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 transparent advisor. The conversation also touches on the value of building a team and creating a client-centric culture. With a focus on empowering clients to make informed decisions, Greg emphasizes the importance of taking control of one's financial future.

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