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Retire South Shore Radio

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  • Resumen

  • The Retire South Shore Podcast was launched to help retirees and pre-retirees chart a confident retirement course. Join Mark Rowlette and the South Shore Retirement team each week as they discuss key financial topics of the day and strategies that can help those planning to start their retirement journey. Welcome to our show!
    ©2024 Retire South Shore Radio
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Episodios
  • Ways to Optimize Your Retirement for 2025 Taxes

    Ways to Optimize Your Retirement for 2025 Taxes
    Jul 16 2024

    In Episode 142 of the SSRS podcast titled "Tax Planning," hosts Jordan Rich, Damon La Tanzi, and Erica Wright from South Shore Retirement Services delve into effective tax strategies for 2025 and beyond. This insightful episode underscores the importance of proactive tax planning, hoping to equip listeners with the knowledge to maximize their financial opportunities and minimize unnecessary tax burdens.
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    26 m
  • Common Mistakes High Net-Worth Individuals Make in Retirement

    Common Mistakes High Net-Worth Individuals Make in Retirement
    Jul 2 2024

    Explore common pitfalls high net worth individuals may make in retirement planning. Including asset allocation, estate documents, healthcare costs, insurance updates, and family conversations.
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    35 m
  • Making $1 Million Last for 30 Years in Retirement

    Making $1 Million Last for 30 Years in Retirement
    Apr 9 2024

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