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Vision Wealth: A New View on Retirement

Vision Wealth: A New View on Retirement

Di: Ben Smith
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A proposito di questo titolo

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

 Economia Finanza personale
Episodi
  • 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.
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    22 min
  • The Hidden Habits Draining Your Wealth

    The Hidden Habits Draining Your Wealth
    Jan 6 2026

    Did you know your financial habits could age your retirement plan as fast as poor sleep ages your brain? In this episode, Ben and Megan Smith reveal the sneaky, everyday money mistakes that quietly erode your future wealth. From the dangers of “lifestyle creep” to the hidden impact of fees and the power of small, consistent choices, discover how to break bad financial habits and build a resilient retirement. Whether you’re just starting out or managing a legacy, this candid conversation offers practical insights for making your money work smarter—without sacrificing the joys of life.

    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.
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    21 min
  • Timing Is Everything: The Power of Deferral in Your Financial Plan

    Timing Is Everything: The Power of Deferral in Your Financial Plan
    Dec 23 2025

    What do a superstar athlete and your retirement plan have in common? In this episode of the Vision Wealth Podcast, Ben and Megan Smith break down the concept of deferred income—using Shohei Otani’s headline-making contract as a springboard for real-world retirement strategies. Discover how deferral can impact taxes, income, and legacy planning, and why the right approach depends on your personal goals. From tax-deferred accounts to annuities and Social Security timing, learn how to weigh the options and make decisions that fit your vision for the future. Tune in for practical insights, relatable stories, and expert guidance.

    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.
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    17 min
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