Retire South Shore Radio

Retire South Shore Radio

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.

Episodes

Episode 138: Questions Advisers Should Ask

October 26, 2023 • 21 mins
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 … Continue reading Episode 138: Questions Advisers Shoul...
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Episode 137: Dealing with the Death of a Loved One

October 10, 2023 • 22 mins
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 ...
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Radio 136 – Losing Your Job Near Retirement

July 11, 2023 • 26 mins
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.
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Radio 135  -AM I OK?

September 28, 2022 • 32 mins
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.
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Radio 134 -Roth IRA’s 

September 19, 2022 • 30 mins
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.
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Radio 133 -Recession Protection

September 5, 2022 • 29 mins
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.
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Radio 132  -Key Questions

August 23, 2022 • 29 mins
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 Read more
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Radio 131 -Avoiding Traps

August 14, 2022 • 29 mins
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.
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Radio 130 -Spending More

August 7, 2022 • 29 mins
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.
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Radio 129 -Misconceptions

July 31, 2022 • 30 mins
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
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Radio 128 -Changing Advisors

July 24, 2022 • 26 mins
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 when providing investment advice.   That’s certainly true when it comes to retirement planning. Today Mark outlines he reasons why you should request a review or possibly move … Continue reading Radio 128 -Changing Advisors
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Radio 127 -DeRisk Options

July 17, 2022 • 29 mins
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.
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Radio 126 -Regrets in Retirement

July 10, 2022 • 30 mins
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 ways to help 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.
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Radio 125 -Ready for Retirement

July 3, 2022 • 29 mins
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
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Radio 124 -401 K Questions

June 26, 2022 • 29 mins
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 R...
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