The Retirement Success in Maine Podcast

Embracing Lifelong Learning and New Challenges with Anne Montgomery

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]

Being a Caregiver for Mom from a Son's Perspective with Mark Steven Porro

Ep 103: Many of us imagine our retirement years filled with travel, relaxation, and time to pursue long-neglected hobbies. But for some, the reality of retirement brings new responsibilities, particularly in the form of caregiving for a loved one. While caring for a parent or a loved one can be rewarding, it can also be incredibly challenging—physically, emotionally, and mentally.
Today, we’ll explore the complexities of caregiving: How do you balance the emotional weight of watching a parent age with the practical needs of their care? What do you do when the roles of parent and child are reversed? And how can we find lightness and connection even in the most trying moments?
Whether you’re currently caring for a loved one, anticipating that responsibility, or simply want to hear a story of resilience, love, and humor, this episode will be filled with insights and inspiration for anyone navigating the caregiving journey.
Chapters:
Welcome, Mark Steven Porro! [2:45]
Mark’s background and relationship with his mother. [5:38]
Mark’s caregiving experience. [24:19]
Reflecting back on Mark’s time spent caregiving. [38:04]
How will Mark find his personal Retirement Success? [53:08]
Episode Conclusion. [57:13]

Surviving A Near Fatal Car Crash - A Story of Courage & Resilience with Ethan Poetic

Ep 102: Today’s episode of The Retirement Success in Maine Podcast is one that speaks to resilience in the face of overwhelming odds, and how we can find deeper meaning in life, especially after going through life-altering events. It’s a story that reminds us of the fragility of life, but also of the immense strength that can emerge from tragedy.
Our guest today has an extraordinary story. In 2011, he was involved in a near-fatal car crash with a tractor-trailer, leaving him with just a 1% chance of survival. After a grueling recovery process, he emerged not only as a survivor but as someone dedicated to helping others overcome their own adversities. He has gone on to become a keynote speaker, mental health advocate, self-published author, and life coach, using his story to empower people to face life's challenges with courage and resilience.
Today, we’ll hear from him about the emotional trauma of that event, how it impacted his relationships with his family and friends, and what lessons he’s learned that could help all of us find meaning and purpose in the face of adversity. Whether you’ve faced health challenges, experienced a traumatic event, or simply want to better understand how to cope when life feels overwhelming, this episode is packed with insights that will inspire you to move forward with hope and determination. Please join us and welcome Ethan Poetic to the Retirement Success in Maine Podcast!
 
Chapters:
Welcome, Ethan Poetic! [2:45]
Overcoming the emotional trauma of the accident. [10:53]
What was the physical rehabilitation experience following the accident? [22:54]
What lessons can be taken from Ethan’s journey and how has life changed? [31:15]
How is Ethan going to find his Retirement Success? [36:09]
Episode conclusion. [39:59]
 

Managing & Overcoming Chronic Pain in Retirement with Terry Tucker

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 your daily life? How can you continue to live a fulfilling and meaningful retirement despite physical limitations?
Our guest today is a sought-after speaker who believes in the power of a good story to help, inspire, and motivate people to lead their uncommon and extraordinary lives. By combining his twelve-year cancer journey with his diverse business, athletic coaching, and hostage negotiating background, he shares his wealth of knowledge on Managing & Overcoming Chronic Pain in Retirement. Please welcome Terry Tucker to The Retirement Success in Maine Podcast!
Chapters:
Welcome, Terry Tucker! [3:02]
Terry’s cancer journey [10:13]
What can people do to keep at positive mindset during physically and emotionally challenging times? [19:09]
How can we ensure that we are leaving behind a meaningful impact as a part of our legacy? [24:58]
How does Terry adapt his Four Truths to someone where health concerns start to play a bigger role in their lives? [38:50]
How can we shift our perspective to focus on gratitude and positivity? [49:22]
How will Terry find his personal Retirement Success? [52:24]
Episode Conclusion. [54:58]

How to Tap Into the Future of the Food Scene with David Page

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 incredible food they create.
Chapters:
Welcome back, David Page! [1:58]
How does someone start their journey to uncover hidden gems and rising stars in the food scene? [7:23]
Where can people go to experience specific food festivals or events? [20:43]
In the world of food, what makes the best the best? How can we find these people and follow their careers? [34:28]
How can people bring the taste of a world-class culinary experience to their homes? [39:50]
How can we use food to create connections with people? [48:15]
What’s next for David Page? [54:46]
Episode conclusion. [1:01:45]

How to Handle My Adult Child Moving Back Home with Ellen Rothstein

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 parents, it can mean adjusting to a new household dynamic and redefining boundaries and roles. For the returning adult children, it often involves balancing independence with respect for family rules and routines. The interplay of these dynamics can be complex, requiring open communication, mutual understanding, and a bit of patience.
To help us navigate these waters, we're thrilled to have a very special guest who is a renowned expert in life transition. She has spent years studying and working with families to address the challenges of multi-generational living. Our guest today will share insights on why this trend is on the rise, how it impacts both parents and adult children, and what strategies can be employed to make this living arrangement work effectively for everyone involved. Please welcome Ellen Rothstein to The Retirement Success in Maine Podcast!
Chapters:
Welcome, Ellen Rothstein! [3:15]
What does it mean to have Boomerang Children? [11:53]
How to approach privacy and schedule with Boomerang Children. [22:38]
How can you set boundaries and expectations with Boomerang Children? [30:19]
How are family dynamics affected (if at all) with Boomerang Children? [39:25]
How will Ellen find her Retirement Success? [48:14]
Episode conclusion. [51:05]

What Should We Know About End-of-Life Planning with Dorian Mintzer M.S.W., Ph.D.

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]

Using Disney Vacation Club to Live in Florida in the Winter Months in Retirement with Derek DeBoer

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 Vacation Club. Our guest has sold over $22 Million in Disney Vacation Club direct and over $42 Million in DVC Resale. He is also a 6-time DVC Leadership Circle Award Winner. Please welcome Derek DeBoer to the Retirement Success in Maine Podcast!
Chapters:
Welcome, Derek DeBoer! [5:02]
What drove Derek to work for Disney, and ultimately Disney Vacation Club? [17:23]
What are 3 not well-known things that everyone at Disney should experience? [25:06]
What did Disney learn from the perception of timeshares and how did it shape how Disney approached Disney Vacation Club? [30:57]
How do costs work throughout the life of the DVC contract? [35:14]
Are there better times than others to buy (especially on the resale market)? [45:06]
Rapid Fire! Quick questions about DVC Contracts. [53:57]
Can DVC Contracts be transferred/inherited and is that a good idea? [1:05:53]
How is Derek going to find his Personal Retirement Success? [1:10:25]
Episode Conclusion. [1:15:39]