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Mark and Jordan discuss the benefits to some of converting certain holdings to Roth IRA’s.  Plus, how a summer rise in Covid-19 cases will impact the stock market and the struggling economy, and ways that retirees can adapt and amend their planning if need be. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 30:04 — 20.7MB) | Embed

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With the Covid-19 uncertainty continuing, Mark and Jordan discuss the importance of working with a budget, knowing your timeline and planning wisely for balance in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 30:03 — 20.6MB) | Embed

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The stock market continues to undergo massive shifts and it has a lot of us rightfully worried. Mark talks with Jordan about the importance of sensible planning during volatile financial times.  He also invites people to contact South Shore Retirement Services for a no obligation “stress test,” to assess your present status and needs for a secure future. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 29:59 — 20.6MB) | Embed

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On the podcast, Mark and Jordan talk about the stress on many older workers furloughed or laid off.  Can you retire early, and should you?  What are your options? Turns out there are many things to consider. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.