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How Business Owners Can Save $1M+ in Taxes | The 412(e)(3) Wealth Strategy Analytics Table

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About How Business Owners Can Save $1M+ in Taxes | The 412(e)(3) Wealth Strategy

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How Business Owners Can Save $1M+ in Taxes | The 412(e)(3) Wealth Strategy In this deep-dive episode, wealth planning legend Mitch Kenvin (40+ years experience) and strategic advisor Jamal Hansen pull back the curtain on how the ultra-wealthy actually manage their money. Many high-net-worth individuals feel insecure not because they don't have money, but because they are disorganized and fragmented. We break down advanced strategies like the 412(e)(3) Cash Balance Plan, the difference between tax filing and forward-looking tax strategy, and why building your "financial house" from the bottom up is the only way to ensure a lasting legacy. If you're tired of "standard" advice and want to optimize your taxes while securing your family's future, this video is a must-watch! =================================== ๐Ÿ“Œ ๐–๐ก๐š๐ญ ๐˜๐จ๐ฎ ๐–๐ข๐ฅ๐ฅ ๐‹๐ž๐š๐ซ๐ง ๐…๐ซ๐จ๐ฆ ๐“๐ก๐ข๐ฌ ๐•๐ข๐๐ž๐จ:๐Ÿ‘‡ =================================== โžฅWhy high net worth business owners do not feel secure. They are often just not organized. โžฅ The importance of making decisions. You must stop overthinking and take action today. โžฅ Understanding why time is your greatest asset. You can never get time back so you must start now. โžฅ How to use the 412 E3 cash balance plan. This strategy allows for huge tax deductions every year. โžฅThe difference between tax filing and tax strategy. You need a team that looks forward to the future. โžฅ Building a solid financial foundation. You must protect your family before taking big risks. โžฅ The risks of premium financing. Learn why this high leverage strategy is dangerous for most people. โžฅ Why real estate investors need diversification. Do not let your wealth get stuck in illiquid assets. โžฅ How to build a lasting legacy. Protect your wealth for your children and grandchildren. โžฅ The value of consistency. Why long term habits lead to massive wealth over time. ============= โณ๐‘ป๐’Š๐’Ž๐’†๐’”๐’•๐’‚๐’Ž๐’‘๐’”:๐Ÿ‘‡ ============= โฐ (0:00) โžฅ The #1 reason high-net-worth owners feel insecure โฐ (1:30) โžฅ Meet the Legend: Mitch Kenvin (40 Years of Wisdom) โฐ (3:15) โžฅ How Mitch and Jamal met: Giving back to the next generation โฐ (5:28) โžฅThe Bulldog Mentality required for financial success โฐ( 6:51 )โžฅ Old School vs. New Age Why this partnership works for families โฐ( 9:43 )โžฅ The reality of death benefit claims and protecting widows โฐ (12:53) โžฅ Jamal Hansenโ€™s Story: Scaling to $10M and the lessons from failure โฐ (17:04 )โžฅ Einsteinโ€™s Truism Why Time is your most valuable asset โฐ( 20:39 )โžฅ The power of Decision Making Avoid Analysis Paralysis โฐ( 24:15 )โžฅ Can you control your health? A reality check for young earners โฐ (25:57 )โžฅ Dealing with Fragmentation in your advisory team โฐ (28:40) โžฅ 412(e)(3) Explained The most underutilized tax-deductible plan โฐ (35:26 )โžฅ Tax Prep vs. Tax Strategy Are you looking forward or backward? โฐ (38:19 )โžฅ The "Blender Fallacy Why you can't mix all types of income โฐ (44:26) โžฅ Building your Legacy Protection first, speculation second โฐ (52:32 )โžฅ Case Study How a married couple can save millions in taxes โฐ (57:17 )โžฅ The hidden dangers of premium financing ===================== โœฆ ๐‘จ๐’ƒ๐’๐’–๐’• ๐‘ฑ๐’‚๐’Ž๐’‚๐’ ๐‘ฏ๐’‚๐’๐’”๐’†๐’:๐Ÿ‘‡ ===================== Jamal Hansen is a Financial Architect who works with successful entrepreneurs and self-employed professionals earning $250,000 to $1 million+ annually. He specializes in legally converting your tax dollars into personal wealth and building protected โ€˜generational wealthโ€™ for future generations. ====================================== ๐Ÿ‘‰ Apply Here: https://certumadvisory.com/ ====================================== ================== โœฆ ๐‘ช๐’๐’๐’๐’†๐’„๐’• ๐‘พ๐’Š๐’•๐’‰ ๐‘ด๐’†:๐Ÿ‘‡ ================== โ—‰ ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ โž  https://www.instagram.com/jamal__hansen/ ==================== ๐ŸŽฅโœจ ๐ƒ๐จ๐ง'๐ญ ๐Œ๐ข๐ฌ๐ฌ ๐Ž๐ฎ๐ญ! ๐–๐€๐“๐‚๐‡ ๐Œ๐Ž๐‘๐„ ๐•๐ˆ๐ƒ๐„๐Ž๐’:๐Ÿ‘‡ ==================== โžฅhttps://youtu.be/Ld3UYbAmk9k?si=O-ECLmqaO8Kc-BRC โžฅhttps://youtu.be/lflAH3hKykw?si=Csv2CJNaczA0Y_T4 โžฅhttps://youtu.be/eUX3wsdrAEs?si=3xxJDkiTmdlTq1Vg โžฅhttps://youtu.be/J2pf463Pzi4?si=eT6WaZ-avs8cMGlC โžฅhttps://youtu.be/00uFtKqVob0?si=TEeUKqFN9OCz2WUr ================= โœด ๐’๐ฎ๐›๐ฌ๐œ๐ซ๐ข๐›๐ž ๐ง๐จ๐ฐ:๐Ÿ‘‡ ================= โžฅhttps://youtube.com/@Jamal_Hansen?si=UjP2DiIpZ4ld-MVh #TaxStrategy #WealthBuilding #BusinessOwners #412e3 #JamalHansen #FinancialSecurity #RetirementPlanning

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