Episode
Ep 430. Retiring the SMART way, with Sean Swanson
- Podcast
- Retire SMART Podcast
- Published
- Jun 18, 2026
- Duration seconds
- 809
- Processing state
not_requested
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Summary
In this episode, David sits down with advisor Sean Swanson to explore the SMART planning process and how a comprehensive retirement strategy goes far beyond investments alone. They discuss income planning, tax mitigation, healthcare costs, legacy planning, and the collaborative team approach that helps families navigate retirement with greater confidence and clarity.