Gratitude, Giving, and the Legacy You Build Along the Way

By aconard | November 19, 2025 |

How to make the most of charitable giving, family support, and estate planning this season November always seems to bring a natural pause — a time to take stock of…

Retirement Risk Factors You Might Not Be Thinking About

By rohlmanbri | October 17, 2025 |

Looking Beyond Market Volatility When most people picture retirement risks, they think about a stock market downturn. And that’s understandable — markets can be unpredictable, and volatility grabs headlines. But…

5 RMD Mistakes That Could Impact Your Retirement Plan

By rohlmanbri | September 22, 2025 |

If you’re 73 or older in 2025, Required Minimum Distributions (RMDs) are probably already on your radar. But even if you’re not there yet, understanding how they work—and ways to…

Why Planning Gets More Complex As Your Wealth Grows

By baileyheather | August 11, 2025 |

Many people assume that once they’ve reached a certain milestone — say a million dollars or more in investable assets — their financial life should feel simpler. After all, having…

What Are You Retiring To? Why the ‘Life’ Side of Retirement Matters

By baileyheather | July 1, 2025 |

For most of our working lives, we dream about retirement like it’s a finish line. The end of the long race. A time to exhale, slow down, and finally enjoy…

Preserve What You’ve Worked For: Taking the Lead in Your Financial Future

By rohlmanbri | May 30, 2025 |

You’ve spent a lifetime working hard, making smart choices, and building a life you’re proud of. Now that you’re approaching or enjoying retirement, the question isn’t just “Do I have…

Legacy: Planning for the People Who Matter Most.

By baileyheather | May 12, 2025 |

When most people hear the word legacy, they tend to picture legal documents—wills, trusts, inheritances. And while those are certainly important, legacy planning is about far more than just paperwork…

Narrator One of the biggest stressors when it comes to retirement is the obvious one. Will you ever have to worry about running out of money in retirement? Host Jordan Rich That is the key question and proper retirement planning working with the All Hands Analysis team can truly help. Here again is Mark Rowlette, founder and president of South Shore Retirement Services. Mark Rowlette (recorded) Most of our clients have a person when we meet with them, somebody who's helped them accumulate their wealth during their working lives. But distribution, going into retirement, starting to take money out of these accounts is a totally different animal. It's not just about returns. Returns are important, but strategizing on what's the best way to take this money out, how you should take it out, when you should take it out, and where you should take it from is critically important when you're transitioning into retirement. Host Jordan Rich Schedule your free 15-minute strategy call today. Just visit RetireSouthShore.com. Investment advisory services made available through AE Wealth Management LLC, AEWM. AEWM, and Seltzer Retirement Services are not affiliated companies.) Host Jordan Rich This is Jordan Rich reminding you that South Shore Retirement Services offers a number of ways to learn about a happy and safe retirement with frequent evening seminars at local fine-dining establishments. You can find the complete schedule and register for these seminars at RetireSouthShore.com. There are also regularly scheduled webinars. There's the retire South Shore Podcast series and the South Shore Retirement Services Newsletter. Information is power, and the All Hands Analysis team itself through retirement services is ready to inform, educate and reassure you in retirement. Again, visit RetireSouthShore.com. (end of prerecorded message -- music)

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