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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

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

Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone -Episode 27

Are you falling short on your financial goals for your retirement? If you own your own home, do you know the value of the equity you have in it? In this episode, Marc Bautis brings on a longtime friend to discuss reverse mortgages and how they may be of benefit to your financial plan. David…

Continue Reading Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone -Episode 27

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