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On the show
From 14 epsHosts
Recent guests
Recent episodes
What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson
Jun 26, 2026
25m 37s
The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit
Jun 17, 2026
14m 22s
The Trillion-Dollar Launch: Decoding the SpaceX IPO
Jun 5, 2026
22m 06s
Common Home Equity Options: What Every Homeowner Needs to Know
May 29, 2026
16m 34s
The Cash Pivot: What to Do as Yields Melt Away
May 20, 2026
16m 21s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/26/26 | What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson | Your condo or co-op may be your biggest investment—but is poor board governance quietly reducing its value? In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Tina Larsson, Co-Founder of The Folson Group, New York's premier co-op and condo consulting firm. After uncovering $340,000 in unnecessary expenses in her own building, Tina left a successful Wall Street career to help co-op and condo boards improve governance, strengthen financial oversight, and protect ... | 25m 37s | ||||||
| 6/17/26 | The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit | What if a single form you filled out decades ago could override your will and completely change where your assets end up? For millions of Americans, outdated beneficiary designations create costly estate planning mistakes that can leave loved ones fighting legal battles, paying unnecessary fees, or losing inheritances altogether. In this episode of The Agent of Wealth Podcast, host Marc Bautis explains why beneficiary designations are one of the most overlooked components of a financial... | 14m 22s | ||||||
| 6/5/26 | The Trillion-Dollar Launch: Decoding the SpaceX IPO✨ | SpaceX IPOinvestment opportunities+3 | — | SpaceX | — | SpaceXIPO+5 | — | 22m 06s | |
| 5/29/26 | Common Home Equity Options: What Every Homeowner Needs to Know✨ | home equityHELOC+4 | — | — | — | home equityHELOC+3 | — | 16m 34s | |
| 5/20/26 | The Cash Pivot: What to Do as Yields Melt Away✨ | cash managementhigh-yield savings+3 | — | — | — | cash pivotyields+3 | — | 16m 21s | |
| 5/15/26 | Hidden Potential: The Science of Achieving Greater Things by Adam Grant✨ | successpersonal development+3 | Adam Grant | Bautis Financial | — | achievementcharacter skills+3 | — | 28m 22s | |
| 5/8/26 | Deepfakes & Deception: How to “PROOF” Your Family✨ | financial scamsdeepfakes+4 | — | — | — | deepfakesfinancial scams+4 | — | 8m 11s | |
| 5/1/26 | Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller✨ | oil and gas investingtax benefits+3 | Courtney Moeller | The Agent of Wealth Podcast | Navy | oil and gastax reduction+5 | — | 31m 54s | |
| 4/17/26 | Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee✨ | business growthproductivity+3 | David McGhee | — | — | business performancescaling+3 | — | 31m 28s | |
| 4/10/26 | Unconventional Money Wisdom for Single Parents With Pat Hankin✨ | single parentsmoney management+3 | Pat Hankin | The Field Guide for Single Parents | — | single parentsmoney wisdom+3 | — | 25m 46s | |
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| 3/27/26 | Winning the Rent Game: Tips From Justin Pogue✨ | rentinglandlord psychology+4 | Justin Pogue | Rental Secrets | — | rent gamelandlords+3 | — | 28m 06s | |
| 3/13/26 | Investing in Senior Living Real Estate With Radhika Rastogi✨ | senior livingreal estate+4 | Radhika Rastogi | — | America | senior livingreal estate investing+4 | — | 24m 31s | |
| 3/6/26 | Upstream: The Quest to Solve Problems Before They Happen by Dan Heath✨ | problem solvingupstream thinking+3 | — | Bautis Financial | — | problem preventionupstream thinking+3 | — | 29m 36s | |
| 2/27/26 | When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore✨ | business growthorganizational failure+3 | Eugene Theodore | Built to Collapse | — | growthbusiness risks+3 | — | 44m 20s | |
| 2/20/26 | Excellence vs. Perfection In Money and Health With Stanley Bronstein✨ | excellenceperfection+4 | Stanley Bronstein | The Way of Excellence | — | excellenceperfection+4 | — | 23m 31s | |
| 2/13/26 | Inside Mobile Home Park Investing With Leo Young✨ | mobile home park investingaffordable housing+3 | Leo Young | Cornell CommunitiesTesla | — | mobile home parksreal estate investment+3 | — | 25m 46s | |
| 2/6/26 | Planning for Long-Term Care Without Panic or Fear, With Raymond Lavine | Most people assume Medicare will cover long-term care — until they discover, often too late, that it won’t. In this episode of The Agent of Wealth, co-host John Williams sits down with Raymond Lavine, founder of Lavine LTC Benefits, to unpack one of the most misunderstood areas of financial planning: long-term care. From defining what long-term care actually means to exploring where care is delivered, how it’s paid for, and why planning ahead creates more control and dignity, this conversatio... | 26m 18s | ||||||
