Ep 430. Retiring the SMART way, with Sean Swanson

What this episode covers

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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Frequently Asked Questions

How long is this episode of Retire SMART Podcast?

This episode is 13 minutes long.

When was this Retire SMART Podcast episode published?

This episode was published on June 18, 2026.

What is this episode about?

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...

Can I download this Retire SMART Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.