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 to decluttering and downsizing, helping them transition seamlessly into this new chapter of their lives.
Our next guest is a Certified Professional Organizer, who, through her adroit advice and insightful instruction, she has transformed both the living spaces and personal lives of her thousands of followers, clients, and students on five continents! Her current mission is to bring order to cluttered desks and overwhelmed minds with her signature course “The Paper Cleanse”. Please welcome C. Lee Cawley to The Retirement Success in Maine Podcast!
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.
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