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.
Don’t Go at It Alone -- What Great Financial Advisors Actually Do
How To Invest Your Money In Retirement 101
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.
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Planning For Required Minimum Distributions
In this episode of The Retirement Playbook, hosts John Coughlin and Kyle Hurley dive into the complexities of required minimum distributions (RMDs). They discuss the importance of planning ahead, especially for those nearing retirement age, to avoid unexpected tax bills and penalties. The hosts explain how RMDs can be a "ticking time bomb" for retirees, and share strategies for managing these distributions, including qualified charitable distributions and Roth conversions. They also address common questions from listeners, providing valuable insights and advice for navigating this often-confusing topic.
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Avoiding Unnecessary Taxes In Retirement
In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the importance of tax planning in retirement. They discuss how taxes can be a significant expense in retirement, often exceeding 20% of a retiree's income. John and Kyle share strategies to reduce tax burdens, including utilizing tax-free buckets, Roth IRAs, and tax-deferred accounts. They also emphasize the importance of proactive planning and working with a financial advisor to optimize tax savings. With tax season in full swing, this episode provides valuable insights for retirees and those approaching retirement to make the most of their hard-earned savings.
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Building Your Financial Game Plan
Welcome to the first episode of Retirement Playbook, hosted by Jon Coughlin and Kyle Hurley of Monroe Murrow Wealth Management. In this debut episode, Jon and Kyle break down what it really takes to build a smart, personalized retirement strategy in today’s evolving financial landscape. From navigating market uncertainty to aligning your investments with long-term goals, they’ll give you the practical insights and frameworks you need to start planning with confidence.
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