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Vision Wealth: A New View on Retirement
Ben Smith
31 episodes
4 days ago
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
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Investing
Education,
Business,
How To
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All content for Vision Wealth: A New View on Retirement is the property of Ben Smith and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Education,
Business,
How To
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The importance of mindset in tumultuous financial times
Vision Wealth: A New View on Retirement
19 minutes
6 months ago
The importance of mindset in tumultuous financial times
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 If you'd like to contact Ben Smith and get more information, go to www.myvisionwealth.com