Vision Wealth: A New View on Retirement Podcast Por Ben Smith arte de portada

Vision Wealth: A New View on Retirement

Vision Wealth: A New View on Retirement

De: Ben Smith
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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

 Economía Finanzas Personales
Episodios
  • Timing Is Everything: The Power of Deferral in Your Financial Plan

    Timing Is Everything: The Power of Deferral in Your Financial Plan
    Dec 23 2025

    What do a superstar athlete and your retirement plan have in common? In this episode of the Vision Wealth Podcast, Ben and Megan Smith break down the concept of deferred income—using Shohei Otani’s headline-making contract as a springboard for real-world retirement strategies. Discover how deferral can impact taxes, income, and legacy planning, and why the right approach depends on your personal goals. From tax-deferred accounts to annuities and Social Security timing, learn how to weigh the options and make decisions that fit your vision for the future. Tune in for practical insights, relatable stories, and expert guidance.

    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.

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    See omnystudio.com/listener for privacy information.
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    17 m
  • From RMDs to Roths: Smart Moves Before the Ball Drops

    From RMDs to Roths: Smart Moves Before the Ball Drops
    Dec 9 2025

    As the days get shorter and the year winds down, it’s not just your home that needs a seasonal checkup—your finances do too. In this episode of the Vision Wealth Podcast, Ben and Megan Smith share their essential end-of-year financial checklist, from budgeting and tax planning to Roth conversions, charitable giving, and RMD strategies. Discover why even high earners need guardrails, how to make the most of charitable donations, and what steps can help you start the new year strong. Tune in for practical tips, candid stories, and a dose of humor to make financial planning feel less daunting.

    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.

    Like us on Facebook

    See omnystudio.com/listener for privacy information.
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    21 m
  • Cutting Through the Fine Print: What’s Draining Your Portfolio?

    Cutting Through the Fine Print: What’s Draining Your Portfolio?
    Nov 18 2025

    Think your investment accounts are quietly working for you? They might be quietly bleeding value. Ben and Megan Smith break down the hidden fees and underperforming products—from variable annuities to whole life insurance—that could be costing you more than you realize. This episode explores why understanding the fine print matters, how small details can add up over time, and why finding a trusted advisor is key. Whether you’re a do-it-yourselfer or want expert help, learn how to spot red flags and make informed decisions that fit your goals.

    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.

    Like us on Facebook

    See omnystudio.com/listener for privacy information.
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    21 m
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