Agent of Wealth

Agent of Wealth

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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.

Recent Episodes

  • Maximize Your 401(k): Roth vs Pre-Tax Contributions

    2 weeks ago
  • Mastering the Art of Time Management With David Buck

    4 weeks ago
  • Co-Investing: Fractional Ownership in Real Estate With Brian Davis of SparkRental

    1 month ago
  • Unreasonable Hospitality: Compelling Reasons to Give More Than Expected

    2 months ago
  • Understanding The Power of “WE” With Kyle McDowell

    2 months ago
  • Wealthier: The Investing Field Guide for Millennials With Daniel Solin

    3 months ago
  • Strategic Planning for a Debt-Free Education With Elizabeth “DrRoz” Rosner

    3 months ago
  • How to Publish a Book Like a Pro With Michele DeFilippo

    4 months ago
  • The Dos and Don'ts for Turnkey Rental Investing With Scott Stanfield

    4 months ago
  • How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro

    4 months ago