The Agent of Wealth

By Marc Bautis

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 ... more

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FAQs about The Agent of Wealth:

How many episodes does The Agent of Wealth have?

The podcast currently has 315 episodes available.

The Agent of Wealth episodes:

October 12, 2018 Episode 3 – Your 2018 Year-End Financial Checklist: Part 1
Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. Today, Marc Bautis is kicking off a new mini-series on his year-end financial planning checklist, covering … Continue reading Episode 3 – Your 2018 Year-End Financial Checklist: Part 1 →
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21min
September 25, 2018 6 Threats To Your Retirement and How to Combat Them
There are unforeseen risks that could knock your retirement plan off course. In this episode of The Agent of Wealth Podcast, host Marc Bautis helps you better prepare for retirement by walking you through six potential risks in a way that is easy to understand.

Resources:
Bautis Financial: (862) 205-5000
...more
28min
September 25, 2018 Episode 2 – Six Threats to Your Retirement
There are unforeseen risks that could knock your retirement plan off course. In today’s episode, Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Explaining each risk in a way that is easy to understand, Marc discusses: Accounting for inflation as you build your savings Tax-efficient ways to … Continue reading Episode 2 – Six Threats to Your Retirement →
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28min
August 30, 2018 Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial
Welcome to the inaugural episode of the Agent of Wealth podcast! It’s time to learn all about your host, Marc Bautis, Wealth Manager and Founder of Bautis Financial. Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio and more.

Resources:
Bautis Financial: (862) 205-5000
...more
19min
August 30, 2018 Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial
Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial. Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio, and why he has committed to reading one book per … Continue reading Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial →
...more
19min

FAQs about The Agent of Wealth:

How many episodes does The Agent of Wealth have?

The podcast currently has 315 episodes available.