Retire South Shore Radio: Recent Episodes
Mark Rowlette
Listen to Retire South Shore Radio each week as Mark Rowlette and Jordan Rich talk about case studies where South Shore Retirement Service’s holistic approach to retirement and insurance strategies were the right solution to the problems facing retirees of today and tomorrow.
Retirement planning can be a fulfilling journey with a trusted financial adviser by your side. Finding the perfect match can be overwhelming if you don’t know where to start or who to trust. Tune in to our discussion today that covers the crucial questions advisers should ask to ensure a smooth and successful planning process and long-term relationship.
When a loved one passes away, it can be overwhelming and difficult to know where to begin. Financial advisers, such as Mark and Damon, are available to help during such serious situations. Dealing with a tragic loss can make it hard to focus on financial responsibilities. Having a supportive team like South Shore Retirement Services can help relieve some of the practical burdens and provide a sense of stability. In this discussion, our advisers will offer recommendations on the initial steps to take and long-term financial solutions.
Losing your job close to retirement can cause an unexpected strain on your financial plan. If you find yourself in a position that’s difficult to bounce back from, your family, assets, and retirement outlook can be impacted negatively. Tune in to hear Mark Rowlette and Jordan Rich as they discuss 11th-hour retirement planning approaches.
This is the question on everyone’s mind, particularly retirees, during tough economic times. Mark explores the options you have the steps to take in planning for a future in which you will be ok! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
On today’s episode, Mark reviews the basics when it comes to Roth IRA’s. He discusses it all from required minimum distributions to tax implications to rollover opportunities. Lot of valuable information for anyone in or about to enter retirement! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
We are all very aware when the economy takes a downturn. Questions arise about how a recession will affect us in retirement. On today’s episode, Mark outlines several practical steps that folks can take to better weather any recessionary period. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
If you’re about to enter retirement you certainly have questions. On today’s’ episode, Mark shares the most common questions people have. What about required minimum distribution? Should I pay off a mortgage? Will we be ok financially when we retire. He offers helpful information to those seeking answers. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 132 -Key Questions →
Today, Mark discusses a number of common traps that people in retirement often find themselves in. Effective retirement planning can help you avoid these mistakes and enjoy a more fulfilling retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Mark shares his thoughts on what to think about and ways to help plan effectively so you will have the money you need for the retirement you want. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
It’s human nature. We all tell ourselves things about money and not all of them are necessarily true. Mark points out the most common of these “lies “ or misconceptions about money and how by reframing them, we can live in retirement more securely and happily. Click here to learn more about Mark Rowlette, founder of South Shore … Continue reading Radio 129 -Misconceptions →
It is a good idea to check in with your financial advisor(s), to make sure the fit is right and they continue to have your best interests in mind. That’s certainly true when it comes to retirement planning. Today Mark the reasons why you should request a review or possibly move on from an advisory team and … Continue reading Radio 128 -Changing Advisors →
Life offers many benefits but as we know there are also risks. This is certainly true when it comes to retirement. Today Mark offers suggestions on ways to lessen financial risks when you do your retirement planning.
Regrets? Who among us doesn’t have them? When it comes to retirement however, regrets are things we should seek to avoid. Mark offers reassurance and suggestions on how to effectively plan for and live the retirement you desire and deserve. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
If you’ve thought about retiring it’s a good idea to ask yourself “Am I ready?” That’s an important question and although the answers vary from person to person. Mark is here today to explain what you should be asking and when. Preparation is much easier when you have some idea what to expect! Click here to learn more … Continue reading Radio 125 -Ready for Retirement →
With the ups, downs and uncertainty with the current economy, Mark discusses the importance of effective planning when it comes to your 401K’s. There are many options available that allow people in retirement to maximize benefits and diminish risk. Helpful advice is available here. Click here to learn more about Mark Rowlette, founder of South Shore Retirement … Continue reading Radio 124 -401 K Questions →
With concerns over the state of the economy and the impact on savings, remember that your retirement holdings should not be defined as a “lump sum.” Mark explains that effective planning and coordination involves cultivating streams of income, with options available for support, security and growth. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 123 -The Income Stream →
It’s reasonable to be concerned about the shaky economy and the up and down market. Mark addresses his clients’ concerns and puts retirement planning in perspective. Now is not the time to panic, but it makes sense to pay attention to economic trends.
