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

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

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

What if you could learn the most valuable parts of an MBA — without spending years in school?

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Cousins, an investor, tech founder, and bestselling author who is revolutionizing business education. As the founder of MBA A$AP, a platform that has trained over 30,000 students across 165 countries, John has distilled the traditional MBA into an accessible, fast-track learning experience.

Tune in to discover how he’s making business knowledge more practical, affordable, and globally available.

In this episode, you will learn:

• Why traditional MBA programs may not be the best return on investment.
• How the 80/20 rule applies to business education, helping you focus on the most impactful concepts.
• The innovative ways MBA A$AP is leveraging AI to enhance learning and accessibility worldwide.
• And more!

Resources:

Episode Transcript & Summary Doc | MBA A$AP | Corporate Finance A$AP: Level Up With Powerful Finance Tools and Better Decision-Making | 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 back for the second part in a series on how to maximize your 401(k). Now that you understand the importance of contributing to your retirement plan, the next big questions are: How much should you be saving? and How should you allocate those savings? Marc breaks it all down, from contribution strategies to investment options, so you can build a retirement portfolio that aligns with your goals.

In this episode, you will learn:

• How to determine the right contribution amount for your 401(k).
• The pros and cons of target date funds and whether they’re right for you.
• How to use your plan’s allocation tools—or create a customized investment strategy.
• Key updates to 401(k) plans in 2025 under the SECURE 2.0 Act.
• And more!

Resources:

Episode Transcript & Blog | Episode 222 - Maximize Your 401(k): Roth vs Pre-Tax Contributions | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

What does it take to excel in the NFL and the business world? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Marques Colston, Super Bowl Champion and Founding Partner at Champion Venture Partners, to explore how the lessons learned on the field translate into success in business and investing.

From his unexpected rise as an NFL standout to becoming a trailblazing entrepreneur, Marques shares the mindset and philosophy that have fueled his achievements. His decade-long football career taught him that sustained success requires daily effort, humility to keep learning, curiosity to uncover new opportunities, and confidence built through preparation and repetition.

Today, Marques applies this winning mentality in his work as an entrepreneur, educator, executive coach, and strategic consultant. With a mission to empower underserved and underestimated communities, he’s focused on helping others break through barriers and achieve beyond their perceived limitations.

Through Champion Venture Partners (CVP), Marques is building a legacy by creating wealth-building opportunities for a diverse group of investors, revolutionizing the sports investment landscape along the way.

In this episode, you will learn:

• How Champion Venture Partners is reshaping sports investing with a diversified portfolio spanning sports tech, medicine, teams, and more.
• Why self-leadership, teamwork, and culture are crucial to building sustainable success in both sports and business.
• The vital role of access to high-quality investment opportunities in creating lasting wealth.
• Marques’s efforts to democratize investment through education and initiatives that reach underserved communities.
• And more!

Resources:
Episode Transcript & Blog | championventurepartners.com | Champion Venture Partners (LinkedIn) | Champion Venture Partners (Instagram) | Marques Colston (LinkedIn) | Marques Colston (Instagram) | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

How do you lead with responsibility, build high-performing teams, and inspire action? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin.

Whether you’re managing a business, a family, or your personal goals, these leadership principles can transform how you approach challenges.

In this episode, we discuss:

• What “Extreme Ownership” is, and how to employ it in business and in life.
• The role of leadership in building successful teams.
• How to inspire action and accountability through effective communication within teams.
• The importance of collaboration.
• And more!

Drawing connections between military strategies and financial planning, the team offers actionable insights for leaders, professionals, and anyone striving for success. Listen in for strategies that will inspire you to take ownership, lead effectively, and create impactful results in every area of your life.

Resources:
Episode Transcript & Blog | Extreme Ownership: How U.S. Navy Seals Lead and Win | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Dreaming of flying first-class, lounging in luxury hotels, or planning your perfect vacation without breaking the bank? What if you could unlock the secrets to doing it all with points and miles you’re already earning — or could be?

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elliot Rosenberg, Founder of Hack My Honeymoon, to uncover the secrets of turning everyday spending into nearly-free luxury travel. Elliot, an expert in helping high-spenders and business owners maximize the value of their credit card points, shares how he helps clients go beyond 2% cash back to achieving 10-20% in rewards toward unforgettable experiences.

From premium flights to five-star accommodations, Elliot reveals his strategies for optimizing points, earning bonuses, and making the most of your travel rewards to create memories that last a lifetime.

In this episode, you will learn:

• How to strategically earn and redeem credit card points for luxury travel experiences.
• The importance of using the right cards for specific spending categories to maximize rewards.
• Why flexibility in your travel plans can significantly enhance the value of your points.
• Common mistakes people make when attempting to travel hack (and how to avoid them).
• Tips for extracting maximum value from premium credit cards with high annual fees.
• And more!

Resources:
Episode Transcript & Blog | hackmyhoneymoon.com | Elliot Rosenberg on Social: @EHRosenberg | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call