In this discussion, Eric Mancini, a partner and director at Traphagen Investment Advisors, delves into the burgeoning world of private investments and their role in reshaping portfolios. He highlights how alternative assets can provide lower correlations and new growth opportunities. The conversation also touches on retirement planning myths, the benefits of annuities, and emerging technologies like AI ETFs. Eric shares inspiring client success stories, emphasizing the balance between financial security and enjoying life's experiences.
