Ben and Megan Smith of Vision Wealth talk about how Welsh soccer team Wrexham has gained almost 100 times its value in the nearly five years that Hollywood stars Ryan Reynolds and Rob McIlhenney have owned it. Ben discusses the importance of patience and the realization that one has to put in if they expect to get a return. Then Ben breaks down a deferred tax strategy and how that can help people who make big profit off of sales. He explains the process and how Vision Wealth determines if that process is right for someone. And Megan explains the lessons she and Ben teach their teenage daughter on the value of money and how they have to delay gratification sometimes. Ben and Megan also talk about taking the boat out on the river and why they prefer it to be less crowded out there.

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 talk about the phone call to partner with a car dealer that Nick Saban says changed his life and could soon make him a billionaire. Ben relates this to his deferred tax strategy and the potential savings it creates. But Ben also shares how some people are leery, because it seems too good to be true. So Ben and Megan talk about the importance of trust between advisors and clients and how finding that trust and spark could lead to a very prosperous relationship. They also compare this to the spark in cheerleading-coaching that Megan finds with some of her teammates.

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.

FB: https://www.facebook.com/myvisionwealth

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Ben and Megan Smith talk about the prank call that QB Shedeur Sanders got during the NFL Draft and how other scams are much more costly. Ben and Megan share some recent scams they have uncovered and how easily people can fall for them. They give tips on things to look out for and Ben shares how an advisor can be an ally in this and part of their job is helping clients vet things that are fishy, so they do not lost parts of their nest eggs.

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.

FB: https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.