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 • 281 episodes
The Agent of Wealth
Latest Episodes
Planning for Long-Term Care Without Panic or Fear, With Raymond Levine
Most people assume Medicare will cover long-term care — until they discover, often too late, that it won’t.In this episode of The Agent of Wealth, co-host John Williams s...
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Episode 282
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26:18
The Human Touch in a Tech-Driven Banking World With Walt Postlewait
Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business?In this episode of
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Episode 281
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32:19
The AI Scam Wave: Deepfakes, Voice Clones, and Your Bank Account With Robert Siciliano
As wealth transfers across generations, cybercriminals are positioning themselves to intercept it.In this episode of The Agent of Wealth, host
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Episode 280
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36:43