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 6 de 14

How to Tap Into Your Money Persona With Garrett Gunderson 20/10/2023
The Cure for Money Madness, Cultivating “Enough” With Spencer Sherman 06/10/2023
How to Use Meditation as Business Growth Tool With Anand Balasubramanian 29/09/2023
How to Safeguard Your Parents From Senior Citizen Scams 12/09/2023
How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel 12/09/2023
Experiments With Chat GPT 08/09/2023
How to Make Money Renting Your Home As a Film Set With Josh Lawlor 30/08/2023
The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw 24/08/2023
Overcome Procrastination and “Do It Today” (Bautis Financial Book Club) 17/08/2023
What Parents Should Consider As Their Child Becomes Independent 09/08/2023
How Men Can Rekindle and Reignite Their Marriage With Dr. Michael Jaquith 04/08/2023
How to Prepare for An Estate Planning Meeting With John Williams 26/07/2023
How to Invest in the Private Market With Leif Hartwig 20/07/2023
How Families Can Balance Paying For College And Saving For Retirement 14/07/2023
Financial Tips for Women Facing Divorce With Patti Handy 06/07/2023
How to Protect Yourself From Cyber Threats With Mikhail Itenberg 28/06/2023
Talking AI With Manuj Aggarwal 22/06/2023
Money: The True Story of a Made-Up Thing By Jacob Goldstein 14/06/2023
How To Choose A Tax Planning Specialist With Alex Sonkin 09/06/2023
How Goal Planning Can Help You Achieve Financial Fulfillment 01/06/2023
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