
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
| Publishes | Weekly | Episodes | 304 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducationSelf-Improvement | |||

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
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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.
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!
Marc is focused and on point with his guests so the listener gets a lot of information.
A great interview with Mark. We covered a lot of ground about book publishing in a very short time. I highly recommend this podcast!
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.
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Recent interactions between the hosts and their guests.
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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
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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.
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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
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