Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones. Whether you’re an experienced investor or just getting started, this episode is packed with actionable insights to help you build wealth and diversify your portfolio.In this episode, you will learn:The tax implications of property sales, and how a 1031 exchange helps How to prepare for a successful 1031 exchange, including strategies to meet the strict identification and closing deadlines.What a Delaware Statutory Trust is (DST), and how it can provide diversification and a hands-off investment option.How Qualified Opportunity Zones (QOZs) work and their benefits, including tax deferral for non-real estate assets and tax-free appreciation after 10 years.The latest trends in real estate investing, including a discussion on the use of technology to optimize investment decisions.And more!Resources:Episode Transcript & Blog | www.realtymogul.com | [email protected] | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how Americans save for the future. Tune in to discover the nuances between Roth and pre-tax contributions, including their immediate and long-term implications.The second part in this series will be live on November 8, 2024.In this episode, you will learn:The evolution and history of the 401(k) and its impact on retirement savings.The key differences between Roth and pre-tax 401(k) contributions and their tax implications.How to determine whether Roth contributions may be more beneficial based on your current and future tax situation.The significance of employer matching contributions and how the Secure Act 2.0 has changed matching rules for Roth accounts.The concept of required minimum distributions (RMDs) and the recent changes affecting Roth 401(k)s.The Mega Backdoor Roth strategy, allowing high earners to maximize contributions to Roth accounts beyond standard limits.Resources: Episode Transcript & Blog | Checklist: Should I Contribute to My Roth 401(k)? | Checklist: Can I Make a Mega Backdoor Roth Contribution? | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you tired of feeling overwhelmed by your to-do list? What if you could transform the way you approach your time, shifting from simply managing it to truly optimizing it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Buck, co-author of The Time-Optimized Life: Moving Everyday Preparation, Execution and Control from Finite to Infinite. With over 35 years of experience in organizational and time management, he founded Kairos Management Solutions and the Infinity Lifestyle design program. David specializes in helping business professionals navigate the challenges of inflexible schedules, empowering them to create strategies that optimize their time for a life filled with meaning, purpose, and joy.In this episode, you will learn:The difference between “time management,” which is often reactive, and “time optimization,” which encourages a proactive approach to structuring time effectively.What the PEC framework is, and how this approach can optimize both short- and long-term planning.The importance of long-term goals and planning, and how these guide our daily actions. How to audit your time to identify areas for improvement and waste.The meaning of “infinite time.”And more!Resources:Episode Transcript & Blog | infinitylifestyledesign.com | The Time-Optimized Life: Moving Everyday Preparation, Execution and Control from Finite to Infinite | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real estate with Brian Davis, co-founder of SparkRental and an expert in passive real estate investing. Brian shares valuable insights on how fractional ownership allows investors to diversify their portfolios and minimize risks while accessing opportunities that may have previously seemed out of reach.In this episode, you will learn:The fundamentals of co-investing and how it differs from traditional real estate investing.The benefits of fractional ownership for both novice and seasoned investors.How SparkRental facilitates co-investing for its club members, making real estate investment more accessible.Practical tips for getting started in co-investing and maximizing your investment potential.And more!Tune in to unlock the power of fractional ownership!Resources:Episode Blog & Transcript | SparkRental.com | Live Off Rents Podcast | [email protected] | [email protected] | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. Unreasonable Hospitality is a captivating book about how going above and beyond can create unforgettable experiences for customers, or clients. Discover actionable takeaways, inspiring anecdotes, and strategies to elevate your service to new heights!In this episode, we discuss:What unreasonable hospitality is, and what sets it apart from traditional notions of hospitality.The importance of empowering team members to exceed expectations and foster a culture of creativity and collaboration.How affirmation can be leveraged as a tool for motivation and trust-building within teams.The challenges of executing unreasonable hospitality effectively in various contexts, and how to overcome them.And more!Resources:Episode Transcript & Blog | Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'me' mindset to a 'WE' culture. Discover the '10 WEs' that can revolutionize your team's dynamics and drive unparalleled success. Tune in to find out how simple yet profound changes can reshape your organization from the inside out!In this episode, you will learn:The power of “WE,” and why leaders in all kinds of organizations should avoid the "me-oriented" paradigm.The “10 WEs” – principles focused on fostering collaboration and collective accountability.How to implement and integrate these principles into daily operations, and hold individuals accountable. How successful adoption of the principles can create meaningful change.And more!Resources:Episode Transcript & Blog | Begin With WE: Principles for Building and Sustaining a Culture of Excellence | KyleMcDowellInc.