62 episodes

Welcome to Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money, and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

Agent of Wealt‪h‬ Marc Bautis

    • Investing
    • 5.0 • 14 Ratings

Welcome to Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money, and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

    Episode 62 - The Year in Review and a Look Ahead

    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...

    • 57 min
    Episode 61 - What to Do if You Receive a Tax Notice From the IRS With Allan Rolnick

    Episode 61 - What to Do if You Receive 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 talks with Allan Rolnick on the ins and outs of an IRS notice. Allan explains the various causes that lead to a...

    • 26 min
    Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park

    Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park

    Episode 60 - How Using a Professional Executor Can Improve Your Estate Planning With Anthony ParkSummaryDid 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...

    • 28 min
    Episode 59 - How to Analyze Real Estate Investment Opportunities with Abel Pacheco

    Episode 59 - How to Analyze Real Estate Investment Opportunities with Abel Pacheco

    SummaryIn 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...

    • 46 min
    Episode 58 - How to Repair Relationships Damaged by the Political Divide With Karen Tibbals

    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...

    • 27 min
    Episode 57 - Improving Your Credit Score with Nikole Vialet

    Episode 57 - Improving Your Credit Score with Nikole Vialet

    On today’s show, Victoria and John sit down with Nikole Vialet and talk about the ways she helps her clients repair their credit and how the help doesn’t stop there.  She discusses the many ways that she educates her clients on the many ways they can...

    • 34 min

Customer Reviews

5.0 out of 5
14 Ratings

14 Ratings

mortgage dave ,

Very interesting!

I have listened to several of Marc’s podcasts and takeaway value each time. His topics are always relevant and relatable and keep me entertained as well. Great job Marc!

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