The discontinuation of the penny and obsolete portfolio items
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The discontinuation of the penny and obsolete portfolio items
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About this listen
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.
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