Rephonic
Artwork for The Agent of Wealth

The Agent of Wealth

Marc Bautis
Financial Planning
Retirement Planning
401(k)
Entrepreneurship
Real Estate Investing
Student Loans
Leadership
Financial Freedom
Estate Planning
Time Management
Financial Therapy
Section 8 Housing
Artificial Intelligence
Self-Storage
Debt-Free Degree
Self-Publishing
Unreasonable Hospitality
Bautis Financial
Real Estate
Investment Allocation

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 pr... more

PublishesWeeklyEpisodes304Founded8 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

Listen to this Podcast

Artwork for The Agent of Wealth

Latest Episodes

In this episode of The Agent of Wealth, co-host John Williams speaks with Phoenix Hafen, Partnerships Manager at UI Charitable, about the growing world of crypto philanthropy and the broader strategies that can make charitable giving more tax-efficie... more

Whether you’re negotiating a business deal, discussing finances, or navigating everyday disagreements, the ability to communicate effectively can change the outcome.

In this episode of The Agent of Wealth, the Bautis Financial team discusses another... more

Money is one of the most powerful tools in a relationship — but when it's used to control instead of support, the consequences can be devastating.

In this episode of The Agent of Wealth, host Marc Bautis is joined by Amanda J. Scott, author of Findi... more

Is AI increasing your company's value—or putting it at risk of falling behind?

In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Ted Wolf, CEO and Founder of Guidewise.ai and author of The Intelligent Business Equati... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Financial Crime Matters
Financial Crime MattersKieran Beer (ACAMS)

Recent Guests

Tina Larsson
Co-founder of The Folson Group, co-op/condo governance expert
The Folson Group
Episode: What Co-op and Condo Owners Should Know About Board Governance With Tina Larsson
Courtney Moeller
Oil and gas investor, entrepreneur, Navy veteran
Iron Horse Energy Funds
Episode: Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller
David McGhee
Business performance coach with 20+ years of experience
Episode: Busy Isn’t Productive: How to Measure What Actually Moves the Needle With David McGhee
Pat Hankin
Author of The Field Guide for Single Parents, business professional and parenting expert
Author, Field Guide for Single Parents
Episode: Unconventional Money Wisdom for Single Parents With Pat Hankin
Justin Pogue
Founder of Rental Secrets, author and real estate consultant based in Dallas, Texas
Rental Secrets
Episode: Winning the Rent Game: Tips From Justin Pogue
Radhika Rastogi
Co-founder of Relik Capital Group, a senior living real estate investment firm
Relik Capital Group
Episode: Investing in Senior Living Real Estate With Radhika Rastogi
Eugene Theodore
Strategist, former photojournalist, author of Built to Collapse
Independent consultant/author
Episode: When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore
Stanley Bronstein
Attorney, CPA, life coach, and author focused on excellence and health transformation
The Way of Excellence / Million Pound Weight Loss Challenge
Episode: Excellence vs. Perfection In Money and Health With Stanley Bronstein
Leo Young
Founder and managing partner of Cornell Communities
Cornell Communities
Episode: Inside Mobile Home Park Investing With Leo Young

Host

Marc Bautis
Host of The Agent of Wealth

Reviews

5.0 out of 5 stars from 35 ratings
  • Favorite podcast!

    I really enjoyed chatting with John. He asks great questions and makes the whole conversation feel easy and natural. We ended up talking about things I wasn't expecting to get into, which is usually when the best conversations happen.

    Apple Podcasts
    5
    Tina Larsson
    United States2 months ago
  • Excellent!

    This was a great experience, the host was interested and interesting. We covered a ton of info in a short timeframe. Looking forward to the release!

    Apple Podcasts
    5
    Security Conscious Dad
    United States7 months ago
  • Focused Time

    Marc is focused and on point with his guests so the listener gets a lot of information.

    Apple Podcasts
    5
    Little Buckster
    United States2 years ago
  • Great podcast!

    A great interview with Mark. We covered a lot of ground about book publishing in a very short time. I highly recommend this podcast!

