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Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

January 7, 2021 By Marc

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

December 17, 2020 By Marc

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

December 8, 2020 By Marc

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 […]

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Marc Bautis
Wealth Manager and Founder

John Williams
Wealth Advisor

Victoria Finlay
Financial Planner

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Marc Bautis Wealth Manager and Founder

John Williams Wealth Advisor

Victoria Finlay Financial Planner

Marc Bautis
Wealth Manager and Founder

John Williams
Wealth Advisor

Victoria Finlay
Financial Planner