Vision Wealth: A New View on Retirement

Five tools for planning for market volatility


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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 financial plans – and they can account for market ups and downs. Megan then shares how she has to use a multi-pronged approach in coaching, since different programs work for different cheerleaders.

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Vision Wealth: A New View on RetirementBy Ben Smith