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The Ready.Set.Retire! Blog

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...