Navigating Retirement

DEBT, CREDIT, BUDGET & INCOME – Debt, credit, budgeting, spending, and income are all major factors in building our personal financial structure and have impacts and implications on our financial situation that often times are outside of our personal control. Listen as Rick Durkee discusses this and more on this week’s episode.

TAXES (PLANNING VS FILING) – Your Social Security CAN BE taxable. Withdrawals from tax deferred accounts directly impact the likelihood that your Social Security will be taxes. Listen as Rick Durkee discusses this and more on this week’s episode.

LUCK VS PLANNING – Statistics from the DHHS show that nearly 70% of Americans will require some extended medical assistance during their lifetimes. So, is NOT addressing this possibility leaving your (and your family’s) financial stability up to luck and chance? Listen as Rick Durkee discusses luck VS planning on this week’s episode.

2021 EP0313 - NAVIGATING RETIREMENT - LUCK V PLANNING by Rick Durkee

THE COUNTDOWN ISSUES – Adding up the cost, retirement can be very expensive. This is one of the top reasons there is so much worry, and why running out of money is the biggest concern for retirees. In this week’s episode, Rick Durkee will discuss different topics that should be addressed when counting down to retirement.

THE COUNTDOWN ISSUES – While the sage wisdom that “You don’t want all your eggs in one basket” is certainly true, it also does not mean that you need a bunch of duplicate accounts spread out and scattered everywhere. This is just one topic that Rick Durkee covers on Navigating Retirement and 8 Moments To Move Your Money.

WHAT PLANNING IS ABOUT – The act of planning itself IS progress. Without doubt, there will be obstacles that stand in our way. With a plan, we can address and overcome them. Listen as Rick Durkee discusses the important of planning and why the beginning of the year is a great time to start or review your old plan on Navigating Retirement.

GETTING SAVINGS BACK ON TRACK – Don’t leave your money behind!! This is another big opportunity to take control, and there are lots of orphan and abandoned 401(k)’s. Listen as Rick Durkee discusses this topic and more on this week’s episode of Navigating Retirement.

Taxes in retirement can be an unpleasant surprise. If not carefully planned for, they can cost a lot more than many expect. Rick Durkee and his team at Coastal Financial Planning Group help clients Navigate Retirement, including identifying opportunities to control and minimize taxes.