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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
  • 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.

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    See omnystudio.com/listener for privacy information.
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    21 mins
  • 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 mins
  • From RMDs to Roths: Smart Moves Before the Ball Drops

    From RMDs to Roths: Smart Moves Before the Ball Drops
    Dec 9 2025

    As the days get shorter and the year winds down, it’s not just your home that needs a seasonal checkup—your finances do too. In this episode of the Vision Wealth Podcast, Ben and Megan Smith share their essential end-of-year financial checklist, from budgeting and tax planning to Roth conversions, charitable giving, and RMD strategies. Discover why even high earners need guardrails, how to make the most of charitable donations, and what steps can help you start the new year strong. Tune in for practical tips, candid stories, and a dose of humor to make financial planning feel less daunting.

    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.
    Show More Show Less
    21 mins
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