Ben and Megan Smith talk about the phone call to partner with a car dealer that Nick Saban says changed his life and could soon make him a billionaire. Ben relates this to his deferred tax strategy and the potential savings it creates. But Ben also shares how some people are leery, because it seems too good to be true. So Ben and Megan talk about the importance of trust between advisors and clients and how finding that trust and spark could lead to a very prosperous relationship. They also compare this to the spark in cheerleading-coaching that Megan finds with some of her teammates.

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.

FB: https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

Ben and Megan Smith and co-host Doug Turnbull talk about the prank call that QB Shedeur Sanders got during the NFL Draft and how other scams are much more costly. Ben and Megan share some recent scams they have uncovered and how easily people can fall for them. They give tips on things to look out for and Ben shares how an advisor can be an ally in this and part of their job is helping clients vet things that are fishy, so they do not lost parts of their nest eggs.

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.

FB: https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

Ben and Megan Smith, with co-host Doug Turnbull, talk about the recent shark tooth of the market graph. Ben shares five tools inside and outside of the market that he and the Vision Wealth team can help people use for their financial plans – and they can account for market ups and downs. Megan then shares how she has to use a multi-pronged approach in coaching, since different programs work for different cheerleaders.

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.

FB: https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

Ben and Megan Smith, with co-host Doug Turnbull, discuss how one’s mindset can really affect their financial future. Ben discusses how impatience with the long game and the fixation on instant gratification can be detrimental to one’s long-term plans. And Megan uses her background as a championship-winning cheerleading coach to talk about perseverance and why winning is so dependent on the mental game. And they talk about how the world is full of toddlers – of all ages.

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.

FB: https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

Ben and Megan Smith and co-host Doug Turnbull discuss the pivotal years before and after the day someone retires. Ben and Megan share how each person requires a different strategy, but how there are several defensive strategies (such as retirement income) and offensive ones (such as money-growth) that people can deploy. Ben also explains how legacy planning is actually an offensive strategy. And the Smiths share their views on the switch to Daylight Saving Time.

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 .

https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

Ben and Megan Smith and co-host Doug Turnbull talk about both being willing to pay the price for success and dealing with the price or consequences of choices. Ben explains some points from one of his favorite authors, Jordan Peterson, and relates them to how people tackle finances. Ben and Megan each share real life experiences on how people handle what they can and cannot control and share the importance of someone controlling what they can – and beginning a conversation on their financial future with an advisor.

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 .

https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

Ben and Megan Smith and co-host Doug Turnbull talk about a recent Goldman prediction that the S&P 500 will do considerably worse over the next decade. Ben compares this to another time that the S&P 500 struggled and shares how preparation is much more effecting than overreaction. Megan also compares people’s anxiety with the news cycle to her coaching teenagers, but how active listening and being understanding of feelings is a key to Ben’s methods with clients.

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 .

https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.

Ben and Megan Smith and co-host Doug Turnbull discuss an article that covers several things to do and not to do in retirement. Ben discusses the difference between tax preparation and tax planning. And he lays out some factors to consider with retirement and taxes: how accounts are taxed, diversifying accounts, income tax bracketology, and the importance of picking the right retirement route. Megan also shares about coaching local high schoolers to an Oregon state championship win.

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 .

https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.