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

Episodes

December 13, 2021 11 min

The end of the year is quickly approaching. On this episode Rick discusses important tax planning moves with looming deadlines by the end of the year. No more time to procrastinate! If these moves apply to you, take action now.

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"America's Leading IRA Expert" (as named by the Wall St. Journal, CPA Ed Slott joins Rick Durkee on Navigating Retirement to discuss the importance of and specific strategies for proactive tax planning. Keep more of your retirement savings!

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What do you envision your average day in retirement to consist of? This is one of the many questions you need to answer before retirement. Tune into Rick Durkee's new show this week to answer this question.

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RMDs - if you have any dollars in tax-deferred retirement accounts and were born in 1949 or before, you need to be aware and likely take action to satisfy your RMD requirements soon.

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For our Halloween weekend edition of the program, we are discussing some potentially scary financial topics and current events. As always, if you have questions or want to address any of the issues discussed, or your own planning concerns, contact Rick Durkee and the team at (843)735-5065  

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October 23, 2021 9 min

On this episode of Navigating Retirement Rick Durkee covers sound strategies for long-term financial and retirement success. Following the strategies in this episode and available in the additional resources offered can help build for a more confident retirement.

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How can we position assets to help us protect your lifestyle and financial security? What are the sources that help provide this protection throughout the different phases of our life? ease always remember Rick Durkee offers a free 1-hour complimentary review where he will answer this question and many more. Don’t delay the schedule today. Lots of great information on the show, so follow the link to check out this riveting episode....

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The market moves up.  The market goes down.  What happens if we see a big market correction in the next few years?  Savers and investors are reasonably concerned with volatility in the market. Listen as Rick Durkee covers this in his new episode.

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The fear of outliving assets is real. There is a large portion of the population that lives with the real risk that the assets they have accumulated will not be enough to last all their years. Tune in as Rick Durkee helps you plan and prepare for retirement.

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September 25, 2021 9 min

Listen as Rick Durkee explains the difference a CFP or a Fiduciary can make. He goes into detail about you can easily get your finances set with the help of a qualified professional who has the best interests in mind when forming your plan. To learn more tune into this week's show.

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September 11, 2021 15 min

There are different ways to structure and coordinate life insurance in order to accomplish specific legacy goals, all the way from simple term insurance, to Whole Life, Universal Life, even to BOLI/SOLI, viatical settlements, or even family trusts and private foundations. Tune in as Rick Durkee pays tribute to 9-11 while helping you create a financial legacy.

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What factors lead to a healthy sense of retirement confidence? Listen and learn as Rick Durkee talks about how to build more retirement confidence. To learn more visit his Linkedin, Twitter, and Facebook where you can "Like" and Subscribe as well as download this free planning resource.

Linkedin - https://www.linkedin.com/in/rickdurkee/

Facebook - https://www.facebook.com/cfpgcharleston/

Twitter - https://twitter.com/cfpgch...

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There are several ways you can offset retirement expenses and even increase your income throughout retirement. It starts with having sound information and making good decisions on how to generate income. Tune in as Rick Durkee helps to put your money to work for you.

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Listen and learn as Rick Durkee easily breakdown simple issues that the average person would go through in retirement and how they should get through the situation with this free information this could save you time and money to make sure your not breaking the retirement fund you need to live out your life.

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Tune into the 3 biggest expenses from Navigating Retirement hosted by Rick Durkee listen and learn as he specifically breaks down each of your biggest expenses that you will face in retirement. 

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On this episode Rick Durkee explains the 7 common financial myths that could hurt you in retirement. Tune into see if your retirement could be at risk from relying on any of these common myths.

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Healthcare related expenses are the largest potential expense you may encounter in retirement.  Even the cost of routine care can be significant when you add it all up.  You should have a plan for how to address these possible expenses to preserve and protect yourself and your family's quality of life if they are encountered.  On this episode Rick discusses the 4 approaches to handling costs and protecting yourself, your loved ...

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This week your host Rick Durkee discusses the "10 Steps to Retire" and make your retirement process a little easier.   The 10 steps will help make sure you are all set with a plan of action to make sure you are ready to start your retirement with confidence.

To Check Out More Go To His Following Social Medias

Twitter - https://twitter.com/cfpgcharleston

Linkedin - https://www.linkedin.com/in/rickdurkee/

Facebook - https://w...

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What is your plan for financial independence? Do you intend to work a life’s career only to end up moving in with your adult children? This might sound extreme but, this is reality! Realize these are real issues that many retirees and pre-retirees not only fear, they face today. Tune in as Rick Durkee addresses these core issues and many more we may face during retirement.

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On this edition of Navigating Retirement, Rick Durkee continues his overview and explanation of annuities, detailing the different types, their benefits and drawbacks, and commonly asked questions. Visit www.CFPGroup.com for the complete series or for more resources for your financial and retirement planning.

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