Vision Wealth: A New View on RetirementVision Wealth: A New View on Retirement

Defensive and offensive strategies in the five years before and after starting retirement

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Ben and Megan Smith discuss the pivotal years before and after the day someone retires. Ben and Megan share how each person requires a different strategy, but how there are several defensive strategies (such as retirement income) and offensive ones (such as money-growth) that people can deploy. Ben also explains how legacy planning is actually an offensive strategy. And the Smiths share their views on the switch to Daylight Saving Time.

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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