Podcast: Play in new window | Download (Duration: 30:07 — 27.6MB) | Embed

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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 of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 29:58 — 27.4MB) | Embed

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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 Retirement Services.

Podcast: Play in new window | Download (Duration: 30:50 — 28.2MB) | Embed

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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.

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

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Five years out from retirement is an ideal time to consider five key elements for the first five years of your retirement strategy. Mark outlines what they are and how South Shore Retirement Services and the All Hands Analysis™ team takes the worry out of the process! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.