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 • 308 episodes
The Agent of Wealth
Latest Episodes
The Tax Problems That Emerge When You Outgrow Basic Advice With Chris Miller
Taxes can have a significant impact on long-term wealth, especially as income and financial complexity increase. Proactive planning can help identify opportunities to preserve more of what you earn.In this episode of
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Episode 309
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33:20
How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge
A life insurance policy is supposed to provide financial protection when a loved one dies. But what happens when the insurance company delays, denies, or disputes the claim?In this episode of
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Episode 308
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33:46
Medicare Explained: How to Navigate Your Coverage Options With Ryan George
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ryan George, founder of
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Episode 307
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27:02