What should you tell your adult children about money, and what conversations are too important to avoid? In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith explore the financial discussions that evolve as children become adults. From inheritance expectations and financial independence to boundaries, delayed gratification, retirement planning, and family values, they discuss why these conversations are often difficult but incredibly important. Through personal stories and client experiences, they highlight how money is often a reflection of deeper issues like purpose, responsibility, communication, and self-worth. Whether you're helping adult children navigate life or planning your own legacy, this episode examines how meaningful financial conversations can shape generations.

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.

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The most important money lessons your children learn may have nothing to do with dollars and everything to do with habits, values, and conversations. In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith explore the financial lessons parents and grandparents pass down, intentionally and unintentionally, to the next generation. From delayed gratification and budgeting to lifestyle choices, family values, inheritance expectations, and healthy conversations about money, they discuss how childhood experiences shape lifelong financial behavior. Through personal stories and parenting challenges, Ben and Megan highlight why teaching financial responsibility isn't about creating perfect savers. It's about helping future generations develop the mindset and skills needed to navigate life confidently.

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.

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The final five years before retirement can be the most important, and the most dangerous, years for your financial future. In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith discuss why the years leading up to retirement require a different mindset than the decades spent building wealth. From lifestyle creep and spending habits to Roth conversions, tax planning, market risk, and retirement readiness, they explore the decisions that can have an outsized impact as retirement approaches. The conversation also highlights the importance of understanding your goals, defining what retirement actually looks like for you, and creating healthy financial boundaries before crossing the finish line. Retirement success starts long before retirement begins.

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.

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