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

Navigating Retirement Planning as a Married Couple

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In this episode, Ben and Megan Smith discuss the challenges faced by married couples in managing their retirement planning. They address a letter from a woman who is anxious about retiring and worries about making mistakes with their $2 million portfolio. Ben and Megan emphasize the importance of communication and finding a financial advisor who can help manage the portfolio. They also discuss the need for each spouse to have some level of autonomy in their budget and the importance of building trust with a financial advisor.

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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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