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Latest / Retire and Thrive

Don’t Just Save... Spend It Well | Stories of REAL Retirement Freedom

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In this episode of "Retire and Thrive," Dan and Kamie discuss the importance of planning for enjoyment and freedom in retirement, not just financial security. Dan shares client stories, like a family Disney trip and a father-son golf getaway to Las Vegas, to illustrate how thoughtful financial planning can help…

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