What do dating and financial planning have in common? More than you think! In this episode, Ben Smith, president and lead wealth advisor at Vision Wealth, and his wife Megan Smith unpack the emotional layers of money talk—from transparency in relationships to bridging communication gaps between partners. This candid conversation reveals how trust, honesty, and shared goals can transform financial planning into a team sport. Whether you're the spreadsheet lover or the silent partner, this episode offers insights that go far beyond the numbers.

 

Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com or call or text 503-831-9011.

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