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
What Money Lessons Are You Passing Down Without Realizing It?
The most important money lessons your children learn may have nothing to do with dollars and everything to do with habits, values, and conversations. In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith explore the financial lessons parents and grandparents pass down, intentionally and unintentionally, to the next generation. From delayed gratification and budgeting to lifestyle choices, family values, inheritance expectations, and healthy conversations about money, they discuss how childhood experiences shape lifelong financial behavior. Through personal stories and parenting challenges, Ben and Megan highlight why teaching financial responsibility isn't about creating perfect savers. It's about helping future generations develop the mindset and skills needed to navigate life confidently.
Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com (https://www.MyVisionWealth.com) or call or text 503-831-9011.
Follow on Facebook (https://www.facebook.com/myvisionwealth)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
22 Sept 2026
Are You Making Costly Mistakes in Retirement’s Red Zone?
The final five years before retirement can be the most important, and the most dangerous, years for your financial future. In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith discuss why the years leading up to retirement require a different mindset than the decades spent building wealth. From lifestyle creep and spending habits to Roth conversions, tax planning, market risk, and retirement readiness, they explore the decisions that can have an outsized impact as retirement approaches. The conversation also highlights the importance of understanding your goals, defining what retirement actually looks like for you, and creating healthy financial boundaries before crossing the finish line. Retirement success starts long before retirement begins.
Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com (https://www.MyVisionWealth.com) or call or text 503-831-9011.
Follow on Facebook (https://www.facebook.com/myvisionwealth)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
15 Sept 2026
Is Lifestyle Creep Quietly Sabotaging Your Retirement Plan?
What do $22,000 red-carpet beauty bills, Corvettes, and Amazon purchases have in common? They all reveal how lifestyle creep can quietly shape your financial future. In this episode of Vision Wealth: A New View on Retirement, Ben and Megan Smith explore the subtle ways spending habits evolve over time and why even small changes can have a major impact on retirement planning. From everyday conveniences and subscription services to luxury purchases and family spending, they discuss how lifestyle creep affects people at every income level. The conversation also highlights the importance of intentional spending, opportunity cost, and aligning your financial choices with the retirement lifestyle you truly want.
Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com (https://www.MyVisionWealth.com) or call or text 503-831-9011.
Follow on Facebook (https://www.facebook.com/myvisionwealth)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Podcast Authority Score: 35 / 100
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Questions about Vision Wealth: A New View on Retirement
Who hosts Vision Wealth: A New View on Retirement?
Ben Smith and Megan Smith host the show. Published by Ben Smith.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Vision Wealth: A New View on Retirement take guests?
Yes. Guests have been identified in episode analyses.
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