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 • 242 episodes
The Agent of Wealth
Latest Episodes
The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future.In this episode of
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Episode 243
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26:37
Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe
Think your assets are safe from lawsuits, creditors, or divorce? Unless they’re in the right kind of trust, your wealth might be more vulnerable than you think.In this episode of
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Episode 242
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17:53
How to Find Joy in Your Relationship to Money With Elizabeth Husserl
What if the key to financial freedom isn’t more money – but a better relationship with it?In this episode of The Agent of Wealth Podcast, host
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Episode 241
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31:48