The Agent of Wealth
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.
Podcasting since 2018 • 262 episodes
The Agent of Wealth
Latest Episodes
The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in.In this episode of
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Episode 263
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28:33
How to Help Your Adult Children Buy a Home
Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?”In this episode of The Agent of Wealth Podcast
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Episode 262
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18:26
The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin
The business of education is rapidly evolving — from homeschooling and private schools to special education programs and investor interest. But how does it all fit together, and where are the biggest opportunities and challenges ahead?In...
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Episode 261
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32:57
The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
AI is transforming wealth management – but what does that really look like for financial advisors and their clients?In this episode of The Agent of Wealth Podcast, host <...
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Episode 260
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19:43
Dividend Strategies for Generational Wealth With Roger Conrad
A note from your host: My guest’s audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us!What if your portfolio could pa...
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Episode 259
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20:45