The Agent of Wealth

Have you ever been curious about the hidden opportunities that lie beyond Wall Street’s reach, but not sure where to find them? This informational episode about investing in private markets will provide context, and a very useful resource to help you do just that.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Leif Hartwig, Founder and CEO of WealthVP, a subscription-based platform that matches private investors with high-quality companies seeking funding. Leif draws on over 30 years of experience in the software startups and financial service industries.

In this episode, you will learn:

• How companies are getting funded through private investments.
• The difference between private investments and venture capital investments.
• What makes a private company investible.
• The risks associated with private investing.
• How companies can use WealthVP, an investor community that matches high-quality private companies for investment.
• And more!

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

Let’s dive into the essential topic that plagues many families: finding the perfect balance between paying for college and saving for retirement. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial and a college planning expert. Together, they provide valuable insights, practical tips, and expert advice on how families can strike a balance between paying for college and saving for retirement.

In this episode, you will learn:

• T​​he current challenges families face when it comes to balancing the costs of college education and saving for retirement.
• Key factors families should consider when deciding how much to allocate towards college savings versus retirement savings
• How families can estimate the future costs of college education and retirement.
• The potential consequences of neglecting retirement savings in favor of funding college education, and how can families find a reasonable balance between the two.
• And more!

Resources:
Episode Transcript & Blog | Episode 158 - How Goal Planning Can Help You Achieve Financial Fulfillment | 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 Patti Handy, a Certified Life Coach, Certified Executive Coach, published author of four books, and the brains behind Minding Her Money, a roadmap and training for divorced, widowed and single women to quickly improve financial confidence.

In this episode, you will learn:

• What Patti Handy’s divorce journey was like, and how it led her to coaching other divorcees.
• The steps a divorced woman should take when it comes to their money.
• Common mistakes women make when it comes to managing money.
• How to filter through competing financial advice and get the proper help.
• And more!

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

In an age where technology permeates every aspect of our lives, cyber threats loom larger than ever before. Thus, it’s necessary we all take the time to educate ourselves on cyber threats and utilize tools to prevent them. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mikhail Itenberg. Mikhail has been working in and managing internal IT departments for 15+ years. He is the owner of Zaks Technologies, a technology services provider for businesses, which includes onsite and remote tech support, proactive monitoring, technology consulting, and outsourced IT support services. Tune in to discover how you can safeguard your digital world!

In this episode, you will learn:

• The most common types of cyber security threats.
• Practical steps you can take to protect your personal information online.
• How to create secure passwords, utilizing password managers and multi-factor authentication.
• How to identify phishing emails to avoid falling victim to scams.
• Precautions to take when conducting financial transactions online.
• And more!

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

From healthcare to automobiles, agriculture to hospitality, manufacturing, or education, AI is increasingly impacting every industry. In fact, by 2030, it’s estimated that artificial intelligence will add 15.7 trillion dollars to the world's GDP, boosting it by 14 percent. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Manuj Aggarwal, an elite technology consultant, business mentor and global thought leader who has been in AI for 15 years. Together, they talk about all things AI.

In this episode, you will learn:

• What AI (artificial intelligence) is, and why it’s suddenly everywhere.
• How AI will change the way we live.
• How we can take advantage of AI to achieve more in our personal lives and businesses.
• The risk and dangers of AI.
• And more!

Resources:
Episode Transcript & Blog | Manuj.ca | ​​manujaggarwal.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, the Bautis Financial team discusses the tenth book assignment in their monthly Book Club, Money: The True Story of a Made-Up Thing by Jacob Goldstein. ​​In Money, Jacob Goldstein shows how money is a useful fiction that has shaped societies for thousands of years, from the rise of coins in ancient Greece to the first stock market in Amsterdam to the emergence of shadow banking in the 21st century.

In this episode, we discuss:

• ​​The history and evolution of money.
• The concept of value and how money derives its worth.
• The power and influence of money.
• Technology and the future of money.
• And more!

Resources:
Episode Transcript & Blog | Money: The True Story of a Made-Up Thing | Listen to Previous Episodes of the Bautis Financial Book Club | 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 Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office Hub™, a platform of vetted resources that supports hundreds of leading tax-focused CPA firms and family offices around the country. Alex also authored a book, The Due Diligence Project™ and is the host of The Due Diligence Project™ podcast.

In this episode, you will learn:

• How The Due Diligence Project™ helps tax-focused CPAs.
• Why The Due Diligence Project™ community was formed.
• What a virtual family office is, and why The Virtual Family Office Hub™ was created.
• ​​The complexity of the U.S. tax code.
• And more!

Resources:
Episode Transcript & Blog | ​​duediligenceproject.com | ​​[email protected] | The Due Diligence Project™ Book | The Due Diligence Project™ Podcast | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Financial fulfillment means different things to different people. For some, it may be the freedom to travel the world and experience new cultures. For others, it might be the ability to support their families without financial stress. Whatever it means to you, goal planning serves as the stepping stones that bridge the gap between where you are today and where you want to be in the future. In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the topic of goal planning.

In this episode, you will learn:

• The importance of goal planning.
• How to identify your goals.
• How to analyze your goals.
• How to prioritize your goals.
• How to execute your goals.
• And more!

Resources:
Episode Transcript & Blog | Goals Checklist | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

The government spends billions of dollars each year on goods and services, and by tapping into this vast marketplace, small businesses can secure lucrative deals, gain steady income and heightened visibility. In this episode of The Agent of Wealth Podcast, host Marc Bautis and guest Richard C. Howard dive deep into the world of government contracts.

As a career military acquisitions officer, Howard oversaw $82B+ in DoD contracts, and has advised and trained over 400 companies as a consultant. He’s the CEO of DoD Contract – which guides, trains, and mentors small business owners and sales executives through the government sales process – and the host of DoD Contract Academy Podcast.

In this episode, you will learn:

• The benefits of selling to the US government as a small business.
• How small businesses can find opportunities to sell their products or services to the government.
• How small businesses can stand out in the government procurement process.
• How small businesses and startups can utilize the Small Business Innovation Research Program.
• And more!

Resources:
Episode Transcript & Blog | www.dodcontract.com | DoD Contract Academy (Podcast)  | Usaspending.gov | Sam.gov | Small Business Innovative Research Program | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Imagine the allure of blue coastlines, vibrant cultures, and the freedom of living life on your own terms – the thrill of a fresh start in a new country! But amid the excitement, it's crucial to untangle the complex web of tax laws that accompany such a life change. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Lesperance and Melvin Warshaw. David is Managing Partner of Lesperance & Associates, one of the world's leading international tax and immigration advisors. Melvin is a highly regarded, longtime US cross-border tax and private client attorney now in sole practice in the US. Together, David and Melvin have successfully advised scores of U.S. and non-U.S. individuals and families on a wide range of personal and business tax matters, especially in connection with cross-border income and estate tax planning and compliance in the U.S.

In this episode, you will learn:

• ​​What’s driving Americans to leave the country to get a second citizenship, or give up US citizenship.
• What citizen options are available across the globe.
• How to properly plan for expatriating from the U.S.
• The tax pitfalls Americans moving abroad should try to avoid, and how.
• How to decide when to renounce your citizenship.
• And more!

Resources:
Episode Transcript & Blog | Melvinawarshaw.com | Contact Melvin: [email protected] | lesperanceassociates.com | Contact David: [email protected] | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call