Lessons From An All-In Life With Jeanne Collins The Agent Of Wealth podcast

23:15

If your retirement plan includes staying in your home, you’ll want to hear this conversation… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Kevin Guttman, Certified Reverse Mortgage Professional and author of A Reverse Mortgage Changed My Life: Real Stories of Hope, Courage, and Inspiration . Together, they break down the often misunderstood world of reverse mortgages – also referred to as “retirement mortgages.” With over two decades of experience, Kevin explains how these loans can offer older homeowners financial security, flexibility, and peace of mind – all while allowing them to stay in their homes. In this episode, you will learn: How retirement/reverse mortgages differ from traditional home loans and HELOCs. Who qualifies for a reverse mortgage and how to determine if it’s the right fit. The three ways retirees can access their home equity – and which might make the most sense. The most common misconceptions about reverse mortgages (and the truth behind them). How to start a productive conversation with aging parents about home equity and long-term financial goals. And more! Tune into this episode to hear how home equity can support long-term retirement goals! Resources: Episode Transcript & Blog | reversemortgagerevolution.com | A Reverse Mortgage Changed My Life: Real Stories of Hope, Courage, and Inspiration | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi 35:29

9 days ago35:29

35:29

Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Salvatore Tirabassi , a fractional CFO with extensive experience in private equity, exit planning, and succession strategies. This episode unveils the secrets of Employee Stock Ownership Plans (ESOPs) with Salvatore, who’s personally guided a $242M business sale through an ESOP, offering a unique perspective on when and how an ESOP makes sense. In this episode, you will learn: What an Employee Stock Ownership Plan (ESOP) is, and how it works. The ideal planning timeline for an ESOP. The significant tax benefits of an ESOP – for owners and companies. How liquidity is created for selling shareholders. And more! Tune in to discover how ESOPs offer a compelling alternative to traditional sales, enabling business owners to achieve their financial goals while fostering a unique ownership culture among their employees. Resources: Episode Transcript & Blog | CFOproanalytics.com | tirabassi.com | LinkedIn: Salvatore Tirabassi | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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How Smart Investing Can Solve the Affordable Housing Crisis With Samuel Sells 26:31

16 days ago26:31

26:31

Most real estate investors chase returns. Few also aim to lift people out of poverty. Samuel Sells does both. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Samuel Sells, a retired Air Force officer and the founder of Impact Growth Capital . With a background in global health and over $2 billion in completed development projects across five continents, Sam now applied his expertise to one of America’s most urgent challenges: the affordable housing crisis. Through innovative public-private partnerships and a $300 million impact fund, he’s proving that you can generate strong returns while rebuilding communities and transforming lives. In this episode, you will learn: What the affordable housing crisis really looks like – and why public housing is failing. How Samuel structures low-risk, high-impact investments backed by government contracts and subsidies. The power of combining for-profit development with nonprofit services to help families achieve economic mobility. The unique advantages of investing in Opportunity Zones and impact-focused real estate funds. Why Samuel believes making money and doing good don’t have to be mutually exclusive. And more! Tune in to discover how mission-driven investing can deliver both purpose and profit. Resources: Episode Transcript & Blog | impactgrowthcap.com | Follow Samuel: LinkedIn | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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How Inflation Distorts Markets With Ivan Pavlovic 50:18

23 days ago50:18

50:18

Why do prices keep rising – even when productivity increases? And who really controls the money supply? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Ivan Pavlovic, author of Making Money on the Money Printer . Together, they explore the hidden mechanics behind inflation, how monetary policy shapes the economy, and what individuals can do to protect their financial future. In this episode, you will learn: Why inflation is more than just rising prices – and how it’s rooted in money supply expansion. How central banks and commercial lenders create money, and why it’s not just governments pulling the strings. The role of interest rates in financial instability and what causes economic booms and busts. How asset bubbles form, and what savvy investors can do to stay ahead of the cycle. And more! Tune in to discover how you can protect your wealth when the value of money keeps falling. Resources: Episode Transcript & Blog | Making Money on the Money Printer | Follow Ivan: X | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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Financial Therapy: The Missing Piece in Retirement Planning With John Hankins 27:34

