Episode 138: Questions Advisers Should Ask

October 26, 2023UncategorizedAva LaVallee

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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 and long-term relationship.

Episode 137: Dealing with the Death of a Loved One

October 10, 2023UncategorizedAva LaVallee

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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 can help relieve some of the practical burdens and provide a sense of stability. In this discussion, our advisers will offer recommendations on the initial steps to take and long-term financial solutions.

Radio 136 – Losing Your Job Near Retirement

July 11, 2023Episodesretiresouthshoreradio

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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.

Radio 135 -AM I OK?

September 28, 2022Episodesretiresouthshoreradio

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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.

Radio 134 -Roth IRA’s

September 19, 2022Episodesretiresouthshoreradio

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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.

Radio 133 -Recession Protection

September 5, 2022Episodesretiresouthshoreradio

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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.

Radio 132 -Key Questions

August 23, 2022Episodesretiresouthshoreradio

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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 of South Shore Retirement Services.

Radio 131 -Avoiding Traps

August 14, 2022Episodesretiresouthshoreradio

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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.

Radio 130 -Spending More

August 7, 2022Episodesretiresouthshoreradio

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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.

Radio 129 -Misconceptions

July 31, 2022Episodesretiresouthshoreradio

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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 South Shore Retirement Services.

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