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, communication, and client dignity intersect, why clarity often requires discomfort, and how trust is built through transparency—not pressure. Drawing parallels to medicine and real‑world experience, Ben and Megan share what it looks like to protect integrity even when it means walking away from revenue.
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

Persuasion vs. Stewardship: Rethinking Financial Decisions
18:34

When “Safe” Money Becomes the Riskiest Choice
19:00

The Retirement Side Hustle That Can Cost You More Than You Think
17:53