The Retirement Success in Maine Podcast

Ep 101: A while back, we were talking with one of our clients, and he shared that there was one area where he felt powerless: his physical health. Specifically, he had been dealing with chronic pain that, despite his best efforts, seemed to impact his ability to fully enjoy retirement. That made us realize that many retirees, while they’ve planned for their finances, social lives, and even hobbies...

Ep 100: When we think about the world of food, it’s not just the ingredients or the dishes that make it special; it’s the people behind them—the chefs, restaurateurs, and innovators who bring culinary art to life. In retirement, we often have the time and freedom to explore new passions, and what better passion than discovering the stories and talents of the legends and future legends of the culin...

Ep 099: In recent years, we've witnessed significant shifts in economic landscapes, career trajectories, and personal life choices, leading to a rise in the number of young adults returning to their parental homes. These individuals often head back home for a variety of reasons, including economic pressures like student loan debt, job loss, or the high cost of living. For others, it's a strategic...

Ep 098: A few weeks ago, we spoke with an older client who had managed her retirement planning well but hadn't addressed end-of-life issues beyond financial aspects, such as her legacy and comforting her loved ones. To help with this, we brought in a world-renowned retirement coach specializing in finding meaning and purpose in retirement challenges. Our goal is to equip you with the knowledge and...

Ep 097: When working with retirees, we often face the question - “Where do I want to live in retirement?” This is something that we’ve discussed in previous episodes, but in this episode, we are taking a different angle. What if you could live in arguably the Happiest Place on Earth while in retirement? Of course, we are talking about Disney! Is that even possible? On today’s episode, we discuss u...

Ep 096: We are back! After taking a little bit of a break here in 2024 we are excited to have a new episode to share. Our firm has been growing and as businesses grow, you resource up, and we've been just working on that a lot. Thank you to those who have just stayed with us and are tuning in again today after our little hiatus. We promise we're back. We’ve got some really great guests that we're...

Ep 095: When we sit down with our clients, one of the greatest fears in retirement is needing Long-Term Care services as we age. But our long-term care needs are often undefined. We don’t know how we’ll age. Some of us do know a bit about how our immediate family has aged and what their experience with long-term care has been, but is that relevant for us? With our clients, we can roughly game plan...

Ep 094: On today’s episode, we venture into a topic that all of us know one way or another, adversity. Throughout our lives, we spend countless hours planning for monumental life goals. We take time planning to carefully map out how we want our lives to play out. But, what happens when the things we strive towards for years, don’t happen at all? This emotional rollercoaster can be especially ampli...

Ep 093: Maine offers a lot of unique opportunities for those looking to acquire real estate. Whether you're interested in growing your real estate portfolio, purchasing a rental property, or finding a second home to escape to, you've come to the right place. With more people working remotely, and Maine experiencing an influx of new residents, how is this trend effecting our real estate? For those...

Ep 092: We often hear that our clients are sifting through old pictures, VHS tapes, DVDs, YouTube videos, etc., and are looking for a way to keep their memories alive over time, but it all seems unorganized and not coordinated to the people we ultimately want to give these memories and their context to! Enter MyArkit, an online digital archival company preserving the legacy of loved ones and frien...

Ep 091: When we sit down with many of our clients, one of their greatest fears is not being able to stay in their homes for the duration of their retirement. So, if that’s one of the biggest fears, what are we doing about that to ensure we stay in our homes as long as possible? We can use our retirement savings to make our homes more age-friendly, but are we investing in ourselves through diet and...

Ep 090: One thing we know about retirees is that while they’ve left the workforce, they have many useful skills and want to find something to do that gives purpose and hopefully adds a few dollars to their pocketbook. Almost everyone at one time or another comes up with a good idea or improvement for a consumer product. The problem is most people don't have a clue what to do with those ideas, or t...

Ep 089: In our meetings with retirees, they sometimes express to us that they feel lost. What previously gave them purpose in their career was no longer there and they sometimes lack motivation to get up, get out of the house, and embrace life. Questions such as “who am I?”, “What should I do with my time?” and “What next?” occupy their thoughts. So how do we go about answering these questions and...

