# Ep 430. Retiring the SMART way, with Sean Swanson

Page: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-430-retiring-the-smart-way-with-sean-swanson
Text version: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-430-retiring-the-smart-way-with-sean-swanson.md
Podcast: [Retire SMART Podcast](https://stenobird.com/podcast/retire-smart-podcast-6956219)
Published: 2026-06-18T13:00:00+00:00
Episode link: https://connect92.podbean.com/e/ep-430-retiring-the-smart-way-with-sean-swanson/
Audio file: https://mcdn.podbean.com/mf/web/ciyi3d29qenxunpi/Ep_430_Retiring_the_SMART_way_with_Sean_Swanson70khr.mp3
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JSON: https://stenobird.com/v1/public/podcasts/retire-smart-podcast-6956219/episodes/ep-430-retiring-the-smart-way-with-sean-swanson
Duration seconds: 809

## Resource

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.

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## Transcript

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