The retirement vista has changed greatly over the years. Mark takes a look at the evolution of the pension system, the current impact of social security benefits and the importance of proper planning. In this changing environment there are more opportunities to secure a happier and more successful retirement. Click here to learn more about … Continue reading Radio 121 -The Retirement Evolution →
On today’s episode, Mark reviews the very latest tax updates and changes that will affect retirees in the near future. From long term capital gains to changing tax bracket status, so much of your safety in retirement depends on proper tax planning. The All Hands Analysis Team at South Shore Retirement Services is standing by … Continue reading Radio 120 -“MAXIMIZING TAX BENEFITS” →
On today’s episode Mark runs down proposed updates to the Secure Act that brought sweeping change to the retirement sector. There are more things to consider in the proposed legislative changes that Mark will outline.
Your future in retirement might appear unclear. Listen to Mark’s practical advice on how to prepare for it, and the prospects of retirement will look a whole lot healthier. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Great advice today for “avoiding the sins” of poor retirement planning. Mark offers more practical advice on how to best navigate the retirement plan to insure you get off on the right foot and don’t fall into traps. Bottom line, it’s never a “sin” to be prepared! Click here to learn more about Mark Rowlette, … Continue reading Radio 118 -Effective Retirement Planning →
Many people coming up on retirement are unfortunately unprepared. Since it’s our goal to help retirees feel confident and prepared, Mark’s focus in this episode of Retire South Shore Radio is helping you plan and avoid what he calls The 5 Sins of Retirement Planning. Tune in so you can start planning today because nobody … Continue reading Radio 117 – The 5 Sins of Retirement Planning →
With everything going on in the world, there’s plenty to be worried about, most of which is beyond our control. But what we can control are our personal choices and decisions, so this week on Retire South Shore Radio, Mark focuses on the steps you can take to put yourself in better control of your … Continue reading Radio 116 – 6 Actions To Reduce Worry In Retirement →
We take to the road on today’s episode with Mark reporting from” home “ while visiting his family in Ireland. Along with the joy of being back after a long two years, Mark and Jordan reflect on some of Ireland’s most famous writers, and thoughts that these literary giants have that reflect keenly on life … Continue reading Radio 115 -Hello from Ireland →
You know retirement planning is what we focus on at South Shore Retirement Services. We talk about protecting your retirement from extra taxes, market risk, and running out. But today, on Retire South Shore Radio, Mark talks about how to help protect your retirement from scammers! Retirement-age people tend to be the target of scammers … Continue reading Radio 114 -How To Scam Proof Your Retirement →
There is one theory that states you should build your retirement plan and then don’t touch it – set it and forget. While that may work during your 20s, 30s, and into your mid-40s, this could be risky advice later in life. There’s a difference between being patient and complacent. There are several life ‘events’ … Continue reading Radio 113 – 5 Life Events That Tell You It Could Be Time To Review Your Retirement Plan →
Retirement should be a harmonious time. Planning with harmony and balance in mind is a perfect strategy. Today Mark talks about focusing on issues that guarantee a sense of harmony and fulfillment in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Many people fall into financial traps when it comes to retirement. But it doesn’t have to be that way. Mark Rowlette offers practical suggests designed to help you avoid pitfalls and enjoy the success and happiness in retirement you deserve, without having to worry about money. Click here to learn more about Mark Rowlette, founder of … Continue reading Radio 111 -Important Reminders →
Retirement should be a time to relax, travel, connect with family and friends, and set out on new adventures. Mark shares his thoughts on the importance of planning for a safe and secure retirement, one in which you’ll never have to worry about money. Strategic planning with the help of the All Hands Analysis™ Team … Continue reading Radio 110 -Safety and Security →
In today’s episode, Mark reviews the four steps to consider when “pulling the retirement plan” together. Upfront planning and organizing make the process a lot less stressful. The bottom line is always the same — you don’t want to have to worry about money in retirement. Taking these steps can help you enjoy a smoother … Continue reading Radio 109 -Pulling it Together →
Today, Mark discusses recent changes to the regulations concerning required minimum distributions or RMDs. Most of us entering retirement will have such distributions to take. Strategic planning with the help of the All Hands Analysis™ team at South Shore Retirement Services can help ensure safety, tax efficiency, and growth options regarding your RMDs. Click here … Continue reading Radio 108 -Required Minimum Distributions →
On today’s episode, Mark discusses what to look for in a retirement planning firm. One should investigate whether the firm is interested in you, your family, your entire retirement picture, one that includes dreams and goals. Retirement planning is so much more than mere investment opportunities and the purchase of “products.” Click here to learn … Continue reading Radio 107 -Investments or You? →
Mark offers terrific advice on how you’ll know you’re ready for retirement. It involves a comprehensive overhead examination by the All Hands Analysis Team, one that will put your mind at ease when it comes to living the kind of retirement you’ve been dreaming about. Click here to learn more about Mark Rowlette, founder of … Continue reading Radio 106 -How You Know It →
