Couverture de Vision Wealth: A New View on Retirement

Vision Wealth: A New View on Retirement

Vision Wealth: A New View on Retirement

De : Ben Smith
Écouter gratuitement

À propos de ce contenu audio

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

 Economie Finances privées
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Épisodes
    • When “Safe” Money Becomes the Riskiest Choice

      When “Safe” Money Becomes the Riskiest Choice
      Feb 17 2026

      Your money can quietly lose ground even when nothing seems wrong. In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith unpack the idea of “dead money” — cash parked in low‑yield accounts that feels safe but steadily erodes to inflation and missed opportunity. The conversation explores why liquidity brings comfort, how much is actually useful, and where idle money can hide inside both bank accounts and retirement portfolios. They also discuss the emotional side of risk, tax considerations when repositioning assets, and how income-focused strategies shape confidence in retirement. It’s a practical look at balancing security, flexibility, and long‑term sustainability.

      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.
      Afficher plus Afficher moins
      19 min
    • The Retirement Side Hustle That Can Cost You More Than You Think

      The Retirement Side Hustle That Can Cost You More Than You Think
      Feb 3 2026

      A fun side gig in retirement could trigger an unexpected financial wake‑up call. This episode of Vision Wealth: A New View on Retirement explores how part‑time income after retirement can ripple through taxes, Social Security, and Medicare in ways many people don’t anticipate. Ben and Megan Smith unpack why earning extra money is only part of the equation, touching on purpose, identity, and how work can shape life after a career. From income thresholds and tax penalties to the psychology of “unretirement,” the conversation highlights why retirement planning isn’t just about dollars – it’s about designing a life that actually works.


      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.
      Afficher plus Afficher moins
      18 min
    • Six Streams: Are You Missing a Key Source of Retirement Income?

      Six Streams: Are You Missing a Key Source of Retirement Income?
      Jan 20 2026

      What if your retirement income plan had more moving parts than you realized? In this episode, Ben and Megan Smith break down the six streams of income that shape today’s retirement landscape—from Social Security timing to annuities, investments, and even part-time work. Discover how each source brings unique opportunities and trade-offs, and why there’s no one-size-fits-all solution. With candid stories and practical insights, this conversation explores how to build a resilient income strategy that fits your life, your goals, and your future.

      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.
      Afficher plus Afficher moins
      22 min
    Aucun commentaire pour le moment