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Agent of Wealth

By Marc Bautis

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.

  1. 1.
    Episode 24 – 10 Things CPAs Should Know About IRAs: Part 108/21/2019
  2. 2.
    Episode 23 – Can Dividends Lead to Financial Freedom?08/07/2019
  3. 3.
    Episode 22 – What Would You Do If There Was a Recession?07/24/2019
  4. 4.
    Episode 21 – How to Use ESG Investments in Your Portfolio07/10/2019
  5. 5.
    Episode 20 – Adding Real Estate to Your Investment Strategy06/26/2019
  6. 6.
    Episode 19 – Benefits to Knowing Your Business’s Value Now — With Guest Jason Early06/12/2019
  7. 7.
    Episode 18 – Meet Victoria Finlay of Bautis Financial05/29/2019
  8. 8.
    Episode 17 – Budgeting to Make Your Money Work for You — With Judy Lawrence05/15/2019

Listen to Agent of Wealth now.

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