A heartbreaking story. A growing threat. And a practical framework every family should know before it’s too late.

In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the rise of modern financial scams — from romance fraud and investment schemes to AI-generated deepfakes that can mimic the voices and faces of loved ones. Through the real-life story of a woman manipulated out of $1.2 million, Marc explains why today’s scams are more sophisticated, emotional, and dangerous than ever before.

In this episode, you will learn:

• How scammers exploit psychological triggers like urgency, trust, and fear.
• Why AI-powered deepfakes are creating a new level of financial risk.
• The P.R.O.O.F. Framework for spotting and responding to scams.
• Simple family protection strategies — including creating a shared family password.
• And more!

Tune in for an eye-opening conversation about protecting your finances, your identity, and the people you love in an increasingly digital world.

Resources:

Episode Transcript & Blog | Scam Defense Guide | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc