Coming Up on CNBC: Rick Durkee Shares Strategies for Building a Confident Retirement on Moving America Forward

CHARLESTON, S.C. - EntSun -- Rick Durkee, founder and CEO of Coastal Financial Planning Group, will appear on an upcoming episode of Moving America Forward, airing nationally on CNBC as sponsored programming, to discuss the financial challenges facing individuals approaching retirement and strategies for turning accumulated savings into sustainable retirement income.

Joining host Vince Butta, Durkee will explore what he calls the "retirement red zone"—the five years leading up to retirement and the first five years afterward. During this critical period, individuals must shift their focus from accumulating wealth to creating reliable income streams that can support their desired lifestyle throughout retirement.

Durkee emphasizes the importance of developing a written retirement income plan, which he calls a "RIP plan." This approach evaluates anticipated retirement income sources against future expenses to identify potential income gaps and help retirees make informed financial decisions.

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The discussion also examines major retirement risks, including market volatility, longevity, healthcare and the possibility of withdrawing savings too quickly. Durkee explains how thoughtful planning can help individuals coordinate their income sources, determine when to begin Social Security benefits and make decisions designed to maximize benefits while minimizing taxes.

Tax-efficient retirement planning is another key topic. Durkee discusses coordinating taxable, tax-deferred and tax-free income sources across different stages of retirement, potentially helping retirees preserve more of their savings over time. He also explores how existing assets, including cash-value life insurance, may fit into a comprehensive retirement income strategy.

As founder of Coastal Financial Planning Group, Durkee is dedicated to helping clients pursue the comfortable retirement lifestyle they have worked hard to achieve. He holds the Retirement Income Certified Professional (RICP) designation and is a Life Underwriter Training Council Fellow (LUTCF). He was elected treasurer of the Better Business Bureau of the Midlands and Lowcountry for 2024.

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The episode highlights the importance of planning ahead, understanding retirement income options and establishing a coordinated financial strategy before making major retirement decisions.

Moving America Forward features entrepreneurs, innovators and business leaders who share insights and ideas designed to build awareness, educate audiences and help people make informed decisions.

Airdate: Saturday, November 8, at 7:30 a.m. ET on CNBC.

To learn more about Rick Durkee and Coastal Financial Planning Group, visit www.cfpgroup.biz.