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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.

Recent Content

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Using Functional Fitness to Successfully Age in our Homes with Doctor Lynn Anderson

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, …

Ep 091: When we sit …

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 fitness to do activities to keep us Moving appropriately in our homes? That is exactly what this show is about, Using Functional Fitness to Successfully Age in our Homes! Our next guest, a Naturopa…

Listen · 43:13
Bringing Your Lifelong Invention Idea to Market with Stephen Key

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 t…

Ep 090: One thing we…

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 that they even can do something with them! So, how do we do this? That is exactly what this show is about, Bringing Your Lifelong Invention Idea to Market! Our next guest is an award-winning inventor…

Listen · 47:36
Reinventing Yourself in Your Retirement Years with Lee Gale Gruen

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…

Ep 089: In our meeti…

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 finding ourselves in this next chapter? How do we reinvent ourselves now that we have time to do so? That’s what this episode helps answer! Our next guest had a 37-year career as a prob…

Listen · 48:14
Focusing on Emotional Wellness to Fully Enjoy Our Lives with Benjy Sherer

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 o…

Ep 088: For this epi…

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 and align with our true selves, we’ve had to stuff our emotions deep inside of us to match who our job or career needs us to present ourselves as. So, that is exactly what this show is about. …

Listen · 1:17:25
Organize Your Space to Unlock Your Life with C. Lee Cawley

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 possession…

Retirement is a sign…

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 inspiring stories that will empower retirees, their families, and anyone interested in creating organized, peaceful living spaces. We'll discuss the unique needs and considerations of retirees when it comes t…

Listen · 55:30