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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.

Tracks

Episode 138: Questions Advisers Should Ask
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 →
21:58 10/26/23
Episode 137: Dealing with the Death of a Loved One
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 →
22:17 10/10/23
Radio 136 – Losing Your Job Near Retirement
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.
26:34 7/11/23
Radio 135  -AM I OK?
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.
32:07 9/28/22
Radio 134 -Roth IRA’s 
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.
30:19 9/19/22
Radio 133 -Recession Protection
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.
29:21 9/5/22
Radio 132  -Key Questions
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 →
29:51 8/23/22
Radio 131 -Avoiding Traps
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.
29:47 8/14/22
Radio 130 -Spending More
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.
29:41 8/7/22
Radio 129 -Misconceptions
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 →
30:41 7/31/22
Radio 128 -Changing Advisors
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 →
26:58 7/24/22
Radio 127 -DeRisk Options
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.
29:15 7/17/22
Radio 126 -Regrets in Retirement
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.
30:07 7/10/22
Radio 125 -Ready for Retirement
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 →
29:52 7/3/22
Radio 124 -401 K Questions
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 →
29:45 6/26/22
Radio 123 -The Income Stream
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 →
29:11 6/19/22
Radio 122 -Market Jitters
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 →
29:00 6/12/22
Radio 121 -The Retirement Evolution
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 →
30:29 6/5/22
Radio 120 -“MAXIMIZING TAX BENEFITS”

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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36:01 5/29/22
Radio 119 -Secure Act 2.0
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.
30:45 5/22/22
Radio 118  -Planning for Your Future
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.  
27:37 5/15/22
Radio 117 – The 5 Sins of 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 →
29:07 5/6/22
Radio 116 – 6 Actions To Reduce Worry In Retirement
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 →
28:06 5/2/22
Radio 115 -Hello from Ireland
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 →
29:05 4/29/22
Radio 114 -How To Scam Proof Your Retirement
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 →
30:41 4/17/22
Radio 113 – 5 Life Events That Tell You It Could Be Time To Review Your Retirement Plan
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 →
29:48 4/12/22
Radio 112 -Harmony
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.
29:56 4/4/22
Radio 111 -Important Reminders
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 →
28:54 3/27/22
Radio 110 -Safety and Security
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 →
29:11 3/20/22
Radio 109 -Pulling it Together
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 →
27:45 3/13/22