EP 148 - Your Retirement Plan Might Be Incomplete! - Eric Mangold

Eric Mangold from Argosy Wealth Management outlines the wealth management philosophies that guide him. Eric has been in the wealth management industry for twenty years and has noticed that the thinking around retirement planning needs to change as Americans are living longer and the risk of running out of money is greater than ever. Planning for long term care, generating income, and growing your net worth faster than inflation are key. Btw, does your financial planner have a succession plan?
https://www.emangold.com/

Eric's journey into finance was driven by witnessing his family's struggles with his father's illness and the resulting financial strain. This personal experience fueled his desire to provide personalized financial advice, leading him to work at Merrill Lynch and Bloomberg before dedicating the last thirteen years to helping clients save millions in taxes and achieve financial freedom.