Navigating Retirement artwork

Navigating Retirement

19 episodes - English - Latest episode: about 1 month ago -

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

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Episodes

2020 EP424 NAVIGATING RETIREMENT - NEW NORMAL

April 29, 2020 19:41 - 16 minutes - 23 MB

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.

2020 EP417 NAVIGATING RETIREMENT - INFLATION & INCOME PLANNING

April 22, 2020 17:51 - 26 minutes - 36.6 MB

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.

2020 EP401 NAVIGATING RETIREMENT - COVID RELIEF & SOUND STRATEGIES

April 01, 2020 20:47 - 26 minutes - 36.8 MB

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.

2020 EP327 NAVIGATING RETIREMENT - IMPORTANCE OF PLANNING AS COVID - 19 VOLATILITY CONTINUES

March 27, 2020 18:31 - 25 minutes - 35 MB

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 clients.

2020 EP313 NAVIGATING RETIREMENT - COVID - 19 & VOLATILITY

March 26, 2020 18:28 - 20 minutes - 28.2 MB

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.

2020 EP311 NAVIGATING RETIREMENT - SECURE ACT CHANGES

March 26, 2020 18:24 - 22 minutes - 31 MB

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 elements of the SECURE Act and what they mean for your planning.

2020 EP310 NAVIGATING RETIREMENT - MARKET VOLATILITY

March 26, 2020 18:22 - 22 minutes - 30.4 MB

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.

2020 EP309 NAVIGATING RETIREMENT - CORONAVIRUS

March 26, 2020 18:20 - 21 minutes - 29.2 MB

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.

EP25 - Navigating Retirement - Financial Planning

October 08, 2019 19:12 - 28 minutes - 39.5 MB

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.

EP24 - Navigating Retirement - Longevity Risk

September 27, 2019 15:47 - 28 minutes - 39.5 MB

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!

EP23 - Navigating Retirement - Labor Day Special

September 06, 2019 18:50 - 28 minutes - 39.5 MB

EP23 - Navigating Retirement - Labor Day Special by Rick Durkee

EP22 - Navigating Retirement - How to structure an Income Allocation plan

August 26, 2019 14:53 - 28 minutes - 39.6 MB

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 843.735.5065

EP21 - Navigating Retirement - Financial Markets

August 19, 2019 15:18 - 28 minutes - 39.5 MB

On this episode, Rick talks about ways to protect your money from market volatility

EP21 - Navigating Retirement - The Magic of Retirement Event Part 2

August 12, 2019 18:08 - 28 minutes - 39.5 MB

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/

EP20 - Navigating Retirement - The Magic of Retirement Event

August 05, 2019 14:28 - 28 minutes - 39.5 MB

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.

EP20 - Navigating Retirement - Social Security 2

July 25, 2019 19:23 - 28 minutes - 39.5 MB

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 navigates Social Security complexities to help you achieve an ideal r...

EP19 Navigating Retirement - Your planners plan

July 09, 2019 17:55 - 28 minutes - 39.5 MB

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

EP18 Navigating Retirement - Ed Slott Interview

July 01, 2019 15:45 - 28 minutes - 39.5 MB

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

EP17 Navigating Retirement - Tax Opportunities

May 03, 2019 20:32 - 28 minutes - 39.5 MB

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.