• Defensive and offensive strategies in the five years before and after starting retirement

  • Apr 8 2025
  • Duración: 20 m
  • Podcast

Defensive and offensive strategies in the five years before and after starting retirement

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  • 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 .

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