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.
When Congress passed the SECURE Act in late December — during the busiest time of year for most people — they gave Americans only two weeks to wrap their heads around the upcoming changes. Catch up on the act’s biggest changes in this episode with Marc Bautis. Today, he discusses the SECURE Act’s most important…
Continue Reading The SECURE Act and Changes to your Retirement Plan – Episode 37
Many business owners are challenged with keeping up with their books during the year. After all, most entrepreneurs started their business to drive a passion forward, not become an expert on working with Quickbooks. As tax filing deadlines are getting closer, many small business owners are in a whirlwind trying to prepare and reconcile their…
Continue Reading Preparing Your Business For Tax Season with Kelli Lewis – Episode 36
