Podcast: Play in new window | Download (Duration: 29:57 — 27.4MB) | Embed

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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 plan for the future. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 29:58 — 20.6MB) | Embed

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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 to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 30:01 — 27.5MB) | Embed

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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 Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 29:58 — 20.6MB) | Embed

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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. South Shore Retirement Services can show you how. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.