Vision Wealth: A New View on 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 strategies (such as retirement income) and offensive ones (such as money-growth) that people can deploy. Ben also explains how legacy planning is actually an offensive strategy. And the Smiths share their views on the switch to Daylight Saving Time.

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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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 Peterson, and relates them to how people tackle finances. Ben and Megan each share real life experiences on how people handle what they can and cannot control and share the importance of someone controlling what they can – and beginning a conversation on their financial future with an advisor.

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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See omnystudio.com/listener for privacy information.

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 how preparation is much more effecting than overreaction. Megan also compares people’s anxiety with the news cycle to her coaching teenagers, but how active listening and being understanding of feelings is a key to Ben’s methods with clients.

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 .

https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

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 factors to consider with retirement and taxes: how accounts are taxed, diversifying accounts, income tax bracketology, and the importance of picking the right retirement route. Megan also shares about coaching local high schoolers to an Oregon state championship win.

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 .

https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

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 on investment and why someone should not make the house they are selling into their idea of a dream home. The crew also discusses multiple times where Megan has been absolutely right, Ben’s words, on certain home repairs.

Ready to connect with Ben? For more information go to www.visionwealth.com

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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 saving too much money and not being able to enjoy life. They also talk about hosting family during the holidays and getting back to their routines.

Ready to connect with Ben? For more information go to www.visionwealth.com

See omnystudio.com/listener for privacy information.

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 explain billionaire Warren Buffet’s five tips in this field, including why having co-trustees is not necessarily a bad thing. And Ben and Megan discuss New Year’s goal-planning and how that is especially important with money.

Ready to connect with Ben? For more information go to www.visionwealth.com

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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 advisor is the first place to start. Ben and Megan also discuss how their nifty gift-buying for their kids has caused them to outsmart themselves.

Ready to connect with Ben? For more information go to www.visionwealth.com

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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 be their best moment, because of the relationships they made there. Ben and Megan relate this to how Vision Wealth can build relationships with people and find joy in those and how having a financial advisor can help people focus on other things in their life, besides money, that give them more joy. 

Ready to connect with Ben? For more information go to www.visionwealth.com

See omnystudio.com/listener for privacy information.

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 and show them their numbers with clarity and objectivity to help them make the best decisions for themselves. The Smiths also discuss a friendly college football rivalry they have with their relatives. 

Ready to connect with Ben? For more information go to www.visionwealth.com

See omnystudio.com/listener for privacy information.