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Vision Wealth: A New View on Retirement episodes
- Living Within Your Means: Indulging vs. Thriftiness
Ben and Megan Smith explore the concept of living within one's means and making deliberate financial decisions. It discusses the idea of indulging in bigger or better things and the importance of planning and prioritizing expenses. Ben and Megan share examples of clients who have different priorities and how they help them make informed choices. They also touch on the topics of makeup and vacations as personal investments. The conversation concludes with a mention of the financial advisor's website for further guidance.
For more information go to www.myvisionwealth.com
See omnystudio.com/listener for privacy information.
13 min - Money as a Tool: Creating a Healthy Relationship
In this episode, hosts Ben and Megan Smith share their personal stories and experiences, highlighting the importance of family and financial planning. They discuss how they met, their journey as parents, and the role of money in their lives. Ben, a financial advisor, emphasizes the significance of teaching children about money and the value of responsible financial planning. The couple also emphasizes the importance of building strong relationships with clients and the trust that comes with it.
If you'd like to learn more, go to www.myvisionwealth.com
See omnystudio.com/listener for privacy information.
29 min
About Vision Wealth: A New View on Retirement
From the publisher's feed
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