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 • 297 episodes
The Agent of Wealth
Latest Episodes
What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson
Your condo or co-op may be your biggest investment—but is poor board governance quietly reducing its value?In this episode of The Agent of Wealth Podcast, co-host John Wi...
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Episode 298
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25:37
The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit
What if a single form you filled out decades ago could override your will and completely change where your assets end up? For millions of Americans, outdated beneficiary designations create costly estate planning mistakes that can l...
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Episode 297
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14:22
The Trillion-Dollar Launch: Decoding the SpaceX IPO
SpaceX is poised to become one of the world's most valuable public companies overnight. The question is: does the opportunity justify the risk?In this episode of The Agent of...
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Episode 296
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22:06