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 14 de 14

What Issues Should I Consider Before I Retire? – Part 2 01/05/2019
What Issues Should I Consider Before I Retire? – Part 1 17/04/2019
College Planning: How To Pay Off Your Student Loans With Jan Miller 03/04/2019
10 Cybersecurity Threats and How to Combat Them With John Williams 20/03/2019
College Planning: How to Cut The Cost of College With John Williams 06/03/2019
College Planning: How To Start Saving For College With John Williams 20/02/2019
Financial Workshops Part 1: Maximizing Your Social Security 06/02/2019
Understanding Risk in Your Portfolio 23/01/2019
This is How Successful People Achieve Big Goals 14/01/2019
Breaking Down The Current State of The Economy 14/12/2018
Your Year-End Financial Planning Checklist: Part 4 21/11/2018
Your Year-End Financial Planning Checklist: Part 3 07/11/2018
Your Year-End Financial Planning Checklist: Part 2 24/10/2018
Your Year-End Financial Planning Checklist: Part 1 11/10/2018
6 Threats To Your Retirement and How to Combat Them 25/09/2018
Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial 30/08/2018
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