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The Ready.Set.Retire! Blog

Benjamin Smith, CFA

Recent Posts

The Retirement Success in Maine Podcast Ep 027: Mastering Communication to Get What We Want in Retirement with AmyK Hutchens

Benjamin Smith, CFA

Executive Summary

Communication is hard. We were all born with a voice box, but it didn’t come with instructions on how best to use it. We see this in our financial planning sessions with clients...

The Retirement Success in Maine Podcast Ep 026: The One-Year Anniversary Special!

Benjamin Smith, CFA

Executive Summary

Today's the day ~ our podcast turned ONE year old! To celebrate, we recorded a one year anniversary special where we review our first year. Check it out AND also let us know what...

The Retirement Success in Maine Podcast Ep 025: Rediscovering Self Purpose After Losing A Loved One

Benjamin Smith, CFA

Executive Summary

What happens when in retirement the person you want to experience life together with passes away? Your dreams might be shattered, the goals and experiences you've been looking...

The Retirement Success in Maine Podcast Ep 024: Why You Should Retire to Bangor, Maine with Cary Weston

Benjamin Smith, CFA

Executive Summary

On our show, we've talked about "how" to retire, we've talked about some of the "why" reasons people retire, "who" they want to spend their time with, but we haven't talked about...

The Retirement Success in Maine Podcast Ep 023: Strategizing Retirement as a Solo Ager with Dr. Sara Zeff Geber

Benjamin Smith, CFA

Executive Summary

Episode #23 is live and we're digging into the concept of "Solo Aging". Solo Agers are those without kids, where the "kids" are usually the ones who take care of us as we age....

The Retirement Success in Maine Podcast Ep 022: Getting Healthier in Retirement with a Personal Trainer with Mike Wilcox

Benjamin Smith, CFA

Executive Summary

One of the visualization questions we ask clients is, "What is important to you in retirement?" The answers vary but many times it's about pursuing our passions and what...

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,...