Ep 346. The SMART Planning Process, with Sean Swanson
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.
More description
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.
2026-01-08
12 min
Listen elsewhere
Available Results
Generated results are saved to your library for reuse and search.
No generated results are available for this episode yet.
Transcript
No transcript is available for this episode yet.
Sign in to generate a transcript for review.
Sign in
Chapters
No chapters available.