Category Archives: Episodes

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.

Radio 128 -Changing Advisors

July 24, 2022Episodesretiresouthshoreradio

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It is a good idea to check in with your financial advisor(s), to make sure the fit is right and they continue to have your best interests in mind when providing investment advice. That’s certainly true when it comes to retirement planning. Today Mark outlines he reasons why you should request a review or possibly move on from an advisory team and what issues to consider going forward.

Radio 127 -DeRisk Options

July 17, 2022Episodesretiresouthshoreradio

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Life offers many benefits but as we know there are also risks. This is certainly true when it comes to retirement. Today Mark offers suggestions on ways to lessen financial risks when you do your retirement planning.

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