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

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.... Read more

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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... Read more

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Rick Durkee discuss ways for you to make sure YOUR retirement plan is YOUR plan.

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Rick Durkee talks to Ed Slott about the issues that retirees face in retirement.

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Special guests Ed Slott & David Gaylor help to provide insight on how to keep more of our money, minimize taxes, and protect our income throughout retirement.

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