『The Money & Meaning Podcast™』のカバーアート

The Money & Meaning Podcast™

The Money & Meaning Podcast™

著者： Mark Rowlette
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 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 about what’s ahead. Practical guidance. Honest conversations. Insights for the journey ahead.Copyright 2025 Money & Meaning Podcast 人間関係 個人ファイナンス 個人的成功 社会科学 経済学 自己啓発
エピソード
  • The Identity Shift: Who Are You Without The Job Title?

    The Identity Shift: Who Are You Without The Job Title?
    2025/07/21
    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 to rediscover purpose outside of work ✅ What real retirees have done to find meaning again ✅ And how planning your finances with flexibility can support your new chapter
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    17 分
  • Slam The Scam: Staying Vigilant In Retirement

    Slam The Scam: Staying Vigilant In Retirement
    2025/07/21
    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—but so can you. ✔️ Learn what red flags to watch for
✔️ Hear real-life examples and expert tips
✔️ Discover steps you can take to help reduce your exposure Whether you’re protecting your own accounts or keeping a loved one safe, this conversation is full of practical insights to help you stay one step ahead.
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    37 分
  • Turning Insurance Into Income And Impact

    Turning Insurance Into Income And Impact
    2025/06/21
    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 insurance can help support your income and loved ones ✅ When to update your beneficiaries and coverage You’ve worked hard to build what you have. Let’s explore ways to help it keep working for you. Disclosure: Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing carrier.
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    13 分
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