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 For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.com Subscribe to VC10X on Youtube, Spotify, Apple Podcasts.