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  • Episode 138: Questions Advisers Should Ask

    Episode 138: Questions Advisers Should Ask
    Oct 26 2023
    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 Should Ask →
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    22 Min.
  • Episode 137: Dealing with the Death of a Loved One

    Episode 137: Dealing with the Death of a Loved One
    Oct 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 →
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    22 Min.
  • Radio 136 – Losing Your Job Near Retirement

    Radio 136 – Losing Your Job Near Retirement
    Jul 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.
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    27 Min.
  • Radio 135  -AM I OK?

    Radio 135  -AM I OK?
    Sep 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.
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    32 Min.
  • Radio 134 -Roth IRA’s 

    Radio 134 -Roth IRA’s 
    Sep 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.
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    30 Min.
  • Radio 133 -Recession Protection

    Radio 133 -Recession Protection
    Sep 5 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.
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    29 Min.
  • Radio 132  -Key Questions

    Radio 132  -Key Questions
    Aug 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 →
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    30 Min.
  • Radio 131 -Avoiding Traps

    Radio 131 -Avoiding Traps
    Aug 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.
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    30 Min.