Agent of Wealth
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Description
Welcome to 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.
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Episodes (229)
Unlocking the Power of AI in Investing With Andrew Einhorn
Episode 181 - Elder Financial Abuse: Meaning, Signs, Prevention
How to Minimize Taxes While Staying Out of Tax Trouble With Gary Massey
The Role of Charitable Giving in Our Personal Finance Habits With Adam Nash
Wild Problems: A Guide to the Decisions That Define Us by Russ Roberts
How to Tap Into Your Money Persona With Garrett Gunderson
The Cure for Money Madness, Cultivating “Enough” With Spencer Sherman
How to Use Meditation as Business Growth Tool With Anand Balasubramanian
How to Safeguard Your Parents From Senior Citizen Scams
How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel