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Retire SMART Podcast
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Ep 346. The SMART Planning Process, with Sean Swanson

12 min•8 januari 2026

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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