Today, Mark discusses the four stages of retirement – Pre, Early, Middle and Later Years and basic strategies to consider for each. The All Hands Analysis team at South Shore Retirement Services is well equipped to guide through all phases of a happy and successful retirement! Click here to learn more about Mark Rowlette, founder of … Continue reading Radio 105 -Retirement Stages →
For so many, family trusts offer protection and peace of mind, particularly as retirement draws near. On today’s episode Mark discusses different applications of trusts, the overall benefits, and how the All Hands Analysis team can create the appropriate trust vehicle for you, while handling all of your estate planning needs. Click here to learn more … Continue reading Radio -104 TRUSTS →
Inflation is running at a forty-year high. High costs affect us all. Today, Mark reassures listeners that there are solid steps you can take to mitigate inflation and protect yourself before and during retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
On this episode Mark outlines ten things to keep in mind when you’re about ten years from retirement. Valuable tips that make sense and help you get a jump start! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Many have heard about the “Four Percent Rule,” when it comes to retirement planning. In today’s episode Mark explains the reasoning behind it and reminds listeners that there is no hard and fast rule that applies to retirement strategies. It is always his goal to match the right plan with the right people. Click here … Continue reading Radio 101 -The 4 Percent Rule →
We celebrate podcast #100 with New Year’s Greetings to all. And seeing that we have turned the calendar page to a fresh start, Mark reminds us all that there is more time to think about your future in retirement, to make decisions, to take steps to insure security and fulfillment. South Shore Retirement Services features … Continue reading Radio 100 -Now is the Time →
We’ve turned the calendar to a New Year. Mark and Jordan discuss how effective planning in this new year will help you realize a safe and happy retirement. Laws, regulations and tax policy will likely see changes. South Shore Retirement Services and the All Hands Analysis Team will stay on top of it all for … Continue reading Radio 99 -Welcome 2022 →
Many hardworking listeners are lucky to have pensions to help them finance their retirement. But there are many options as to how you make best use pension money, options that can mean future growth while minimizing big tax bites. In today’s episode, Mark explains how South Shore Retirement Services can help you utilize your pension … Continue reading Radio 98 -Pension Questions →
Inheriting money can mean a financial windfall for you and your family. But there are considerations about your tax status and investment options when you come into money. It makes sense to have a solid strategic plan in place to make the best use of the inheritance. Mark explains just how such planning works, guaranteeing … Continue reading Radio 97 -The Challenges with Inheritance →
Proper planning can insure a financially secure, happy retirement life for you and your family. Mark reminds us about some basic “do’s and don’ts” to consider and how the “All Hands Analysis Team” at South Shore Retirement Services will help you achieve your goals! Click here to learn more about Mark Rowlette, founder of South Shore … Continue reading Radio 96 -Do’s and Dont’s →
Mark and Jordan offer up the latest info about costly scams this holiday season. It makes sense to be vigilant with so many illegitimate outfits looking to take advantage of people, particularly retirees. Listen for helpful tips on protecting your privacy, bank accounts, financial holdings and more. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 95 -Beware of Holiday Scams →
Planning for a safe and happy retirement is a lot easier with the help of qualified professionals from the “All Hands Analysis” crew at South Shore Retirement Services. On today’s podcast, Mark offers helpful tips on what to think about as the year draws to an end. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 94 -Year-End Financial Missteps to Avoid →
On today’s podcast, Mark discusses the importance of looking at your retirement picture with a wide lens. It is a mistake to think only about the “lump sum” of money you have, need or desire. The All Hands Analysis Team at South Shore Retirement Services can provide you with a thorough overview, looking at the key factors … Continue reading Radio 93 -The Big Picture →
We all have so much to get done as the year end approaches. The All Hands Analysis Team at South Shore Retirement Services can eliminate the holiday season stress when it comes to key tax and retirement decisions as the days rush by. Mark reminds us of the steps you should take before the new … Continue reading Radio 92 -Calendar Items →
Today, Mark and Jordan discuss the fact that there is no “cookie cutter “ approach when it comes to retirement strategy. Be wary of those who advise you to just “go along with the popular trends.” Your needs and wants are unique to you and your family. Which is why the “All Hands Analysis” approach … Continue reading Radio 91 -Your Retirement is Unique →
