173 episodes

Welcome to The 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.

The Agent of Wealth Marc Bautis

    • Business
    • 5.0 • 25 Ratings

Welcome to The 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.

    How to Safeguard Your Parents From Senior Citizen Scams

    How to Safeguard Your Parents From Senior Citizen Scams

    As our loved ones age, they become targets for scammers and fraudsters looking to take advantage of their trust, vulnerability, and wealth. While ​​you can’t protect your parents from becoming a victim, you can reduce their risk. In this episode of The Agent of Wealth Podcast, host Marc Bautis provides invaluable advice on recognizing scams, establishing safeguards, and fostering open conversations with your elderly parents.
    In this episode, you will learn:
    The evolving landscape of senior citizen scams.​​Ten common scams that target seniors.Practical steps for avoiding senior citizen scams.How adult children can have conversations with their parents about senior citizen scams.And more!Resources:
    Episode Transcript & Blog | California Mobility’s Senior Citizen Scam Statistics | RoboKiller | TrueCaller | Telemarketers | How to Create Super Secure Passwords | ​​Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    • 15 min
    How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel

    How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel

    Many perceive the value of life insurance as the death benefit. However, over $200 billion in life insurance is lapsed or surrendered every year, returning nothing, or pennies on the dollar to the policyholder. Life settlements allow policyholders to sell policies they don’t want or can’t afford on the secondary market for prices that can be four to 11 times higher than the surrender value. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Lucas Siegel, Founder and CEO of Harbor Life Settlements, to discuss life settlements.
    In this episode, you will learn:
    What a life settlement is, and how they work.​​T​​he primary reasons policyholders consider selling their life insurance policies.The eligibility criteria for policyholders looking to sell their life insurance.The typical process of a life settlement.​​The future potential of the life settlement market.And more!Resources:
    Episode Transcript & Blog | harborlifebrokerage.com | hello@harborlifebrokerage.com | Harbor Life Exchange | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    • 29 min
    Experiments With Chat GPT

    Experiments With Chat GPT

    You’ve heard about it, you’ve seen it in action, but have you ever wondered what happens when you put Chat GPT to the test? That’s what we explore in this episode of The Agent of Wealth Podcast.
    The Bautis Financial team experiments with OpenAI’s Chat GPT, uncovering its potential and discussing its drawbacks. They ask it questions, test its wit, and explain use cases that you may not have considered.
    Resources:
    Episode Transcript & Blog | Chat GPT | Agent of Wealth Episode 161 – Talking AI With Manuj Aggarwal | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    • 25 min
    How to Make Money Renting Your Home As a Film Set With Josh Lawlor

    How to Make Money Renting Your Home As a Film Set With Josh Lawlor

    If you’ve ever wondered how to make your property the backdrop for film, television or commercial productions, you’ll want to tune into this episode of The Agent of Wealth Podcast. Host Marc Bautis is joined by Josh Lawler, founder of The Film Shoot Rental Roadmap: How to Rent Your Home *Tax Free* for Film Shoots, Photo Shoots, and Commercial Productions. Before he cracked the code to film shoot rental success, Josh experimented with various real estate ventures, including live-in-flips, single family rentals, small multi-family rentals, build to rent new construction, and short-term vacation rentals. Film shoot rentals are, by far, his favorite real estate niche.
    In this episode, you will learn:
    How to rent your home for film shoots, photo shoots and commercial productions.How to price your home when listing it as a film set.What to expect when you rent your home as a film set, including a discussion on some of the myths.The benefits of film shoot rentals compared to other real estate niches, including tax benefits.How ​​short-term rental investors and AirBNB hosts can benefit from film shoot rentals.And more!Resources:
    Episode Transcript & Blog | Filmshootrentals.com | josh@filmshootrentals.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    • 30 min
    The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw

    The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw

    In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Lesperance and Melvin Warshaw. David Lesperance is the Managing Partner of Lesperance & Associates, one of the world's leading international tax and immigration advisors. Melvin Warshaw is a highly regarded, longtime US cross-border tax and private client attorney now in sole practice in the US. The conversation today focuses on immigration to the United States from a foreign country. 
    In this episode, you will learn:
    Common reasons for immigration to the United States.The process of immigrating to the US, including the types of visas available and how they differ in terms of eligibility and benefits.The process and requirements for obtaining permanent residency (Green Card) in the US.Common challenges and obstacles immigrants face during the process.How the US tax system applies to immigrants, and the tax implications for different types of visa holders.The potential tax pitfalls that immigrants should be aware of to avoid legal issues.And more!Resources:
    Episode Transcript & Blog | Episode 156 – The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw | Melvinawarshaw.com | Contact Melvin: melvin.warshaw@gmail.com | lesperanceassociates.com | Contact David: David@lesperanceassociates.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    • 35 min
    Overcome Procrastination and “Do It Today” (Bautis Financial Book Club)

    Overcome Procrastination and “Do It Today” (Bautis Financial Book Club)

    ​​Are you also tired of putting off your dreams until “tomorrow?” Why not just Do It Today?
    In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the eleventh book assignment in their monthly Book Club, Do It Today: Overcome Procrastination, Improve Productivity, and Achieve More Meaningful Things by Darius Foroux. This “best of” article collection helps readers overcome procrastination, improve their productivity, and achieve all the things they’ve always wanted.
    In this episode, we discuss:
    What procrastination is, and the cost of procrastination.Prioritization: How to identify and focus on your most important tasks.Why we should ditch perfectionism and embrace the idea of “good enough.”How to implement effective planning strategies into your own life.How to hold yourself accountable.And more!Resources:
    Episode Transcript & Blog | Do It Today: Overcome Procrastination, Improve Productivity, and Achieve More Meaningful Things | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    • 23 min

Customer Reviews

5.0 out of 5
25 Ratings

25 Ratings

Marc_Bautis ,

Great host and thanks for the opportunity!

Marc is an amazing podcast host and I had a great time being a guest on his show.

Marc, thank you very much for the opportunity to be a guest on your show!

I will be sure to tune in to the future episodes and listen to the older ones as well.

Heartfully yours,
Growth Coach, Anand Balasubramanian.

Data B ,

Amazing and Informative!

Marc has a way of zoning in on the key focus areas that can make a difference in your financial life! I highly recommend this podcast. Rick H.

Kyla Shae ,

Wide Variety of Topics Covered in Depth

Really enjoy how this podcast showcases Marc’s expertise, while also having guests on the show to cover a wide variety of financial topics. There’s always some piece of information you can pick up from each episode. Great listen!

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