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The Ready.Set.Retire! Blog

The Retirement Success in Maine Podcast Ep 049: Retirement Potpourri

Benjamin Smith, CFA

Executive Summary

We did things a little differently this episode – no guest! Instead, Ben and Curtis sat down to give you a Retirement Potpourri. Tune in to hear them give an update...

The Retirement Success in Maine Podcast Ep 048: Rightsizing Our Stuff as We Age

Benjamin Smith, CFA

Executive Summary

According to a September 8, 2020, CNBC article "Here’s what you need to know about moving in retirement" by Jill Cornfield, “Sixty-four percent of retirees say that...

The Retirement Success in Maine Podcast Ep 047: Aligning Your Core Values with your Investment Dollars through ESG Investing

Benjamin Smith, CFA

Executive Summary

In today's day and age, we're having more and more conversations with our financial planning and advisory clients that they want their values to be incorporated in all...

The Retirement Success in Maine Podcast Ep 046: The Future of Energy Use in Maine

Benjamin Smith, CFA

Executive Summary

According to U.S. Energy Information Administration (EIA) data from 2017, the average monthly energy bill in Maine is just $87.21. That’s the lowest average energy bill...

The Retirement Success in Maine Podcast Ep 045: What to do WHEN you win the Powerball!

Benjamin Smith, CFA

Executive Summary

The next jackpot for the next Powerball drawing has hit $1.5 billion. If you win it, you won't ever have to worry about money again--right? Wrong.

With good money...

The Retirement Success in Maine Podcast Ep 044: Balancing Caregiving for Aging Parents and Taking Care of Yourself

Benjamin Smith, CFA

Executive Summary

In our show, we've covered many topics but we've not had the conversation about Caregiving. According to the National Alliance of Caregiving (NAC) and AARP, 53 million,...

The Retirement Success in Maine Podcast Ep 043: Using Meditation to De-Stress and Bring Peace to Your Retirement

Benjamin Smith, CFA

Executive Summary

You'd think that in retirement we are going to be stress and anxiety free and life is just six Saturdays and a Sunday, right? But, there is always something to worry...

The Retirement Success in Maine Podcast Ep 042: What should we know about LGBTQ+ Aging?

Benjamin Smith, CFA

Executive Summary

In the United States, the lesbian, gay, bisexual, transgender, and queer (LGBTQ+) community is large; in fact, this group makes up approximately 4.5% of the country’s...

The Retirement Success in Maine Podcast Ep 041: Cryptocurrency & Your Retirement - What Should You Know?

Benjamin Smith, CFA

Executive Summary

One of the things as financial advisors, we get asked about a lot from clients, but also just people we bump into, is cryptocurrency - there just seems to be lots of...

The Retirement Success in Maine Podcast Ep 040: The Ins & Outs of Social Security

Benjamin Smith, CFA

Executive Summary

It's estimated that for the average American retiree, 40% of our retirement income comes from Social Security. But how do I make sure that I'm making good decisions about a...