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The Ready.Set.Retire! Blog

Benjamin Smith, CFA

Recent Posts

The Retirement Success in Maine Podcast Ep 078: The Best of the Best Foods in Maine

Benjamin Smith, CFA

Executive Summary

One thing that we agree upon is that we are both passionate about really great food. Our conversations in previous episodes have helped us with how to really experience...

The Retirement Success in Maine Podcast Ep 077: Identifying and Overcoming A Gambling Addiction

Benjamin Smith, CFA

Executive Summary

One topic that we know we wanted to discuss on our show is gambling and retirement in the State of Maine. So far, we have two retail casinos in Maine, one in Oxford and...

The Retirement Success in Maine Podcast Ep 076: I've Been Diagnosed with Cancer in Maine - What's Next?

Benjamin Smith, CFA

Executive Summary

One of our favorite charitable events we support each year is the Energy4Life Golf Scramble. Maritime Energy started the Energy4Life program to help local families...

The Retirement Success in Maine Podcast Ep 075: Giving Yourself Permission to Experience Joy in Retirement

Benjamin Smith, CFA

Executive Summary

The Huffington Post republished an article from Collective Evolution entitled, “The Top 5 Regrets of the Dying”, delving further into how these regrets exist in our...

The Retirement Success in Maine Podcast Ep 074: How to Take Care of a Special Needs Child in Retirement Using Special Needs Trusts

Benjamin Smith, CFA

Executive Summary

Over the past few years, we've had several clients that have kids with special needs. They’ve been taking care of them over their lifetimes, and they wonder how they can...

The Retirement Success in Maine Podcast Ep 073: How to Unleash Your Inner Stand-Up Comic In Retirement

Benjamin Smith, CFA

Executive Summary

From our client base as Fiduciary Financial Advisors, we have some really awesome clients and many that get us roaring with laughter from their stories and jokes. That...

The Retirement Success in Maine Podcast Ep 072: Finding a Side Hustle in Retirement

Benjamin Smith, CFA

Executive Summary

We've had clients in the past say to us, "I love being busy and I have a lot to offer – why not get paid while I do it?". The discussions of consulting, part-time jobs,...

The Retirement Success in Maine Podcast Ep 071: Private Equity & Your Retirement - What Should You Know?

Benjamin Smith, CFA

Executive Summary

Over the past few years, we've been hearing from our clients that they've heard about private equity and they wonder whether they should consider investing their own...

The Retirement Success in Maine Podcast Ep 070: How has COVID-19 Changed our Retirement Travel Plans?

Benjamin Smith, CFA

Executive Summary

We've been having a lot of client meetings lately to discuss how 2022's investment volatility is impacting financial plans. One of the things we're hearing routinely is...

The Retirement Success in Maine Podcast Ep 069: Reinventing Yourself After Being Forced to Retire Due to Illness

Benjamin Smith, CFA

Executive Summary

 

Disability is something many Americans, especially younger people, think can only affect the lives of other people. Tragically, thousands of young people...