The Agent of Wealth

By: Marc Bautis
  • Summary

  • Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
    © 2025 The Agent of Wealth
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Episodes
  • How to Reduce Tax Debt With Stephen A. Weisberg
    Feb 28 2025

    The words “IRS” and “tax debt” can strike fear into the hearts of many, but what if you had an expert guide to help you navigate the process? Whether you’re facing mounting tax debt, undergoing an audit, or just want to stay on the IRS’ good side, this episode is for you. The Agent of Wealth host Marc Bautis is joined by Stephen A. Weisberg, Founder and Lead Attorney of The W Tax Group, who has helped countless individuals and businesses resolve their tax challenges.

    In this episode, you will learn:

    • What triggers tax debt and how audits can result in unexpected liabilities.
    • The difference between CPAs and tax attorneys when it comes to IRS representation.
    • Proactive steps you can take to prevent tax problems before they arise.
    • How IRS penalties and interest rates work—and why failing to file can be costly.
    • And more!

    Resources:

    Episode Transcript & Blog | Weisberg.tax | wtaxattorney.com/stephen-weisberg/ | Email: S.Weisberg@weisberg.tax | Tel: 248-971-0885 | Stephen A. Weisberg on LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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    26 mins
  • Unlocking Wealth With Car Wash Investments, With Kriss Berg
    Feb 21 2025

    Did you know that car washes in the United States generate over $15 billion in revenue annually? Yet, most investors overlook them as a serious wealth-building opportunity. Today, we’re diving into why car washes are one of the most underrated investments – and how guest Kriss Berg is using them to generate passive income, scale his portfolio, and slash his taxes.

    In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kriss Berg, a serial entrepreneur who made a name for himself in the business world with e-commerce and newsletter ventures before diving into the car wash industry. Kriss, formerly known as “The Car Wash Guy” on X, shares how he turned car washes into a wealth-building machine – leveraging undervalued business, operational improvements, and tax advantages to scale car wash investments.

    In this episode, you will learn:

    • Why car washes are an overlooked but profitable business investment.
    • How Kriss scaled from one to five car washes using a repeatable system.
    • The massive tax advantages that come with owning a car wash.
    • Key factors to consider when buying and scaling a car wash business.
    • What makes a great car wash location – and the pitfalls to avoid.
    • And more!

    Resources:

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

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    32 mins
  • Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein
    Feb 14 2025

    In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Sara Ecklein, Founder of Trust & Honor and host of The Legacy of Love podcast. With over a decade of experience in fiduciary services, Sara specializes in trust administration, special needs trusts, and guiding families through end-of-life planning. Together, they discuss how proactive estate planning can prevent common pitfalls and ensure a smooth financial transition for loved ones.

    In this episode, you will learn:

    • The role of a professional fiduciary and how they simplify trust administration.
    • Why incapacity planning is just as important as estate planning.
    • The biggest mistakes families make when preparing for end-of-life transitions.
    • How technology is shaping the future of estate planning.
    • And more!

    Tune in to gain expert insights on preparing for the future with clarity and confidence.

    Resources:

    Episode Transcript & Blog | Trust & Honor | The Legacy of Love | Sara Ecklein - LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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    30 mins

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