Navigating Retirement

Navigating Retirement

www.cfpgroup.biz
Since 2003, The Coastal Financial Planning Group …


2020 EP424 NAVIGATING RETIREMENT - NEW NORMAL
Apr 29 • 16 min
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
Apr 22 • 26 min
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…
2020 EP401 NAVIGATING RETIREMENT - COVID RELIEF & SOUND STRATEGIES
Apr 1 • 26 min
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…
2020 EP327 NAVIGATING RETIREMENT - IMPORTANCE OF PLANNING AS COVID - 19 VOLATILITY CONTINUES
Mar 27 • 25 min
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…
2020 EP313 NAVIGATING RETIREMENT - COVID - 19 & VOLATILITY
Mar 26 • 20 min
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…
2020 EP311 NAVIGATING RETIREMENT - SECURE ACT CHANGES
Mar 26 • 22 min
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…
2020 EP310 NAVIGATING RETIREMENT - MARKET VOLATILITY
Mar 26 • 22 min
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…
2020 EP309 NAVIGATING RETIREMENT - CORONAVIRUS
Mar 26 • 21 min
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
Oct 8, 2019 • 28 min
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
Sep 27, 2019 • 28 min
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…
EP23 - Navigating Retirement - Labor Day Special
Sep 6, 2019 • 28 min
EP23 - Navigating Retirement - Labor Day Special by Rick Durkee
EP22 - Navigating Retirement - How to structure an Income Allocation plan
Aug 26, 2019 • 28 min
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…
EP21 - Navigating Retirement - Financial Markets
Aug 19, 2019 • 28 min
On this episode, Rick talks about ways to protect your money from market volatility
EP21 - Navigating Retirement - The Magic of Retirement Event Part 2
Aug 12, 2019 • 28 min
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
Aug 5, 2019 • 28 min
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…
EP20 - Navigating Retirement - Social Security 2
Jul 25, 2019 • 28 min
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…
EP19 Navigating Retirement - Your planners plan
Jul 9, 2019 • 28 min
Rick Durkee discuss ways for you to make sure YOUR retirement plan is YOUR plan.
EP18 Navigating Retirement - Ed Slott Interview
Jul 1, 2019 • 28 min
Rick Durkee talks to Ed Slott about the issues that retirees face in retirement.
EP17 Navigating Retirement - Tax Opportunities
May 3, 2019 • 28 min
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.