Jenn Foster, co-owner of Elite Online Publishing, interviews financial expert Eric Mangold as he shares practical advice for late bloomers and anyone looking to secure their financial future.
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What You’ll Learn In This Episode:
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Tax Planning vs. Tax Preparation
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Smart Investing for Beginners
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It’s Never Too Late to Grow Wealth
Quotes:
“I think you would say is fast forward 20 years from now and say you didn’t take the shot of pursuing what you felt would be the right move and career for you, Would you live with regret?” (04:05)
“We potentially can save our clients hundreds of thousands, if not millions of dollars more in taxes than their CPAs ever will. Not because the CPA is not qualified or not smart. Now that’s not the case. It’s just, it’s a different type of thinking.” (14:52)
About Eric Mangold
From witnessing his hardworking father grapple with a debilitating disease to observing his family’s financial struggles amidst medical challenges, Eric’s journey into the financial world was not just a career choice—it was a calling. Eric grew up seeing firsthand the gap in personalized financial advice. He realized that his parents, like many hardworking professionals, were navigating a complex financial landscape without the comprehensive guidance they desperately needed. This propelled Eric to dedicate his life to becoming the beacon of hope and expertise for those seeking to secure their financial futures. With a strong educational foundation from the University of Rhode Island, Eric embarked on his mission, initially honing his skills at Merrill Lynch in Retirement Plan Services. His dedication and passion for making a difference led him to Bloomberg, LP, where he furthered his expertise. Over the last 13 years, Eric has not only saved his clients millions in taxes but has also guided them towards achieving financial freedom, turning his personal pain into a purposeful mission. Eric stands out in the financial landscape for his unique approach: viewing each client through a lens of empathy and understanding, crafting personalized strategies that cater to their individual goals and challenges. His mission is to offer life-changing financial plans, ensuring his clients feel secure and cared for. Eric’s story is not just one of financial success but of transforming lives through dedication, expertise, and a deep-seated desire to make a difference.
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Video URL: https://youtu.be/dc0TphlaeFo
Website: https://EliteOnlinePublishing.com
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