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…

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Latest episodes

  1. Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen14 Aug 2026
  2. What Never Split the Difference Teaches Us About Negotiation7 Aug 2026
  3. How Financial Abuse Happens — and How Survivors Rebuild With Amanda J. Scott31 Jul 2026
  4. What AI Adoption Is Doing to Private Company Valuations With Ted Wolf24 Jul 2026
  5. Crypto’s Dirty Secret: Why Investors Are Vulnerable to Fraud With Courtney M. Werning17 Jul 2026
  6. Avoid Startup Failure: The Legal Mistakes Founders Make Before Launch With Philip Crowley10 Jul 2026
  7. Retire Strong: Physical Health Strategies for Your Next Chapter With Susan Brady2 Jul 2026
  8. What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson26 Jun 2026
  9. The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit17 Jun 2026
  10. The Trillion-Dollar Launch: Decoding the SpaceX IPO5 Jun 2026