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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 letter showing up at your door and the steps you should take to resolve the problem. Allan also shares his best tips on how to be compliant with the IRS to limit any issues. In this episode, you will learn:The first step to approaching a letter from the IRSThe most common reasons for receiving a notice from the IRSWhat assets the IRS can come afterHow the IRS devises a payment planAnd more!Tune in now to learn strategies to protect yourself from the IRS!Episode WebpageResources:Bautis Financial: (862) 205-5000 | Allan Rolnick: (718) 841-7317 | The Tax Resolution Ninja Show

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 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 personal well being. Anthony shares what the average estate process may look like when a person dies and how an executor’s role comes into play. In this episode, you will learn:What happens to your estate when you dieTips on who to name as the Executor of your estate and why naming your child may not be the best decision. Why estate planning for “Solo Agers” is critical What happens during probate if you own property in multiple statesAnd more!Tune in now to learn strategies that will help you create your estate plan!Resources:Episode Webpage:Bautis Financial: (862) 205-5000 | Anthony S. Park | Anthony’s Books on Amazon

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 IT tech sales to becoming a fulltime real estate investor. Abel speaks on some of the challenges that may come with the profession and how he has found success in commercial real estate.In this episode, you will learn:Where to start your real estate investing journey with different market and asset classes The difference between investing actively vs passively The three things to consider when evaluating real estate investment opportunitiesTips for raising capital and building trust with investors  COVID’s impact to the opportunity and investor side of commercial real estateAnd more!Tune in now to learn how to add commercial real estate to your portfolio! Resources:Episode Webpage: Bautis Financial: (862) 205-5000 | 5 Talents CRE

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 relationships rather than preaching your beliefs.In this episode, you will learn:How social and political beliefs became alignedThe 5 Moral Foundations: belonging in a community, respect for authority, sacredness, care for others, and fairness and how they apply to understanding each other.Why preaching your beliefs to someone will actually have the reverse effect. Three techniques proven to change people's minds.How to repair relationships with people who you’ve disagreed with.And more!Tune in now to learn about Karen Tibbals approach: persuade don’t preach. Resources:Episode WebpageKaren’s Website  | Persuade Don’t Preach | Bautis Financial: (862) 205-5000 

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 improve their financial wellness.    In this episode, you will learn: Some of the most important things you can do to improve your credit scoreThe many different ways a credit repair specialist can help their clientsWhy is it so important to achieve and maintain strong credit?All of the different things that positively and negatively affect your creditAnd more! Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com | 

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 possible outcomes of the election and how they can affect your portfolio. In this episode, you will learn: Historically how have the markets performed under the leadership of Republican and Democrat presidentsAn analysis of Joe Biden's Tax PlanWhat investment strategy you should consider depending on who gets electedAre Social Security benefits at risk after the election?And more! Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | 

If you are someone who has not thought about their long-term career plan, you are not in the minority. Many 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 to address in any financial plan. On today’s show, Marc and John talk to Extended Care Benefits Advisor Raymond Lavine about how to approach the oftentimes overlooked aspect of planning financially. In this episode, you will learn: Where to begin when putting together a caregiving planThe right time to start having long-term care conversationsThe devastation that not having a long term care plan can cause to your assets. How to utilize a hybrid benefit plan to ensure your assets are passed on to your beneficiaryAnd more!Tune in to ensure that you are taking the steps to have the right plan, at the right place, at the right time. Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | www.lavineltcins.com | Raymond Lavine:  (253) 275-6091 |

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 losing a job. In this episode, you will learn:How to ensure a job loss doesn't wreck your financial planBudgeting tips to look for ways of reducing your expenses6 options with what to do with your retirement plan when you leave your jobWhere and when to start when looking for a new jobAnd more!Tune in now to learn about what to do after a loss of a job during these unpredictable times!Resources: Episode Webpage| Bautis Financial: (862) 205-5000  | Retirement Seminar | Schedule a Call |

When it comes to money, we always think about the numbers. However, the decisions that we make financially stems from our emotions. In fact, we make all of our decisions emotionally first. On this episode, Marc talks to Anne Beaulieu about how to make better money decisions using our emotions. Anne Beaulieu is the founder of Femme Sauvage, a regular Forbes contributor, and an author of 29 books in the The Emotionally Intelligent Way© series. In this episode you will learn: Where to start when trying to learn your feelings about moneyIdentifying your money triggersHow to heal the emotional weight from triggers Tips for better emotional money decisions for couplesHow to attract abundanceAnd more!  Tune in now to hear how to take control of your anxieties around money!Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com | Femme Sauvage | The Emotionally Intelligent Way© series | Femme Sauvage Blog |

