Episode 65 – Should You Invest In the Latest IPO? with John Williams
Last year was a record year for IPOs, with trends tracking into 2021. But the question remains, is the latest IPO a good, long-term investment?
Episode 64 – How to Change the World Through Charitable Giving with Kris Putnam-Walkerly
Discover how to transform your charitable giving to catapult your impact.
Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin
Discover how tapping into your creative mind can help you build towards a secure financial future.
Episode 62 – The Year in Review and a Look Ahead
Should I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like? In this episode of The Agent of Wealth Podcast, Marc Bautis does a 2020 recap and looks ahead to help …
Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick
What should you do if you get a letter or notice from the IRS? Don’t ignore it. In this episode of The Agent of Wealth Podcast, Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at …
Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park
Did you know that nearly 60% of Americans lack a will or have done any estate planning? In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning. They discuss why naming an executor is significant for not just a person’s assets but also their …
Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco
In this episode of The Agent of Wealth Podcast, Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate. Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a fulltime real estate investor. Abel speaks on …
Episode 58 – How to Repair Relationships Damaged by the Political Divide With Karen Tibbals
How do you approach and understand people with opposing views? In this episode of the Agent of Wealth Podcast, Karen Tibbals and Marc Bautis discuss the strong political divide currently between people and what is underneath our moral fundamental belief systems. Karen dives into tactics that will help you have those difficult conversations, and repair …