x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

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

business investing

All Episodes

23:47

How to Proactively Mitigate Conflict When Estate...

The Agent of Wealth ·

2024/05/30

Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fervent commitment to using conflict as a catalyst for growth and innovation, Kat empowers individuals and organizations to thrive. Tune in to le...

en

25:13

Lessons from an All-In Life With Jeanne Collins

The Agent of Wealth ·

2024/05/23

Do you often find yourself hesitating before a big decision, or weighing the pros and cons? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and Principal Designer of the award-winning interior design firm, JerMar Designs. Two Feet In: Lessons from an All-In Life is Collins’ first book, and it was written with the goal of inspiring more people to live life to the fullest. This mission to encourage people to live their best lives is int...

en

18:17

Financial Documents: What to Save and How Long to...

The Agent of Wealth ·

2024/05/16

As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long?In this episode, you will learn:The documents you must keep indefinitely, including legal, personal, and financial records.How long to keep tax-related documents and records.Practical s...

en

22:12

How to Plan a Winning Business Transition With Laurie...

The Agent of Wealth ·

2024/05/10

100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts...

en

21:22

Lessons From "Thinking in Bets" By Annie Duke

The Agent of Wealth ·

2024/05/03

en

29:00

Visionary Franchising With John Hewitt

The Agent of Wealth ·

2024/04/19

en

16:54

How to Determine the Difference Between Wants and Needs

The Agent of Wealth ·

2024/04/12

en

22:17

Diversification into Precious Metals With Michael Arries

The Agent of Wealth ·

2024/04/05

en

19:56

Holistic Wealth: Balancing Health, Relationships, and...

The Agent of Wealth ·

2024/03/28

en

32:22

How to Master Your Reading Habits With Nick Hutchinson

The Agent of Wealth ·

2024/03/22

en

25:03

How to Create a 9-5 Paycheck Without a 9-5 Job With...

The Agent of Wealth ·

2024/03/13

en

28:51

How to Breakthrough Burnout and Go From Stress to...

The Agent of Wealth ·

2024/03/08

en

25:58

Proven Ways to Acquire and Retain Clients With...

The Agent of Wealth ·

2024/02/23

en

21:32

How to Stay Positive No Matter What’s Pissing You Off...

The Agent of Wealth ·

2024/02/16

en

22:02

Mortgage Note Investing 101 With Fred Moskowitz

The Agent of Wealth ·

2024/02/09

en

13:21

How to Prepare for a Successful Tax Season

The Agent of Wealth ·

2024/02/02

en

19:02

Risk and Reward: Insights From Day Trading Expert...

The Agent of Wealth ·

2024/01/26

en

22:02

Deep Work: Rules for Focused Success in a Distracted...

The Agent of Wealth ·

2024/01/19

en

14:36

Teaching Financial Literacy In and Out of the...

The Agent of Wealth ·

2024/01/12

en

14:31

The Power of a One-Page Financial Plan

The Agent of Wealth ·

2024/01/05

en

266 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Nomad Capitalist Audio Experience

Nomad Capitalist

Supply Shock

Blockworks

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita

SoldiExpert SCF