The Agent of Wealth
Episodes
297 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...
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 For millions of Americans, outdated beneficiary designations create costly estate planning mistakes that can l...
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...
Common Home Equity Options: What Every Homeowner Needs to Know
You've spent years building equity in your home — but when does it make sense to actually put that equity to work?In this episode of The Agent of Wealth Podcast, co-host ...
The Cash Pivot: What to Do as Yields Melt Away
The easy 5% returns on cash may be disappearing — but that doesn’t mean your money has to stop working hard.In this episode of The Agent of Wealth Podcast, host
Hidden Potential: The Science of Achieving Greater Things by Adam Grant
What if success has less to do with talent — and more to do with how we learn, adapt, and grow over time?In this episode of The Agent of Wealth Podcast, the
Deepfakes & Deception: How to “PROOF” Your Family
A heartbreaking story. A growing threat. And a practical framework every family should know before it’s too late.In this episode of The Agent of Wealth Podcast, host
Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller
What if one investment could potentially reduce your tax bill today and generate income tomorrow? Oil and gas investing might not be as out-of-reach — or as risky-as-you-think.In this episode of
Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee
Most business owners think the path to growth is doing more — but what if that mindset is actually holding you back?In this episode of The Agent of Wealth Podcast, co-hos...
Unconventional Money Wisdom for Single Parents With Pat Hankin
After discovering a community of 470,000 single parents, one expert realized something surprising: no one was teaching the practical side of doing it alone.In this episode of
Winning the Rent Game: Tips From Justin Pogue
Most renters accept the listed price — but what if that’s your biggest mistake?In this episode of The Agent of Wealth Podcast, co-host
Investing in Senior Living Real Estate With Radhika Rastogi
America’s aging population is creating one of the most powerful demographic trends of the next two decades — and it’s reshaping opportunities in real estate. But senior living is far more complex than traditional multifamily investing. From sta...
Upstream: The Quest to Solve Problems Before They Happen by Dan Heath
What if the best way to solve problems… is to stop them from happening in the first place?In this episode of The Agent of Wealth Podcast, the
When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore
What happens when systems designed to succeed are actually built to fail? In today’s episode, we explore why growth-at-all-costs can undermine even the most well-intentioned organizations.In this episode of
Excellence vs. Perfection In Money and Health With Stanley Bronstein
Perfection is a trap. Excellence is a system.In this episode of The Agent of Wealth Podcast, host Marc Bautis is jo...
Inside Mobile Home Park Investing With Leo Young
Affordable housing. Durable cash flow. And an asset class that historically outperformed during recessions.In this episode of The Agent of Wealth, co-host
Planning for Long-Term Care Without Panic or Fear, With Raymond Lavine
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...
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
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
How Investment Fees Work With John Williams, CFP®
Paying investment fees is normal. Not knowing what you’re paying isn’t.Research shows that many investors underestimate — or completely overlook — the true cost of investing, with
Precious Metals in a Shifting Monetary System With David Morgan
Are gold and silver simply relics of the past, or critical tools for navigating what may be the next major shift in the global monetary system?In this episode of The Agent of...
Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel
What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but not for collaboration, uncertainty, o...
Communicating with Purpose: Insights from Supercommunicators by Charles Duhigg
What if the biggest communication breakthroughs have less to do with what you say — and more to do with how well you listen?In this episode of The Agent of Wealth Podcast...