Ways to Optimize Your Retirement for 2025 Taxes

145: How to Scam-Proof Your Retirement

In this episode, Erica Wright, financial advisor at South Shore Retirement Services, is joined by special guest Carrie Pasquarello, Co-founder and CEO of Global Secure Resources. This episode focuses on empowering listeners with eye-opening information and strategies to identify, prevent, and respond to various scams. With an industry worth billions and sophisticated tactics evolving every day, the team sheds light on how one could safeguard their finances, particularly in retirement. A particular emphasis is placed on understanding emotional triggers, common red flags, and proactive measures to protect oneself and loved ones.

5 Ways the 2024 Election Could Impact Your Retirement

Mark Rowlette, founder and president of South Shore Retirement Services, along with co-host Damon La Tanzi, discuss how the 2024 election could affect various aspects of retirement. Rather than taking a political stance, the focus is on educating listeners on what to expect from both parties and how these changes might impact their financial planning.

4 Challenges Women Face in Retirement Planning, and How to Overcome Them

In this episode, Mark Rowlette and Damon La Tanzi break down different challenges that women may face in retirement planning.

The Evolution of Retirement

In this episode, Mark and Damon discuss the past ways that people could accomplish retirement and how that affects those that are retiring now.

Ways to Optimize Your Retirement for 2025 Taxes

Discover potential tax strategies for 2025 and beyond on this episode of Retire South Shore Radio. Damon and Erica discuss how proactive planning is key.