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The Ready.Set.Retire! Blog

Benjamin Smith, CFA

Recent Posts

The Retirement Success in Maine Podcast Ep 021: Divorcing in Retirement with JoAnne Meyers, Esquire, CFL

Benjamin Smith, CFA

Executive Summary

As we work with our clients during their retirement, there are times when couples just don't make it.  "Gray Divorce", "Diamond Divorce", and "Silver Divorce" are all trendy...

The Retirement Success in Maine Podcast Ep 020: MIT AgeLab's Research on Retirement & The Impact of Technology on Aging Better with John Diehl, CFP

Benjamin Smith, CFA

Executive Summary

As we work with our clients during their retirement, inevitably they start to lose touch  with today's culture, especially in regards to technology.  While losing competency with...

The Retirement Success in Maine Podcast Ep 019: Creating A Better Connection with Your Grandkids in Retirement with Chris McLaughlin

Benjamin Smith, CFA

Executive Summary

A key point in our financial planning conversations with our clients as they near or go through retirement is, “WHO do you want to spend your time with in retirement?” and many...

The Retirement Success in Maine Podcast Ep 018 - Finding Renewed Purpose from an Improved Career Path near or in Retirement with Barbara Babkirk

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine Podcast, we are thrilled to be joined by Barbara Babkirk. Barbara is a native Mainer who has founded Heart At Work Associates,...

The Retirement Success in Maine Podcast Ep 017 - Leaving a Legacy by Assisting  with Family College Expenses with Maria MacDougal

Benjamin Smith, CFA

Executive Summary

In this episode of The Retirement Success in Maine Podcast, we are joined by Maria MacDougal of the Finance Authority of Maine (FAME). Maria is a College Access Counselor who...

The Retirement Success in Maine Podcast Ep 016 - COVID-19 and the Impact on Your Financial Plan with Guidance Point Advisors

Benjamin Smith, CFA

Executive Summary

In this episode of Retirement Success in Maine Podcast, our Guidance Point Advisors team is sheltering in place due to the COVID-19 virus. We thought it would be interesting to...

The Retirement Success in Maine Podcast Ep 015 - Using Visualization to Improve Retirement Outcomes with Stuart Ritter

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine Podcast, we’re joined by Stuart Ritter, CFP®, a Senior Financial Planner and Retirement Insights Leader at T. Rowe Price. We...

The Retirement Success in Maine Podcast Ep 014 - Becoming an Entrepreneur in Retirement with Alison Lane

Benjamin Smith, CFA

Executive Summary

In this episode of The Retirement Success in Maine Podcast, we are happy to be joined by Alison Lane, a Business Advisor for  the Small Business Development Center (SBDC) at...

The Retirement Success in Maine Podcast Ep 013 - Discovering Religion in Retirement with A.J. Walker

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine Podcast, we are joined by our teammate, A.J. Walker. A.J. is the Managing Principal of Guidance Point Retirement Services. We...

The Retirement Success in Maine Podcast Ep 012 - How Should Retirees Be Using a Financial Advisor with Michael DiJoseph, CFA

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine Podcast, we are thrilled to be joined by Michael DiJoseph, CFA. Mike is a Senior Advice Strategist in Vanguard’s Financial...