Sunday - December 22nd, 2024
Apple News
×

What can we help you find?

Open Menu

Embracing Lifelong Learning and New Challenges with Anne Montgomery

  1. Embracing Lifelong Learning and New Challenges with Anne Montgomery Guidance Point Advisors, LLC. 59:43

Ep 104: A few weeks ago, we were talking with one of our listeners, and she shared something that struck us. After retiring from a long and successful career, she found herself feeling unfulfilled. She said, ‘I spent years looking forward to Retirement, but now that I’m here, I don’t know what to do with myself. I feel like I’ve lost my purpose.’​ It made us realize that many retirees, while they’ve planned carefully for their finances and even their social lives, often overlook the importance of continued personal Growth. How do you find new challenges to take on when your career is behind you? How do you keep learning, growing, and staying curious when the structure of a job no longer defines your days?

Our goal today is to explore how embracing lifelong learning and new challenges can give you a renewed sense of purpose in retirement. Whether you’re already in retirement or approaching it, this episode will provide inspiration and practical steps to help you continue growing and thriving in this next phase of life. So, if you’re ready to make your retirement years as fulfilling as possible, stay with us for some valuable insights.

Chapters:

Welcome, Anne Montgomery! [2:34]

Embracing Lifelong Learning and New Challenges. [23:13]

Dealing with Setbacks and Frustrations. [44:07]

How is Anne Montgomery going to find her personal Retirement Success? [55:49]

Episode conclusion. [57:30]

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.

Contributors

Show More

Keep Up To Date With Our Latest Baby Boomer News & Offers!

Sign Up for Our FREE Newsletter

Name(Required)
This field is for validation purposes and should be left unchanged.

(( NEW ))