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

Mostrando página 13 de 14

How to Prepare Your Business For Tax Season With Kelli Lewis 18/02/2020
Direct Indexing to Achieve Tax Alpha and Efficiency 11/02/2020
How to Make Sure You're Properly Covered Through Insurance With Jason Street 04/02/2020
How to Avoid Running Out of Money in Retirement 28/01/2020
Retirement Numbers That Every Single Person Needs to Know 08/01/2020
Why We Use the Factor Investing Strategy 11/12/2019
How to Start Decluttering Your Home Today With Maria Diaz 27/11/2019
Tax Planning: Not Just a Year-End Event With Kenneth Lam, CPA 15/11/2019
Why Medicare Parts A and B Aren’t Enough With Victoria Finlay 30/10/2019
Can a Reverse Mortgage Fit in Your Financial Plan? With David Faccone 01/10/2019
Changing Jobs? Don’t Forget About Your 401(k) 25/09/2019
Is Divorce Coaching Right for You? With Jason Levoy 05/09/2019
10 Things CPAs Should Know About IRAs: Part 1 21/08/2019
Can Dividends Lead to Financial Freedom? 07/08/2019
What Would You Do If There Was a Recession? 24/07/2019
How to Use ESG Investments in Your Portfolio 10/07/2019
Adding Real Estate to Your Investment Strategy 26/06/2019
Benefits to Knowing Your Business’s Value With Jason Early 12/06/2019
Meet Victoria Finlay of Bautis Financial 29/05/2019
Budgeting to Make Your Money Work for You With Judy Lawrence 15/05/2019
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