The headlines are all about spiraling inflation affecting every sector of the economy. Mark discusses prudent ways to effectively defend against rising inflation during your retirement. Strategic planning now can protect your assets and income stream and ease your worries. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Sailing into retirement can be a bit daunting. Lots of important decisions to be made, many courses to chart. Having the team of experienced navigators from South Shore Retirement Services aboard is a solid option for a safe and successful voyage! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Today, Mark and Jordan break out their “virtual yoga mats” and compare the essence of yoga practice – stretching, finding solid footing, inner balance – to navigating the world of retirement strategy. Namaste! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Planning now for what you’d like to leave to loved ones and/or charitable organizations is so important. Mark discusses options for such assets as second homes, holdings, jewelry, collectibles and more and how South Shore Retirement Services can assist you in moving forward. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Whether you’re working with an advisor or preparing your retirement on your own, there are a myriad of misconceptions and potential pitfalls to avoid. Today, Mark discusses challenging issues people encounter and a roadmap to a much clearer and brighter retirement future. Click here to learn more about Mark Rowlette, founder of South Shore Retirement … Continue reading Episode 86 -Creating A Clear Picture →
For so many in the “Sandwich-Generation,” there comes a time when we need to ask questions of parents and relatives as they approach retirement. Mark discusses what the key questions are and appropriate ways to broach sensitive subjects with elders about money, allocation, family wishes and more. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 85 – Tips for Generational Planning →
It makes the world go round, but money can be the source of so much angst and frustration. So today, Mark and Jordan look at the hard myths about money and how countering those myths will help you enjoy a better and happier retirement! Click here to learn more about Mark Rowlette, founder of South Shore … Continue reading Radio 84 -Myths About Money →
Mark outlines the three “B’s” when it comes to tax management in retirement. Be careful, Be aware and Be consistent.Learn how to put the axiom into practice and further protect your nest egg. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Five years out from retirement is an ideal time to consider five key elements for the first five years of your retirement strategy. Mark outlines what they are and how South Shore Retirement Services and the All Hands Analysis™ team takes the worry out of the process! Click here to learn more about Mark Rowlette, … Continue reading Radio 82 – Retirement 5x5x5 →
For many of you entering retirement, there may be available money you’ve overlooked. Mark discusses how the All Hands Analysis™ Team at South Shore Retirement Services assists in tracking down thousands of dollars, real money that belongs to you and can make for a more secure retirement. Click here to learn more about Mark Rowlette, … Continue reading Radio 81 – Found Money →
Estate planning is so very important when it comes to your retirement. Attorney Bill Caldwell is part of the All Hands Analysis team and discusses just what is needed and how South Shore Retirement Services can help! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
It is the most important four-letter word when it comes to retirement —PLAN. But it doesn’t have to be scary or overwhelming. Mark explains how reasonable planning with the guidance of the All Hands Analysis™ Team will pave the way for a safe, secure, and happy retirement. Click here to learn more about Mark Rowlette, … Continue reading Radio 79 -Making a Plan →
On today’s podcast, Mark offers helpful advice for those entering retirement. Asking the right questions of financial advisors is critical. Arm yourself with information and enjoy a much happier retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
There are practical, useful things you can do when preparing for retirement. Today, Mark and Jordan discuss the things to NOT DO. Great advice on dodging common problems and ensuring a happier more stable retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Another key team member of the All Hands Analysis™ Team joins us today. Meet Stuart Millard, the expert in Medicare and health care planning. Stu can answer your questions and concerns when it comes signing up for or adjusting your important Medicare options. Click here to learn more about Mark Rowlette, founder of South Shore … Continue reading Radio 76 – Medicare, Part of the Team →
The All Hands Analysis™ approach that Mark talks about frequently involves top-flight professionals handling specific needs of clients. Retirement planning and coordination are done under one roof. Today, meet one of the key members of the team, CPA Karen Mullaney who handles tax planning and preparation. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 75 – Tax Solutions, Part of the Team →
The goal is always to feel confident about money in retirement. A key element in retirement is developing a basic payment plan, one that offers flexibility and safety. Mark discusses just how South Shore Retirement Services and the All Hands Analysis™ Team can ensure you have a plan that suits your lifestyle. Click here to … Continue reading Radio 74 -A Payment Plan →
Mark and Jordan welcome a South Shore Retirement client named John, who shares his experience in forging a successful retirement plan, one that provides protection for a special needs adult child. It’s a personal look at how the All Hands Analysis process works to relieve worries and offer peace of mind. Click here to learn more … Continue reading Radio 73 -All Hands Ready →
It’s one thing to have a solid plan to ensure you don’t run out of money in retirement. But as Mark explains, there is a lot more to achieving the retirement you’ve always dreamed about. The key is balance. It involves how you adapt to a more relaxed schedule, the focus on health and vitality, … Continue reading Radio 72 – Tips for a Healthy Retirement →
