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.

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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.

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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.

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Ben and Megan Smith and co-host Doug Turnbull define longevity risk and the five different ways that long-living can deplete money. Ben also talks about five different ways to fight longevity risk and why having a plan and an advisor is the first place to start. Ben and Megan also discuss how their nifty gift-buying for their kids has caused them to outsmart themselves.

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Ben and Megan Smith join co-host Doug Turnbull to talk about a recent podcast Ben heard, regarding a Medal of Honor recipient's seemingly worst moment of their life. Ben explains how that person ended up finding that dark time to be their best moment, because of the relationships they made there. Ben and Megan relate this to how Vision Wealth can build relationships with people and find joy in those and how having a financial advisor can help people focus on other things in their life, besides money, that give them more joy.

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Ben and Megan Smith, along with co-host Doug Turnbull discuss Brad Jenkins' book "Cookies and Retirement: A Recipe for Success" and how someone can be their own worst enemy with their money. Ben and Megan talk about the consequences of getting caught up in one's own emotions and not knowing the boundaries of their money. And Ben discusses how he and his team can sit with someone and show them their numbers with clarity and objectivity to help them make the best decisions for themselves. The Smiths also discuss a friendly college football rivalry they have with their relatives.

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Ben and Megan Smith talk about how many people retire at age 62, though they had planned not to. Ben explains to listeners and co-host Doug Turnbull the factors that cause people to retire off-schedule and the questions he asks clients to help them stay on the financial track they want to be. Ben and Megan also laugh about some of the headwinds their own parents faced in retirement and how couples can drive each other crazy and spend more money with extra time on their hands.

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Ben and Megan Smith, along with co-host Doug Turnbull, discuss a poll’s results about what Americans aged 65 and over wished they had done better and listened to. Ben also talks about the right moves younger clients of his make and how he coaches people of all ages to achieve their greatest financial potential. Ben and Megan also talk about their children and which one of their activities dominates the family’s free time.

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

See omnystudio.com/listener for privacy information.