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Navigating Retirement Podcast: Filling the Income Gap

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September 2, 2021
4:00 pm - 4:30 pm
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Retirement is more than just a number—it's a lifestyle. And if you can't find the right number to meet your lifestyle, you have a problem. In other words, you have a retirement income shortfall.
The income gap is the difference between what you have now and how much money you'll need in retirement. It's the amount that your assets will need to generate for you to live comfortably.
My goal is to help clients bridge that gap by providing a comprehensive plan specifically tailored to their needs, risk appetite, and retirement outlook—and by taking the time to understand their retirement goals and overall financial situation thoroughly.
In my latest video podcast episode of “Navigating Retirement,” I'll be discussing the importance of the retirement income gap and how to fill it. We'll also shed light on why traditional methods often overlook the issue and how it puts retirees in jeopardy.
Filling your retirement income shortfall is the key to enjoying your golden years. This information should open your eyes to some virtual unknowns when it comes to your retirement. It should also give you the confidence you need to ensure your lifestyle is as stress-free as possible in retirement.
As always, I am simply a phone call away, 843-735-5065, should you need to discuss your retirement planning needs. We can have this meeting at our office, over the phone, or online, whichever works best for you.
Rick Durkee
President & Founder
Coastal Financial Planning Group
Phone: (843) 735-5065
www.cfpgroup.biz

Please visit our YouTube page by clicking the link below or copying & pasting this web address into your browser.
https://www.youtube.com/watch?v=MFaf2KOzsN4
Additionally, you can find this and all of our previous podcasts on our wbesite at www.CFPGroup.biz.

09/02/2021
Coastal Financial Planning Group
78 Ashley Point Dr, Suite 201
Charleston, South Carolina 29407
Map Location
Rick Durkee
(843) 735-5065