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 .

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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.

Ben and Megan Smith and co-host Doug Turnbull discuss a Wall Street Journal article that interviewed a dozen real estate experts on the renovation items that make the most sense. They share which item gets the biggest return on investment and why someone should not make the house they are selling into their idea of a dream home. The crew also discusses multiple times where Megan has been absolutely right, Ben’s words, on certain home repairs.

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

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