30 days ago27:34

27:34

We often hear people say, “I know I have enough money, but I still feel scared.” When unresolved feelings stay buried, they often manifest as behaviors – like overspending or understanding – that are hard to explain. Talking about those feelings can ease the pressure. That’s where financial therapy comes in… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by John Hankins , a licensed social worker, Certified Financial Therapist, and Certified Financial Social Worker. John specializes in working with individuals and couples middle-age and beyond to help them to understand and improve their relationship with money. He doesn’t create financial plans. Instead, John helps people assess their relationship with money and make sense of how they feel about their finances. In this episode, you will learn: What financial therapy is, and how it can complement financial planning. The signs that your relationship with money might benefit from therapy. Why simply having “enough” money doesn’t always bring peace of mind, especially as it relates to retirement savings. How unexamined childhood experiences shape your current financial behaviors. And more! From compulsive spending to couple conflicts and retirement dread – financial therapy addresses what spreadsheets can’t. Resources: Episode Transcript & Blog | financial-therapy.me | financialtherapyassociation.org | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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A Guide to Investing in Section 8 Real Estate With Michael Curadossi 29:23

5 weeks ago29:23

29:23

What if your rental income was government-backed — and your tenants stayed nearly a decade? Meet the investor who built an $8 million net worth doing exactly that… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Michael Curadossi, a real estate investor who has built a 72-unit portfolio — and an $8 million net worth — by focusing on Section 8 housing . Michael shares how he scaled from a single property flip to managing dozens of rentals, all while leveraging the stability and long-term benefits of government-subsidized tenants. In this episode, you will learn: Why Section 8 housing is one of the most overlooked opportunities in real estate. How to identify the right properties and locations for subsidized rentals. Tips for managing Section 8 tenants and minimizing turnover. The systems and mindset that helped Michael scale his portfolio sustainably. And more! Tune in to discover how government-backed rental income can create long-term wealth — and why Section 8 might be the hidden gem in your real estate strategy. Resources: Episode Transcript & Blog | section8doneright.com | Follow Michael Curadossi on Instagram: @section8doneright | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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Discover Your Money-Multiplying Superpower With Scott Yamamura 28:11

6 weeks ago28:11

28:11

Most people wait until life forces them to confront their finances. What if you had a ‘financial epiphany’ before that point — and used it to multiply your money, not your stress? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Scott Yamamura – a seasoned financial coach, communications expert, and author of Financial Epiphany: Discover Your Ability to Multiply Money and Reimagine Your Financial Life . With over experience blending communication, design, and financial coaching, Scott shares how anyone can take control of their financial future, overcome mental barriers, and unlock lasting wealth. In this episode, you will learn: Why most people don’t struggle with math, but with mindset, when it comes to money. How to identify and break through “financial paralysis.” The importance of redefining wealth and setting a personal “enough” number. How communication and storytelling can reframe your relationship with money. And more! Resources: Episode Transcript & Blog | financialepiphany.com | Contact Scott Yamamura : scott@financialepiphany.com, (206) 854-6632 | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone 26:37

7 weeks ago26:37

26:37

Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community . Aliki shares her transformative “Summit Method,” which guides individuals in creating a values-based five-year plan that goes far beyond financial goals — touching on relationships, community, and personal growth. In this episode, you will learn: How to apply goal-setting strategies to both tangible and intangible life objectives. Why community and relationship goals deserve a place in your long-term planning — and how to structure them. The importance of visualization, data tracking, and regular check-ins to stay aligned with your plan. What to do when you hit a setback or lose momentum — and how to bounce back with clarity and purpose. And more! Whether you’re in a transitional phase or simply seeking more intentionality in life, this episode is packed with practical tools to help you map out and live your vision. Resources: Episode Transcript & Blog | www.conqueryoursummit.com | Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life | The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe 17:53

8 weeks ago17:53

17:53

Think your assets are safe from lawsuits, creditors, or divorce? Unless they’re in the right kind of trust, your wealth might be more vulnerable than you think. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Antony Joffe, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership, Sterling Trustees has grown to manage over $10 billion in assets, providing independent, conflict-free trust administration services. Antony is also a co-founder of WealthHub, a software platform that streamlines trust administration, and played a key role in establishing the South Dakota Trust Association. With over 15 years of experience, a background in investment banking and auditing, and a MBA in finance, Antony brings a wealth of knowledge to today’s discussion. In this episode, you will learn: Why South Dakota has become the gold standard for trust law in the U.S. How perpetual trusts can preserve and protect family wealth for hundreds of years — or even indefinitely The key differences between directed and delegated trusts, and why that matters for control and flexibility How to navigate trust taxation, privacy, and asset protection through strategic jurisdiction selection And more! Resources: Episode Transcript & Blog | www.sterlingtrustees.com | (623) 406-2626 | ajoffe@sterlingtrustees.com | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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How to Find Joy in Your Relationship to Money With Elizabeth Husserl 31:48

