• The Hidden Costs of Retirement Planning

  • 2024/10/01
  • 再生時間： 16 分
  • ポッドキャスト

The Hidden Costs of Retirement Planning

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  • In this episode of Vision Wealth, host Doug Turnbull is joined by financial advisor Ben Smith and his wife Megan to discuss various aspects of retirement planning, particularly focusing on 401(k) plans. They also talk about their love for Oregon Ducks football and the tax consequences of a retiring couple loaning their child a large sum. The conversation emphasizes the need for transparency in financial planning and the potential risks involved in family financial support.

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

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

In this episode of Vision Wealth, host Doug Turnbull is joined by financial advisor Ben Smith and his wife Megan to discuss various aspects of retirement planning, particularly focusing on 401(k) plans. They also talk about their love for Oregon Ducks football and the tax consequences of a retiring couple loaning their child a large sum. The conversation emphasizes the need for transparency in financial planning and the potential risks involved in family financial support.

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

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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