Ben and Megan Smith and co-host Doug Turnbull 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.

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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.

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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.

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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.

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Ben and Megan Smith, along with co-host Doug Turnbull, 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, Doug Turnbull discusses retirement planning with financial advisor Ben Smith and his wife Megan. They 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, host Doug Turnbull is joined by financial advisor Ben Smith and his wife Megan to 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.

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

See omnystudio.com/listener for privacy information.