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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 49 -Retirement: A New Way of Thinking

1/17/2021
Today, Mark shares insights into the new life balance of a retiree, how many things change when one stops working to enjoy a second life. Also, the importance that South Shore Retirement Services places on five key elements to insure a solid, safe and successful retirement for you. Click here to learn more about Mark Rowlette, … Continue reading Radio 49 -Retirement: A New Way of Thinking →

Duration:00:30:01

Radio 48 -Investing for the Future

1/10/2021
Retirement can be a time of rebirth for so many. A chance to live worry-free about the money that will support our lifestyles. The best way to insure peace of mind in retirement is by thoughtful, strategic planning. Mark explains the benefits of South Shore Retirement’s careful, measured approach to both protecting your assets, getting … Continue reading Radio 48 -Investing for the Future →

Duration:00:30:06

Radio 47 -Planning in the New Year

1/3/2021
As we turn the page and welcome 2021, there is a lot to look forward to. Mark and Jordan discuss the many opportunities for financial freedom in retirement but suggest you plan ahead. A new president could mean changes to taxes and growth and now is the best time to firm up your retirement nest … Continue reading Radio 47 -Planning in the New Year →

Duration:00:30:53

Radio 46 -Other Retirement Assets Beyond Money

12/27/2020
Mark and his team do their utmost to insure you’ll never have to worry about money in retirement. But there are other “assets” to consider—your time, your healthy, purpose in life, family and more. Today Mark and Jordan unveil 7 tips, along with securing your finances, for a happier, healthier retirement! Click here to learn … Continue reading Radio 46 -Other Retirement Assets Beyond Money →

Duration:00:30:06

Radio 45 -The New Year Ahead

12/20/2020
With the end of 2020 upon us, Mark suggests several important reminders for those in pre-retirement or retirement to consider when it comes to tax planning for the future. These are practical steps you can take with the help of qualified advisors to help ensure a sound financial future for you and your family. Click … Continue reading Radio 45 -The New Year Ahead →

Duration:00:30:00

Radio 44 -Four Questions

12/13/2020
On today’s podcast, Mark reveals the four most pressing questions that people have before entering retirement. These are the questions that often keep us up night. Mark offers answers to these questions, explaining how the right team in place doing strategic planning will make a difference. The goal is always making sure clients won’t have … Continue reading Radio 44 -Four Questions →

Duration:00:30:04

Radio 43 -Are Roths Right For You?

12/6/2020
As the year comes to a close, many have questions about converting to Roth IRA’s. For many it’s a terrific option, but is it right for all? Is it right for you? Mark examines some of the pitfalls, things to be aware of as you consider conversion. It is about knowing the facts, assessing your own … Continue reading Radio 43 -Are Roths Right For You? →

Duration:00:29:59

Radio 42 -Family Time

11/29/2020
On today’s podcast, Mark Rowlette’s in-laws, visiting during Thanksgiving, return to reflect on the pandemic, their concerns for others and the comfort they have in knowing their financial future is secure in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Duration:00:30:04

Radio 41 -Dress Rehearsal

11/22/2020
Today, Mark and Jordan discuss the fact that there is an upside to staying so close to home due to the pandemic. We are presented with a “dress rehearsal” for our retirement years, learning how to budget time, foster healthier relationships with our significant others and making sure our finances are in order with a … Continue reading Radio 41 -Dress Rehearsal →

Duration:00:30:05

Radio 40 -Time Planning

11/17/2020
Mark discusses the many benefits of time management when you enter retirement. Once your financial house is in order and you have a plan, taking the worry out of money in retirement, it’s a good idea to allocate time to doing fun and productive things. Hear about some practical time planning tips that will enhance … Continue reading Radio 40 -Time Planning →

Duration:00:30:04

Radio 39 -Stay Calm & Plan On

11/9/2020
With the uncertainty surrounding the election and the country’s political future, Mark reminds all to stay calm and stay informed. Proper planning will allow you to weather any fluctuations in leadership or the marketplace. With potential policy and tax changes ahead, it is smart to arrange for your free “Financial Physical” with South Shore Retirement Services. Have … Continue reading Radio 39 -Stay Calm & Plan On →

Duration:00:29:57

Radio 38 -Financial Physical 4

10/25/2020
Have you thought about your estate plan? Mark discusses the importance of managing the plan for a more secure future. Now would be a great time to request a free “Financial Physical” to see if it needs updating. South Shore Retirement Services can guide you through the estate planning process to ease any concerns and … Continue reading Radio 38 -Financial Physical 4 →

Duration:00:29:56

Radio 37 -Financial Physical 3

10/18/2020
Today, Mark and Jordan discuss the benefits of a South Shore Retirement Services “Financial Physical,” particularly now with so many tax changes likely to come up. Also, a look at the impact of divorce on retirement planning and important steps you can take to insure better financial outcomes for you and your children. Click here … Continue reading Radio 37 -Financial Physical 3 →

Duration:00:29:58

Radio 36 -Stuart Millard

10/11/2020
South Shore Retirement Services offers a holistic approach to retirement planning. One important facet involves team member Stuart Millard, Medicare specialist. Stu joins the podcast to talk about the 2020 Healthcare Enrollment program and how he can assist clients of Mark’s at no cost in choosing the right health options. Click here to learn more about … Continue reading Radio 36 -Stuart Millard →

Duration:00:30:00

Radio 35 -Retirement Test Ride

10/4/2020
On today’s episode learn why it’s important and enjoyable to “test ride” retirement. Mark explains that preparing a plan that protects you financially is a big part of the equation but it is not all of it. We should think about our plans, our families and how we want to spend time truly enjoying retirement. … Continue reading Radio 35 -Retirement Test Ride →

Duration:00:29:58

Radio 34 -Financial Physical 2

9/27/2020
There are many times when it makes sense to get that “Financial Physical” Mark and his team offer. Today, we discuss that and the importance of totally trusting your advisors. Trust and responsibility are the watchwords of South Shore Retirement Services. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Duration:00:30:03

Radio 33 -Financial Physical

9/20/2020
The time is right for your “financial physical.” Mark explains the importance of checking in on your planning and finances regularly to insure a safer, happier retirement. Also, why is that so many procrastinate when it comes to planning? If you do, you’re not alone and on today’s podcast you’ll learn how satisfying it can … Continue reading Radio 33 -Financial Physical →

Duration:00:29:57

Radio 32 -Second Opinion

9/14/2020
Keeping up with this year’s tax law changes and how they impact your retirement is something Mark and his team constantly focus on. Today’s podcast focuses on the importance of an objective second opinion when it comes to your financial picture. Find out how practical and easy it is to get a “financial physical” from … Continue reading Radio 32 -Second Opinion →

Duration:00:30:02

Radio 31 -Trust

9/6/2020
Mark Rowlette and his team stay on top of economic fluctuations to better assist you with your retirement strategy. On today’s podcast, a look at the benefits to some of in service distributions along with the importance of trust in any relationship concerning retirement. Click here to learn more about Mark Rowlette, founder of South … Continue reading Radio 31 -Trust →

Duration:00:30:07

Radio 30 -Staying Balanced

8/23/2020
On today’s podcast, Mark and Jordan discuss the need to plan for the post-Covid 19 environment. With tax and income fluctuations likely in everyone’s future, balanced retirement planning is the key to living happily and financially secure in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Duration:00:30:01