Vision Wealth: A New View on Retirement
Vision Wealth: A New View on Retirement
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 co…Social links:
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Is Retiring Early Really the Dream?
Is retiring early really the dream or is there more to the story? In this episode, Ben and Megan Smith unpack the idea of early retirement and why it’s not as simple as following a checklist. The conversation explores the importance of stress-testing your income, defining your purpose, and understa…
26:56
Are You and Your Partner on the Same Financial Page?
Are you and your partner truly on the same page about your future or just managing day-to-day life together? In this episode, Ben and Megan Smith explore why so many couples spend more time on logistics than meaningful conversations about their goals, especially when it comes to retirement. The dis…
23:41
Why Retirement Is About More Than Just the Numbers
What if being “ready” for retirement has less to do with your nest egg—and more to do with your life? In this episode of Vision Wealth, Ben and Megan Smith explore the emotional side of retirement and the often-overlooked signs that it may be time for a change. They discuss why purpose, relationshi…
26:08
The New “Starter” Account That Could Shape Future Retirement
What if a small $1,000 investment at birth could grow into millions and change how the next generation thinks about money? In this episode of Vision Wealth, Ben and Megan Smith unpack the concept of “Trump Accounts” and how these government-funded starter accounts aim to spark early investing habit…
18:28
Why Annuities Confuse Almost Everyone
Annuities might be one of the most misunderstood tools in retirement—and that confusion often leads to strong opinions. In this episode of Vision Wealth, Ben and Megan Smith unpack why annuities spark so much debate and why the answer to “are they good or bad?” is almost never black and white. The …
24:25
When DIY Retirement Planning Gets Expensive
What if your retirement money looks like it’s yours—until the fine print says otherwise? In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith explore the often‑overlooked rules attached to retirement accounts, taxes, and DIY financial strategies. Using a fun Oscars analog…
20:27
Inflation: The Quiet Force Reshaping Retirement and Everyday Life
Inflation shows up everywhere—from the grocery store to retirement planning—and it’s quietly reshaping how people make financial decisions. In this episode, Ben and Megan Smith of Vision Wealth have a candid, relatable conversation about what inflation really means for everyday life and long‑term p…
24:55
The Retirement Windows You Don’t Get Back Once They Close
Some opportunities only come around for a short time—and in retirement planning, missing them can be costly. In this episode, Ben and Megan Smith of Vision Wealth explore the “windows of opportunity” that can shape your retirement outcome. Using a surprisingly relatable analogy, the conversation un…
19:00
Informed Consent and the Ethics of Retirement Planning
What if ethical decision‑making was the real advantage in retirement planning? In part two of this conversation, Ben and Megan Smith of VisionWealth examine informed consent, integrity, and the responsibility advisors carry when guiding life‑shaping financial decisions. They unpack how compliance, …
23:07
Persuasion vs. Stewardship: Rethinking Financial Decisions
What if the real strategy in business isn’t persuasion—but stewardship? In this episode, Ben and Megan Smith of VisionWealth explore how durable decisions are built through clarity, trust, and long‑term thinking. The conversation unpacks the difference between transactional advice and true leadersh…
18:34