Retire South Shore Radio

10 Episodes
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By: 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. They know there's a lot to consider when preparing for retirement - and that's why they take a holistic approach. they look at the whole picture and design customized insurance strategies to help meet their clients’ unique financial and lifestyle needs. - Retire well, retire south shore, because nobody should worry about money in retirement. LEARN MORE...

Questions Advisers Should Ask
#138
10/26/2023


Dealing with the Death of a Loved One
#137
10/10/2023

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 … Continue reading Episode 137: Dealing with the Death of a Loved One →


Radio 136 – Losing Your Job Near Retirement
#136
07/11/2023

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.


Radio 135  -AM I OK?
09/28/2022

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 safer future! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.


Radio 134 -Roth IRA’s
09/19/2022

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.


Radio 133 -Recession Protection
09/05/2022

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.


Radio 132  -Key Questions
08/23/2022

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 →


Radio 131 -Avoiding Traps
08/14/2022

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.


Radio 130 -Spending More
08/07/2022

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.


Radio 129 -Misconceptions
07/31/2022

It’s human nature. We all tell ourselves things about money and not all of them are necessarily true. Mark points out some the most common of these “lies “ or misconceptions about money and how by reframing them, it could help us live retirement more securely and happily. Click here to learn more about Mark Rowlette, founder of … Continue reading Radio 129 -Misconceptions →