Vision Wealth: A New View on Retirement

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 asks clients to help them stay on the financial track they want to be. Ben and Megan also laugh about some of the headwinds their own parents faced in retirement and how couples can drive each other crazy and spend more money with extra time on their hands.

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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 how he coaches people of all ages to achieve their greatest financial potential. Ben and Megan also talk about their children and which one of their activities dominates the family’s free time.

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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 of life. The conversation delves into the top ten places to retire, with a focus on Florida and other states, while emphasizing the need for retirees to build a fulfilling lifestyle. Personal anecdotes and preferences are shared, providing a relatable perspective on retirement planning.

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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 and the tax consequences of a retiring couple loaning their child a large sum. The conversation emphasizes the need for transparency in financial planning and the potential risks involved in family financial support.

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In this episode, Ben and Megan Smith of Vision Wealth discuss the volatility of the stock market and the uncertainty surrounding the economy. They explore the idea of preserving one's nest egg versus growing their net worth, and the emotional impact of market fluctuations. The conversation also touches on risk tolerance, decision-making in volatile situations, and the importance of trust and communication in financial planning. The hosts use analogies such as GPS navigation and running out of gas to illustrate the need for a clear vision and shared goals in retirement planning.

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In this episode, Ben and Megan Smith discuss the challenges faced by married couples in managing their retirement planning. They address a letter from a woman who is anxious about retiring and worries about making mistakes with their $2 million portfolio. Ben and Megan emphasize the importance of communication and finding a financial advisor who can help manage the portfolio. They also discuss the need for each spouse to have some level of autonomy in their budget and the importance of building trust with a financial advisor.

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

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In this episode, Ben Smith discusses the topic of retirement and longevity. He mentions the oldest living person, John Tenniswood, who is 111 years old, and discuss the possibility of people living longer in the future. They also talk about the importance of planning for a long retirement and stress testing financial plans to ensure they can last. The conversation touches on the concept of luck in longevity and the importance of living a balanced and purposeful life in retirement. They also discuss the value of community and social connections in promoting longevity and happiness.

 

for more information go to www.visionwealth.com

 

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Financial Advisor Ben and Megan Smith discuss the possibility of 401(k)s going away in the next 10 years and the implications for retirement planning. Ben and Megan explain the history of 401(k)s and how they were created as a way for employers to shift responsibility onto individuals. They also discuss the potential impact of changing tax laws on 401(k)s and the importance of having control over one's retirement savings. The conversation emphasizes the need for personalized financial advice and planning to navigate the uncertainty of retirement and make informed decisions. It concludes with a reminder to seek a second opinion and consider working with a financial advisor to ensure a secure financial future.

for more information go to www.visionwealth.com

 

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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

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Ben Smith and Megan Smith discuss the topic of decluttering, using the analogy of organizing a garage. They explore the challenges of decluttering both physical spaces and retirement portfolios. They emphasize the importance of taking inventory, prioritizing, and making tough decisions to create a clear and organized plan for the future. They also discuss the benefits of seeking a second opinion and working with a financial advisor who can provide a fresh perspective and help navigate the complexities of retirement planning. Overall, the conversation highlights the need for a clear vision and a willingness to make necessary changes to achieve financial success in retirement.

 

for more information go to www.myvisionwealth.com

See omnystudio.com/listener for privacy information.