Vision Wealth: A New View on RetirementVision Wealth: A New View on Retirement
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Cutting Through the Fine Print: What’s Draining Your Portfolio?

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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 pod 
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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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  1. Vision Wealth: A New View on Retirement

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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.  
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