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The Ready.Set.Retire! Blog

Benjamin Smith, CFA

Recent Posts

The Retirement Success in Maine Podcast Ep 008 - Facing & Fighting Mental Illness in Retirement with Dr. Clifford Singer

Benjamin Smith, CFA

Executive Summary

On today’s episode of the Retirement Success in Maine Podcast, we are thrilled to be joined by Clifford Milo Singer, MD, DFAPA, AGSF, Chief, Geriatric Mental Health and...

The Retirement Success in Maine Podcast Ep 007 - Exiting Your Business Ownership & Allowing Yourself to Retire with David Jean CPA

Benjamin Smith, CFA

Executive Summary

In this episode of The Retirement Success in Maine Podcast we are joined by David Jean, CPA, Director at Altus Exit Strategies. In a previous episode we discussed how hard it can be...

The Retirement Success in Maine Podcast Ep 006 - Augmenting Your Retirement Income with Investment Properties with Abigail Doody

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine Podcast,  we are joined by our teammate, Abby Doody. Abby is an Investment Consultant and Certified Financial Planner (CFP) at...

The Retirement Success in Maine Podcast Ep 005 - Defending Your Retirement Success with an Estate Plan with Joy Trueworthy and Rachel Trafton

Benjamin Smith, CFA

Executive Summary

In this episode of The Retirement Success in Maine Podcast we are joined by Joy Trueworthy and Rachel Trafton, Estate Planning Attorneys at Rudman Winchell. In regards to our...

The Retirement Success in Maine Podcast Ep 004 - Balancing Your Retirement In A Multi-Generational Family Business with Susan Ware Page

Benjamin Smith, CFA

Executive Summary

In this episode, we travel to Rockland, Maine to have a conversation with the President of Maritime Energy, Susan Ware Page. What's interesting about Susan's story is that she's a...

The Retirement Success in Maine Podcast Ep 003 - Experiencing Your Travel Bucket List in Retirement, with Keri Forbringer

Benjamin Smith, CFA

Executive Summary

On this episode of the The Retirement Success in Maine Podcast we are joined by Luxury Travel Works’ Keri Forbringer to discuss attacking your "wander list" in retirement and how to...

The Retirement Success in Maine Podcast Ep 002 -  Maximizing Your Local Area Agency on Aging, with Dyan Walsh

Benjamin Smith, CFA

Executive Summary

Our guest on this episode of The Retirement Success in Maine Podcast is Dyan Walsh. Dyan is the Executive Director of Eastern Area Agency on Aging. Dyan has been with Eastern Area...

The Retirement Success in Maine Podcast Ep 001 -  Working With Our Clients to Define Their Retirement Success, with Wes Del Col

Benjamin Smith, CFA

Executive Summary

On this (inaugural) episode of The Retirement Success in Maine Podcast, we are joined by the founder of Guidance Point Advisors, Wes Del Col. Wes opened Guidance Point Advisors in...

The Top 5 Things to know about your Frozen PTO Deferral Opportunity with Northern Light Health

Benjamin Smith, CFA

Did you get a letter from the Northern Light Health Retirement Team regarding your Frozen Personal Time Off (PTO)? Well, quite a few of our clients did, too. We’ve been working with them over the...

Estate planning for your digital assets

Benjamin Smith, CFA

 What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year...