Retire South Shore Radio

Retire South Shore Radio


Latest Episodes

Radio 128 -Changing Advisors
July 24, 2022

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. Thats certainly t

Radio 127 -DeRisk Options
July 17, 2022

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 reti

Radio 126 -Regrets in Retirement
July 10, 2022

Regrets? Who among us doesn’t have them? When it comes to retirement however, regrets are things we should seek to avoid. Mark offers reassurance and suggestions on ways to help effectively plan for a

Radio 125 -Ready for Retirement
July 03, 2022

If you’ve thought about retiring it’s a good idea to ask yourself “Am I ready?”  That’s an important question and although the answers vary from person to person. Mark is here today to explain what yo

Radio 124 -401 K Questions
June 26, 2022

With the ups, downs and uncertainty with the current economy, Mark discusses the importance of effective planning when it comes to your 401K’s. There are many options available that allow people in re

Radio 123 -The Income Stream
June 19, 2022

With concerns over the state of the economy and the impact on savings, remember that your retirement  holdings should not be defined as a “lump sum.” Mark explains that effective planning and coordina

Radio 122 -Market Jitters
June 12, 2022

It’s reasonable to be concerned about the shaky economy and the up and down market.  Mark addresses his clients’ concerns and puts retirement planning in perspective.   Now is not the time to panic, b

Radio 121 -The Retirement Evolution
June 05, 2022

The retirement vista has changed greatly over the years. In this episode of Retire South Shore Radio, Mark takes a look at the evolution of the pension system, the current impact of social security be

Radio 120 -“MAXIMIZING TAX BENEFITS”

May 29, 2022

On today’s episode, Mark reviews the very latest tax updates and changes that will affect retirees in the near future. From long term capital gains to changing tax bracket status, so much of your safe

Radio 119 -Secure Act 2.0
May 22, 2022

On today’s episode Mark runs down proposed updates to the Secure Act that brought sweeping change to the retirement sector.  There are more things to consider in the proposed legislative changes that