| 1/30/26 | The Human Touch in a Tech-Driven Banking World With Walt Postlewait | Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business? In this episode of The Agent of Wealth, host Marc Bautis is joined by Walt Postlewait, a longtime banking and credit risk leader with more than 20 years of experience in commercial lending, financial innovation, and access to capital. Walt is the Co-Founder of Portfolio Watch and Chief Credit Officer at MStreetX, and over hi... | 32m 19s | ||||||
| 1/23/26 | The AI Scam Wave: Deepfakes, Voice Clones, and Your Bank Account With Robert Siciliano | As wealth transfers across generations, cybercriminals are positioning themselves to intercept it. In this episode of The Agent of Wealth, host Marc Bautis is joined by Robert Siciliano, one of the nation’s most trusted authorities on cybersecurity, identity theft, and fraud prevention. Robert is a private investigator, Certified Speaking Professional, bestselling author, and the creator of The Strategic Human Firewall™. You’ve likely seen him on CNN, MSNBC, Fox, or The Today Show, helping mi... | 36m 43s | ||||||
| 1/16/26 | How Investment Fees Work With John Williams, CFP® | Paying investment fees is normal. Not knowing what you’re paying isn’t. Research shows that many investors underestimate — or completely overlook — the true cost of investing, with more than 20% believing they pay no fees at all. In this episode of The Agent of Wealth Podcast, co-host John Williams, CFP®, breaks down the often-misunderstood world of investment fees. He explains the different ways fees show up, where to find them, and how to evaluate whether the value you’re receiving truly ju... | 18m 23s | ||||||
| 1/9/26 | Precious Metals in a Shifting Monetary System With David Morgan | Are gold and silver simply relics of the past, or critical tools for navigating what may be the next major shift in the global monetary system? In this episode of The Agent of Wealth, host Marc Bautis is joined by David Morgan, a precious metals analyst and monetary system critic with more than four decades of experience. David is the co-author of The Silver Manifesto, publisher of The Morgan Report, and creator of the documentary Silver Sunrise. Together, they cut through the hype to explore... | 31m 26s | ||||||
| 12/26/25 | Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel | What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but not for collaboration, uncertainty, or real-world decision-making — including money In this episode of The Agent of Wealth, co-host John Williams is joined by Simon Holzapfel, co-founder and CFO of L-EAF Lab, an innovation incubator designed to give students real-world, hands-on experience before t... | 29m 23s | ||||||
| 12/19/25 | Communicating with Purpose: Insights from Supercommunicators by Charles Duhigg | What if the biggest communication breakthroughs have less to do with what you say — and more to do with how well you listen? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another book in their Book Club series: Supercommunicators: How to Unlock the Secret Language of Connection by Charles Duhigg, bestselling author of The Power of Habit. As conversations around AI, polarization, and digital communication continue to grow louder, this episode explores why ... | 25m 43s | ||||||
| 12/12/25 | The Small Business Owner’s Guide to Leveraging Technology With David Quick | AI is reshaping the business world — but for small business owners, the biggest danger isn’t the technology itself. It’s adopting it without truly understanding your processes. In this episode of The Agent of Wealth, co-host John Williams is joined by David Quick — IT veteran, founder of Total Cover IT, and author of Winning with Tech in the Age of AI. David shares insights from 25 years in technology and business, revealing how small businesses can leverage AI safely, strategically, and prof... | 22m 57s | ||||||
| 12/5/25 | How to Navigate the World of Senior Living With Melina Owusu | Navigating senior care can be overwhelming — but with the right guidance, it doesn’t have to be. In this episode of The Agent of Wealth, co-host John Williams is joined by Melina Owusu, Certified Senior Advisor and owner of CarePatrol of Metro North New Jersey, who helps families find safe, personalized senior living options — from independent living to assisted living and memory care — at no cost to the family. In this episode, you will learn: The key differences between independent living, ... | 30m 46s | ||||||
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