The Agent of Wealth

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Anand Balasubramanian, a heart-based meditation consistency coach that helps founders, CXOs and other business professionals achieve their professional goals to attain uncommon growth. Together, they discuss how a meditative mindset can improve business performance… Because remember, a company's growth potential is directly tied to its leader's.

In this episode, you will learn:

• The benefits of meditation.
• What heart-based meditation (or heartfulness) is, and how it differs from other forms of meditation.
• How to begin practicing heart-based meditation.
• The benefits of heart-based meditation for business owners and entrepreneurs.
• And more!

Resources:
Episode Transcript & Blog | ​​growthcoach.co/ | Follow Anand on LinkedIn | heartfulness.org | Designing Destiny: The Heartfulness Way | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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 | [email protected] | 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 | [email protected] | 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: [email protected] | lesperanceassociates.com | Contact David: [email protected] | 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

Many people wonder how their own finances will change as their children become independent. Where do parents draw the line with their children? What level of involvement and/or support should the parents maintain with their children? What are some planning points that parents need to be aware of, and how can they make smart decisions that benefit themselves and their children? In this episode of The Agent of Wealth Podcast, host Marc Bautis provides guidance on what step you can take now, and in the future, to keep yourself on track for personal and financial success as your child becomes independent.

In this episode, you will learn:

• How parents can maintain access to their child’s important health, financial and academic information after their child becomes independent.
• How financial goals may change (or need to be revisited) once their child leaves the house and becomes independent.
• How parents can determine the extent to which their child will remain commingled with their finances as they become independent (taxes, health insurance, auto insurance, gifting, etc.).
• How parents can evaluate the level of risk/liability their child may pose to their own finances.
• And more!

Resources:
Episode Transcript & Blog | Download the Interactive Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Unlock the secrets to a thriving partnership in this episode of The Agent of Wealth Podcast. Host Marc Bautis is joined by Dr. Michael Jaquith, a Ph. D. Chemist who left the corporate world and now helps men everywhere discover how to get more of what they want and live the promise of abundant life. By combining analytical science, psychology, and teachings of faith, Michael helps men who feel stuck, confused, and powerless to unlock those chains and find what they really want. In this eye-opening episode, Dr. Michael Jaquith provides actionable tips and insights for men looking to improve their marriage and steer clear of divorce. 

In this episode, you will learn:

• What encourages men to get more control over their lives.
• How men can make real changes to long-term struggles.
• Various ways men can improve their marriages and relationships.
• How to communicate with your spouse openly and honestly. 
• And more!

Resources:
Episode Transcript & Blog | catholiclifecoachformen.com | Catholic Life Coach for Men Podcast| ​​Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Are you feeling overwhelmed or uncertain about estate planning? We got you covered in this episode of The Agent of Wealth Podcast. Together, Marc Bautis and John Williams break down what you should know about the process before your first estate planning session. From identifying critical decisions about your assets to getting clear on your estate planning goals, digesting this information can help you make well-informed choices tailored to your unique needs.

In this episode, you will learn:

• What relevant information you’ll need to bring to your first estate planning meeting.
• How to determine your goals and objectives for estate planning.
• The differences between the key players in your estate plan – beneficiaries, heirs, guardian, executor and trustee.
• The most common estate planning documents.
• And more!

Resources:
Episode Transcript & Blog | MyAdvocate | Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning with Anthony Park | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call