100 episodes

Listen to Retire South Shore Radio each week as Mark Rowlette and Jordan Rich talk about case studies where South Shore Retirement Service’s holistic approach to retirement and insurance strategies were the right solution to the problems facing retirees of today and tomorrow. They know there's a lot to consider when preparing for retirement - and that's why they take a holistic approach. they look at the whole picture and design customized insurance strategies to help meet their clients’ unique financial and lifestyle needs. - Retire well, retire south shore, because nobody should worry about money in retirement. LEARN MORE at http://podcast.retiresouthshore.com/

Retire South Shore Radio Mark Rowlette

    • Business
    • 5.0 • 2 Ratings

Listen to Retire South Shore Radio each week as Mark Rowlette and Jordan Rich talk about case studies where South Shore Retirement Service’s holistic approach to retirement and insurance strategies were the right solution to the problems facing retirees of today and tomorrow. They know there's a lot to consider when preparing for retirement - and that's why they take a holistic approach. they look at the whole picture and design customized insurance strategies to help meet their clients’ unique financial and lifestyle needs. - Retire well, retire south shore, because nobody should worry about money in retirement. LEARN MORE at http://podcast.retiresouthshore.com/

    Radio 101 -The 4 Percent Rule

    Radio 101 -The 4 Percent Rule

    Many have heard about the “Four Percent Rule,” when it comes to retirement planning. In today’s episode Mark explains the reasoning behind it and reminds listeners that there is no hard and fast rule that applies to retirement strategies. It is always his goal to match the right plan with the right people. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

    • 30 min
    Radio 100 -Now is the Time

    Radio 100 -Now is the Time

    We celebrate podcast #100 with New Year’s Greetings to all. And seeing that we have turned the calendar page to a fresh start, Mark reminds us all that there is more time to think about your future in retirement, to make decisions, to take steps to insure security and fulfillment. South Shore Retirement Services features the All Hands Analysis approach, offering the full  range of services to clients. There is no time to make plans like the present! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

    • 30 min
    Radio 99 -Welcome 2022

    Radio 99 -Welcome 2022

    We’ve turned the calendar to a New Year. Mark and Jordan discuss how effective planning in this new year will help you realize a safe and happy retirement. Laws, regulations and tax policy will likely see changes. South Shore Retirement Services and the All Hands Analysis Team will stay on top of it all for you in the coming months! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

    • 30 min
    Radio 98 -Pension Questions

    Radio 98 -Pension Questions

    Many  hardworking listeners are lucky to have pensions to help them finance their retirement.  But there are many options as to how you make best use pension money, options that can mean future growth  while minimizing big tax bites.  In today’s episode, Mark explains how South Shore Retirement Services can help you utilize your pension most  efficiently in retirement! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

    • 30 min
    Radio 97 -The Challenges with Inheritance

    Radio 97 -The Challenges with Inheritance

    Inheriting money can mean a financial  windfall for you and your family.  But there are considerations about your tax status and investment options when you come into money.  It makes sense to have a solid strategic  plan  in place to make the best use of the  inheritance.  Mark explains just how such planning works, guaranteeing peace of mind and financial security. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

    • 29 min
    Radio 96 -Do’s and Dont’s

    Radio 96 -Do’s and Dont’s

    Proper planning  can insure a financially secure, happy retirement  life for you and your family.   Mark reminds us  about some basic  “do’s and don’ts” to consider and how the “All Hands Analysis Team” at South Shore Retirement Services will help you achieve your goals! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

    • 28 min

Customer Reviews

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2 Ratings

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Really smart people . . .

. . . with really great advice on what you need to know to retire happy and healthy.

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