• Vision Wealth: A New View on Retirement

  • De: Ben Smith
  • Podcast

Vision Wealth: A New View on Retirement

De: Ben Smith
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  • Resumen

  • 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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Economía Finanzas Personales
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Episodios
  • The importance of mindset in tumultuous financial times

    The importance of mindset in tumultuous financial times
    Apr 22 2025

    Ben and Megan Smith, with co-host Doug Turnbull, discuss how one’s mindset can really affect their financial future. Ben discusses how impatience with the long game and the fixation on instant gratification can be detrimental to one’s long-term plans. And Megan uses her background as a championship-winning cheerleading coach to talk about perseverance and why winning is so dependent on the mental game. And they talk about how the world is full of toddlers – of all ages.

    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.

    FB: https://www.facebook.com/myvisionwealth

    See omnystudio.com/listener for privacy information.
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    20 m
  • Defensive and offensive strategies in the five years before and after starting retirement

    Defensive and offensive strategies in the five years before and after starting retirement
    Apr 8 2025

    Ben and Megan Smith and co-host Doug Turnbull discuss the pivotal years before and after the day someone retires. Ben and Megan share how each person requires a different strategy, but how there are several defensive strategies (such as retirement income) and offensive ones (such as money-growth) that people can deploy. Ben also explains how legacy planning is actually an offensive strategy. And the Smiths share their views on the switch to Daylight Saving Time.

    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 .

    https://www.facebook.com/myvisionwealth

    See omnystudio.com/listener for privacy information.
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    20 m
  • The right kind of control and sticking to a plan

    The right kind of control and sticking to a plan
    Mar 25 2025

    Ben and Megan Smith and co-host Doug Turnbull talk about both being willing to pay the price for success and dealing with the price or consequences of choices. Ben explains some points from one of his favorite authors, Jordan Peterson, and relates them to how people tackle finances. Ben and Megan each share real life experiences on how people handle what they can and cannot control and share the importance of someone controlling what they can – and beginning a conversation on their financial future with an advisor.

    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 .

    https://www.facebook.com/myvisionwealth

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