Ben and Megan Smith, along with co-host Doug Turnbull, discuss a poll’s results about what Americans aged 65 and over wished they had done better and listened to. Ben also talks about the right moves younger clients of his make and how he coaches people of all ages to achieve their greatest financial potential. Ben and Megan also talk about their children and which one of their activities dominates the family’s free time.

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

See omnystudio.com/listener for privacy information.

In this episode of Vision Wealth, Doug Turnbull discusses retirement planning with financial advisor Ben Smith and his wife Megan. They explore the importance of choosing the right location for retirement, highlighting various factors such as cost of living, tax laws, and quality of life. The conversation delves into the top ten places to retire, with a focus on Florida and other states, while emphasizing the need for retirees to build a fulfilling lifestyle. Personal anecdotes and preferences are shared, providing a relatable perspective on retirement planning.

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

See omnystudio.com/listener for privacy information.

In this episode of Vision Wealth, host Doug Turnbull is joined by financial advisor Ben Smith and his wife Megan to discuss various aspects of retirement planning, particularly focusing on 401(k) plans. They also talk about their love for Oregon Ducks football and the tax consequences of a retiring couple loaning their child a large sum. The conversation emphasizes the need for transparency in financial planning and the potential risks involved in family financial support.

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

See omnystudio.com/listener for privacy information.