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.
Redefining Retirement, One Plan at a Time
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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The Financial Decisions That Matter Most Before Retirement
As we approach the halfway point of the year, many of us are taking stock of our finances and wondering if we're on track for a secure retirement. But what if you're in your forties or fifties and feeling overwhelmed by the prospect of planning for the future? This episode of The Retirement Playbook explores the importance of taking a step back and assessing your goals, both financial and personal, to ensure you're building the life you want in retirement.
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Building Your Retirement Income Stream
Are you ready to enjoy your retirement without worrying about running out of money? This episode of The Retirement Playbook explores the importance of creating a reliable income stream in retirement, and how to make the most of your hard-earned savings. Join hosts John and Kyle as they discuss the challenges of transitioning from a lifetime of saving to a lifetime of spending, and how to navigate the complexities of retirement income planning.
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Leveraging Your Business to Pay Less in Taxes and Build More Wealth
Are you a business owner looking to grow your wealth and reduce your tax bill? This episode of The Retirement Playbook is for you. Join Jon and Kyle as they discuss the importance of business structure, retirement planning, and succession planning in achieving your financial goals.
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The White Glove Difference: How To Implement Your Retirement Plan
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.
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Is It Worth It To Work With A Financial Advisor?
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
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How to Enjoy Your Wealth While Helping the People You Love
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?
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