The Retirement Success in Maine Podcast

EP 035: For many Mainers, families have a place where they retreat to during the spring, summer, and fall months and enjoy the best that Maine weather has to offer. Many families use this place, AKA …

EP 034: What if there was a time machine? How would it change our lives? Would you do things differently if you could? Well, today we're talking about a different take on a time machine. As we're agi…

EP 033: As Financial Advisors, we are very frequently asked to give our thoughts on the investable markets and what it means for our retirement. While our show mainly discusses life challenges pre an…

EP032: About now, we're all needing something to look forward to. One of those things that you and perhaps your spouse state is that you want to travel more. But what do you want to see? What if you …

EP 031: 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 guest, Diane …

EP 030: 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 about int…

EP 029: 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 it's time to consider other living arrangements specifically target…

EP 028: 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 have to chang…

EP 027: 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 ~ there are j…

EP 026: On this special episode of The Retirement Success in Maine Podcast, the show turns 1-year old! The team got together to recap the last year of the show, spending time discussing some key take…

EP 025: On this episode of The Retirement Success in Maine Podcast, the team takes some time to discuss a necessary topic. Inevitably going through life we all experience the loss of a loved one, but…

EP 024: 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 "where"....u…

EP 023: In this episode, 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 you know that acco…

EP 022: 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 means. We…

EP 021: In this episode of The Retirement Success in Maine Podcast, Abby, Ben, and Curtis are joined by JoAnne Meyers, Esquire, CFL. JoAnne discusses the uncomfortable topic of divorce, specifically …

EP 020: On this episode of The Retirement Success in Maine Podcast, the team is joined by John Diehl, CFP® of Hartford Funds. We wanted to have John on the show with us, not only to share his experti…

EP 019: 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 times the answ…

EP 018: Now that our show has turned 18, its time for us to get a haircut and get a real job. For many of us, our jobs give our life purpose. We recorded this episode to approach how many pre-retiree…

EP 017: In this episode of The Retirement Success in Maine Podcast, we are joined by Maria MacDougal of the Finance Authority of Maine (FAME). Maria is a College Access Counselor who serves the eight…