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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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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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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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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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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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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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.

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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.

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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.

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