Jason Mandel is the Founder and CEO of Mandel Family Office, a firm dedicated to providing comprehensive financial services to high-net-worth individuals and families. As a Wall Street insider and private financial advisor, he has held senior positions at the LeFrak Organization, D.E. Shaw, and Cantor Fitzgerald. Jason has over 25 years of entrepreneurial experience in financial services and risk management. Additionally, he is the President of Caretrust Financial and the author of DEMAND TRANSPARENCY: Stop Wall Street Greed and Rising Taxes From Destroying Your Wealth.

In this episode…

Traditional investment vehicles are primarily controlled by Wall Street and overseen by corporate entities that levy a charge to administer your equity and bond portfolios. These corporate entities derive profits from your investments even in a bear market, and they advocate a wait-and-watch approach while you continue to experience losses. How can you build and maintain wealth without relying on Wall Street?

Former Wall Street executive Jason Mandel realized there had to be a way to invest without losing considerable amounts of money in the process. After leaving the Wall Street scene, he discovered absolute return investments. This alternative investment stream involves purchasing untaxed products like life insurance, allowing you to invest and borrow funds with limited loss and risk. These assets generate a higher return and are protected against creditors. By investing in life insurance rather than a traditional 401k, you can receive tax-free income in retirement and leave a monetary legacy for your family.

In today’s episode of What The Teck?, Jason Mandel, the Founder and CEO of Mandel Family Office, joins Rolando Rosas and Dave Kelly to share Wall Street insights and how to invest without risk. Jason reveals the investor secrets Wall Street won’t tell you, the importance of transparency and honesty on Wall Street, and why he left Wall Street after becoming diabetic.