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.

In this episode, Ben and Megan Smith discuss the challenges faced by married couples in managing their retirement planning. They address a letter from a woman who is anxious about retiring and worries about making mistakes with their $2 million portfolio. Ben and Megan emphasize the importance of communication and finding a financial advisor who can help manage the portfolio. They also discuss the need for each spouse to have some level of autonomy in their budget and the importance of building trust with a financial advisor.

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

See omnystudio.com/listener for privacy information.