• Vision Wealth: A New View on Retirement

  • By: Ben Smith
  • Podcast

Vision Wealth: A New View on Retirement

By: Ben Smith
  • Summary

  • 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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Episodes
  • Money is not the key to joy in retirement
    Dec 10 2024

    Ben and Megan Smith join co-host Doug Turnbull to 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.

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    19 mins
  • The biggest threat to your money may be in the mirror
    Nov 26 2024

    Ben and Megan Smith, along with co-host Doug Turnbull discuss Brad Jenkins' book "Cookies and Retirement: A Recipe for Success" and how someone can be their own worst enemy with their money. Ben and Megan 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.

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    20 mins
  • Retiring early - by choice or not
    Nov 12 2024

    Ben and Megan Smith talk about how many people retire at age 62, though they had planned not to. Ben explains to listeners and co-host Doug Turnbull 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.

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

    See omnystudio.com/listener for privacy information.

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    19 mins

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