Coasting into Retirement

Coasting into Retirement

Gary Marriage Jr. is the President and CEO of Nature Coast Financial. Nature Coast Financial Advisors, Inc.’s mission is to develop stable retirement plans for individuals and business owners to help ensure their savings will be there when they need it. We specialize in working with retirees and those nearing retirement, and therefore focus on IRA planning, estate planning and tax efficient strategies. Gary Marriage, Jr. is the president and chief executive officer of Nature Coast Financial Advisors, Inc., an independent insurance and financial services firm based in Crystal River, Florida. He holds insurance licenses in two states. Gary was a co-author of the book, “SuccessOnomics,” which was on several Amazon best-seller lists. He has also appeared as a guest on local and national television and radio programs, as well as in a number of online and print publications. Gary has been featured in The Wall Street Journal, Bloomberg, CBS, NBC and Fox Business, among many others. Disclosure: Gary Marriage is a licensed insurance professional. Scott Greene offers insurance and investment services. Insurance products are offered through the insurance business Nature Coast Financial, Inc. Nature Coast Financial, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Nature Coast Financial, Inc are not subject to Investment Advisor requirements.

Episodes

July 21, 2025 27 mins
A good financial professional helps you reach your retirement goals. A poor one, however, can hold you back. You might say the wrong financial advice is actually worse than going it alone on your retirement.

For more information about retirement planning, visit naturecoastfinancial.com!
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Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster.

For more information about retirement planning, visit naturecoastfinancial.com!
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We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can doing – RIGHT NOW to help take back control of your financial future.

For more information about retirement planning, visit naturecoast...
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Gary gets questions each and every week about all things retirement. Let’s open our Coasting into Retirement mailbag and go over some common retirement questions.

For more information about retirement planning, visit naturecoastfinancial.com!
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When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach planning for retirement exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.

For more information about retirement planning, visit naturecoastfinancial.com!
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Many of us spend decades preparing for retirement, diligently saving and watching our account balances grow. But as retirement approaches, a significant challenge emerges—how do you actually transform those savings into reliable monthly income? It's a shift from earning a paycheck to creating your own "retirement paycheck" that needs to last a lifetime.

For more information about retirement planning, visit naturecoastfinancial.com!
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Gary gets questions each and every week about all things retirement. Let’s open our Coasting into Retirement mailbag and go over some common retirement questions.

For more information about retirement planning, visit naturecoastfinancial.com!
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We spend years of diligently saving and investing, and we feel so good about it….but the sobering reality to consider is that Uncle Sam is patiently waiting in the shadows to collect his share of every dollar you’re going to withdraw from those tax-deferred accounts! Gary Marriage is here to give solid advice on how protect your retirement savings.

For more information about retirement planning, visit naturecoastfinancial.com!
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How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple for retirement!

For more information about retirement planning, visit naturecoastfinancial.com!
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Millions of Americans’ retirement money is in something like an IRA or 401k. As a whole, U.S. retirement assets are more than $32 trillion and over half of it – over $19 trillion – is in IRAs and defined contribution plans.

For more information about retirement planning, visit naturecoastfinancial.com!
Mark as Played
We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can doing – RIGHT NOW to help take back control of your financial future.

For more information about retirement planning, visit naturecoast...
Mark as Played
April 21, 2025 27 mins
Gary gets questions each and every week about all things retirement. Let’s open our Coasting into Retirement mailbag and go over some common retirement questions.

For more information about retirement planning, visit naturecoastfinancial.com!
Mark as Played
You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money.   Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions.

For more information about retirement plann...
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April 7, 2025 27 mins
There can be so much excitement about starting a brand-new phase of life with your retirement. But if you’re relocating to your dream retirement home, downsizing to a smaller house or condo, or simply wanting to declutter for this new time of life … you’ve got to face getting rid of “stuff.”

For more information about retirement planning, visit naturecoastfinancial.com!
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In a time when growing government debt is almost certainly paving the way for higher taxes, helping ensure the protection of your retirement savings is more important than ever. How you manage the potential taxation of your nest egg could define the reality of your retirement years.

For more information about retirement planning, visit naturecoastfinancial.com!
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As you look forward to retirement, do you envision enjoying your free time, spending days with family and friends, traveling, pursuing hobbies, or doing charitable work? Or do you feel overwhelmed with worry about finances? While it's important for everyone to take charge of their financial future, women often face unique challenges that men may not.

For more information about retirement planning, visit naturecoastfinancial.com!
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March 17, 2025 27 mins
Millions of Americans’ retirement money is in something like an IRA or 401k. As a whole, U.S. retirement assets are more than $32 trillion and over half of it – over $19 trillion – is in IRAs and defined contribution plans.

For more information about retirement planning, visit naturecoastfinancial.com!
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The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them. 

For more information about retirement planning, visit naturecoastfinancial.com!
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You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size.

For more information about retirement planning, visit naturecoastfinancial.com!
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We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.

For more information about retirement planning, visit naturecoastfinancial.com!
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