Imagine having a team of experts working behind the scenes to ensure your financial plan is executed seamlessly. This episode of The Retirement Playbook takes you on a journey to meet the unsung heroes of financial planning, the operations team. Daria Grady, Director of Operations at Munroe Morrow Wealth Management, shares her insights on what sets successful clients apart and how her team makes the difference in their financial lives.

See omnystudio.com/listener for privacy information.

In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the age-old question: is it worth it to work with a financial advisor? With the ever-changing landscape of the financial industry, many people are left wondering if paying for professional guidance is worth the cost. But what if we told you that working with a financial advisor could add up to two to five percent to your returns each year? Sounds too good to be true? Tune in to this episode to learn more

See omnystudio.com/listener for privacy information.

This week, hosts Jon Coughlin and Kyle Hurley are joined by Matt Morrow, founder and president of Munroe Morrow Wealth Management, to discuss how to make the most of your retirement and create a lasting legacy for your loved ones. With the markets having performed exceptionally well over the past decade, many people are finding themselves with more wealth than they ever expected. But with this newfound wealth comes the question: what's next?

See omnystudio.com/listener for privacy information.

Are you worried about the future of Social Security? You're not alone. Many people are concerned about the long-term viability of this vital benefit, but the truth is, it's not going away. In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the world of Social Security, clearing up common misconceptions and providing expert advice on how to make the most of this important benefit.

Don't let fear or misinformation rule your Social Security decision. Tune in to this episode of The Retirement Playbook to learn more about this critical benefit and how to make the most of it. Call or text 617-600-5488 to connect with John and Kyle and start planning your retirement today.

See omnystudio.com/listener for privacy information.

Imagine leaving behind a legacy that's not only financially secure but also free from conflict and stress for your loved ones. This episode of the Retirement Playbook delves into the world of estate planning, where Mark Scandier, a state attorney, shares his expertise on how to protect your wealth, business, and family. From avoiding probate to creating a seamless transfer of wealth, Mark breaks down the importance of having a solid estate plan in place.

In this episode, Mark discusses the common mistakes people make when it comes to estate planning, including not having a will, hiring a firm that offers too many services, and not understanding the importance of having a trust. He also shares a personal story about a client who inherited a business and the challenges that arose when there was no clear plan in place. Mark emphasizes the need for collaboration between financial advisors, attorneys, and CPAs to ensure a smooth transition of wealth.

Mark also talks about the importance of having a buy-sell agreement and cross-purchase agreements in place, especially for business owners. He explains how these agreements can help prevent conflicts and ensure a smooth transition of ownership. Additionally, he discusses the importance of having an independent trustee and how it can benefit the family.

If you're a business owner or have a significant amount of wealth, this episode is a must-listen. Mark shares practical advice on how to protect your legacy and ensure a smooth transition of wealth to your loved ones. Don't miss this opportunity to learn from Mark's expertise and take the first step towards creating a solid estate plan. Listen to the full episode to learn more about estate planning, business succession, and family legacy.

See omnystudio.com/listener for privacy information.

In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the realities of retirement planning. They discuss how five million dollars may not be enough to sustain the lifestyle you envision, especially with rising healthcare costs and taxes. The hosts share a real-life example of a couple who thought they were set, but found themselves struggling to make ends meet. They also explore the importance of having a plan in place to address healthcare costs and taxes, and how this can make or break a retirement portfolio.

See omnystudio.com/listener for privacy information.

In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the importance of flexibility in retirement planning. They discuss how having a mix of pre-tax, after-tax, and tax-free accounts can help you avoid the "widow's penalty" and make the most of your retirement income. Jon and Kyle share real-life examples of how proactive planning can save you thousands in taxes and provide peace of mind. They also answer listener questions on topics like maximizing retirement contributions and navigating required minimum distributions.

See omnystudio.com/listener for privacy information.

In this episode of the Retirement Playbook, Jon Coughlin and Kyle Hurley sit down with Greg Munroe, founder of Munroe Morrow Wealth Management. Greg shares his 30-year journey of helping clients achieve their retirement goals through a holistic approach to financial planning. He discusses the importance of avoiding unforced errors, such as taking on too much risk, and the need for a proactive and transparent advisor. The conversation also touches on the value of building a team and creating a client-centric culture. With a focus on empowering clients to make informed decisions, Greg emphasizes the importance of taking control of one's financial future.

See omnystudio.com/listener for privacy information.

In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the importance of building a well-rounded retirement portfolio. They discuss how to avoid common mistakes, such as relying too heavily on target date funds, and the dangers of highly concentrated stock positions. Jon and Kyle also share a real-life example of a client who lost over $1 million due to a lack of diversification. They emphasize the need to understand your goals, take-home pay, and expenses to create a tailored investment plan.

See omnystudio.com/listener for privacy information.