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The Agent of Wealth Podcast helps you overcome the multiple wealth planning challenges in your financial life to set you on a path to achieve financial freedom.

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Latest Episodes

Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA – Episode 29

With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round.  In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning, to discuss ways…

Continue Reading Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA – Episode 29

Why Medicare Parts A and B Aren’t Enough with Victoria Finlay- Episode 28

A lot of people with Medicare wrongly believe that having only Parts A and B will be sufficient. With open enrollment period in full swing, now is the time to make adjustments to get complete coverage. In this episode, Marc Bautis welcomes returning guest Victoria Finlay to uncover why Parts A and B don’t cut…

Continue Reading Why Medicare Parts A and B Aren’t Enough with Victoria Finlay- Episode 28

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