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

August 1, 2021 30 min
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.
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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 →
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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 →
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July 11, 2021 30 min
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 →
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July 5, 2021 30 min
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 →
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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 →
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June 21, 2021 30 min
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.
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June 14, 2021 30 min
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 →
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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 →
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May 31, 2021 28 min
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 →
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May 24, 2021 30 min
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 →
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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 →
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May 10, 2021 29 min
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.
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May 2, 2021 30 min
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 ?
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April 25, 2021 30 min
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 ?
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April 18, 2021 30 min
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 →
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April 12, 2021 30 min
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 →
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April 4, 2021 30 min
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 →
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March 28, 2021 30 min
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 →
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March 22, 2021 29 min
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 →
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