Synopsis
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
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EP20 - Navigating Retirement - The Magic of Retirement Event
05/08/2019 Duration: 28minThis 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.
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EP20 - Navigating Retirement - Social Security 2
25/07/2019 Duration: 28minThere 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 retirement.
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EP19 Navigating Retirement - Your planners plan
09/07/2019 Duration: 28minRick Durkee discuss ways for you to make sure YOUR retirement plan is YOUR plan.
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EP18 Navigating Retirement - Ed Slott Interview
01/07/2019 Duration: 28minRick Durkee talks to Ed Slott about the issues that retirees face in retirement.
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EP17 Navigating Retirement - Tax Opportunities
03/05/2019 Duration: 28minSpecial 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.