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Retire SMART Podcast

Ep 459. Retirement Isn't Just About Saving—It's About Living Well

11 min13 augusti 2026

David welcomes financial advisor Tre Ingram for his first appearance on the podcast, sharing his journey from the West Coast back to the Midwest, new fatherhood, and why holistic financial planning is more important than ever. Together, they discuss proactive tax strategies, the hidden financial challenges retirees often overlook, and why true wealth is about creating lasting memories—not just accumulating more money.

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