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The Ready.Set.Retire! Blog

The Retirement Success in Maine Podcast Ep 011 - I'm Not Going to Retire with Bonnie-Jean Brooks

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine Podcast, we are joined by Bonnie-Jean Brooks. Bonnie is the President and CEO of OHI. OHI is a local nonprofit organization...

The Retirement Success in Maine Podcast Ep 010 - Sharing Your Core Values with Your Financial Advisor To Improve Retirement Success with Charlie Dibner

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine podcast we travel to our Portland office to have a really great conversation with Charlie Dibner. Charlie is the President and...

The Retirement Success in Maine Podcast Ep 009 - Finding Your Purpose Through Volunteerism with Mary Marin Taylor

Benjamin Smith, CFA

Executive Summary

On this episode of The Retirement Success in Maine Podcast,  we are joined by Mary Marin Taylor.  Mary is the Executive Director of Literacy Volunteers of Bangor which is a local...

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...

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...

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...

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...