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to help younger generations navigate their financial journey with confidence. Discover essential strategies for managing debt, making smart investments, and avoiding common pitfalls. Tune in to gain valuable insights that will set you on the path to financial success.In this episode, you will learn:Why millennials should prioritize paying off high-interest debt and building an emergency fund before focusing on investing.How financial advisors can help millennials manage emotions and prevent costly mistakes. How millennials can avoid over-trading, emotional impulses, and falling victim to media hype. The benefits of early and strategic saving.The value of simplicity in investing.And more!Resources:Episode Transcript & Blog | wealthierbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve their educational dreams without the debilitating weight of student loan debt. Her unique blend of knowledge, strategic insight, and a commitment to community engagement lays the foundation for a future where generational wealth is accessible to all.This episode is packed with actionable advice that could transform your family’s approach to higher education funding!In this episode, you will learn:The importance of pursuing a debt-free degree in today’s financial landscape.Effective strategies for managing higher education costs while maintaining overall financial wellness.Key approaches and timing for introducing debt management concepts to adolescents.How to evaluate colleges/universities with the goal of a debt-free degree, considering both cost and academic objectives.The importance of exploring unconventional scholarships and financial aid options, even for high-earning households.Real-life examples and community resources to support a debt-free educational journey.And more!Resources:Episode Transcript & Blog | DrRoz.love | DebtFreeDegree with DrRoz | DebtFreeDegree: Graduate Without Student Loans While Getting Good Grades, Having Tons of Fun, and Landing Your Dream Job! | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental author advocate. With more than 50 years of experience in book publishing, Michele is on a mission to help authors ask the right questions to make informed decisions about publishing their books. She also wrote a guide: Publish Like the Pros: A Brief Guide to Quality Self-Publishing.In this episode, you will learn:What self-publishing is, how it has evolved over time, and tips for avoiding common pitfalls in the industry.What authors need to know about editing, cover design, interior design, and more.The essential services authors need to publish a book.The real impact of Artificial Intelligence on the book market.And more!Episode Transcript & Blog | 1106design.com | Publish Like the Pros: A Brief Guide to Quality Self-Publishing| Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LLC. Discover how Scott transitioned from a career in engineering to building a successful portfolio valued at over $3 million, and explore his strategic insights into selecting, managing, and scaling turnkey properties. In this episode, you will learn:What turnkey rental investing is, and how it allows for passive income with minimal management.What criteria to look for in turnkey rental properties.The importance of prioritizing cash flow over appreciation in turnkey properties.Risk management and scalability strategies for turnkey rental properties. And more!Resources:Episode Transcript & Blog | scottastanfield.com | Passive Profits: The Turnkey Investor’s Guide | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 legal issues to consider when starting a business.Common legal challenges that small to medium-sized businesses face.How businesses can work to stay compliant with evolving regulations.Why entrepreneurs should consider protecting their business’ intellectual property.And more!Resources:Episode Transcript & Blog | fornarolegal.com | [email protected]  | 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 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 considers longer lifespans and continued work in fulfilling roles. How a phased retirement approach – a gradual reduction in workload – can fit into your retirement plan, especially those of business owners. A variety of strategies to navigate retirement goals while also creating financial stability (The “Never Retire Approach,” and “Practice Retirement Approach,” as examples).And more!Resources:Episode Transcript & Blog | Next Crest Consulting | Kevin Hoover - LinkedIn | Mission To Margins (YouTube) | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 consultant for the best experience. Which travel credit cards come to your benefit to make the most of your trips.Current travel hotspots, in the United States and around the world.And more!Resources:Episode Transcript & Blog | Luxe Travel Consultants | Rodney George – LinkedIn | The Points Guy | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Don’t let tax worries keep you up at night – tune in now and transform your understanding of IRS challenges!In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Morgan Q. Anderson, EA, CEO, Founder of Golden Lion Tax Solutions and the author of Tax Debt Rule #1: There’s ALWAYS a Solution! With over 24 years of experience navigating the complexities of IRS and state tax agencies, Morgan is a seasoned expert in resolving tax debt issues. Discover the real stories behind tax debt scenarios – from family-run businesses to unexpected inheritances – and learn about the surprising solutions Morgan has crafted for her clients. In this episode, you will learn:Why some individuals end up with tax debt, and how to avoid it.When faced with a tax debt issue, how to determine if it’s necessary to involve a tax debt resolution professional.Insights into handling tax debt, from payroll taxes to personal income tax issues.Common misconceptions about IRS enforcement and penalties.Practical tax debt solutions, such as Offer in Compromise, penalty abatement, and more.And more!Resources:Episode Transcript & Blog | Golden Lion Tax Solutions | Tax Debt Rule #1: There’s ALWAYS a Solution! | Morgan Anderson - Facebook | Morgan Anderson - LinkedIn | Golden Lion Tax Solutions - Twitter | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 in blue-collar fields can secure their financial future through proactive planning and action, regardless of formal education!In this episode, you will learn:How to take control of your life’s blueprint, and a discussion on the power of visualization.How to replace vague aspirations with concrete plans and actionable steps. Reasons to challenge the conventional belief that success is solely linked to traditional higher education, advocating instead for a shift towards prioritizing personal fulfillment and proactive goal pursuit. The importance of seeking guidance from positive influences who genuinely support you.A variety of misconceptions about blue-collar work.And more!Resources:Episode Transcript & Blog | Blue-Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life | Ken Rusk - X| Ken Rusk - Instagram | Ken Rusk - Facebook | Ken Rusk - LinkedIn | The Path to a Successful Life Course | "Comfort Peace & Freedom" Podcast on Spotify |

