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.

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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.

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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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Financial Advisor Ben and Megan Smith discuss the possibility of 401(k)s going away in the next 10 years and the implications for retirement planning. Ben and Megan explain the history of 401(k)s and how they were created as a way for employers to shift responsibility onto individuals. They also discuss the potential impact of changing tax laws on 401(k)s and the importance of having control over one's retirement savings. The conversation emphasizes the need for personalized financial advice and planning to navigate the uncertainty of retirement and make informed decisions. It concludes with a reminder to seek a second opinion and consider working with a financial advisor to ensure a secure financial future.

for more information go to www.visionwealth.com

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In this episode, Jeff Miles and financial advisor Ben Smith discuss the topic of retirement and longevity. They mention the oldest living person, John Tenniswood, who is 111 years old, and discuss the possibility of people living longer in the future. They also talk about the importance of planning for a long retirement and stress testing financial plans to ensure they can last. The conversation touches on the concept of luck in longevity and the importance of living a balanced and purposeful life in retirement. They also discuss the value of community and social connections in promoting longevity and happiness.

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Ben Smith and Megan Smith discuss the topic of decluttering, using the analogy of organizing a garage. They explore the challenges of decluttering both physical spaces and retirement portfolios. They emphasize the importance of taking inventory, prioritizing, and making tough decisions to create a clear and organized plan for the future. They also discuss the benefits of seeking a second opinion and working with a financial advisor who can provide a fresh perspective and help navigate the complexities of retirement planning. Overall, the conversation highlights the need for a clear vision and a willingness to make necessary changes to achieve financial success in retirement.

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Ben and Megan Smith explore the concept of living within one's means and making deliberate financial decisions. It discusses the idea of indulging in bigger or better things and the importance of planning and prioritizing expenses. Ben and Megan share examples of clients who have different priorities and how they help them make informed choices. They also touch on the topics of makeup and vacations as personal investments. The conversation concludes with a mention of the financial advisor's website for further guidance.

For more information go to www.myvisionwealth.com

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