Executive Summary
As we were creating our podcast, we looked around the State of Maine to see if anyone else was having similar conversations as what we're having here. We reached out to our next...
Executive Summary
Do you ever get to the point that the weather in Maine kind of gets to you? Do you ever dream about moving to another destination, perhaps in retirement? Well, following our episode...
Executive Summary
A common goal we hear from our clients is that "I want to age in my home for as long as possible!" But when do we know that its time to consider other living arrangements...
Executive Summary
Several of our clients have expressed to us over the years when visualizing their own retirement success that they are interested in living abroad. But living abroad means we'll...
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...
