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

For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.com

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FamilyOffice10X - How The Wealthy Pay Zero Taxes? - Jason Mandel, Founder, Mandel Family Office

VC10X - Investing, Asset Management, Venture Capital, Private Equity, Family Office