• Vision Wealth: A New View on Retirement

  • 著者: Ben Smith
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Vision Wealth: A New View on Retirement

著者: Ben Smith
  • サマリー

  • 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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あらすじ・解説

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

エピソード
  • The right kind of control and sticking to a plan
    2025/03/25

    Ben and Megan Smith and co-host Doug Turnbull 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 .

    https://www.facebook.com/myvisionwealth

    See omnystudio.com/listener for privacy information.

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    19 分
  • How to react to a rough S&P 500 forecast
    2025/03/11

    Ben and Megan Smith and co-host Doug Turnbull 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.

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    16 分
  • Several do's and don'ts with taxes in retirement
    2025/03/04

    Ben and Megan Smith and co-host Doug Turnbull 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.

    続きを読む 一部表示
    19 分

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