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 tools for a confident and fulfilling retirement, including thoughtful end-of-life planning and its impact on loved ones.

Our next guest on the Retirement Success in Maine Podcast is Dr. Dorian Mintzer, a renowned therapist, relationship and executive coach, writer, and speaker with over 50 years of expertise in retirement and Aging. She is the co-author of “The Couple’s Retirement Puzzle” and the founder of the Revolutionize Retirement community, providing valuable resources and guidance for navigating midlife transitions. Dr. Mintzer is also a licensed psychologist and thought leader in retirement Coaching, with her work featured in major media outlets like the New York Times, Forbes, and the Wall Street Journal.

Chapters:

Welcome Dorian Mintzer! [5:00]

How can individuals approach end-of-life planning to ensure their wishes are respected and fulfilled? [14:45]

What should people keep in mind when planning their own funeral, and how can taking charge of these arrangements contribute to a sense of peace and ensure their wishes are respected? [22:23]

What are some insights for people thinking about legacy planning? [28:06]

What are some of the key emotional and spiritual aspects that individuals commonly face as they end up approaching death? [36:04]

How can families and caregivers best support someone emotionally and spiritually during end-of-life planning, and what advice would you give to those involved in this sensitive process? [40:23]

How can we effectively broach the conversation about end-of-life planning when there is difficulty from either party? How can we ensure that wishes are discussed and documented with family members to benefit everyone involved? [46:25]

How is Technology influencing the documentation of our own stories for future generations? [59:58]

How is Dorian going to find her personal retirement success? [1:06:00]

Conclusion of show [1:11:04]

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Benjamin Smith Host, Retirement Success in Maine Podcast & Financial Advisor

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.