The Retirement Playbook

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 hitting on with their clients. From organization to objectivity, these pillars are essential for making informed decisions and achieving financial peace of mind.

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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 his special guest, Chris Nash, managing partner of Nash CPAs, as they dive into the world of tax savings and financial planning.

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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 reducing taxes to estate planning, the speaker delves into real-world examples of how they've helped clients achieve their goals.

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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 practical advice on how to navigate the complexities of cash management in retirement.

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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 real estate in retirement, discussing topics such as mortgage versus no mortgage, real estate's role in retirement income planning, and the importance of considering long-term care

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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 Coughlin discuss the importance of risk management in retirement planning. They share a story about a couple who had no idea they were taking on too much risk with their investments, and how it could have derailed their retirement plans.

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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, exploring the pros and cons, and sharing real-life examples of when it makes sense and when it doesn't.

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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 clarity on their retirement plans. With a combined income of $300,000 and a goal to retire in two years, they wanted to know if they were on track..

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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.

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In this episode, Kyle and Jon walk us through the process of helping this couple determine their retirement income number, which is not just about accumulating a certain amount of assets, but also about understanding their current take-home pay, expenses, and how retirement will change their financial situation. They also discuss the importance of painting a picture of what retirement will look like, including big-ticket items like buying a second home or traveling. By the end of the episode, the couple is confident in their financial plan and ready to enjoy their retirement.

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