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The Ready.Set.Retire! Blog

Benjamin Smith, CFA

Recent Posts

The Retirement Success in Maine Podcast Ep 064: Understanding the Impacts of Inflation on Retirement

Benjamin Smith, CFA

Executive Summary

 

One thing that we have been discussing a lot with our clients recently is, inflation. As we retire and we think we have so much money to live on and all of a sudden,...

The Retirement Success in Maine Podcast Ep 063: Practicing Gratitude in the Face of Adversity

Benjamin Smith, CFA

Executive Summary

The word gratitude is derived from the Latin word gratia, which means grace, graciousness, or gratefulness (depending on the context). Gratitude is a thankful...

The Retirement Success in Maine Podcast Ep 062: Understanding an Alzheimer's Diagnosis

Benjamin Smith, CFA

Executive Summary

Currently, more than 29,000 people in Maine are living with Alzheimer’s disease, and over 46,000 caregivers provide 68,000,000 hours in unpaid care. Dementia caregivers...

The Retirement Success in Maine Podcast Ep 061: How to START Being a Bad Widow

Benjamin Smith, CFA

Executive Summary

A few months back, one of our clients that we work with in our practice lost her husband after sudden cognitive decline. It was terrible, but also now, she, the spouse...

The Retirement Success in Maine Podcast Ep 060: Write Your Book and Get Published!

Benjamin Smith, CFA

Executive Summary

One thing that we hear all the time from our clients – “You know what? I could write a book!”

And we will add, our clients are great storytellers! They've lived many...

The Retirement Success in Maine Podcast Ep 059: Really Experiencing Food in Retirement

Benjamin Smith, CFA

Executive Summary

When working with retirees like as do, we know that one thing our clients generally like to do as a special treat is to go out to eat at restaurants, right? Sometimes we...

The Retirement Success in Maine Podcast Ep 058: Giving Charitably to Fulfill Your Family Mission

Benjamin Smith, CFA

Executive Summary

So far in our show, we've uncovered the theme that there are many things that brings our lives fulfillment. One thing we consider as we discuss our own mortality is our...

The Retirement Success in Maine Podcast Ep 057: Accepting & Conquering Mental Health Challenges

Benjamin Smith, CFA

Executive Summary

What should we know about HOW mental health issues present themselves, how should we identify them in ourselves or others, how do we field a successful team around...

The Retirement Success in Maine Podcast Ep 056: Cognitive Decline and the Impact on Your Finances

Benjamin Smith, CFA

Executive Summary

Today's topic is something we have touched on here and there within our podcast - Cognitive Decline as we age. We think it’s something almost everyone worries about as...

The Retirement Success in Maine Podcast Ep 055: A 2021 Investment Markets Recap & 2022 Preview

Benjamin Smith, CFA

Executive Summary

As Financial Advisors, we are very frequently asked to give our thoughts on the investable markets and what it means for our retirement. While our show mainly discusses...