What better way to learn about retirement than someone who meticulously prepared for it. On this episode we talk with Fritz Gilbert, who chronicled his own retirement every week for the past five years.Fritz is the founder of the blog The Retirement Manifesto and the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. In this episode, you will learn: How to plan for a successful retirementWhy Fritz compares planning for retirement to baking a cakeWhy planning for retirement is so much more than just the financialsHow to account for “doomsday scenarios” while planning for retirementAnd more! Tune in now to hear what the process of retirement is like from a first-person perspective! Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | The Retirement Manifesto | Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years | 

The sizes small, medium, and large only fit 15% of men properly in terms of clothing. Stantt is a business that has created over 99 different shirt sizes to actually fit to ensure confidence and comfort. On this episode, Marc Bautis talks to Co-Founder and Co-CEO of Stantt. Marc and Matt talk about how Matt transitioned from corporate America to changing the shirt industry by creating his own company. In this episode, you will learn: How Matt transitioned from his corporate job to launching StanttTips on how to build your brand and overcome the challenges that a new business goes throughWhy Matt looked to bring on angel investors from the beginning and how they've helped shape the businessOnline vs. in-person store predictions for after the pandemicAnd more!Tune in now to find out the ins and outs of starting your own business!Resources: | Bautis Financial: (862) 205-5000 | bautisfinancial.com | stantt.com | matt@stantt.com |

People have coaches all throughout their childhoods: sports teams, Boy/Girl Scouts, and several other organizations and clubs. So, why not hire one for your professional life?On this episode, Marc Bautis talks to President and Co-Founder of Sayge Katie Stricker about how coaching can help your business, especially during these unprecedented times. In this episode, you will learn: The key benefits of coaching How to treat your career as an assetWhat industry benefits the most from coaching Book recommendations to transform your mindsetAnd more! Tune in now to find out how professional coaching can help you and your organization!Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | hellosage.com | katie@hellosayge.com  | Books Mentioned: Getting to Yes: Negotiation Agreement Without Giving In | Taking the Stage: How Women Can Speak Up, Stand Out, and Succeed | Radical Candour | The Growth Mindset: A Guide to Professional and Personal Growth (The Art of Growth) (Volume 1) | Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones |This is Part 3 of a multi-part series exploring careers and employment during the Coronavirus. In Part 1, we looked at the job market through a candidate’s perspective. In Part 2, we discussed the job market through a hiring professional’s perspective. 

As soon as your child loses their first tooth, they are thinking about money and how they want to spend it. Financial literacy is an important topic to introduce to your child at an early age. On today’s episode, Marc welcomes guest Shara Nadler, founder and CEO of iPiggiBank; a company that is focused on improving financial literacy in children. Together, they discuss how to teach your child about finance along with the classes and information that iPiggiBank provides. In this episode, you will learn: What age and topic is appropriate for teaching your child The different aspects of financial literacy that are significant to teach your child Where children gain the most finance influence from Board game and book recommendations to make financial literacy learning fun Tune in now to find out how you can help your child gain money management skills!Resources: Episode Webpage| Bautis Financial: (862) 205-5000 | bautisfinancial.com | iPiggiBank.com | info@ipiggibank.com | Rock, Brock, and the Savings Shock | A Penny for Piggy: The Tale of Save, Spend, and Share |

Searching for a new job with the recent record-high unemployment rate can be challenging, but it is a difficult time for employers as well. It has become necessary to attract and hire candidates virtually during these unprecedented times.Today, Marc Bautis welcomes guest Jen Selverian. She is the founder and owner of Nadexa Group, which is an executive search firm that partners with leading advertising and digital marketing agencies and the host of the Small Business Speaks podcast. Together, they discuss how best to hire someone during the Coronavirus pandemic. In this episode, you will learn: How and when to decide if hiring someone right now is right for youIf a recruiter is right for youWhat kind of salary to offer along with the tools to researchHow to start attracting candidatesHow to structure an interview team Selling points for hiringHow to attract candidates virtually Tips on the hiring process in a virtual environmentAnd more!Tune in now to learn how to efficiently and successfully hire during these crazy times! This is Part 2 of a multi-part series exploring careers and employment during the Coronavirus. In Part 1, we looked at the job market through a candidate’s perspective. You can listen to Episode 47 here. Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | Agent of Wealth Podcast | Jen Selverian | Nadexa Group | Tips for Hiring During the Pandemic | Questions to Ask Before You Hire a Recruiter | Nadexa Group Blog |

