- How business owners can get clear on the value of their business, including tips any business can use to add value.
- What it means to create a contingency plan, and compelling reasons for doing so.
- How to assess potential risks, and protect your business against them.
- How to determine what’s more important to you regarding numbers and emotional decision-making.
- And more!
Resources:
Episode Transcript & Blog | thebusinesstransitionsherpa.com | The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options | Succession Stories | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
Lessons From "Thinking in Bets" By Annie Duke
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 to become aware of your trading biases and look for contrarian opinions.
- What a feedback loop is, and how to utilize it in your decision-making process.
- And more!
Resources:
Episode Transcript & Blog | Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
Visionary Franchising With John Hewitt
Ready to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years of experience. Hewitt is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the United States, Jackson Hewitt and Liberty Tax. Both companies represent two of the top 100 largest retail organizations in North America!
John Hewitt is also the best-selling author of iCompete: How My Extraordinary Strategy For Winning Can Be Yours and the CEO of Loyalty Brands.
Tune in to explore the secrets of successful franchising!
In this episode, you will learn:
- John Hewitt’s journey from tax preparation to founding franchises.
- The common challenges of starting a franchise in the 21st century.
- How franchisees can create well-established systems (and constantly improve them).
- How to acquire your first franchise, including financing options and startup costs.
- How to know if franchising is right for you.
- And more!
Resources:
Episode Transcript & Blog | www.loyaltybrands.com | [email protected] | iCompete: How My Extraordinary Strategy For Winning Can Be Yours | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
How to Determine the Difference Between Wants and Needs
Picture this: You’re working hard and generating income, but still it feels like you’re treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you back.
In this episode of The Agent of Wealth Podcast, host Marc Bautis distinguishes the difference between wants and needs. Whether you’re struggling to differentiate between wants and needs in your own life, or seeking strategies to align your spending with your financial goals, this episode will help you pave the way towards a better financial future.
In this episode, you will learn:
- The distinction between wants and needs, and how doing so empowers effective financial prioritization.
- What to do when the lines are blurred between wants and needs.
- What the 50/30/20 budgeting rule is, and how it promotes financial stability.
- How to align your spending habits with your values and priorities.
- How to conduct a wants vs. needs audit to align your financial decisions with your long-term goals.
- And more!
Resources:
Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call