The Agent of Wealth Marc Bautis

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

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

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

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

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

​​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