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 impulsive investment decisions. How to approach mega trends in investing with caution and skepticism.What criteria to consider when selecting dividend-paying stocks.And more!Resources:Episode Transcript & Blog | Episode 23 - Can Dividends Lead to Financial Freedom? | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fervent commitment to using conflict as a catalyst for growth and innovation, Kat empowers individuals and organizations to thrive. Tune in to learn how to proactively mitigate conflict through effective communication and planning!In this episode, you will learn:The common sources of conflicts during the estate planning process.How mediation and conflict coaching can be used as tools to solve estate planning conflicts.Common misconceptions about estate planning.How to prevent estate challenges and facilitate a smooth transition.And more!Resources:Episode Transcript & Blog | Smart Conflict, Turning Disputes into Growth Opportunities | smartconflictbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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, to mentoring women in business, she encourages us all to go for what we want with “two feet in.”In this episode, you will learn:About Jeanne Collins approach to “jumping all in and not looking back”.Why it is never too late to find your passion in business and life.How investing more money in your business and delegating can bring you peace of mind.Why being vulnerable is important to be successful. And more!Resources:Episode Transcript & Blog | Two Feet In: Lessons from an All-In Life | JerMar Designs | House of JerMar | Instagram | JerMar Designs | Facebook | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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

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

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

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

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

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Arries. Michael  is an experienced advisor in the field of precious metals, having traded gold and silver for almost 25 years. In 2010, he embarked on his professional career with McAlvany Precious Metals, a family-owned business with a 50-year legacy in the industry. Renowned for their unwavering integrity, time-tested strategy, and personalized service, McAlvany represents the pinnacle of excellence among precious metals firms.In this episode, you will learn:Everything you should know about silver and gold, including how they are differentiated.The various factors affecting the prices of gold and silver, including currency devaluation, geopolitical tensions, and market uncertainties.The various methods of buying and selling precious metals, focusing on physical ownership of coins and bars, along with storage options in secure depositories.How precious metals are compared to other assets, like real estate.And more!Resources:Episode Transcript & Blog | Call Michael: (970) 459-4611 | mcalvany.com/michael | 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 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

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers, host of BookThinkers: Life Changing Books, and author of Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn. Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential through his books, speaking, and personal brand as a whole.Nick Hutchinson's journey from someone who wasn't much of a reader to a dedicated reader and advocate for personal development through books shows that reading habits can be developed over time. Even if you haven’t been an avid reader in the past, tune in to discover how you can cultivate a habit of regularly reading.In this episode, you will learn…How to actually take action on every book that you read.How to use the SMART goal-setting framework for your reading.How to read effectively and take notes. How delayed gratification applies to reading, and the benefits of sacrificing immediate pleasures for long-term growth.And more!Resources:Episode Transcript & Blog | Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn | BookThinkers | BookThinkers: Life Changing Books | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory CallBooks Mentioned:Die With Zero: Getting All You Can from Your Money and Your Life | Simple Wealth, Inevitable Wealth: How You and Your Financial Advisor Can Grow Your Fortune in Stock Mutual Funds | Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! | Think and Grow Rich | The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change 

