Navigating Retirement

2020 EP532 NAVIGATING RETIREMENT - DEFINED INVESTING PART 3


Listen Later

Part 3 of 4 In this continuing series on Defined Outcome Investing, Rick Durkee discusses how in the past, this was not available to the typical individual investor but is now available through the Coastal Financial Planning Group. While their process is easy to understand, Rick strongly suggests you listen to this podcast as there are some important details when it comes to Structured Notes and Defined Outcome Investing.
...more
View all episodesView all episodes
Download on the App Store

Navigating RetirementBy Rick Durkee