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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! =================================== ๐ ๐๐ก๐๐ญ ๐๐จ๐ฎ ๐๐ข๐ฅ๐ฅ ๐๐๐๐ซ๐ง ๐ ๐ซ๐จ๐ฆ ๐๐ก๐ข๐ฌ ๐๐ข๐๐๐จ:๐ =================================== โฅWhy high net worth business owners do not feel secure. They are often just not organized. โฅ The importance of making decisions. You must stop overthinking and take action today. โฅ Understanding why time is your greatest asset. You can never get time back so you must start now. โฅ How to use the 412 E3 cash balance plan. This strategy allows for huge tax deductions every year. โฅThe difference between tax filing and tax strategy. You need a team that looks forward to the future. โฅ Building a solid financial foundation. You must protect your family before taking big risks. โฅ The risks of premium financing. Learn why this high leverage strategy is dangerous for most people. โฅ Why real estate investors need diversification. Do not let your wealth get stuck in illiquid assets. โฅ How to build a lasting legacy. Protect your wealth for your children and grandchildren. โฅ The value of consistency. Why long term habits lead to massive wealth over time. ============= โณ๐ป๐๐๐๐๐๐๐๐๐:๐ ============= โฐ (0:00) โฅ The #1 reason high-net-worth owners feel insecure โฐ (1:30) โฅ Meet the Legend: Mitch Kenvin (40 Years of Wisdom) โฐ (3:15) โฅ How Mitch and Jamal met: Giving back to the next generation โฐ (5:28) โฅThe Bulldog Mentality required for financial success โฐ( 6:51 )โฅ Old School vs. New Age Why this partnership works for families โฐ( 9:43 )โฅ The reality of death benefit claims and protecting widows โฐ (12:53) โฅ Jamal Hansenโs Story: Scaling to $10M and the lessons from failure โฐ (17:04 )โฅ Einsteinโs Truism Why Time is your most valuable asset โฐ( 20:39 )โฅ The power of Decision Making Avoid Analysis Paralysis โฐ( 24:15 )โฅ Can you control your health? A reality check for young earners โฐ (25:57 )โฅ Dealing with Fragmentation in your advisory team โฐ (28:40) โฅ 412(e)(3) Explained The most underutilized tax-deductible plan โฐ (35:26 )โฅ Tax Prep vs. Tax Strategy Are you looking forward or backward? โฐ (38:19 )โฅ The "Blender Fallacy Why you can't mix all types of income โฐ (44:26) โฅ Building your Legacy Protection first, speculation second โฐ (52:32 )โฅ Case Study How a married couple can save millions in taxes โฐ (57:17 )โฅ The hidden dangers of premium financing ===================== โฆ ๐จ๐๐๐๐ ๐ฑ๐๐๐๐ ๐ฏ๐๐๐๐๐:๐ ===================== 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 โgenerational wealthโ for future generations. ====================================== ๐ Apply Here: https://certumadvisory.com/ ====================================== ================== โฆ ๐ช๐๐๐๐๐๐ ๐พ๐๐๐ ๐ด๐:๐ ================== โ ๐๐ง๐ฌ๐ญ๐๐ ๐ซ๐๐ฆ โ https://www.instagram.com/jamal__hansen/ ==================== ๐ฅโจ ๐๐จ๐ง'๐ญ ๐๐ข๐ฌ๐ฌ ๐๐ฎ๐ญ! ๐๐๐๐๐ ๐๐๐๐ ๐๐๐๐๐๐:๐ ==================== โฅhttps://youtu.be/Ld3UYbAmk9k?si=O-ECLmqaO8Kc-BRC โฅhttps://youtu.be/lflAH3hKykw?si=Csv2CJNaczA0Y_T4 โฅhttps://youtu.be/eUX3wsdrAEs?si=3xxJDkiTmdlTq1Vg โฅhttps://youtu.be/J2pf463Pzi4?si=eT6WaZ-avs8cMGlC โฅhttps://youtu.be/00uFtKqVob0?si=TEeUKqFN9OCz2WUr ================= โด ๐๐ฎ๐๐ฌ๐๐ซ๐ข๐๐ ๐ง๐จ๐ฐ:๐ ================= โฅhttps://youtube.com/@Jamal_Hansen?si=UjP2DiIpZ4ld-MVh #TaxStrategy #WealthBuilding #BusinessOwners #412e3 #JamalHansen #FinancialSecurity #RetirementPlanning
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