Ep 430. Retiring the SMART way, with Sean Swanson

from Retire SMART Podcast · host Retire SMART LLC

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.

Episode metadata supplied by the publisher feed · Published Jun 18, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

Ep 430. Retiring the SMART way, with Sean Swanson

0:00 13:29

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

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.

Can I download this Retire SMART Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!