Navigating Retirement

Navigating Retirement

By Rick DurkeeBusiness
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Navigating Retirement episodes

  • 2021 EP0911 Rick Durkee Legacy Planning

    There are different ways to structure and coordinate life insurance in order to accomplish specific legacy goals, all the way from simple term insurance, to Whole Life, Universal Life, even to BOLI/SOLI, viatical settlements, or even family trusts and private foundations. Tune in as Rick Durkee pays tribute to 9-11 while helping you create a financial legacy.

    16 min
  • 2021 EP0904 - RICK DURKEE - LABOR DAY - RULES & THOUGHTS FOR RETIREMENT CONFIDENCE

    What factors lead to a healthy sense of retirement confidence? Listen and learn as Rick Durkee talks about how to build more retirement confidence. To learn more visit his Linkedin, Twitter, and Facebook where you can "Like" and Subscribe as well as download this free planning resource.

    Linkedin - https://www.linkedin.com/in/rickdurkee/

    Facebook - https://www.facebook.com/cfpgcharleston/

    Twitter - https://twitter.com/cfpgcharleston

    YouTube - https://www.youtube.com/channel/UCnhlXzDnlqYJXJyLEu1uMeQ

    22 min
  • 2021 EP0814 Rick Durkee 6 Core Issues In Retirement !!

    Listen and learn as Rick Durkee easily breakdown simple issues that the average person would go through in retirement and how they should get through the situation with this free information this could save you time and money to make sure your not breaking the retirement fund you need to live out your life.

    12 min
  • 2021 EP0724 - NAVIGATING RETIREMENT - 4 APPROACHES TO LONG TERM CARE

    Healthcare related expenses are the largest potential expense you may encounter in retirement.  Even the cost of routine care can be significant when you add it all up.  You should have a plan for how to address these possible expenses to preserve and protect yourself and your family's quality of life if they are encountered.  On this episode Rick discusses the 4 approaches to handling costs and protecting yourself, your loved ones, and your financial wellbeing.

    10 min
  • 2021 EP0710 - NAVIGATING RETIREMENT - 10 STEPS TO RETIRE

    This week your host Rick Durkee discusses the "10 Steps to Retire" and make your retirement process a little easier.   The 10 steps will help make sure you are all set with a plan of action to make sure you are ready to start your retirement with confidence.

    To Check Out More Go To His Following Social Medias

    Twitter - https://twitter.com/cfpgcharleston

    Linkedin - https://www.linkedin.com/in/rickdurkee/

    Facebook - https://www.facebook.com/cfpgcharleston

    Or you can call Rick Durkee at 

    (843) 735 - 5065

    Or visit the website 

    www.CFPGROUP.Biz

    Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

    9 min
  • 2021 EP0703 - NAVIGATING RETIREMENT - FINANCIAL INDPENDENCE

    What is your plan for financial independence? Do you intend to work a life’s career only to end up moving in with your adult children? This might sound extreme but, this is reality! Realize these are real issues that many retirees and pre-retirees not only fear, they face today. Tune in as Rick Durkee addresses these core issues and many more we may face during retirement.

    9 min
  • 2021 EP0619 - NAVIGATING RETIREMENT - ANNUITIES PT5

    On this edition of Navigating Retirement, Rick Durkee continues his overview and explanation of annuities, detailing the different types, their benefits and drawbacks, and commonly asked questions. Visit www.CFPGroup.com for the complete series or for more resources for your financial and retirement planning.

    9 min

About Navigating Retirement

From the publisher's feed

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.