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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

Episode 56 – How Will the Election Impact Your Portfolio?

Episode 56: How Will the Election Impact Your Portfolio?  2020 has certainly been a whirlwind of a year…between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election.  On today’s show, Marc and John discuss the different possible outcomes of the election and how each one can affect…

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Episode 55 – Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine

If you are someone who has not thought about their long-term career plan, you are not in the minority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in…

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