Mark Rowlette

The Money & Meaning Podcast™

Business EN ↓ 5 episodes

Join Mark Rowlette, founder of South Shore Retirement Services, and his team of financial professionals on The Money & Meaning Podcast as they break down the strategies, risks, and opportunities that matter most in retirement. Navigating the journey of retirement doesn’t have to be overwhelming. Each episode offers real-world insights on topics like income planning, taxes in retirement, health care costs, market volatility, legacy planning, and more! Whether you’re just starting to plan or already enjoying retirement, we’re here to help you preserve what you’ve worked for and feel confident ab...

Author

Mark Rowlette

Episodes

The Identity Shift: Who Are You Without The Job Title? 21.07.2025 16:44

When your career ends, who are you beyond the business card? In this episode of The Money & Meaning Podcast, Damon and Joe explore one of the most overlooked (and most emotional) parts of retirement: the identity shift. After decades of structure, status, and a clear sense of role, many retirees find themselves asking: Now what? We’ll talk about: ✅ Why this transition can feel unsettling ✅ How t...

Slam The Scam: Staying Vigilant In Retirement 21.07.2025 37:21

Retirees are being targeted by increasingly sophisticated scams—and sometimes, the warning signs aren't so obvious. This week, Mark is joined by special guest Carrie Pasquarello, CEO and co-founder of GlobalSecure, to talk about how retirees can recognize, avoid, and respond to fraud. From phishing emails to imposters posing as family members or government officials, scammers are getting smarter—b...

Turning Insurance Into Income And Impact 21.06.2025 13:25

Insurance in retirement isn’t about fear—it’s about flexibility. In this week’s episode of The Money & Meaning Podcast, Mark and Erica break down ways that tools like permanent (cash value) life insurance, annuities, and long-term care plans can support your income strategy, legacy goals, and evolving needs. ✅ What policies are worth keeping—or reconsidering ✅ Ways permanent (cash value) life in...

The Hidden Risks in Retirement Planning 17.06.2025 15:17

The Money and Meaning Podcast™ | Episode 2 – June 2025 Retirement planning isn’t just about market returns or withdrawal strategies—it’s about decision-making. And as we age, emotional and cognitive changes can quietly influence the way we handle money. In this episode, Mark Rowlette and Damon La Tanzi talk about one of the most overlooked risks in retirement: the risk of being unprepared for how...

Preserving What You've Worked For With A Retirement Spending Strategy 09.06.2025 11:38

Reaching retirement is a major milestone—but the journey doesn’t stop at the summit. What comes next is just as important: creating a smart, flexible strategy for coming down the mountain. In this episode of The Money and Meaning Podcast, Mark explores ways you can turn your nest egg into income that adapts—so you can worry less and live more. You’ll learn: ✅ Why the order of withdrawals matters...