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.

<p>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.</p>

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.

<p>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&mdash;not as a defensive retreat, but as an offensive play to fund your experiences and impact your family for generations.</p>

The Retirement Playbook

They Had Plenty Of Money To Retire, They Just Didn't Know It

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/ef273e79-1b12-4e09-80b7-b4ac00beb4b5/transcript