Many people spend decades saving for retirement only to find themselves too paralyzed by the fear of running out of money to actually enjoy it. The Retirement Playbook was created to bridge this gap, shifting the focus from mere accumulation to confident, purposeful spending and legacy building. By combining smart tax strategies with a bold new mindset, we help Greater Boston families view retirement not as a finish line, but as a starting gun for their best life. Join us as we redefine retirement—not as a defensive retreat, but as an offensive play to fund your experiences and impact your family for generations.
Stop Trying to Beat the Market. Start Owning It
Year-End Planning & HowTo Make The Most Of Your Retirement Savings
As the year comes to a close, it's time to review and plan for the future. This episode of The Retirement Playbook is all about year-end planning, covering tax planning, investment planning, and goal planning for your finances. The hosts, Jon and Kyle, dive into the importance of reviewing your finances, investments, and tax strategies to ensure you're on track for a successful retirement.
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Are You Getting Your Money's Worth From Your Financial Advisor?
Are you paying your financial advisor for just a stockbroker service, or are you getting a true partner who helps you achieve your financial goals? In this episode of The Retirement Playbook, hosts Kyle Hurley and Jon Coughlin discuss the six key pillars that a great financial advisor should be hitting on with their clients. From organization to objectivity, these pillars are essential for making informed decisions and achieving financial peace of mind.
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Are You Paying More in Taxes Than You Need To?
Are you tired of feeling overwhelmed by taxes and unsure of how to reduce your tax bill? Do you wish you had a clear plan in place to ensure your loved ones can easily manage your finances if something were to happen to you? This episode of The Retirement Playbook is for you. Join Kyle Hurley and his special guest, Chris Nash, managing partner of Nash CPAs, as they dive into the world of tax savings and financial planning.
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The Financial Blind Spots You Don't Know You Have
Imagine being able to enjoy your retirement without worrying about running out of money or leaving a financial mess for your loved ones. This episode of The Retirement Playbook explores the importance of holistic financial planning and how it can make a significant impact on your life. From reducing taxes to estate planning, the speaker delves into real-world examples of how they've helped clients achieve their goals.
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How Much Cash Should You Have In Retirement
The Retirement Playbook is back with a crucial discussion on cash in retirement. This week, hosts Kyle Hurley and Jon Coughlin dive into the often-misunderstood topic of how much cash to keep in retirement. They share real-life examples of clients who have struggled with this very issue, and offer practical advice on how to navigate the complexities of cash management in retirement.
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The Retirement Asset That No One Wants To Spend
As we navigate the complexities of retirement planning, one crucial aspect often gets overlooked: real estate. In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the world of real estate and its impact on retirement. They explore the intricacies of managing real estate in retirement, discussing topics such as mortgage versus no mortgage, real estate's role in retirement income planning, and the importance of considering long-term care
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The Biggest Risk Retirees Aren't Thinking About
Are you nearing retirement and feeling paralyzed by the fear of running out of money? You're not alone. Many people spend decades saving for retirement, only to find themselves uncertain about how to make their savings last. In this episode of The Retirement Playbook, hosts Kyle Hurley and Jon Coughlin discuss the importance of risk management in retirement planning. They share a story about a couple who had no idea they were taking on too much risk with their investments, and how it could have derailed their retirement plans.
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Should I Be Doing Roth Conversions?
Are you considering a Roth conversion, but not sure if it's right for you? This episode of The Retirement Playbook is a must-listen for anyone looking to make informed decisions about their retirement savings. Join Jon Coughlin and Kyle Hurley as they dive into the world of Roth conversions, exploring the pros and cons, and sharing real-life examples of when it makes sense and when it doesn't.
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Retirement Looks Simple And Then The Stock Market Fell 35%
Imagine being in your mid to late 60s, ready to retire, but unsure if you've saved enough. This is the reality for many people, but with the right guidance, it's possible to achieve a secure financial future. In this episode of The Retirement Playbook, we meet a couple who came to us seeking clarity on their retirement plans. With a combined income of $300,000 and a goal to retire in two years, they wanted to know if they were on track..
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