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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
  • Cutting Through the Fine Print: What’s Draining Your Portfolio?

    Cutting Through the Fine Print: What’s Draining Your Portfolio?
    Nov 18 2025

    Think your investment accounts are quietly working for you? They might be quietly bleeding value. Ben and Megan Smith break down the hidden fees and underperforming products—from variable annuities to whole life insurance—that could be costing you more than you realize. This episode explores why understanding the fine print matters, how small details can add up over time, and why finding a trusted advisor is key. Whether you’re a do-it-yourselfer or want expert help, learn how to spot red flags and make informed decisions that fit your goals.

    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
  • Is the American Dream Still Achievable?

    Is the American Dream Still Achievable?
    Nov 4 2025

    Is the American dream still within reach, or has it become a luxury reserved for a few? Ben and Megan Smith tackle the true cost of family, education, and retirement, exploring how shifting priorities and smart planning can help redefine financial success. This episode dives into the impact of social media, the value of freedom, and why aligning your money with your values matters more than ever. Discover how habits, mindset, and personal goals shape your journey—because the dream isn’t just about numbers, it’s about what matters most to you.

    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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    24 mins
  • Money Talk Is Marriage Talk

    Money Talk Is Marriage Talk
    Oct 7 2025

    What do dating and financial planning have in common? More than you think! In this episode, Ben Smith, president and lead wealth advisor at Vision Wealth, and his wife Megan Smith unpack the emotional layers of money talk—from transparency in relationships to bridging communication gaps between partners. This candid conversation reveals how trust, honesty, and shared goals can transform financial planning into a team sport. Whether you're the spreadsheet lover or the silent partner, this episode offers insights that go far beyond the numbers.

    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
    26 mins
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