Podcasts · VC10X - Investing, Venture Capital, Asset Management, Family Office, Wealth Management
FamilyOffice10X - How The Wealthy Pay Zero Taxes? - Jason Mandel, Founder, Mandel Family Office
· 53 min
Episode FamilyOffice10X - How The Wealthy Pay Zero Taxes? - Jason Mandel, Founder, Mandel Family Office
Jason G. Mandel is an experienced Wall Street executive, a renowned author, and founder & CEO of the Mandel Family Office. Jason has over 30 years of experience helping clients build wealth through tax elimination strategies.
Links:
⭐ Sponsored by Podcast10x - Podcasting agency for VCs, family offices & asset managers - https://podcast10x.com
Demand Transparency Book - https://www.amazon.com/DEMAND-TRANSPARENCY-Street-Rising-Destroying-ebook/dp/B0CN4ZWQ6X
Mandel Family Office - https://themandelfamilyoffice.com/
Jason Mandel on Linkedin - https://www.linkedin.com/in/mandeljason/
In this episode, we talk about -
- The risks associated with real estate investing
- What are principal protected assets?
- Why he thinks 401(k) is a fraud
- Life Insurance as a vehicle for tax saving and investment growth
- Insurance vs 401(k), what’s better for retirement planning?
- How to finance your tax-free retirement plan?
- Insurance as a tool to protect assets during divorce
- What is PPLI and how it can be used to save taxes on all types of assets?
- How can Family Offices operate more like banks?
& lots more
Timestamps:
(00:00) Introduction
(03:18) Real estate investing and its risks
(12:23) Principal-protected assets
(23:40) Credibility of principal-protected assets
(24:33) Accessibility of tax-saving investment tools
(35:09) Comparison of 401(k) vs. life insurance
(42:31) Using life insurance as asset protection during divorce
(46:34) How family offices can operate more like banks
(52:25) Closing remarks and contact information
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Links in the notes 4
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