    Apple Podcasts
    5
    222Shorty
    United States2 years ago
  • Great host and thanks for the opportunity!

    Marc is an amazing podcast host and I had a great time being a guest on his show.

    Marc, thank you very much for the opportunity to be a guest on your show!

    I will be sure to tune in to the future episodes and listen to the older ones as well.

    Heartfully yours,

    Growth Coach, Anand Balasubramanian.

    Apple Podcasts
    5
    Marc_Bautis
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and host deliver actionable tips that listeners can implement quickly
Listeners praise concise, information-dense episodes with high value per minute
Quality guest collaborations and hosts who prepare thoroughly for interviews
Variety of topics keeps content fresh and relevant to wealth and life planning

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Financial Audit
Financial AuditCaleb Hammer
Real Estate This Week
Real Estate This WeekStephen Gasque - Home Buying & Property Insights
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
Odd Lots
Odd LotsBloomberg

Talking Points

Recent interactions between the hosts and their guests.

The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
Q: How long did it take to create FinMate AI and what was the development approach?
The team pivoted to FinMate note taking in January 2023 and launched in May 2023, taking about five months from ideation to production, with a combination of in-house prototyping and strong input from former colleagues testing the program.
The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
Q: Can you tell us about your journey from being a financial advisor to founding FinMate AI?
Daniel describes moving from traditional advisory roles in the SF Bay Area, leveraging his FINRA-licensed experience, recognizing admin inefficiencies, and pivoting into AI-enabled note taking, which culminated in FinMate AI's May 2023 launch.
What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady
Q: Is the goal that the buyer uses a PropertyLens report before making an offer to know what they're getting into?
Yes, the goal is to shrink the knowledge gap so buyers know more before offers, though inspections are still recommended; the report helps buyers ask better questions and negotiate from a position of information.
Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD
Q: Is there a path for non-family members to lead a family business while preserving ownership for the family?
The discussion suggests that an outside CEO can be the best move in some decades to preserve ownership while bringing needed expertise.
Preparing Next-Gen Leaders for Family Business Success With Doug Gray, PhD
Q: Why is family business succession so often mishandled or avoided, and what emotional factors drive that?
Because the nonsense on HBO and the television shows is not accurate and perpetuates fears.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Agent of Wealth

What is The Agent of Wealth about and what kind of topics does it cover?

A wealth-focused interview show that centers on practical financial planning, investing, and business-building strategies for high-earning individuals, retirees, and small business owners. Episodes regularly feature guests who share deep expertise in real estate, energy investments, long-term care, governance, and personal finance, with actionable frameworks, tax considerations, and risk management tailored for affluent audiences. The format blends tactical advice, case studies, and guest perspectives to help listeners optimize cash flow, portfolio design, and life goals. Noteworthy is the emphasis on broader systems thinking—upstream problem solving, sustainable growth, and the integration of health, wealth, and purpose—making it a fit for... more

Where can I find podcast stats for The Agent of Wealth?

Rephonic provides a wide range of podcast stats for The Agent of Wealth. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Agent of Wealth and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Agent of Wealth get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The Agent of Wealth, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Agent of Wealth?

Rephonic provides comprehensive predictive audience data for The Agent of Wealth, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Agent of Wealth have?

To see how many followers or subscribers The Agent of Wealth has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Agent of Wealth?

These podcasts share a similar audience with The Agent of Wealth:

1. Financial Crime Matters

How many episodes of The Agent of Wealth are there?

The Agent of Wealth launched 8 years ago and published 304 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Agent of Wealth?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Agent of Wealth?

Rephonic pulls ratings and reviews for The Agent of Wealth from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Agent of Wealth?

Rephonic provides full transcripts for episodes of The Agent of Wealth. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Agent of Wealth?

Recent guests on The Agent of Wealth include:

1. Tina Larsson
2. Courtney Moeller
3. David McGhee
4. Pat Hankin
5. Justin Pogue
6. Radhika Rastogi
7. Eugene Theodore
8. Stanley Bronstein

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days