On today’s podcast Mark discusses the importance of keeping the right amount of cash or liquid assets on hand and just how money works for you in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Congress is working to pass legislation soon that could have a big and beneficial impact on your retirement. Mark outlines the proposed changes and just how South Shore Retirement Services will help clients adapt to them. Click here to learn more about how the new rules might impact you. Click here to learn more about … Continue reading Radio 70 -Incentives Coming →
On today’s episode Mark and Jordan present a travelogue! We look at more tax and cost of living friendly states around the country. States were some retirees have moved to or are planning a move. There are so many options for those planning retirement and if relocating is in your future, today’s podcast will offer … Continue reading Radio 69 -The State of Other States →
For many, retirement doesn’t mean a full-stop. Mark and Jordan talk about many who choose to continue working, perhaps part-time or in other fields, once they have officially entered retirement. The point is this. With proper planning, you will NEVER have to worry about money in retirement. South Shore Retirement Services with it’s All Hands … Continue reading Radio 68 -Working in Retirement →
When it comes to retirement planning, so much of your financial future depends on how you navigate changing tax codes. Outlining tax strategies are key and Mark and the team at South Shore Retirement Services offer an “All Hands Analysis” approach to insure you are steered in the right direction – every time! Click here to … Continue reading Radio 67 -Tax Planning Matters →
It’s totally understandable to have worries about retirement. Will there be enough money, will you find things to do to keep you happy, what if you don’t adapt well to change? Mark addresses the common concerns we all have and provides insight into how careful planning can insure a happier, worry-free retirement lifestyle. Click here to … Continue reading Radio 66 -The “What If’s” of Retirement →
On today’s podcast, Mark explains the benefits of the TSP or Thrift Savings Plan for those entering retirement, as well as other savings options for you! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Staying on top of your retirement plan is as easy as staying in touch with South Shore Retirement Services. Today Mark explains why regular “checkups” matter and how you can enjoy a happier and more secure retirement by reviewing your plan periodically. Click here to learn more about Mark Rowlette, founder of South Shore Retirement … Continue reading Radio 64 -Reviews Make Sense →
Mark discusses the benefits of having qualified professionals keep close watch on your retirement plan, particularly when there are tax and economic changes in the wind. South Shore Retirement offers help with our “retirement stress test.” Take the test to make sure your plan is working well for you. Click here to learn more about … Continue reading Radio 63 -The Retirement Stress Test →
Navigating retirement planning can be confusing and yes frustrating. On today’s podcast, Mark presents an overview of the “All Hands Analysis” approach offered by South Shore Retirement Services. From estate planning to income growth, taxes to Medicare questions, the “All Hands Analysis” means that all clients have a dedicated team of professionals standing by to … Continue reading Radio 62 -All Hands Analysis →
There are many questions people have when facing retirement. You can rely on quality professionals from South Shore Retirement Services to answer those questions and keep you informed of changes in the law and tax plans that can affect you. But as Mark points out, ask yourself broader questions such as how do you want … Continue reading Radio 61 – More than Just Money →
Today, Mark and Jordan discuss your personal goals in retirement. South Shore Retirement Services believes keeping those goals front and center should be top priority. Spending more time with family, traveling, buying a summer home, taking up new hobbies, what is it you really care about? With proper planning you won’t ever have to worry … Continue reading Radio -60 Goals in Retirement →
Planning ahead when it comes to your retirement is vital, but it shouldn’t be overly complex. In today’s show, Mark reminds us about the need to consider such things as the Massachusetts inheritance tax and widow’s penalty. There are efficient ways to prepare for those eventualities, all part of South Shore Retirement Services promise to … Continue reading Radio -59 Things to Remember →
By thinking about and planning for your future in retirement, you can greatly ease the worry about money and enjoy a much more satisfying life. Mark talks about the forward-thinking approach he and his team takes to avoid pitfalls and maximize success. It’s all about being proactive! Click here to learn more about Mark Rowlette, … Continue reading Radio -58 The Pro-Active Approach →
Mark breaks down the five key questions you should consider when it comes to retirement planning. Certainly financing is important. Mark and his team want to insure that you NEVER have to worry about money in retirement. But there are other life choice questions that help you define the kind of retirement you deserve. South … Continue reading Radio 57 -Five Key Questions →
There are some pitfalls and wrong turns you should definitely avoid when it comes to retirement planning. Today Mark discusses the major mistakes people make and how to avoid them. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
On today’s podcast, Mark offers tips on how to avoid scams and fraud in general, but in particular when doing retirement planning. There are sophisticated on line and telephone scams and we offer great advice to protect yourself. Also, learn how to spot misinformation or vague promises made by some financial groups that can often hurt … Continue reading Radio 55 -Don’t Be Fooled →
