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 your door and
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
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
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
Episode 57 – Improving Your Credit Score with Nikole Vialet
Improving someone’s credit can be a daunting yet fulfilling process. There are many things that can be done to make improvements but the barrage of information makes it hard for credit seekers to understand what truly will be the best moves for their unique situation. In this episode, Victoria
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
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
Episode 54 – Financial Planning After a Job Loss
The stock and real estate market are at highs, but millions of people are still unemployed and out of work.. On this episode, Marc welcomes back John Williams, who is a wealth advisor at Bautis Financial, back to the show. Marc and John talk about how to financially plan after recently