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 portfolio. With a focus on protecting your savings and outlasting your retirement, they discuss the importance of diversification and the risks associated with individual stocks.

 

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 portfolio. With a focus on protecting your savings and outlasting your retirement, they discuss the importance of diversification and the risks associated with individual stocks.
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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.

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.

The Retirement Playbook

Stop Trying to Beat the Market. Start Owning It

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/c602894b-67c1-4be9-bb1b-b4f2010c9556/transcript