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 ~...
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...
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...
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...
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. Did...
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 fulfillment...
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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 terms...
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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...
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...
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, an...
