The Retirement Playbook

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...

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. See omnystudio.com/listener for privacy information.

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 t...

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 perc...

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 new...

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 thi...

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 d...

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. T...

In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the importance of flexibility in retirement planning. They discuss how having a mix of pre-tax, after-tax, and tax-free accounts can help you avoid the "widow's penalty" and make the most of your retirement income. Jon and Kyle share real-life examples of how proactive planning can save you thousands in taxes...

In this episode of the Retirement Playbook, Jon Coughlin and Kyle Hurley sit down with Greg Munroe, founder of Munroe Morrow Wealth Management. Greg shares his 30-year journey of helping clients achieve their retirement goals through a holistic approach to financial planning. He discusses the importance of avoiding unforced errors, such as taking on too much risk, and the need for a proactive and...

In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the importance of building a well-rounded retirement portfolio. They discuss how to avoid common mistakes, such as relying too heavily on target date funds, and the dangers of highly concentrated stock positions. Jon and Kyle also share a real-life example of a client who lost over $1 million due to a lack of...

In this episode of The Retirement Playbook, hosts John Coughlin and Kyle Hurley dive into the complexities of required minimum distributions (RMDs). They discuss the importance of planning ahead, especially for those nearing retirement age, to avoid unexpected tax bills and penalties. The hosts explain how RMDs can be a "ticking time bomb" for retirees, and share strategies for managing these dist...

In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the importance of tax planning in retirement. They discuss how taxes can be a significant expense in retirement, often exceeding 20% of a retiree's income. John and Kyle share strategies to reduce tax burdens, including utilizing tax-free buckets, Roth IRAs, and tax-deferred accounts. They also emphasize the i...

Welcome to the first episode of Retirement Playbook, hosted by Jon Coughlin and Kyle Hurley of Monroe Murrow Wealth Management. In this debut episode, Jon and Kyle break down what it really takes to build a smart, personalized retirement strategy in today’s evolving financial landscape. From navigating market uncertainty to aligning your investments with long-term goals, they’ll give y...