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 and your spouse have different interests and tastes? How should we go about creating a “WanderList” of things we want to do and places we want to visit? What if we’re interested in certain themes like “we’re foodies” or “sports fans” or “history buffs” – how do we go about building trips on themes? In episode #3, we dove deep into traveling while in Retirement and challenges as we age. In this episode, we wanted to really explore putting a solid travel plan in place. Listen in as Keri Forbringer of Luxury Travel Works helps us with “Dreaming & Creating Your Traveling WanderList” in Episode #32 of The Retirement Success in Maine Podcast! Give it a listen and let us know what is the #1 destination on your Post-COVID19 WanderList!
Chapters:
Welcome back, Keri! [2:46]
What is a WanderList and what are some do’s and don’ts when creating one? [7:49]
Is it a good idea to due dates on your WanderList? [21:30]
What happens when two people go through the process of creating their WanderList and there is no commonality between the two? [31:32]
What happens when our dreams are bigger than our budget? [38:51]
How does the WanderList stay current? [43:18]
What does Keri think travel will look like 30 years in the future? [51:02]
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Ben's focus with our clients is to direct the investments of their investable portfolios. In teaming with Curtis Worcester and Austin Minor, Ben combines his investment expertise from attaining the CFA Charter with Curtis & Austin's financial planning expertise to provide clients with the tools, confidence, and education to make informed decisions about their retirement. As Ben, Curtis, and Austin have a number of clients that are Northern Light Health employees, they've developed a specialty in serving clients in the healthcare field. You can read their "Employee Guide to the Northern Light Health Retirement Plans" here.
He has spent his entire career devoted to serving individual clients and institutions by developing and implementing investment strategies, setting portfolio structure, and providing the highest level of client service. He's passionate about helping clients maximize their savings and retirement income using the many financial planning and portfolio management tools available to Guidance Point consultants. Prior to working for Guidance Point Advisors, Ben worked for Acadia Trust, N.A., a subsidiary of Camden National Corporation, as Vice President, Portfolio Manager based in Bangor, Maine. Ben assumed responsibility for and oversight of over $300 million in client portfolios, including individuals, families, retirement plans, endowments, foundations, businesses, and trusts; and he served on the Company’s Investment Committee.
