The Agent of Wealth Podcast
1) The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in. In this episode of The A...Show More
2) How to Help Your Adult Children Buy a Home
Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?” In this episode of The Agent of Wealth Podcast, host Marc Bautis explores how pare...Show More
3) The Business of Education: Why Investors Are Eyeing Schools and Special Education Businesses With John McLaughlin
The business of education is rapidly evolving — from homeschooling and private schools to special education programs and investor interest. But how does it all fit together, and where are the biggest ...Show More
4) The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
AI is transforming wealth management – but what does that really look like for financial advisors and their clients? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Danie...Show More
5) Dividend Strategies for Generational Wealth With Roger Conrad
A note from your host: My guest’s audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us! Wh...Show More
6) Unlocking Private A.I. Investment Opportunities With Mike Ivancie
The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action? I...Show More
7) What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady
What if your dream home is hiding dangers you can’t see? From undisclosed environmental risks to costly repair needs, the wrong surprise can turn homeownership into a financial headache. In this episo...Show More
8) Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney
Health insurance can make or break a small business’ financial strategy – yet many owners overlook it or overspend on the wrong plans. In this episode of The Agent of Wealth Podcast, host Marc Bautis ...Show More
9) How to Create and Grow a Roth IRA For Your Children
Whether your child has earned income from a part-time job, or is working for a family business, a Roth IRA can be a game-changing tool for their financial future – but it must be done correctly. In t...Show More
10) Finding Your Blue Ocean: Key Takeaways From a Game-Changing Book
Most businesses fight for market share – but what if you could make the competition irrelevant? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses Blue Ocean Strategy:...Show More