Retire South Shore Radio

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 →

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 →

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 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 →

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 →

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 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.

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. Click here to learn more about Mark Rowlette, founder of South Shore … Continue reading Radio 122 -Market Jitters →

The retirement vista has changed greatly over the years. In this episode of Retire South Shore Radio, 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 … 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”
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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. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

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?
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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.