Vision Wealth: A New View on Retirement
Get ready for a new sound that will help set your sights on a solid plan for your financial future.
Vision Wealth: A New View on Retirement, is a podcast hosted by Vision Wealth President and Lead Wealth Advisor Ben Smith committed to providing listeners with retirement strategies that are flexible, dependable, and understandable so that building towards or entering their golden years provides comfort and excitement rather than causing uncertainty or concerns.
From basic savings and investment planning, to navigating tax and insurance situations that can change in retirement, to planning out a legacy for loved ones, Vision Wealth: A New View on Retirement serves as a steady and knowledgeable voice on which to build for the future.
Insurance products are offered through the insurance business Vision Wealth. Vision Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Vision Wealth are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. NPN #16649933
If you'd like to contact Ben Smith and get more information, go to www.myvisionwealth.com
- Update frequency
- every 12 days
- Average duration
- 19 minutes
- Episodes
- 28
- Years Active
- 2024 - 2025
The discontinuation of the penny and obsolete portfolio items
Ben and Megan Smith of Vision wealth discuss the U.S. Mint’s decision to stop stamping pennies and how they rarely use cash. Then Ben talks about tools in people’s financial plans, such as mutual fun…
Wrexham's major value increase and lessons on managing returns from a big sale
Ben and Megan Smith of Vision Wealth talk about how Welsh soccer team Wrexham has gained almost 100 times its value in the nearly five years that Hollywood stars Ryan Reynolds and Rob McIlhenney have…
Nick Saban and the spark of a great partnership
Ben and Megan Smith talk about the phone call to partner with a car dealer that Nick Saban says changed his life and could soon make him a billionaire. Ben relates this to his deferred tax strategy a…
Shedeur Sanders’ being prank-called: sniffing out a scam and how an advisor can help
Ben and Megan Smith talk about the prank call that QB Shedeur Sanders got during the NFL Draft and how other scams are much more costly. Ben and Megan share some recent scams they have uncovered and …
Five tools for planning for market volatility
Ben and Megan Smith talk about the recent shark tooth of the market graph. Ben shares five tools inside and outside of the market that he and the Vision Wealth team can help people use for their fina…
The importance of mindset in tumultuous financial times
Ben and Megan Smith discuss how one’s mindset can really affect their financial future. Ben discusses how impatience with the long game and the fixation on instant gratification can be detrimental to…
Defensive and offensive strategies in the five years before and after starting retirement
Ben and Megan Smith discuss the pivotal years before and after the day someone retires. Ben and Megan share how each person requires a different strategy, but how there are several defensive strategi…
The right kind of control and sticking to a plan
Ben and Megan Smith talk about both being willing to pay the price for success and dealing with the price or consequences of choices. Ben explains some points from one of his favorite authors, Jordan…
How to react to a rough S&P 500 forecast
Ben and Megan Smith talk about a recent Goldman prediction that the S&P 500 will do considerably worse over the next decade. Ben compares this to another time that the S&P 500 struggled and shares ho…
Several do's and don'ts with taxes in retirement
Ben and Megan Smith discuss an article that covers several things to do and not to do in retirement. Ben discusses the difference between tax preparation and tax planning. And he lays out some factor…
Best ROI on renovations when selling a house
Ben and Megan Smith discuss a Wall Street Journal article that interviewed a dozen real estate experts on the renovation items that make the most sense. They share which item gets the biggest return …
What people who retire regret the most
Ben and Megan Smith talk about what experts say retirees regret the most. Ben and Megan discuss the issues of not saving enough and taking Social Security at the wrong time, along with the regret of …
Warren Buffett’s five estate-planning tips
Ben and Megan Smtih discuss estate planning and talk about some times in even their own families, when relatives do not want to discuss and plan for the dispersion of their estate. Ben and Megan expl…
Five ways longevity risks arise and five ways to fight them
Ben and Megan Smith define longevity risk and the five different ways that long-living can deplete money. Ben also talks about five different ways to fight longevity risk and why having a plan and an…
Money is not the key to joy in retirement
Ben and Megan Smith talk about a recent podcast Ben heard, regarding a Medal of Honor recipient's seemingly worst moment of their life. Ben explains how that person ended up finding that dark time to…
The biggest threat to your money may be in the mirror
Ben and Megan Smith talk about the consequences of getting caught up in one's own emotions and not knowing the boundaries of their money. And Ben discusses how he and his team can sit with someone an…
Retiring early - by choice or not
Ben and Megan Smith talk about how many people retire at age 62, though they had planned not to. Ben explains to listeners the factors that cause people to retire off-schedule and the questions he as…
What seniors looking back wished they had done better
Ben and Megan Smith discuss a poll’s results about what Americans aged 65 and over wished they had done better and listened to. Ben also talks about the right moves younger clients of his make and ho…
Top Retirement Locations
In this episode of Vision Wealth, Ben and Megan Smith explore the importance of choosing the right location for retirement, highlighting various factors such as cost of living, tax laws, and quality …
The Hidden Costs of Retirement Planning
In this episode of Vision Wealth, Ben and Megan Smith discuss various aspects of retirement planning, particularly focusing on 401(k) plans. They also talk about their love for Oregon Ducks football …