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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 t…

Ep 101: A while back…

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, often don’t anticipate the physical challenges that may come with Aging, especially how to manage chronic pain. How do you maintain a positive attitude and find purpose when pain becomes part of…

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 cu…

Ep 100: When we thin…

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 culinary world? Today, we’re diving into how retirees can enrich their lives by seeking out these remarkable individuals, learning from their experiences, and planning trips that revolve around the…

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 p…

Ep 099: In recent ye…

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 move during career transitions or a personal decision influenced by life events such as divorce or health issues. This growing trend presents unique challenges and opportunities for families. For pare…

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 …

Ep 098: A few weeks …

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 Mintze…

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…

Ep 097: When working…

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 utilizing Disney Vacation Club (DVC) to accomplish just that!  We are joined by a Disney Vacation Club Expert who has spent more than 20 years working in the world of Disney and Disney Vacatio…

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 …

Ep 096: We are back!…

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 lining up here. For today’s show, seeing as it's been a bit, one of the things that we want to talk about is that as we've been hiring people and as people hire us, we've been getting these questi…

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 w…

Ep 095: When we sit …

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 whether our current retirement assets and savings might be enough to support one or two people’s long-term care needs. But it’s certainly a guess and it only discusses the financial component…

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…

Ep 094: On today’s…

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 amplified when it comes to retirement. We spend decades planning our retirement and accumulating expectations, but then life throws us a curveball. Maybe we don’t have the Money to carry out our plan…

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…

Ep 093: Maine offers…

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 who already own real estate in Maine, there can be questions regarding when to sell or how national trends will impact our region. On today's episode, we're going to unravel the strategies, challenges…

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 unorg…

Ep 092: We often hea…

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 friends. As we live our lives digitally, we save memories to devices, clouds, or social media sites that may get lost due to faulty equipment or careless handling. We all have thousands of pictures and vid…

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…

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…

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…

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. …

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…

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 a…

Ep 086: Retirement i…

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 with food in retirement. So, if you find yourself, a loved one, or a friend in a situation that brings you concern, we wanted to have a conversation about our relationship with food and defining what�…

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 suc…

Ep 084: It feels lik…

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 of an AI construct, we were thinking that maybe it would make for a fun episode of our podcast to ask retirement questions and see what the responses are. With that, our episode today is, how can AI …