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Navigating Retirement Podcast: Peace of Mind in Uncertain Times

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October 14, 2021
9:00 am - 9:30 am
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Today's world is increasingly complex, with scary financial issues on the minds of retirement savers and investors.
There are so many factors to consider when deciding where to manage your retirement savings.
• Which way is the economy headed?
• Which securities are best?
• How are your returns doing?
• What are the tax implications for your investments?
You can't afford to be blindsided…or scared! Retirement planning is not the easiest thing to do. Whether you are planning your own retirement or helping a family member plan theirs, there are a lot of things to consider.
In my latest video episode of "Navigating Retirement," I go over the 6 areas that can have the biggest effect on your retirement planning and how to properly manage these areas, so they don’t seem as scary.
This is part one of a two-part series…

Our team is here to help you with retirement planning so you have peace of mind in your golden years. We'll work with you to find solutions for your unique situation, anywhere along the path. Finding someone to help you make the best decisions for your money is never easy, but I'm here to make it easier for you.
Are you willing to give me 15 minutes? If so, give me a call at 843-735-5065, 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 channel if you would like to watch this Podcast:
https://www.youtube.com/watch?v=tElsq-Ma-pE&feature=youtu.be
(This the same as the website link listed below, just click on that)

Or you can listen on your favorite podcast source by searching "Navigating Retirement"
Or you can listen to any or all of our podcasts on our website at www.CFPGroup.biz and navigating to the Podcast page.

10/14/2021
Coastal Financial Planning Group
78 Ashley Point Dr, Suite 201
Charleston, South Carolina 29407
Map Location
Rick Durkee
(843) 735-5065