• Vision Wealth: A New View on Retirement

  • By: Ben Smith
  • Podcast

Vision Wealth: A New View on Retirement

By: Ben Smith
Listen for free

  • Summary

  • 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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Economics Personal Finance
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Episodes
  • Best ROI on renovations when selling a house

    Best ROI on renovations when selling a house
    Feb 4 2025

    Ben and Megan Smith and co-host Doug Turnbull discuss a Wall Street Journal article that interviewed a dozen real estate experts on the renovation items that make the most sense. They share which item gets the biggest return on investment and why someone should not make the house they are selling into their idea of a dream home. The crew also discusses multiple times where Megan has been absolutely right, Ben’s words, on certain home repairs.

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

    See omnystudio.com/listener for privacy information.
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    21 mins
  • What people who retire regret the most

    What people who retire regret the most
    Jan 23 2025

    Ben and Megan Smith, along with co-host Doug Turnbull, talk about what experts say retirees regret the most. Ben and Megan discuss the issues of not saving enough and taking Social Security at the wrong time, along with the regret of saving too much money and not being able to enjoy life. They also talk about hosting family during the holidays and getting back to their routines.

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

    See omnystudio.com/listener for privacy information.
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    19 mins
  • Warren Buffett’s five estate-planning tips

    Warren Buffett’s five estate-planning tips
    Jan 7 2025

    Ben and Megan Smtih discuss estate planning with listeners and co-host Doug Turnbull. They talk about some times in even their own families, when relatives do not want to discuss and plan for the dispersion of their estate. Ben and Megan explain billionaire Warren Buffet’s five tips in this field, including why having co-trustees is not necessarily a bad thing. And Ben and Megan discuss New Year’s goal-planning and how that is especially important with money.

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

    See omnystudio.com/listener for privacy information.
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    22 mins

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