9 weeks ago31:48

31:48

What if the key to financial freedom isn’t more money – but a better relationship with it? In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Elizabeth Husserl, a wealth planner and the author of The Power of Enough: Finding Joy in Your Relationship to Money . Together, they explore the deep connections between money, emotions, and fulfillment, offering a fresh perspective on how financial planning can align with what truly matters most. In this episode, you will learn: How your earliest money memories influence your financial behaviors today. Why “enough” is the most important number in financial planning – and how to find yours. The three layers of money and how understanding them can transform your wealth journey. How to avoid the common trap of chasing more without understanding your values. Why incorporating emotional intelligence into financial conversations can improve outcomes. And more! Resources: Episode Transcript & Blog | The Power of Enough | elizabethhusserl.com | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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What It Means to Be a Fiduciary With John Williams 35:38

10 weeks ago35:38

35:38

Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast , host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor, debunking common myths and explaining why the fiduciary standard matters more than ever. In this episode, you will learn: What it truly means to be a fiduciary financial advisor — and why it should matter to every client. How to determine if your financial advisor is legally obligated to act in your best interest. The most common misconceptions about fiduciary advisors — and the truth behind them. How a fiduciary approach can enhance every aspect of your financial plan, from investments to values-based decision-making. And more! Tune in to learn how working with the right fiduciary advisor can bring confidence and clarity to your financial decisions, no matter what stage of life you're in. Resources: Episode Transcript & Blog | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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Unlocking Wealth Through Self-Storage Investments With Mark Helm 39:58

11 weeks ago39:58

39:58

Self-storage is one of the most recession-resistant real estate investments, yet many overlook its potential… In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Mark Helm, Founder of the Q2 Self-Storage brand, developer of the Storage World Analyzer , and bestselling author of Creating Wealth Through Self-Storage , a handy roadmap for investors to navigate the competitive self-storage market. In this episode, you will learn: How self-storage compares to other real estate investments and why it’s considered to be recession-resistant. The key factors to look for when evaluating a self-storage facility – from location to market demand. Strategies for financing and structuring deals to maximize profitability. How to scale a self-storage business and increase revenue through automation and value-add opportunities. And more! Tune in to discover how you can capitalize on the booming self-storage industry and build a recession-resistant investment portfolio! Resources: Episode Transcript & Blog | Creating Wealth Through Self-Storage | Q2 Self-Storage | Storage World Analyzer | mark@helmproperties.com | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

1
How Blockchain and Digital Trust Will Shape the Future of Finance With Dan Averbukh 31:32

12 weeks ago31:32

31:32

Blockchain is more than just cryptocurrency — it’s transforming the entire financial industry. In this episode of The Agent of Wealth Podcast , host Marc Bautis is joined by Dan Averbukh, Founder of validityBase , which uses blockchain technology to help businesses create globally verifiable, highly credible data. Dan helps listeners understand the coming revolution in digital trust and the role blockchains and modern cryptography will play in transforming how companies do business in the digital age. In this episode, you will learn: A simple, clear definition of blockchain and why it’s essential for ensuring digital trust in today’s interconnected world. The challenges businesses and investment managers face in establishing a verifiable financial track record and how blockchain addresses these issues. How blockchain secures vulnerable financial data and creates more transparency and reliability in the digital economy. Common misconceptions about blockchain and why understanding its true potential is key to leveraging its power. And more! This episode will give you a deeper understanding of how blockchain is shaping the future of finance and why digital trust will be a cornerstone of the financial world in years to come. Resources: Episode Summary Doc & Transcript | validityBase | app.vbase.com | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

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Finish What You Start: The Art of Following Through By Peter Hollins 28:29

13 weeks ago28:29

28:29

Are you struggling with procrastination or finding it hard to follow through on your goals? In this episode of The Agent of Wealth Podcast , the Bautis Financial team discusses another in their Book Club series : Finish What You Start: The Art of Following Through, Taking Action, Executing, & Self-Discipline by Peter Hollins. The team shares their insights on how to overcome procrastination, stick with commitments, and build self-discipline — key concepts that not only apply to personal development but also to financial planning. In this episode, we discuss: Why people struggle with following through, even when they are motivated. Small changes you can make to improve your follow-through. How instant gratification impacts our ability to follow through on long-term goals. How leaders can use the principles of this book to improve execution on teams. And more! Whether you're looking to improve your personal productivity or make progress on long-term financial goals, this episode provides valuable takeaways for turning good intentions into lasting action. Resources: Episode Transcript & Blog | Finish What You Start: The Art of Following Through, Taking Action, Executing, & Self-Discipline | Bautis Financial Book Club | Bautis Financial : 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call…

The Agent of Wealth

1
Strategic Real Estate Planning: Navigating Family Wealth Transfer With Amelia Misenheimer 30:21

14 weeks ago30:21