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.

Ready to connect with Ben? For more information go to www.visionwealth.com

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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

See omnystudio.com/listener for privacy information.

Financial Advisor Ben and Megan Smith discuss the possibility of 401(k)s going away in the next 10 years and the implications for retirement planning. Ben and Megan explain the history of 401(k)s and how they were created as a way for employers to shift responsibility onto individuals. They also discuss the potential impact of changing tax laws on 401(k)s and the importance of having control over one's retirement savings. The conversation emphasizes the need for personalized financial advice and planning to navigate the uncertainty of retirement and make informed decisions. It concludes with a reminder to seek a second opinion and consider working with a financial advisor to ensure a secure financial future.

for more information go to www.visionwealth.com

See omnystudio.com/listener for privacy information.