All posts by retiresouthshoreradio

Radio 28 -A Steady Stream



Now that the tax deadline has passed, it’s the perfect time to assess how you’re doing with your portfolio and investigate ways to ensure your steady stream of retirement income. Mark shares helpful reminders and lets us know what we should be examining during these challenging times. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.


Radio 27 -A Check Under the Hood



Mid-summer, particularly with the July 15th tax deadline come and gone, is an ideal time to “check under the hood” when it comes to retirement plans in place or those to come.
Mark reminds us all about what to focus on, how to best maximize and protect income, and the importance of revisiting estate plans and tax options at this time of year. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.


Radio 26 -Present & Future Income



Mark and Jordan discuss the importance of receiving an objective review of present and future income when considering retirement. South Shore Retirement Services offer no-obligation free consultations, with no agenda other than presenting people with the truth about their finances as well as offering custom tailored options. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.


Radio 25 -When to Retire



Today’s episode tackles a growing dilemma for many nearing retirement.   Do I continue working for another few years or less?  Or do I retire early to avoid health risks and other considerations in the era of Covid-19?  Mark addresses this issue and the question of spending—why for many retirees it is safe and smart to spend money on things they want, assuming their stream of income is protected.  Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.


Radio 24 -Independence Day



On a special Independence Day episode, Mark welcomes his in-laws Sue and Rich to discuss the impact Covid-19 has had on their lives as well as their retirement portfolios.  They share a story of the careful planning for their retirement and the confidence they have that their finances are secure, despite the uncertainty around us. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.


Radio 23 -The Summer Plan



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.


Radio 22 -Budget & Timeline



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.


Radio 21 -Stress Test



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.


Radio 20 -Early Retirement



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.


Radio 19 -Tax Concerns in Retirement



Mark tackles some of the important questions people have about taxes in retirement and options available to better protect your income. Also covered are questions answered at the recent South Shore Retirement Webinar. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.