The Agent of Wealth

The Agent of Wealth

Por: Marc Bautis
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.
276 episodios disponibles

Latest episodes of the podcast The Agent of Wealth

Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel 26/12/2025
Communicating with Purpose: Insights from Supercommunicators by Charles Duhigg 19/12/2025
The Small Business Owner’s Guide to Leveraging Technology With David Quick 12/12/2025
How to Navigate the World of Senior Living With Melina Owusu 05/12/2025
Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers 28/11/2025
Trusts Made Simple: Estate Planning Insights With Tom Szieber 21/11/2025
How to Break Into the Drone Business With Damon Darnall 14/11/2025
The Entrepreneur’s Retirement Dilemma: When Your Identity Is Your Business With Gregory Kovsky 07/11/2025
The Hidden Potential of Bitcoin Mining With Beau Turner 31/10/2025
The Parents’ Guide: Contributing To Your Child’s Wedding 24/10/2025
The Cost of Poor Estate Planning With Eric Kaplan 17/10/2025
Legal Wellness Made Simple With Danny Karon 10/10/2025
The Hidden Cost of Staying in a Career That’s Draining You With Rachel Spekman 03/10/2025
The One Big Beautiful Bill Act: Key Provisions to Know 26/09/2025
The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman 19/09/2025
How to Help Your Adult Children Buy a Home 12/09/2025
The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin 05/09/2025
The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo 29/08/2025
Dividend Strategies for Generational Wealth With Roger Conrad 22/08/2025
Unlocking Private A.I. Investment Opportunities With Mike Ivancie 15/08/2025
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