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Vision Wealth: A New View on Retirement

Vision Wealth: A New View on Retirement

By: Ben Smith
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About this listen

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

 Economics Personal Finance
Episodes
  • Shedeur Sanders’ being prank-called: sniffing out a scam and how an advisor can help

    Shedeur Sanders’ being prank-called: sniffing out a scam and how an advisor can help
    May 20 2025

    Ben and Megan Smith and co-host Doug Turnbull talk about the prank call that QB Shedeur Sanders got during the NFL Draft and how other scams are much more costly. Ben and Megan share some recent scams they have uncovered and how easily people can fall for them. They give tips on things to look out for and Ben shares how an advisor can be an ally in this and part of their job is helping clients vet things that are fishy, so they do not lost parts of their nest eggs.

    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.

    FB: https://www.facebook.com/myvisionwealth

    See omnystudio.com/listener for privacy information.
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    17 mins
  • Five tools for planning for market volatility

    Five tools for planning for market volatility
    May 6 2025

    Ben and Megan Smith, with co-host Doug Turnbull, talk about the recent shark tooth of the market graph. Ben shares five tools inside and outside of the market that he and the Vision Wealth team can help people use for their financial plans – and they can account for market ups and downs. Megan then shares how she has to use a multi-pronged approach in coaching, since different programs work for different cheerleaders.

    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.

    FB: https://www.facebook.com/myvisionwealth

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    22 mins
  • The importance of mindset in tumultuous financial times

    The importance of mindset in tumultuous financial times
    Apr 22 2025

    Ben and Megan Smith, with co-host Doug Turnbull, discuss how one’s mindset can really affect their financial future. Ben discusses how impatience with the long game and the fixation on instant gratification can be detrimental to one’s long-term plans. And Megan uses her background as a championship-winning cheerleading coach to talk about perseverance and why winning is so dependent on the mental game. And they talk about how the world is full of toddlers – of all ages.

    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.

    FB: https://www.facebook.com/myvisionwealth

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    20 mins

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