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Ep 346. The SMART Planning Process, with Sean Swanson

EPISODE · Jan 8, 2026 · 12 MIN

Ep 346. The SMART Planning Process, with Sean Swanson

from Retire SMART Podcast · host Retire SMART LLC

In this episode, David is joined by senior advisor Sean Swanson to share some exciting Retire Smart news, including the addition of a new advisor to the team. The conversation then walks through the SMART planning process and how having a clear, written plan can bring confidence through every stage of retirement.

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Ep 346. The SMART Planning Process, with Sean Swanson

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