Mark and Jordan talk about key calendar dates that matter when it comes to retirement. From choosing Medicare options in the fall months to tax deadlines, there is a lot to keep track of. Mark and his team make it a priority to stay on top of the calendar for you. One more way South … Continue reading Radio 54 -Important Dates →
Seems as though we just got wrapped up tax season, but here it is again, right on time! For those in, or about to enter retirement, the focus now is on how to prepare your long range tax plan. Mark suggests several key questions to think about and suggests a variety of tax strategies to … Continue reading Radio 53 -Guess What? It’s Tax Time Again →
Retirement means big and positive changes for you. On today’s episode Mark discusses several important questions you should consider, beyond merely securing your financial future. Where do you want to live? How much travel do you want to do? What about launching a new part-time career? South Shore Retirement Services will make sure you won’t … Continue reading Radio 52 -The Right Questions to Ask →
For all, this life will someday l come to an end. Today, Mark focuses on why having a well-executed, thoughtful estate plan is so important for peace of mind and the security of your family. The professionals at South Shore Retirement Services will guide you every step of the way, formulating a plan that will … Continue reading Radio 51 -Facing the Future →
Statistics indicate that many more women live on past men in their retirement years. On today’s podcast, Mark and Jordan discuss how a woman’s approach to retirement differs from that of men. Gain valuable insight into key questions women should be asking of their employers and spouses in advance of retirement. Women can be well … Continue reading Radio 50 -Women in Retirement →
Today, Mark shares insights into the new life balance of a retiree, how many things change when one stops working to enjoy a second life. Also, the importance that South Shore Retirement Services places on five key elements to insure a solid, safe and successful retirement for you. Click here to learn more about Mark Rowlette, … Continue reading Radio 49 -Retirement: A New Way of Thinking →
Retirement can be a time of rebirth for so many. A chance to live worry-free about the money that will support our lifestyles. The best way to insure peace of mind in retirement is by thoughtful, strategic planning. Mark explains the benefits of South Shore Retirement’s careful, measured approach to both protecting your assets, getting … Continue reading Radio 48 -Investing for the Future →
As we turn the page and welcome 2021, there is a lot to look forward to. Mark and Jordan discuss the many opportunities for financial freedom in retirement but suggest you plan ahead. A new president could mean changes to taxes and growth and now is the best time to firm up your retirement nest … Continue reading Radio 47 -Planning in the New Year →
Mark and his team do their utmost to insure you’ll never have to worry about money in retirement. But there are other “assets” to consider—your time, your healthy, purpose in life, family and more. Today Mark and Jordan unveil 7 tips, along with securing your finances, for a happier, healthier retirement! Click here to learn … Continue reading Radio 46 -Other Retirement Assets Beyond Money →
With the end of 2020 upon us, Mark suggests several important reminders for those in pre-retirement or retirement to consider when it comes to tax planning for the future. These are practical steps you can take with the help of qualified advisors to help ensure a sound financial future for you and your family. Click … Continue reading Radio 45 -The New Year Ahead →
On today’s podcast, Mark reveals the four most pressing questions that people have before entering retirement. These are the questions that often keep us up night. Mark offers answers to these questions, explaining how the right team in place doing strategic planning will make a difference. The goal is always making sure clients won’t have … Continue reading Radio 44 -Four Questions →
As the year comes to a close, many have questions about converting to Roth IRA’s. For many it’s a terrific option, but is it right for all? Is it right for you? Mark examines some of the pitfalls, things to be aware of as you consider conversion. It is about knowing the facts, assessing your own … Continue reading Radio 43 -Are Roths Right For You? →
On today’s podcast, Mark Rowlette’s in-laws, visiting during Thanksgiving, return to reflect on the pandemic, their concerns for others and the comfort they have in knowing their financial future is secure in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Today, Mark and Jordan discuss the fact that there is an upside to staying so close to home due to the pandemic. We are presented with a “dress rehearsal” for our retirement years, learning how to budget time, foster healthier relationships with our significant others and making sure our finances are in order with a … Continue reading Radio 41 -Dress Rehearsal →
Mark discusses the many benefits of time management when you enter retirement. Once your financial house is in order and you have a plan, taking the worry out of money in retirement, it’s a good idea to allocate time to doing fun and productive things. Hear about some practical time planning tips that will enhance … Continue reading Radio 40 -Time Planning →
With the uncertainty surrounding the election and the country’s political future, Mark reminds all to stay calm and stay informed. Proper planning will allow you to weather any fluctuations in leadership or the marketplace. With potential policy and tax changes ahead, it is smart to arrange for your free “Financial Physical” with South Shore Retirement Services. Have … Continue reading Radio 39 -Stay Calm & Plan On →
