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 2 de 14

What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady 08/08/2025
Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney 31/07/2025
How to Create and Grow a Roth IRA For Your Children 25/07/2025
Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book 11/07/2025
Turning Marriage Into An Asset With Dr. Travis Parry 04/07/2025
Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD 27/06/2025
Energetic Wealth: The Missing Link to Women’s Financial & Emotional Liberation With Egle Aleknaviciute 20/06/2025
Staying Put and Staying Secure: How Reverse Mortgages Can Empower Retirees With Kevin Guttman 13/06/2025
ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi 06/06/2025
How Smart Investing Can Solve the Affordable Housing Crisis With Samuel Sells 30/05/2025
How Inflation Distorts Markets With Ivan Pavlovic 23/05/2025
Financial Therapy: The Missing Piece in Retirement Planning With John Hankins 16/05/2025
A Guide to Investing in Section 8 Real Estate With Michael Curadossi 09/05/2025
Discover Your Money-Multiplying Superpower With Scott Yamamura 02/05/2025
The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone 25/04/2025
Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe 18/04/2025
How to Find Joy in Your Relationship to Money With Elizabeth Husserl 11/04/2025
What It Means to Be a Fiduciary With John Williams 04/04/2025
Unlocking Wealth Through Self-Storage Investments With Mark Helm 28/03/2025
How Blockchain and Digital Trust Will Shape the Future of Finance With Dan Averbukh 21/03/2025
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