The Hidden Costs of Retirement Planning

01/10/2024 15 min
The Hidden Costs of Retirement Planning

Listen "The Hidden Costs of Retirement Planning"

Episode Synopsis

In this episode of Vision Wealth, Ben and Megan Smith 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.comSee omnystudio.com/listener for privacy information.