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What if your retirement income plan had more moving parts than you realized? In this episode, Ben and Megan Smith break down the six streams of income that shape today’s retirement landscape—from Social Security timing to annuities, investments, and even part-time work. Discover how each source brings unique opportunities and trade-offs, and why there’s no one-size-fits-all solution. With candid stories and practical insights, this conversation explores how to build a resilient income strategy that fits your life, your goals, and your future.

 

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

What if your retirement income plan had more moving parts than you realized? In this episode, Ben and Megan Smith break down the six streams of income that shape today&rsquo;s retirement landscape&mdash;from Social Security timing to annuities, investments, and even part-time work. Discover how each source brings unique opportunities and trade-offs, and why there&rsquo;s no one-size-fits-all solution. With candid stories and practical insights, this conversation explores how to build a resilient income strategy that fits your life, your goals, and your future.
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Schedule your discovery call with Ben to help calculate the future costs of current decisions at <a href="https://www.MyVisionWealth.com">MyVisionWealth.com</a> or call or text 503-831-9011.
Like us on <a href="https://www.facebook.com/myvisionwealth">Facebook</a>

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 comfort and excitement rather than causing uncertainty or concerns.

From basic savings and investment planning, to navigating tax and insurance situations that can change in retirement, to planning out a legacy for loved ones, Vision Wealth: A New View on Retirement serves as a steady and knowledgeable voice on which to build for the future.

Insurance products are offered through the insurance business Vision Wealth. Vision Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Vision Wealth are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.  NPN #16649933



If you'd like to contact Ben Smith and get more information, go to www.myvisionwealth.com

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 comfort and excitement rather than causing uncertainty or concerns.
From basic savings and investment planning, to navigating tax and insurance situations that can change in retirement, to planning out a legacy for loved ones, Vision Wealth: A New View on Retirement serves as a steady and knowledgeable voice on which to build for the future.
Insurance products are offered through the insurance business Vision Wealth. Vision Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Vision Wealth are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.  NPN #16649933
 
If you'd like to contact Ben Smith and get more information, go to www.myvisionwealth.com

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 comfort and excitement rather than causing uncertainty or concerns.

From basic savings and investment planning, to navigating tax and insurance situations that can change in retirement, to planning out a legacy for loved ones, Vision Wealth: A New View on Retirement serves as a steady and knowledgeable voice on which to build for the future.

Insurance products are offered through the insurance business Vision Wealth. Vision Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Vision Wealth are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.  NPN #16649933

For More information or to contact Ben Smith go to www.myvisionwealth.com

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 comfort and excitement rather than causing uncertainty or concerns.
From basic savings and investment planning, to navigating tax and insurance situations that can change in retirement, to planning out a legacy for loved ones, Vision Wealth: A New View on Retirement serves as a steady and knowledgeable voice on which to build for the future.
Insurance products are offered through the insurance business Vision Wealth. Vision Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Vision Wealth are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.  NPN #16649933
For More information or to contact Ben Smith go to www.myvisionwealth.com