The Agent of Wealth

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bronson Hill, Founder and CEO of Bronson Equity, a multifamily investment company that is a general partner in over $200M in performing real estate assets, host of The Mailbox Money Show podcast, and author of Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less.

In addition to his real estate business, Bronson also operates an educational platform, hosts the Bronson Equity Monthly Investor Series, and co-leads a large monthly meetup in Pasadena, California for investors.

In this episode, you will learn:

• What types of alternative assets offer passive income.
• How long it took Bronson Hill to replace his working income with passive income.
• If real estate investing is truly passive.
• How to get started passively investing.
• And more!

Resources:
Episode Transcript & Blog | Bronsonequity.com | Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

The knowledge and resource gap between institutional investors and retail investors widens each year. That’s why Levelfields built a game-changing platform for self-directed investors to level the playing field.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Andrew Einhorn, Co-Founder and CEO of Levelfields, a technology that screens millions of signals related to over 6,000 stocks, sifting through the noise to find those events that affect prices, and using historical data to expose patterns and put those events into context.

In this episode, you will learn:

• What Levelfields is, and how it revolutionizes investment research, making it accessible to a broader audience.
• What event-driven investing is, and how AI plays a pivotal role in uncovering profitable patterns.
• How AI can locate new investment opportunities.
• And more!

Resources:
Episode Transcript & Blog | Levelfields.ai CODE: Podcast23 | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dave Foster, Founder and CEO of The 1031 Investor. He is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 Exchange and the Section 121 Homestead Exemption. Today, Dave breaks down how to use the 1031 Exchange in layman’s terms.

In this episode, you will learn:

• What a 1031 Exchange is.
• When and why to use a 1031 Exchange.
• The six requirements of any Exchange.
• How to recognize and avoid common 1031 Exchange issues.
• How to transition from active real estate investing to passive real estate investing using a 1031 Exchange.
• And more!

Resources:
Episode Transcript & Blog | 1031investor.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Amolsch, President and Founder of Pine Financial Group, and author of The 45-Day Investor: How to Buy an Investment Property With Nothing Down in 45 Days or Less. Tune in to learn how to access the funding you need to elevate your real estate game.

In this episode, you will learn:

• Perspectives on the current real estate market.
• What hard money lending is, and how it differs from traditional bank financing.
• Which properties and project types are typically suitable for hard money loans.
• How real estate investors can get a hard money loan.
• Perspectives on the possible changes coming to real estate.
• And more!

Resources:
Episode Transcript & Blog | pinefinancialgroup.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis addresses a topic that demands our attention and concern: The financial aspects of elder abuse.

In this episode, you will learn:

• What elder abuse is, with a focus on financial exploitation of our elders.
• Staggering statistics about elder abuse in the United States.
• The different forms of financial exploitation our elders may face.
• How to prevent elder financial abuse
• And more!

Resources:
Episode Transcript & Blog | Episode 174 - How to Safeguard Your Parents From Senior Citizen Scams | Elder Financial Abuse Statistics | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Gary Massey, founder of Massey and Company CPA. Gary has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting, and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant. Together, they discuss strategies for individuals and business owners looking to minimize their tax liability.

In this episode, you will learn:

• Two of the best strategies individuals can use to minimize their tax bill.
• Five of the best strategies business owners can use to minimize their tax bill.
• LLC vs S Corp: Which is better for you?
• What you should know about IRS audits, including how to survive one.
• And more!

Resources:
Episode Transcript & Blog | Masseyandcompanycpa.com | Masseyandcompanycpa.com/blog/ | Contact Massey and Company CPA: 678-235-5460 | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you interested in incorporating charitable giving into your financial habits, but not sure where to start? Tune into this episode of The Agent of Wealth Podcast, where Marc Bautis is joined by Adam Nash, CEO and Co-founder of Daffy, a fintech platform reinventing the donor-advised fund and making charitable giving easier than ever. ​​Adam is a personal finance expert with decades of experience, most notably as a serial angel investor, advisor, and board member in over 100 companies such as Acorns, Gusto, Figma, and Opendoor. Together, they discuss how you can make charitable giving a sustainable habit through Daffy.

In this episode, you will learn:

• What Daffy is, how it works and what sets it apart from other financial platforms.
• How incorporating charitable giving into our financial habits can benefit individuals and communities.
• How individuals can strike a balance between achieving their own financial goals and giving back to the community.
• What a donor-advised fund is, and the benefits of giving through a donor-advised fund.
• And more!

Resources:
Episode Transcript & Blog | daffy.org | Follow Adam on LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Algorithms and apps analyze data and tell you how to beat the traffic, what books to buy, what music to listen to, and even who to date — often with great results. But what do you do when you face the big decisions of life — the "wild problems" of who to marry, whether to have children, where to move, how to forge a life well-lived — that can’t be solved by measurement or calculation?

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Wild Problems: A Guide to the Decisions That Define Us by Russ Roberts.

In this episode, we discuss:

• What a wild problem is, and examples of wild problems.
• The concept of flourishing.
• How to “get over yourself.”
• Lessons we can learn – and apply to our wild problems – from Bill Belichick.
• And more!

Resources:
Episode Transcript & Blog | Wild Problems: A Guide to the Decisions That Define Us | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by best-selling author, 5X entrepreneur, and financial expert Garrett Gunderson.

Garrett is the Founder of Wealth Factory, an Inc. 500 company that educates entrepreneurs on effective ways to grow cash flow, plug financial leaks, and reach economic independence. He is a New York Times best-selling author having written nine books, including Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity, as well as What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way And How You Can Too. This October, he released his newest book, Money Unmasked: Unlearn, Unlock and Take Back Control of Your Finances and Life.

Whether in writing or speaking engagements, Garrett uses a unique blend of humor and financial education. With a passion for helping people understand how to keep more of what they make without cutting back, he uses his comedic talents to deliver financial advice in a way that is both entertaining and informative.

In this episode, you will learn:

• The different money personas, including how (and why) to uncover yours.
• How we can embrace our winning money persona.
• What the “cycle of creation” is, and how we can leverage it.
• Gunderson’s upcoming children’s book, I Am Money, I Don't Grow On Trees.
• A variety of other takeaways from Gunderson’s newest release Money Unmasked.
• And more!

Resources:
Episode Transcript & Blog | Moneyunmasked.com | Free Quiz: What Is Your Money Persona? | Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity | What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way And How You Can Too | garrettgunderson.com | garrettgunderson.com/musings | Garrett Gunderson TV | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer Sherman founded.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Spencer Sherman (MBA CFP®), founder and former CEO of Abacus, author of The Cure for Money Madness, and a public speaker renowned for his mindfulness-based approach to money. Spencer leads guided meditations on money, participates in transformative events and attends several week-long silent meditation retreats each year.

He’s transformed the lives of his clients and helped them achieve financial success. Today, he’s joining us to discuss the concept of money madness, and how we can break the taboo around money.

In this episode, you will learn:

• How to overcome your limiting beliefs about money.
• How “small and boring” can help you outperform top investors.
• How to cultivate an “enough” mindset.
• How to make smarter financial decisions.
• How to break the taboo around money.
• And more!

Resources:
Episode Transcript & Blog | spencer-sherman.com/free | The Spencer Sherman Podcast | The Cure for Money Madness | Money Meditations | Follow Spencer Sherman on LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call