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.
The Retirement Asset That No One Wants To Spend
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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They Had Plenty Of Money To Retire, They Just Didn't Know It
In this episode of the Retirement Playbook, Kyle and Jon discuss a common scenario: a couple in their late 60s, both nurses with a combined income of over $200,000, who came to them unsure if they had enough savings to retire. Despite having a significant amount of money, they were paralyzed by fear and uncertainty. Kyle and Jon walk us through their process of helping this couple uncover their hidden risks and create a clear plan for retirement.
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Redefining Retirement: It's Not Just About the Number
In this episode, Kyle and Jon walk us through the process of helping this couple determine their retirement income number, which is not just about accumulating a certain amount of assets, but also about understanding their current take-home pay, expenses, and how retirement will change their financial situation. They also discuss the importance of painting a picture of what retirement will look like, including big-ticket items like buying a second home or traveling. By the end of the episode, the couple is confident in their financial plan and ready to enjoy their retirement.
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Redefining Retirement, One Plan at a Time
Imagine having the confidence to enjoy your retirement without stressing about your finances. A recent case study on this episode of the Retirement Playbook highlights the importance of having a comprehensive plan in place. A couple in their seventies, with a significant amount of savings, realized they needed help navigating their retirement strategy. They were taking too much risk, not enough tax planning, and were unsure about their legacy and income planning.
If you're approaching retirement or already in retirement, this episode is a must-listen. Jon and Kyle offer practical advice and insights on how to create a comprehensive retirement plan that takes into account all aspects of your financial situation. Don't miss this episode to learn how to redefine your retirement and achieve the financial freedom you deserve.
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Understanding Annuities: Separating Fact from Fiction
Are you considering an annuity for your retirement plan, but unsure if it's the right choice? This episode of The Retirement Playbook is a must-listen for anyone looking to navigate the complex world of annuities. Hosts Jon Coughlin and Kyle Hurley dive into the benefits and drawbacks of these often-misunderstood products, helping listeners separate fact from fiction and make informed decisions about their financial futures.
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Unlocking the power of your employer stock plan
This episode is all about taking control of your company stock and making the most of its potential. John and Kyle share real-life examples of how people have successfully navigated the complexities of company stock, and how having a plan in place can make all the difference. They also discuss the importance of diversifying your investments, and how to avoid the risk of having too much of your net worth tied up in one company's stock. Whether you're just starting out or nearing retirement, this episode is a must-listen for anyone who's ever wondered what to do with their company stock.
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Financial Motivation – The Hard Way Is the Right Way
Imagine working decades to save for retirement, only to have your plans derailed by the fear of running out of money. This episode of The Retirement Playbook explores the crucial topic of risk management, and how it can make or break your retirement plans. Join Kyle Hurley and his partner Greg Munroe as they discuss the common pitfalls that many people face when it comes to managing risk in their portfolios.
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