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S2E41 - After 38 Years, She Called Her Sister, Then Her Financial Guy
80% of investors say financial advisors all sound the same. Eric Mangold spent 15 years watching his industry turn clients into dollar signs—then founded Argus Seaworth Management in 2022 to flip the script. When his client got laid off after 38 years, she made two calls: her sister, then Eric. Another client returned from maternity leave and got fired—she called her husband, her mom, then Eric. In this Total Disruption episode, Dr. Jake Clendenning interviews the advisor who refuses to ask what's your minimum? and proves wealth isn't a number—it's checking off your bucket list without fear.
Key Takeaways:
"What's your minimum?" = turning humans into dollar signs - Eric refuses to ask industry trained clients to expect it
The "I was third call" moment - Laid off after 38 years → called sister, then Eric relationship transactions
Working with physician residents - Started when they had nothing → they became great clients who remember loyalty
Virtual world advantage - More frequent touchpoints 20-30 min calls vs. rare 3-4 hour meetings
Rich vs. Wealthy Joel Weldon's "Abundance Effect" - Rich = have money; Wealthy = money can't be taken away
"What's your number?" freedom number - TV commercial 10-12 years ago about retirement goals
"Tuesday at 11:30, what are you doing?" - Retirement test question: people who say "I'll figure it out" are back working in 3 months
Bucket list execution = wealth - Pickleball, golf, antiques, travel, grandkids—checking things off is true wealth
"Just in case retirement" trap - Hoarding wealth "just in case," never using it, die at 95 with money still there
Scarcity thinking generation - Work 35-45 years for pension, live on "fixed income," never spend wealth
Younger generation suspicion - "I'll never get there" / "Market's rigged" mentality emerging earlier
Vulnerability is required - Like going to doctor when you have pains—financial health needs same approach
Connect: www.emangold.com
#FinancialPlanning #RetirementWealth #HumanFirstAdvising #TotalDisruption
