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

This is Chip Maxwell and you're listening to the Retire Smart podcast with David Brooks.

David welcomes financial advisor Trey 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.

[upbeat jingle] Joining me in the studio is, uh, for the first time now, is, uh, Trey Ingram.

Trey is one of our financial advisors here who works, uh, uh, uh, uh, probably 80% of the time down in our Lincoln office.

So, uh, welcome to the show for the first time.

Thanks for having me, David.

I'm excited.