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Vision Wealth: A New View on Retirement

Vision Wealth: A New View on Retirement

By: Ben Smith
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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

 Economics Personal Finance
Episodes
  • When DIY Retirement Planning Gets Expensive

    When DIY Retirement Planning Gets Expensive
    Apr 28 2026

    What if your retirement money looks like it’s yours—until the fine print says otherwise?
    In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith explore the often‑overlooked rules attached to retirement accounts, taxes, and DIY financial strategies. Using a fun Oscars analogy, they unpack why “owning” your money isn’t always as straightforward as it seems, where well‑intentioned do‑it‑yourself planning can go wrong, and how missed tax strategies can quietly cost families over time. The conversation highlights the importance of knowing your limits, understanding nuance, and planning ahead before major financial decisions are locked in.

    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

    See omnystudio.com/listener for privacy information.
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    20 mins
  • Inflation: The Quiet Force Reshaping Retirement and Everyday Life

    Inflation: The Quiet Force Reshaping Retirement and Everyday Life
    Apr 14 2026

    Inflation shows up everywhere—from the grocery store to retirement planning—and it’s quietly reshaping how people make financial decisions. In this episode, Ben and Megan Smith of Vision Wealth have a candid, relatable conversation about what inflation really means for everyday life and long‑term planning. They explore how rising costs affect saving, spending, investing, income in retirement, and lifestyle choices, while also touching on interest rates, delayed gratification, and the balance between enjoying life today and planning for tomorrow. Along the way, they highlight why perspective, priorities, and intentional decisions matter more than chasing numbers in an inflationary world.

    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

    See omnystudio.com/listener for privacy information.
    Show more Show less
    25 mins
  • The Retirement Windows You Don’t Get Back Once They Close

    The Retirement Windows You Don’t Get Back Once They Close
    Apr 1 2026

    Some opportunities only come around for a short time—and in retirement planning, missing them can be costly. In this episode, Ben and Megan Smith of Vision Wealth explore the “windows of opportunity” that can shape your retirement outcome. Using a surprisingly relatable analogy, the conversation unpacks key timing moments around taxes, selling highly appreciated assets, Medicare-related income thresholds, Social Security decisions, required minimum distributions, and other age-based milestones. Along the way, they discuss why avoiding these conversations can quietly close doors—and how understanding timing, not just strategy, can make a meaningful difference in long-term planning.

    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

    See omnystudio.com/listener for privacy information.
    Show more Show less
    19 mins
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