In this episode, Erica Wright, financial advisor at South Shore Retirement Services, is joined by special guest Carrie Pasquarello, Co-founder and CEO of Global Secure Resources. This episode focuses on empowering listeners with eye-opening information and strategies to identify, prevent, and respond to various scams. With an industry worth billions and sophisticated tactics evolving every day, the team sheds light on how one could safeguard their finances, particularly in retirement. A particular emphasis is placed on understanding emotional triggers, common red flags, and proactive measures to protect oneself and loved ones.

Mark Rowlette, founder and president of South Shore Retirement Services, along with co-host Damon La Tanzi, discuss how the 2024 election could affect various aspects of retirement. Rather than taking a political stance, the focus is on educating listeners on what to expect from both parties and how these changes might impact their financial planning.

In this episode, Mark Rowlette and Damon La Tanzi break down different challenges that women may face in retirement planning.

In this episode, Mark and Damon discuss the past ways that people could accomplish retirement and how that affects those that are retiring now.

Discover potential tax strategies for 2025 and beyond on this episode of Retire South Shore Radio. Damon and Erica discuss how proactive planning is key.

Explore common pitfalls high net worth individuals may make in retirement planning. Including asset allocation, estate documents, healthcare costs, insurance updates, and family conversations.

In this episode, financial advisers Mark Rowlette and Erica Wright discuss strategies to help retirees make their retirement savings last their lifetime.

Navigating through retirement planning can be tricky, but that’s where a stellar financial advisor comes in. Today, Mark and Jordan will walk you through the crucial questions your advisor should be asking to make your retirement plan as personalized and effective as possible. We’re not just crunching numbers here – we're setting the stage for the retirement lifestyle of your dreams.

Inside This Episode:

1. Setting the Scene

  - Why it’s crucial to get personalized advice for retirement.

  - The big impact the right questions can have on your future.

2. Must-Ask Questions for Kickstarting Your Plan

  - Mark dives into why understanding your current financial health and future necessities lays the groundwork for any solid plan.

  - Jordan opens up about the importance of advisors grasping what you really want to do in retirement. It's not all about the money!

3. Strategizing with Your Investments

  - How to balance between growing your funds and keeping them safe.

  - Shifting gears with your investments as you approach retirement.

  - A rundown on why and how to diversify your investments tax-wise.

4. Making You Part of the Conversation

  - How advisors make sure you’re comfortable in asking questions and understanding your own financial strategies.

5. Thinking Ahead

  - Chatting through the unexpected, like health changes and planning how you’ll pass on your wealth.

6. Wrapping It Up

  - A quick recap of all that we’ve covered.

  - A nudge to get in touch with South Shore Retirement Services for a strategy session tailor-made for you.

7. Your Next Steps

  - Where to go to get more info and how to book a chat with the experts.

Tune in today for an episode packed with the insights you need to ensure you’re on the right path to a dreamy retirement. It’s all about asking the right questions and making sure your retirement plan really fits your vision for the future.

So grab your notes and get ready to think about retirement planning from a whole new angle. And remember, it’s never just about having enough money—it’s about making the most of your golden years just the way you’ve always wanted.

When a loved one passes away, it can be overwhelming and difficult to know where to begin. Financial advisers, such as Mark and Damon, are available to help during such serious situations. Dealing with a tragic loss can make it hard to focus on financial responsibilities. Having a supportive team like South Shore Retirement Services can help.

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.