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 3 de 14

Finish What You Start: The Art of Following Through By Peter Hollins 14/03/2025
Strategic Real Estate Planning: Navigating Family Wealth Transfer With Amelia Misenheimer 07/03/2025
How to Reduce Tax Debt With Stephen A. Weisberg 28/02/2025
Unlocking Wealth With Car Wash Investments, With Kriss Berg 21/02/2025
Trust and Honor: A Heartfelt Approach to Estate Planning With Sara Ecklein 14/02/2025
MBA A$AP: Revolutionizing Business Education With John Cousins 07/02/2025
Maximize Your 401(k): How Much to Save, and Smart Investment Allocation 31/01/2025
Building Winning Teams in Sports and Business With Marques Colston 24/01/2025
Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink and Leif Babin 17/01/2025
Points, Miles and Wealth: Credit Card Hacks With Elliot Rosenberg 10/01/2025
Unlocking Hidden Government Grants: How to Find Money You Didn’t Know Existed With Matthew Lesko 03/01/2025
Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy 20/12/2024
Family Meetings: Connecting Hearts and Solving Problems Together With Rebeccah Silence 06/12/2024
The 2024 Year-End Financial Planning Checklist 22/11/2024
Expert Insights: 1031 Exchanges, DSTs, and Real Estate Investment Strategies With Stephen Haskell 15/11/2024
Maximize Your 401(k): Roth vs Pre-Tax Contributions 01/11/2024
Mastering the Art of Time Management With David Buck 18/10/2024
Co-Investing: Fractional Ownership in Real Estate With Brian Davis of SparkRental 04/10/2024
Unreasonable Hospitality: Compelling Reasons to Give More Than Expected 20/09/2024
Understanding The Power of “WE” With Kyle McDowell 06/09/2024
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