Have you thought about your estate plan? Mark discusses the importance of managing the plan for a more secure future. Now would be a great time to request a free “Financial Physical” to see if it needs updating. South Shore Retirement Services can guide you through the estate planning process to ease any concerns and … Continue reading Radio 38 -Financial Physical 4 →
Today, Mark and Jordan discuss the benefits of a South Shore Retirement Services “Financial Physical,” particularly now with so many tax changes likely to come up. Also, a look at the impact of divorce on retirement planning and important steps you can take to insure better financial outcomes for you and your children. Click here … Continue reading Radio 37 -Financial Physical 3 →
South Shore Retirement Services offers a holistic approach to retirement planning. One important facet involves team member Stuart Millard, Medicare specialist. Stu joins the podcast to talk about the 2020 Healthcare Enrollment program and how he can assist clients of Mark’s at no cost in choosing the right health options. Click here to learn more about … Continue reading Radio 36 -Stuart Millard →
On today’s episode learn why it’s important and enjoyable to “test ride” retirement. Mark explains that preparing a plan that protects you financially is a big part of the equation but it is not all of it. We should think about our plans, our families and how we want to spend time truly enjoying retirement. … Continue reading Radio 35 -Retirement Test Ride →
There are many times when it makes sense to get that “Financial Physical” Mark and his team offer. Today, we discuss that and the importance of totally trusting your advisors. Trust and responsibility are the watchwords of South Shore Retirement Services. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
The time is right for your “financial physical.” Mark explains the importance of checking in on your planning and finances regularly to insure a safer, happier retirement. Also, why is that so many procrastinate when it comes to planning? If you do, you’re not alone and on today’s podcast you’ll learn how satisfying it can … Continue reading Radio 33 -Financial Physical →
Keeping up with this year’s tax law changes and how they impact your retirement is something Mark and his team constantly focus on. Today’s podcast focuses on the importance of an objective second opinion when it comes to your financial picture. Find out how practical and easy it is to get a “financial physical” from … Continue reading Radio 32 -Second Opinion →
Mark Rowlette and his team stay on top of economic fluctuations to better assist you with your retirement strategy. On today’s podcast, a look at the benefits to some of in service distributions along with the importance of trust in any relationship concerning retirement. Click here to learn more about Mark Rowlette, founder of South … Continue reading Radio 31 -Trust →
On today’s podcast, Mark and Jordan discuss the need to plan for the post-Covid 19 environment. With tax and income fluctuations likely in everyone’s future, balanced retirement planning is the key to living happily and financially secure in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Rarely has timing been as important when it comes to retirement planning than right now. Between the pandemic itself and its overreaching impact on all sectors of the economy, the time is righter than ever to either prepare your first plan or make adjustments to your current one. Mark and Jordan discuss how South Shore … Continue reading Radio 29 -Steady the Ship →
Now that the tax deadline has passed, it’s the perfect time to assess how you’re doing with your portfolio and investigate ways to ensure your steady stream of retirement income. Mark shares helpful reminders and lets us know what we should be examining during these challenging times. Click here to learn more about Mark Rowlette, … Continue reading Radio 28 -A Steady Stream →
Mid-summer, particularly with the July 15th tax deadline come and gone, is an ideal time to “check under the hood” when it comes to retirement plans in place or those to come. Mark reminds us all about what to focus on, how to best maximize and protect income, and the importance of revisiting estate plans … Continue reading Radio 27 -A Check Under the Hood →
Mark and Jordan discuss the importance of receiving an objective review of present and future income when considering retirement. South Shore Retirement Services offer no-obligation free consultations, with no agenda other than presenting people with the truth about their finances as well as offering custom tailored options. Click here to learn more about Mark Rowlette, … Continue reading Radio 26 -Present & Future Income →
Today’s episode tackles a growing dilemma for many nearing retirement. Do I continue working for another few years or less? Or do I retire early to avoid health risks and other considerations in the era of Covid-19? Mark addresses this issue and the question of spending—why for many retirees it is safe and smart to … Continue reading Radio 25 -When to Retire →
On a special Independence Day episode, Mark welcomes his in-laws Sue and Rich to discuss the impact Covid-19 has had on their lives as well as their retirement portfolios. They share a story of the careful planning for their retirement and the confidence they have that their finances are secure, despite the uncertainty around us. … Continue reading Radio 24 -Independence Day →
Mark and Jordan discuss the benefits to some of converting certain holdings to Roth IRA’s. Plus, how a summer rise in Covid-19 cases will impact the stock market and the struggling economy, and ways that retirees can adapt and amend their planning if need be. Click here to learn more about Mark Rowlette, founder of … Continue reading Radio 23 -The Summer Plan →
