Navigating Retirement

Navigating Retirement

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies. As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions... Show More

Episodes

Part 4 of 4 In this continuing series on Defined Outcome Investing, Rick Durkee discusses how in the past, this was not available to the typical individual investor but is now available through the Coastal Financial Planning Group. While their process is easy to understand, Rick strongly suggests you listen to this podcast as there are some important details when it comes to Structured Notes and Defined Outcome Investing.
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Part 3 of 4 In this continuing series on Defined Outcome Investing, Rick Durkee discusses how in the past, this was not available to the typical individual investor but is now available through the Coastal Financial Planning Group. While their process is easy to understand, Rick strongly suggests you listen to this podcast as there are some important details when it comes to Structured Notes and Defined Outcome Investing.
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Part 2 of 4 How can you define an "Outcome" regarding your retirement investing? Find out how Rick Durkee and his team at the Coastal Financial Planning Group help their clients establish customized goals for receiving income on their assets earmarked for retirement that are always based on the individual objectives of each client's needs.
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Part 1 of 4 How can you define an "Outcome" regarding your retirement investing? Find out how Rick Durkee and his team at the Coastal Financial Planning Group help their clients establish customized goals for receiving income on their assets earmarked for retirement that are always based on the individual objectives of each client's needs.
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There is a lot of information coming at you these days—everything from the right way to wash your hands to how far to socially distance yourself from another breathing human. And in the middle of all the information overload is your money.
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Income Planning is the process of structuring a specific, systematic plan to address retirement greatest risk: running out of money. Even if running out is not your top concern, you still probably strive to be as efficient as possible with your money, and Income Planning can help.
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Help is on the way with the passing of the CARES Act and more than $2 Trillion dollars in stimulus money, but how can you make sure your financial life is in order. Turn to Rick Durkee and the Coastal Financial Planning Group for sound financial strategies.
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How do we maintain sanity looking at the effects of the COVID-19 pandemic, especially its effects on the economy and our retirement savings & investments? Rick Durkee says the answer is having a plan in place that is opportunistic in times of growth and defensive in volatile markets. Tune in as he discusses how he, and the team from the Coastal Financial Planning Group in Charleston, structure these kinds of plans for their c...
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With the Coronavirus/COVID-19 now a full scale "Pandemic", how will the market and your retirement accounts be impacted? Are there financial strategies to protect more of what you have built and worked so hard for? Rick Durkee discusses ways to be defensive in down markets, but opportunistic in times of growth.
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With the passing of the SECURE Act, the laws pertaining to your tax-deferred retirement accounts changed. Are these changes beneficial? Are there opportunities? What do you need to know that might require you to revise your planning to make sure your dollars accomplish the goals you have for them if you want to spend, keep, and leave more of your money for your loved ones? Rick Durkee helps to highlight some of the important el...
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Structuring a financial plan to be opportunistic in times of growth and defensive during volatility is important to maintain your balance and your progress. Rick Durkee of the Coastal Financial Planning Group helps us to Navigate Retirement and navigate volatile markets.
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How should you be financially positioned with the possibility of the Coronavirus/COVID-19 impacting our economy? Rick Durkee helps to provide insight and answers for your financial and retirement planning.
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Rick Durkee goes over important questions that you should have answers to about your retirement. How an income allocation plan can help you live a stressfree retirement.
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On this episode, we go over the biggest risk in retirement...Longevity Risk. Outliving your money in retirement is the biggest fear for most retirees. The good news is that there are options available that can prevent you from running out of money! Listen Live Every Saturday Morning, 8:30 - 9:00, on News Radio 94.3 WSC, Charleston, SC or, On-Demand Right Here!
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EP23 - Navigating Retirement - Labor Day Special by Rick Durkee
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This episode is dedicated to those who are nearing retirement and need guidance on where to start planning for the next 10-20-30 years of retirement. On this program, Rick Durkee from Coastal Financial Planning Group will go over the popular strategy created by David Gaylor...Income Allocation. As always if you have any questions or would like to get more information on the topics we talk on this episode, contact us at 843.735....
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On this episode, Rick talks about ways to protect your money from market volatility
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On this episode we continue our invitation to the Magic of Retirement Event! if you would like more information please visit our site: https://www.cfpgroup.biz/
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This power-packed summit is back by popular demand and will bring you specialists that will share with you ways you can experience “magical” retirement years and what you need to know to keep your precious assets from disappearing! Featuring a magic show by world-renowned Magician and Illusionist, Bryan Saint.
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There are many aspects of Social Security that, if you don't understand your options, could cost you hundreds of thousands of dollars over retirement. This is money that you will either receive from Social Security or, have to pull from your personal retirement investments. Making an informed decision on when and how to claim Social Security can literally determine success or failure in retirement. Tune in as Rick Durkee nav...
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