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

3 mois pour 0,99 €/mois Offre valable jusqu'au 12 décembre 2025. 3 mois pour 0,99 €/mois, puis 9,95 €/mois. Offre soumise à conditions.J'en profite

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
    • Is the American Dream Still Achievable?

      Is the American Dream Still Achievable?
      Nov 4 2025

      Is the American dream still within reach, or has it become a luxury reserved for a few? Ben and Megan Smith tackle the true cost of family, education, and retirement, exploring how shifting priorities and smart planning can help redefine financial success. This episode dives into the impact of social media, the value of freedom, and why aligning your money with your values matters more than ever. Discover how habits, mindset, and personal goals shape your journey—because the dream isn’t just about numbers, it’s about what matters most to you.

      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
      24 min
    • Money Talk Is Marriage Talk

      Money Talk Is Marriage Talk
      Oct 7 2025

      What do dating and financial planning have in common? More than you think! In this episode, Ben Smith, president and lead wealth advisor at Vision Wealth, and his wife Megan Smith unpack the emotional layers of money talk—from transparency in relationships to bridging communication gaps between partners. This candid conversation reveals how trust, honesty, and shared goals can transform financial planning into a team sport. Whether you're the spreadsheet lover or the silent partner, this episode offers insights that go far beyond the numbers.

      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
      26 min
    • The discontinuation of the penny and obsolete portfolio items

      The discontinuation of the penny and obsolete portfolio items
      Jul 1 2025

      Ben and Megan Smith of Vision wealth discuss the U.S. Mint’s decision to stop stamping pennies and how they rarely use cash. Then Ben talks about tools in people’s financial plans, such as mutual funds, that do not have the rate of returns they used to have. Ben also talks about refinancing annuities, since interest rates have increased and how no one tool is right for everyone. Ben explains how he puts a lot of effort into crafting plans and how financial strategies sometimes are worth their high fees. Megan then explains how she and Ben often have that same mindset with buying nice items for the house that end up lasting a long 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.

      Facebook

      See omnystudio.com/listener for privacy information.
      Afficher plus Afficher moins
      22 min
    Aucun commentaire pour le moment