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Retire South Shore Radio

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Radio 102 -10 for 10

1/23/2022
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.

Duration:00:29:58

Radio 101 -The 4 Percent Rule

1/17/2022
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 →

Duration:00:30:01

Radio 100 -Now is the Time

1/9/2022
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 →

Duration:00:30:01

Radio 99 -Welcome 2022

1/2/2022
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 →

Duration:00:29:58

Radio 98 -Pension Questions

12/27/2021
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 →

Duration:00:29:57

Radio 97 -The Challenges with Inheritance

12/19/2021
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 →

Duration:00:29:45

Radio 96 -Do’s and Dont’s

12/12/2021
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 →

Duration:00:27:55

Radio 95 -Beware of Holiday Scams

12/6/2021
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 →

Duration:00:27:58

Radio 94 -Year-End Financial Missteps to Avoid

11/29/2021
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 →

Duration:00:29:53

Radio 93 -The Big Picture

11/22/2021
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 →

Duration:00:29:53

Radio 92 -Calendar Items

11/14/2021
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 →

Duration:00:29:58

Radio 91 -Your Retirement is Unique

11/7/2021
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 →

Duration:00:29:57

Radio 90 -Keeping Pace with Inflation

10/31/2021
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.

Duration:00:29:57

Radio 89 -Navigate Smoothly

10/24/2021
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.

Duration:00:29:48

Radio 88 -Retirement Strategy the Yoga Way

10/18/2021
Today, Mark and Jordan break out their “virtual yoga mats” and compare the essence of yoga practice – stretching, finding solid footing, inner balance – to navigating the world of retirement strategy. Namaste! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Duration:00:28:06

Radio 87 -Inheritance Assets

10/11/2021
Planning now for what you’d like to leave to loved ones and/or charitable organizations is so important. Mark discusses options for such assets as second homes, holdings, jewelry, collectibles and more and how South Shore Retirement Services can assist you in moving forward. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Duration:00:29:59

Episode 86 -Creating A Clear Picture

10/4/2021
Whether you’re working with an advisor or preparing your retirement on your own, there are a myriad of misconceptions and potential pitfalls to avoid. Today, Mark discusses challenging issues people encounter and a roadmap to a much clearer and brighter retirement future. Click here to learn more about Mark Rowlette, founder of South Shore Retirement … Continue reading Episode 86 -Creating A Clear Picture →

Duration:00:29:59

Radio 85 – Tips for Generational Planning

9/27/2021
For so many in the “Sandwich-Generation,” there comes a time when we need to ask questions of parents and relatives as they approach retirement. Mark discusses what the key questions are and appropriate ways to broach sensitive subjects with elders about money, allocation, family wishes and more. Click here to learn more about Mark Rowlette, founder … Continue reading Radio 85 – Tips for Generational Planning →

Duration:00:30:07

Radio 84 -Myths About Money

9/19/2021
It makes the world go round, but money can be the source of so much angst and frustration. So today, Mark and Jordan look at the hard myths about money and how countering those myths will help you enjoy a better and happier retirement! Click here to learn more about Mark Rowlette, founder of South Shore … Continue reading Radio 84 -Myths About Money →

Duration:00:29:57

Radio 83 -Three B’s

9/13/2021
Mark outlines the three “B’s” when it comes to tax management in retirement. Be careful, Be aware and Be consistent.Learn how to put the axiom into practice and further protect your nest egg. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Duration:00:30:01