Preserving What You've Worked For With A Retirement Spending Strategy

The Identity Shift: Who Are You Without The Job Title?

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

Slam The Scam: Staying Vigilant In Retirement

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.

Turning Insurance Into Income And Impact

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.

The Hidden Risks in Retirement Planning

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 emotion and aging can affect your financial decisions. They cover: ✔️ Emotional triggers that can derail good planning ✔️ Early signs of cognitive decline that can impact money management ✔️ Why it's crucial to plan while you're sharp and in control ✔️ How to use trusted contacts, legal documents, and annual reviews to stay supported This Episode is for anyone wondering: “How can I set myself up to stay in control of my financial life—even if life throws a curveball?” Interested in learning more? Visit https://www.southshoreretirementservices.com to schedule an introductory call or attend a live event with us today!

Preserving What You've Worked For With A Retirement Spending Strategy

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 more than you think ✅ How to structure income “buckets” for today, tomorrow, and later ✅ Ways to help preserve what you’ve worked for through smart distribution planning