Unemployment has reached a record high because of the Coronavirus. In just one and a half months, these numbers soared from 3.5% to over 16%. With a slowly re-opening job market, hiring is hopeful for the near future. Whether you are recently entering the job market for the first time or for the first time in a while, searching for a job can be difficult during these unprecedented times. Marc Bautis welcomes guest and professional career coach Geoffrey Goldman as they talk about the state of the job market and how to execute a job search during the Coronavirus. In this episode, you will learn: Where to start your job searchHow to reach out to someone on LinkedInWhat to include in your online professional profile How to stand out in an online job search The future of work-from-home And more!Tune in now to learn how to take advantage of the job market during these crazy times!Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | Geoffrey Goldman |

By the time we finish today’s show 327 elderly people will be treated in an emergency room for a fall - that's one fall every 11 seconds. Now, I'm sorry to say this next piece, but three of them will die from that fall. One every 19 minutes.Those jolting statistics come from the National Council on Aging. Many of us have dealt with elderly loved ones who have fallen. In fact, one in four elderly persons experiences a fall each year. Whenever any of these personal and health safety issues arise, inevitably they draw attention to a wide range of medical, legal, and financial issues, too.In this episode, you will learn:Smart planning can help ensure your loved one’s good with continued care What a caregiving plan must address How caregiving impacts the rest of the familyWhy a team approach can produce the best caregiving planHow to get started with a caregiving planTune in now to learn about smart planning techniques to protect your loved ones!Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | Episode Webpage | Caregiving Resources

Improving someone’s image deals with more than just the clothes they wear; it highlights their personal brand. Choice of dress, overall behavior, business and dining etiquette, and body language all contribute to the image they portray to others. In this episode, Marc Bautis welcomes guest Sharon Kornstein, owner and founder of Image Design Consulting, to discuss ways you can start improving your image today. We’re all going to be back in the office soon and this conversation will assist anyone who is seeking to improve their personal image in a timely, affordable, and comfortable manner.  In this episode you will learn: How image consulting works How many business outfits you should have in your closetHow often there are changes in trendsWhat is important to look for when adding to your wardrobeCommon image mistakes that people make What to wear to a job interview What is a virtual closet?And more!Tune in now and be inspired to look and perform your best!Resources:Bautis Financial: (862) 205-5000 | Image Design Consulting: (973) 433-7142

On today’s episode of the Agent of Wealth Podcast we talk about what the coronavirus can teach us about a couple of hard to explain financial topics. In this episode you will learn:Why the stock market sometimes goes up even when the news around unemployment, earnings, and the virus is bad.How a stock’s performance is based on it’s projected growth and not it’s current numbers.The characteristics of stocks that outperform  The difference between leading and lagging indicators and which one the stock market is.Why Albert Einstein once called compounding interest the most powerful force in the world.Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | 

Today’s episode is the Part II of a series where we’ll talk about how the recently passed CARES Act and how it applies to Small businesses.  On our last episode we discussed the provisions of the bill that applied to individuals.  You can listen to that episode at agentofwealth.com/42.The CARES Act was the mammoth $2 trillion stimulus package that was passed into law last Friday and as part of the bill, there have been a lot of funds that have been allocated to small businesses.In this episode you will learn:Details on the three programs for small businesses under the CARES ActThe Economic Impact Disaster Loan (EIDL)The Payroll Protection Program (PPP)The Employee Retention Tax Credit (ERTC)Answers to the questions that most people have about each programWhat are the eligibility requirements?Do I have to personally guarantee the loan or provide any collateral?What do the loan funds have to be used for?Is the loan forgivable?What’s the maximum amount of loan I can receive?How do I apply?Resources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | CARES Act - Small Business Checklist

On today’s show we are going to dissect the recently passed CARES Act Stimulus package.  The bill was 800+ pages long and there is definitely a lot of confusion out there on what relief is available and how to get it.  I am going to break the podcast up into two parts.  On this one we are going to cover the Act specifically as it applies to individuals.  On the next podcast we are going to cover the provisions for small businesses. In this episode you will learnThe Recovery Rebate Check and who is eligible and how much will you receiveAdditional provisions to Unemployment compensationAdditional access to your retirement accounts through loans and distributionsRelief to student loan borrowers who have federal loansResources:| Bautis Financial: (862) 205-5000 | bautisfinancial.com | agentofwealth.com/42