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas, a money coaching company that supports female entrepreneurs or mompreneurs who need financial assistance with their businesses. Jen recounts her journey from being a financial advisor to recognizing the lack of tailored financial education for women, prompting her to establish Dollar Divas. Through open discussions and workshops, Jen aimed to create a non-threatening environment where women could address their financial concerns and learn essential money management skills. The concept of "paying yourself" emerged as a central theme, emphasizing the deliberate allocation of revenue towards personal income, business reinvestment, and savings, with Jen offering step-by-step guidance on implementation.In this episode, you will learn:Practical steps for implementing the "Pay Yourself" concept, which emphasizes the importance of intentional revenue allocation towards personal income, business reinvestment, and savings.How entrepreneurs can navigate fluctuating income by adopting percentage-based allocation rather than fixed amounts.How societal influences contribute to women's perceived financial inadequacy and tendency to prioritize others over themselves.How women can manage their finances with practical tools and accountability.And more!Resources:Episode Transcript & Blog | dollardivas.org | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast, host Marc Bautis sat down with special guest Dr. Lance Knaub. The best-selling author of The 4% Break-Thru, Dr. Knaub helps overwhelmed entrepreneurs with 6-figure businesses avoid burnout, and instead create the life they love while scaling by developing a leadership team and creating a self-sufficient business that is an asset. Dr. Knaub brings a wealth of experience to the table, having transitioned from being a physical therapist to becoming a successful business owner and leadership coach. His journey is not only inspirational but also educational.In this episode, you will learn:How to identify early signs of burnout and prioritize self-care to prevent exhaustion and maintain mental well-being.The significance of delegating tasks, documenting processes, and hiring the right people to support business growth and sustainability.The necessity of strategic planning in achieving business goals, including developing clear objectives, prioritizing tasks, and allocating time effectively for long-term success.Insights into setting boundaries, prioritizing self-care, and making time for personal activities to achieve a healthy work-life balance while pursuing entrepreneurial endeavors.And more!Resources:Episode Transcript & Blog | Denali Consulting | The 4% Break-Thru | Download a Free Workbook Companion Guide to Lance’s Best-Selling Book |  | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Getting a client is just the beginning. To successfully retain a client for life, business owners should seek to exceed the client’s expectations — turning them into advocates. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Richard Weylman, a business expert, serial entrepreneur, author, philanthropist, and keynote speaker. Tune in to discover how you can build rock-solid relationships that turn clients into delighted advocates for your business.In this episode, you will learn:What the Great Re-evaluation® is, and what it means for businesses and professionals.What sets a business apart from the competition.How any professional can make sure they are meeting the expectations of prospects and clients.The everyday phrase that can make or break your customer relationship (without you realizing it).And more!Resources:Episode Transcript & Blog | www.richardweylman.com | 100 Proven Ways to Acquire and Keep Clients for Life | The Power of Why: Breaking Out in a Competitive Marketplace | 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 Martin Salama, a life coach and author that specializes in helping people frustrated in their life quickly shift their mindset to uncover their greatness. The key to his success is he’s mastered the ability to Live Incredibly Full Everyday, which he turned into the acronym L.I.F.E. and created the Warriors L.I.F.E. coaching program based off of. In this episode, you will learn:How to build emotional strength and keep your feelings from ruling your actions.What it means to Live Incredibly Full Everyday.Common triggers that provoke frustration or anger, and how to deal with them.How to maintain a positive outlook through daily habits and rituals. And more!Resources:Episode Transcript & Blog | Connectwithmartin.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Banks and financial institutions aren’t the only ones able to own mortgage notes: You could buy and own notes, making you the one receiving the monthly payments. This lesser-known yet incredibly powerful avenue is called mortgage note investing.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Fred Moskowitz to discuss valuable insights into diversifying investments through mortgage notes. Fred is an author, entrepreneur and speaker who is on a personal mission to teach people about the power of investing in alternative asset classes, such as mortgage notes. Fred is an entrepreneur, speaker and author of The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes. In this book, Fred publishes his concise yet definitive guide for new investors seeking to learn about this market niche. The Little Greek Book of Note Investing is filled with practical advice, motivational case studies and best practices for aspiring investors. In this episode, you will learn:What mortgage note investing is, and how to invest in mortgage notes.The advantages of investing in a mortgage note fund.Tips for due diligence on mortgage notes.Emerging trends in the world of mortgage note investing.And more!Resources:Episode Transcript & Blog | The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes | www.FredMoskowitz.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Tax season is overwhelming, as it often feels like we’re navigating a labyrinth of paperwork and regulations. That’s why this episode of The Agent of Wealth Podcast is dedicated to preparing for a successful tax season. As host Marc Bautis explores the nuances of tax preparation, he covers three comprehensive guides aimed at serving as your go-to resources during this tax season. Whether you’re looking to maximize your tax return or for guidance on streamlining the process, tune in to this episode for valuable insights. In this episode, you will learn:What documents to gather before filing your taxes.What Adjusted Gross Income is.What Modified Adjusted Gross Income is.How MAGI and AGI affect your taxes.How to determine if you can make a deductible IRA contribution.Questions you should ask your accountant at tax time.And more!Resources:Episode Transcript & Blog | Checklist: Documents to Collect For Filing 2023 Tax Returns | Flowchart: Can I Make a Deductible IRA Contribution? | Guide: How AGI and MAGI Affect Your Taxes | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

