Navigating Retirement

By Rick Durkee

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

  1. 1.
    2021 EP0220 UNDERSTANDING YOUR INVESTMENT OPTIONS
    16:13
  2. 2.
    2021 EP0102 - NAVIGATING RETIREMENT - NEW YEAR FINAL
    7:14
  3. 3.
    2020 EP1219 NAVIGATING RETIREMENT - RESOLUTIONS
    7:06
  4. 4.
    2020 EP1024 NAVIGATING RETIREMENT - ROTH PART 4
    6:25
  5. 5.
    2020 EP1024 NAVIGATING RETIREMENT - ROTH PART 3
    6:11
  6. 6.
    2020 EP1017 NAVIGATING RETIREMENT - ROTH PART 2
    4:48
  7. 7.
    2020 EP1017 NAVIGATING RETIREMENT - ROTH PART 1
    6:27
  8. 8.
    2020 EP1010 NAVIGATING RETIREMENT - TAXES & THE RED ZONE
    13:17
  1. 9.
    2020 EP1003 NAVIGATING RETIREMENT - 10 STEPS TO PLANNING
    11:19
  2. 10.
    2020 EP0926 NAVIGATING RETIREMENT - THE FED & INFLATION
    19:10
  3. 11.
    2020 EP0919 NAVIGATING RETIREMENT - INCOME PLANNING GOALS AND RISK
    20:13
  4. 12.
    2020 EP912 NAVIGATING RETIREMENT - MEASURING RESULTS
    23:03
  5. 13.
    2020 EP905 NAVIGATING RETIREMENT - Money In Motion
    26:17
  6. 14.
    2020 EP719 NAVIGATING RETIREMENT - COUNTDOWN 3
    19:52
  7. 15.
    2020 EP718 NAVIGATING RETIREMENT - COUNTDOWN 2
    17:40
  8. 16.
    2020 EP717 NAVIGATING RETIREMENT - COUNTDOWN 1
    23:06
  9. 17.
    2020 EP535 NAVIGATING RETIREMENT - INVESTING OUTCOME Continue
    9:39
  10. 18.
    2020 EP534 NAVIGATING RETIREMENT - INVESTING OUTCOME
    13:39
  11. 19.
    2020 EP533 NAVIGATING RETIREMENT - DEFINED INVESTING PART 4
    21:54
  12. 20.
    2020 EP532 NAVIGATING RETIREMENT - DEFINED INVESTING PART 3
    17:02
  13. 21.
    2020 EP531 NAVIGATING RETIREMENT - DEFINED INVESTING PART 2
    16:00
  14. 22.
    2020 EP530 NAVIGATING RETIREMENT - DEFINED INVESTING PART 1
    17:17
  15. 23.
    2020 EP424 NAVIGATING RETIREMENT - NEW NORMAL
    16:47
  16. 24.
    2020 EP417 NAVIGATING RETIREMENT - INFLATION & INCOME PLANNING
    26:42
  17. 25.
    2020 EP401 NAVIGATING RETIREMENT - COVID RELIEF & SOUND STRATEGIES
    26:50
  18. 26.
    2020 EP327 NAVIGATING RETIREMENT - IMPORTANCE OF PLANNING AS COVID - 19 VOLATILITY CONTINUES
    25:31
  19. 27.
    2020 EP313 NAVIGATING RETIREMENT - COVID - 19 & VOLATILITY
    20:31
  20. 28.
    2020 EP311 NAVIGATING RETIREMENT - SECURE ACT CHANGES
    22:36
  21. 29.
    2020 EP310 NAVIGATING RETIREMENT - MARKET VOLATILITY
    22:10
  22. 30.
    2020 EP309 NAVIGATING RETIREMENT - CORONAVIRUS
    21:19
  23. 31.
    EP25 - Navigating Retirement - Financial Planning
    28:50
  24. 32.
    EP24 - Navigating Retirement - Longevity Risk
    28:50
  25. 33.
    EP23 - Navigating Retirement - Labor Day Special
    28:50
  26. 34.
    EP22 - Navigating Retirement - How to structure an Income Allocation plan
    28:50
  27. 35.
    EP21 - Navigating Retirement - Financial Markets
    28:49
  28. 36.
    EP21 - Navigating Retirement - The Magic of Retirement Event Part 2
    28:50
  29. 37.
    EP20 - Navigating Retirement - The Magic of Retirement Event
    28:50
  30. 38.
    EP20 - Navigating Retirement - Social Security 2
    28:50
  31. 39.
    EP19 Navigating Retirement - Your planners plan
    28:50
  32. 40.
    EP18 Navigating Retirement - Ed Slott Interview
    28:50
  33. 41.
    EP17 Navigating Retirement - Tax Opportunities
    28:49

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