Navigating Retirement

The end of the year is quickly approaching. On this episode Rick discusses important tax planning moves with looming deadlines by the end of the year. No more time to procrastinate! If these moves apply to you, take action now.

"America's Leading IRA Expert" (as named by the Wall St. Journal, CPA Ed Slott joins Rick Durkee on Navigating Retirement to discuss the importance of and specific strategies for proactive tax planning. Keep more of your retirement savings!

What do you envision your average day in retirement to consist of? This is one of the many questions you need to answer before retirement. Tune into Rick Durkee's new show this week to answer this question.

RMDs - if you have any dollars in tax-deferred retirement accounts and were born in 1949 or before, you need to be aware and likely take action to satisfy your RMD requirements soon.

For our Halloween weekend edition of the program, we are discussing some potentially scary financial topics and current events. As always, if you have questions or want to address any of the issues discussed, or your own planning concerns, contact Rick Durkee and the team at (843)735-5065  

On this episode of Navigating Retirement Rick Durkee covers sound strategies for long-term financial and retirement success. Following the strategies in this episode and available in the additional resources offered can help build for a more confident retirement.

How can we position assets to help us protect your lifestyle and financial security? What are the sources that help provide this protection throughout the different phases of our life? ease always remember Rick Durkee offers a free 1-hour complimentary review where he will answer this question and many more. Don’t delay the schedule today. Lots of great information on the show, so follow the link to check out this riveting episode. 

The market moves up.  The market goes down.  What happens if we see a big market correction in the next few years?  Savers and investors are reasonably concerned with volatility in the market. Listen as Rick Durkee covers this in his new episode.

The fear of outliving assets is real. There is a large portion of the population that lives with the real risk that the assets they have accumulated will not be enough to last all their years. Tune in as Rick Durkee helps you plan and prepare for retirement.

Listen as Rick Durkee explains the difference a CFP or a Fiduciary can make. He goes into detail about you can easily get your finances set with the help of a qualified professional who has the best interests in mind when forming your plan. To learn more tune into this week's show.