Stop Trying to Beat the Market. Start Owning It

Are you nearing retirement and wondering whether to invest in individual stocks or index funds? This episode of The Retirement Playbook delves into the world of investing, where the hosts, Jon Coughlin and Kyle Hurley, share their expertise on how to make informed decisions about your retirement po…

Year-End Planning & HowTo Make The Most Of Your Retirement Savings

As the year comes to a close, it's time to review and plan for the future. This episode of The Retirement Playbook is all about year-end planning, covering tax planning, investment planning, and goal planning for your finances. The hosts, Jon and Kyle, dive into the importance of reviewing your fin…

Are You Getting Your Money's Worth From Your Financial Advisor?

Are you paying your financial advisor for just a stockbroker service, or are you getting a true partner who helps you achieve your financial goals? In this episode of The Retirement Playbook, hosts Kyle Hurley and Jon Coughlin discuss the six key pillars that a great financial advisor should be hit…

Are You Paying More in Taxes Than You Need To?

Are you tired of feeling overwhelmed by taxes and unsure of how to reduce your tax bill? Do you wish you had a clear plan in place to ensure your loved ones can easily manage your finances if something were to happen to you? This episode of The Retirement Playbook is for you. Join Kyle Hurley and h…

The Financial Blind Spots You Don't Know You Have

Imagine being able to enjoy your retirement without worrying about running out of money or leaving a financial mess for your loved ones. This episode of The Retirement Playbook explores the importance of holistic financial planning and how it can make a significant impact on your life. From reducin…

How Much Cash Should You Have In Retirement

The Retirement Playbook is back with a crucial discussion on cash in retirement. This week, hosts Kyle Hurley and Jon Coughlin dive into the often-misunderstood topic of how much cash to keep in retirement. They share real-life examples of clients who have struggled with this very issue, and offer …

The Retirement Asset That No One Wants To Spend

As we navigate the complexities of retirement planning, one crucial aspect often gets overlooked: real estate. In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the world of real estate and its impact on retirement. They explore the intricacies of managing rea…

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 Coug…

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, explor…

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 clarit…