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.

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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!

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.

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.