In this episode of The Retireable Podcast, Mike Wallace and John Sauger dive into what it really means to manage wealth once you’ve “made it.” They unpack lessons from John’s recent high net worth forum, exploring how financial planning changes when clients move from needing their money to wanting it to work smarter.

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In their “Holistic Happening,” Mike shares a powerful story of a client who thought his retirement plan was set—until a second look revealed hundreds of thousands of dollars in potential tax savings.

This conversation goes beyond wealth—it’s about clarity, control, and creating lasting value for your family.