Ben and Megan Smtih discuss estate planning with listeners and co-host Doug Turnbull. They talk about some times in even their own families, when relatives do not want to discuss and plan for the dispersion of their estate. Ben and Megan explain billionaire Warren Buffet’s five tips in this field, including why having co-trustees is not necessarily a bad thing. And Ben and Megan discuss New Year’s goal-planning and how that is especially important with money.

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

See omnystudio.com/listener for privacy information.

Ben and Megan Smith and co-host Doug Turnbull define longevity risk and the five different ways that long-living can deplete money. Ben also talks about five different ways to fight longevity risk and why having a plan and an advisor is the first place to start. Ben and Megan also discuss how their nifty gift-buying for their kids has caused them to outsmart themselves.

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

See omnystudio.com/listener for privacy information.

Ben and Megan Smith join co-host Doug Turnbull to talk about a recent podcast Ben heard, regarding a Medal of Honor recipient's seemingly worst moment of their life. Ben explains how that person ended up finding that dark time to be their best moment, because of the relationships they made there. Ben and Megan relate this to how Vision Wealth can build relationships with people and find joy in those and how having a financial advisor can help people focus on other things in their life, besides money, that give them more joy.

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

See omnystudio.com/listener for privacy information.