
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 • 255 episodes
The Agent of Wealth
Latest Episodes
Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney
Health insurance can make or break a small business’ financial strategy – yet many owners overlook it or overspend on the wrong plans.In this episode of The Agent of Wealth P...
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Episode 256
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24:52

How to Create and Grow a Roth IRA For Your Children
Whether your child has earned income from a part-time job, or is working for a family business, a Roth IRA can be a game-changing tool for their financial future – but it must be done correctly. In this episode of
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Episode 255
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14:52

Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book
Most businesses fight for market share – but what if you could make the competition irrelevant?In this episode of The Agent of Wealth Podcast, the Bautis Financial team d...
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Episode 254
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27:11

Turning Marriage Into An Asset With Dr. Travis Parry
Business partners draft contracts. Investment partners sign agreements. But when it comes to marriage – one of the most important partnerships of all – too many couples skip the financial conversations that matter most.In this episode of...
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Episode 253
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42:50

Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD
What’s harder than building a successful family business? Handing it off to the next generation. Passing on a successful family business is one of the most complex – and often avoided – transitions a family can face. In this episode...
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Episode 252
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33:20
