Episode 350
Ep 346. The SMART Planning Process, with Sean Swanson
January 8, 202612m 18s
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Show Notes
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.