Ep 088: For this episode and we want you to think about the following. I’m nearing retirement and I’ve been working a job or career for my ENTIRE LIFE that doesn’t allow me to be an expression of my true self. We all have family priorities and bills that need to be paid. There are many of us out there that might be in this situation. As a result of working a job that doesn’t provide our purpose an...

Retirement is a significant milestone in one's life, a time to embrace newfound freedom and embark on new adventures. However, along with this exciting phase comes the challenge of managing possessions accumulated over a lifetime, navigating smaller living spaces, and finding balance amidst a sea of sentimental items. On this podcast, we'll explore practical strategies, expert advice, and inspirin...

Ep 086: Retirement is a time for rediscovery and new patterns. But as we age, there may be times that we lead ourselves astray. Perhaps we’re more sedentary or find ourselves searching for purpose and meaning in our next chapter and turn to food for comfort. This might be especially true as we have more time to boredom eat. Thus, on various levels, we can begin to have an unhealthy relationship wi...

Ep 085: We often deep dive into many retirement topics including the opportunities and challenges that many of us face, but what about the people themselves that are retiring? If you zoom out and look at themes and shared experiences that shape their worldviews, what differs one generation from another? What about the Baby Boomer generation and what makes them unique from the previous generations...

Ep 084: It feels like in today’s news, all we hear about is artificial intelligence. It drives stock market returns for companies that are utilizing it in their services, it is helping functions such as copywriting and various other workflow items. It can answer almost anything you ask of it by compiling information on the internet in a more direct and conversational answer. If we can ask things o...

Ep 083: Lately with our show, we've been going into a lot of purpose driven topics and naturally, our goal is to be tying money and purpose as part of our Practice, but also as a podcast theme here on The Retirement Success in Maine Podcast. Sometimes, we think that we need to lean back into the financial end on this show, and that's exactly what we are going to do on this episode! In this episode...

Ep 082: We all know that life can change in an instant. Picture yourself sitting through an MRI for 30-45 minutes, and as you’re being wheeled out, you catch a glimpse of the screen and you see a mass, a white mass, and the doctor comes in and says, “We’re really glad you came in today.” Your heart sinks. The radiologist has confirmed that you have a tumor on your brain and it’s a 4-centimeter tum...

Ep 081: We all have stories we have about ourselves as we age. Stories that tell us we’re too old for this or it’s too late for that. Our team of financial advisors hears this ALL the time. One thing we heard from Michelle Dickinson in a previous episode was her idea of a happiness scale. She talked with us about on a scale from 0 to 100, where 100 is the happiest you’ve ever been, how happy are y...

Ep 080: In our practice with our financial planning clients, we see signs of anxiety and untreated anxiety start to shrink our clients’ worlds. They start getting more anxious about traveling to other parts of the world, they get anxious about social situations, or they stop going to the doctor because they might be anxious about hearing possible bad news. There are things that we can do to addres...

Ep 079: Our team at Guidance Point Advisors (GPA) is often asked to give our thoughts on the investable markets and what it means for our retirement. On this show, we mainly discuss life challenges pre and post-retirement, to hopefully lead to a Successful Retirement. As we say goodbye to 2022 and move into 2023, we wanted to bring some of the GPA team together to discuss some important topics aro...

Ep 078: One thing that we agree upon is that we are both passionate about really great food. Our conversations in previous episodes have helped us with how to really experience food in retirement. But one area that we haven’t done is how to experience the best of the best foods in our own backyard, the state of Maine! So, that’s what this show is all about! Our next guests are “The Maine Foodies”...

Ep 077: One topic that we know we wanted to discuss on our show is gambling and retirement in the State of Maine. So far, we have two retail casinos in Maine, one in Oxford and one in Bangor. Also, sports betting is getting closer and closer to becoming available in the Pine Tree State. With some cold harsh winters in Maine and a lack of entertainment options, there could be some potential for us...