A whopping 97% of day traders lose money in less than a year, and day traders lost a total of $1.14 billion during the pandemic. That’s why Apex Investing equips day traders with the tools and support they need to succeed. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Darrell Martin, a self-taught futures day trader and Founder and CEO of Apex Trader Funding and Apex Investing. In this episode, you will learn:What day trading is, and what makes a day trader successful.How day traders can put a plan in place to avoid catastrophic losses.How psychology and mindset impacts trading decisions.How to start day trading.And more!Resources:Episode Transcript & Blog | Apextraderfunding.com | Apex Investing Institute | Code: SAVE50 | 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 most recent book assignment in their monthly Book Club, Deep Work: Rules for Focused Success in a Distracted World  by Cal Newport.Deep work should be considered a superpower in our increasingly competitive twenty-first century economy, yet most people have lost the ability to go deep – instead, spending their days in a frantic blur of emails and social media, not even realizing there's a better way.In this episode, we discuss:What it means to “work deeply.”The power of deep work.The four "rules," for transforming your mind and habits to support this skill: Work deeply, embrace boredom, quit social media, drain the shallows.And more!Resources:Episode Transcript & Blog | Deep Work: Rules for Focused Success in a Distracted World | Listen to All Bautis Financial Book Club Episodes | 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 Brian Curcio, co-founder of the financial literacy tool Rapunzl. With a free financial literacy curriculum and teaching training program, Rapunzl is helping to bridge the country’s economic divide by empowering students to view the world as investors and succeed in financial services careers. The aim of the EdTech program is to simplify finance and level the playing field for regular people. Today, Brian joins Marc to discuss how Rapunzl helps students take back control of their own financial futures. In this episode, you will learn:What Rapunzl is, including insights into the financial literacy curriculum.How Rapunzl benefits students and educators.How financial education will transform over the coming years.And more!Resources:Episode Transcript & Blog | Rapunzl | Rapunzl For Educators | Follow Brian: Facebook, Instagram | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Starting the new year with a concise, effective financial plan is like setting sail with a clear destination in mind. Picture this: A single page that holds the potential to transform your financial future. In a world where complexities often overwhelm, a one-page financial plan provides clarity, guiding you through the maze of budgeting, investing, and securing your financial goals. Join The Agent of Wealth Podcast host Marc Bautis on a journey to unravel the incredible power in this seemingly modest tool.In this episode, you will learn:The power of simplicity in financial planning.What a one-page financial plan is, and how it differs from more traditional forms of financial planning.What’s included in a one-page financial plan.Compelling reasons as to why you should have a one-page financial plan.How to get started in creating a one-page financial plan.And more!Resources:Episode Transcript & Blog | Example of a One-Page Financial Plan | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

On March 2, 2017, at the age of 55, Alan Thomas stepped on the scale and it read 304 pounds. Fast forward 260 days, he stepped on the same scale and weighed 175 pounds. He conquered a lifelong battle with obesity in 260 days. His wife, Angie, also lost 63 pounds in 190 days.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Alan and Angie Thomas to share their personal stories and explain how they coach their clients to lose weight through the process of “Rethink Dieting.”In this episode, you will learn:Alan’s “aha moment” that catapulted his 129 pound weight-loss transformation.How to begin a weight-loss transformation that lasts.How Alan and Angie combined forces to encourage each other through the process of shedding weight.How much your weight problem could cost you in your business or your career.How to “Rethink Dieting.”And more!Resources:Episode Transcript & Blog | transformmyfuture.com/agentofwealth | 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 Matt Raad, a professional speaker, eBusiness expert, and acquisitions advisor with a unique skill set. He has spoken at various eBusiness events and conferences worldwide, focusing on topics such as business investing, mergers and acquisitions, website investing, and SEO. Additionally, he provides guidance on business growth, online strategy, and life balance.Today, Marc and Matt discuss the process of buying, selling and renovating online “real estate.”In this episode, you will learn:The power of digital assets in generating cash flow and building wealth.How websites are valuable digital assets that can be acquired, improved, and monetized just like physical properties.How to get started in this space, including tips for due diligence.Trends in the industry, including how AI can assist those who buy and renovate websites.And more!Resources:Episode Transcript & Blog | Ebusinessinstitute.com.au | mattandlizraad.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 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 abuseAnd 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