With the Covid-19 uncertainty continuing, Mark and Jordan discuss the importance of working with a budget, knowing your timeline and planning wisely for balance in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
The stock market continues to undergo massive shifts and it has a lot of us rightfully worried. Mark talks with Jordan about the importance of sensible planning during volatile financial times. He also invites people to contact South Shore Retirement Services for a no obligation “stress test,” to assess your present status and needs for … Continue reading Radio 21 -Stress Test →
On the podcast, Mark and Jordan talk about the stress on many older workers furloughed or laid off. Can you retire early, and should you? What are your options? Turns out there are many things to consider. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Mark tackles some of the important questions people have about taxes in retirement and options available to better protect your income. Also covered are questions answered at the recent South Shore Retirement Webinar. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Mark relates the concerns of many over losing not only their jobs but seeing unwelcome changes to defined benefits as companies are forced to tighten their belts. But with proper planning and careful guidance, there are ways to protect your assets and retain security. Click here to learn more about Mark Rowlette, founder of South … Continue reading Radio 018 -Impact of Covid-19 on Jobs and Defined Benefit Plans →
Mark examines some stats from the last great downturn in 2008-09, what’s similar and different about that period and the Covid-19 crisis. How does all of this upheaval affect your 401 K investments and why protecting your nest egg through proper planning is an excellent plan of action. Click here to learn more about Mark … Continue reading Radio 017 -Lessons from the 08 Recession & What About Your 401K? →
Mark and Jordan explore key questions people of retirement age have about the CARES Act and how it impacts them. Also, the critical need for quick response to client needs during the pandemic and how South Shore Retirement Services is quickly adapting to help. Click here to learn more about Mark Rowlette, founder of South … Continue reading Radio 016 -How Does the CARES Act Affect Retirement? →
Mark and Jordan discuss the rising unemployment numbers with sound advice for older workers losing their jobs so close to retirement. Also, a look at the options and consequences of rolling over funds now to a Roth IRA. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
As the pandemic quarantine continues, Mark and Jordan talk about the many safeguards protecting a retiree’s money, as well as ways to insure you can ride out the current crisis with less anxiety. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Mark and Jordan discuss the fear caused by Covid-19 amid provocative press reports, rumor and speculation. When it comes to your retirement, South Shore Retirement Services will develop a plan that eases stress and insures you won’t run out of money. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
The CARES act offers many benefits to retirees. Mark and Jordan lay out the basic changes that afford you more options. They also discuss the critical need for communication during the pandemic. South Shore Retirement is answering calls and setting up virtual meetings round the clock. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 012 -Stimulus Bill Offers Retirees Help →
Mark and Jordan examine the current life challenges due to Covid-19 and what impact the economic stoppages will have on retirees. Mark shares reassuring news about safeguards for existing clients and viable options for others rightfully concerned. Also, virtual meetings and phone sessions are fully underway. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 011 -Facing Quarantine and Uncertainty →
Mark Rowlette’s personal focus is Social Security and how retirees can maximize their SSI benefits. Let Mark and his team help you plan for a secure and happy retirement, combining your Social Security benefits with other options. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
South Shore Retirement Services offers a holistic approach to retirement planning with team members handling estate plans, investments, Medicare questions, tax planning, real estate and more. Mark talks about how all can work together for a client’s particular needs. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Proper estate planning is critical and having your legal documents in order is a must for everyone. Mark and Jordan talk with Attorney Bill Caldwell, part of the South Shore Retirement Services team. Offering both individuals and couples estate planning packages including wills, trusts, powers of attorney and health care proxies for a flat fee … Continue reading Podcast 003 -Estate Planning is Key →
We live in an era of instant communication often generating scary headlines. Mark and his team offer sound strategies to protect your income sources in retirement, no matter the national or world situation. And you can communicate easily and often to get answers to your questions, so important in turbulent times. Click here to learn … Continue reading Podcast 002 -Dealing with the Fear →
Mark and Jordan discuss the overriding principle at South Shore Retirement Services—that No One should have to worry about money in retirement. Financial and estate planning strategies are prepared for all clients based on this key objective. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
We have faced crises in the past. Now, Covid 19 is threatening the health care infrastructure and affecting the markets. Is it time to panic? No, not if you’ve done adequate planning, something Mark and his team work with you to insure. Click here to learn more about Mark Rowlette, founder of South Shore Retirement … Continue reading Radio 010 -Planning in the Age of Covid 19 →