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.

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

See omnystudio.com/listener for privacy information.

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.

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

See omnystudio.com/listener for privacy information.