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Can you truly build wealth while skillfully navigating tax obligations? Join us as we embark on an informative episode with Mark Quann, the visionary force behind ThePerfectPortfolio and REMii Group, Inc. Prepare to challenge conventional financial norms and uncover innovative strategies that hold the key to a more prosperous future.




Mark Quann, a trailblazer in the realm of finance, serves as the Founder and CEO of ThePerfectPortfolio and holds a prominent role at REMii Group, Inc. With a resolute aim to empower everyday individuals, Mark is on a mission to guide people away from letting banks dictate their financial destiny. Instead, he helps individuals harness their resources to create personal wealth.




Mark's journey is marked by his 13-year tenure at Transamerica, where he honed his expertise in money management and authored acclaimed financial books. Notably, “Top 10 Ways to Avoid Taxes” and “Rich Man Poor Bank” showcasing his knack for translating complex concepts into accessible insights. Currently, as the driving force behind REMii Group, Inc., Mark provides invaluable counsel to business owners and affluent individuals, equipping them to safeguard their earnings and minimize tax burdens.




In this episode, Mark delves into his ingenious tax strategies that challenge the conventional wisdom of taxation. Explore the "Buy, Borrow, Die" strategy, designed to revolutionize wealth preservation across generations. Unveil the inspiration behind this innovative approach and gain insights into the resources and networks that can help you venture into the world of strategic wealth management.




Join us in unraveling the art of building prosperity through tax avoidance, as guided by the remarkable insights of Mark Quann. Tune in to the full episode to gain access to an arsenal of transformative strategies, inspiring anecdotes, and actionable steps that can pave the way toward your own financial success. Don't miss out—this episode has the potential to reshape your financial trajectory!




00:47 - Guest Introduction: Mark Quann


03:16 - Mark's story


10:03 - Not everybody has to pay taxes


12:11 - Buy, borrow, die strategy


14:47 - Assets from stock brokerage accounts


20:11 - Groups and resources to learn buy, borrow, die


22:31 - Coming across this strategy


28:52 - Wrap up


31:06 - Outro




Connecting with the Guest:


Website: https://theperfectportfolio.com/


Linkedin: https://www.linkedin.com/in/mark-quann-author/


Instagram: https://www.instagram.com/markjquann/


Linktree: https://linktr.ee/markjquann




#Taxstrategies #Wealthbuilding #DeathandTaxes