The Retirement Success in Maine Podcast
This podcast highlights resources, stories, and ideas for helping Mainers find their own success in retirement.
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Episodes
Episodes
Wednesday Sep 18, 2019
Wednesday Sep 18, 2019
EP 003: In this episode, we interview Keri Forbringer, Travel Advisor, from Luxury Travel Works. Keri shares with us how she discovered her passion for travel throughout college and working abroad while planning trips for her family ignited a passion for planning travel for others. The interview launches into why someone would want to consider using a travel advisor, including a couple that planned on celebrating their 40th wedding anniversary traveling but never got around to going until they met Keri - two years later! We discuss how retirees or near-retirees should start thinking about their 'wander list' and how their travel needs may change as they progress in retirement. Lastly, we discover travel trends including multi-generational travel, going to less "tourist-y' places, and why "hot" is cold and "cold" is hot. For more, see the full show notes at https://blog.guidancepointllc.com/3/
What You'll Learn In This Podcast Episode:
Introduction of Keri and her origin story. [2:16]
What is a travel advisor, compared to a travel agent? How do they work? [10:15]
Keri’s business, formation, and structure and how does align with her customers? [14:44]
How can travel and retirement work? [19:24]
Learn about multi-generational travel as a family. [35:30]
Who can afford a travel advisor? [40:04]
Keri’s thoughts on how the travel industry will change over the next 20 years.[46:55]
Tuesday Sep 17, 2019
Tuesday Sep 17, 2019
EP 002: In this episode, we interview with Dyan Walsh, Executive Director for Eastern Area Agency on Aging. Agencies on Aging act as a community resource hub for those that are in or near retirement AND community members supporting the retirement population. Dyan walks us through the history of Agencies on Aging, what they do, how to interact with them, and myths about her Agency. We also discuss how retirement has changed in Maine and some specific needs retirees will be navigating throughout the aging process, including healthcare, finding the right home fit as you age, lifelong learning, losing a loved one, and leisure. For more, see the full show notes at https://blog.guidancepointllc.com/2/
What You'll Learn In This Podcast Episode:
Get to know Dyan and how she found herself in a career around social work. [1:06]
Learn about the Eastern Area Agency on Aging and what it’s all about. [6:00]
What types of services does the Agency offer? How can people use them? [10:45]
The importance of planning ahead for retirement. [20:30]
What is the best-kept secret about the Eastern Area Agency on Aging? [32:00]
What do retirees do well (and not do well) in navigating retirement? [36:45]
Dyan’s thoughts on the term “Retirement Success” and what that means for her. [41:00]
Thursday Sep 05, 2019
Thursday Sep 05, 2019
Ep 001: Welcome to The Retirement Success in Maine Podcast! In the first episode of our podcast, we kick off the conversation by talking with Wes Del Col, CFP(R), Managing Principal of Guidance Point Advisors. The hosts, Ben and Curtis, dig into Wes' background, the founding of Guidance Point Advisors, and how our clients have defined "retirement success" over time. For more, see the full show notes at https://blog.guidancepointllc.com/1/
What You'll Learn In This Podcast Episode:
Meet Wes! What made him become a Financial Advisor? [2:47]
Learn about Guidance Point Advisors. How did the company begin? [16:05]
How and with who does Guidance Point Advisors work? [28:41]
How does Guidance Point Advisors fit into our client’s Retirement Success? How isretirement success defined? [40:31]
What does retirement look like for Wes? What is his definition of retirement success? [56:36]
How do we expect to see the financial advice industry change over the next 20 years,and how will Guidance Point change with it? [1:01:00]
Ben & Curtis wrap-up [1:03:07]
Finding Your Retirement Dreams and Working Through Your Retirement Fears
Our Maine Team of Guidance Point Advisors has been co-hosting a bimonthly podcast titled, "The Retirement Success in Maine Podcast," where we interview experts in their respective fields and retirees about how Mainers are discovering renewed purpose in retirement. " Its summary is "It seems like all of us are looking to race to the finish line of our careers and hopefully have enough resources to live on. But should that be the goal? By going in-depth to all areas of retirement, we hope to inspire you to visualize what your retirement will look like as you ask the question of whether you’re leading your best retirement life. This podcast is intended to help you expand your options of fulfillment with practical resources from industry experts, compelling stories from retirees who have been through “it”, and wise counsel from local resources in the State of Maine."
Our show started as questions that our newly retiring clients were having about the aging process and what to do with their life as they were suddenly overwhelmed with the realization that they had an abundance of time and financial resources to pursue things that were meaningful to them. With that, our clients have continued to share not only their dreams but also their fears.