CHARLESTON, S.C. - s4story -- We are thrilled to announce that our next guest is Rick Durkee, the founder and CEO of Coastal Financial Planning Group in Charleston, South Carolina. Rick is a seasoned radio host, podcaster, and author who has earned numerous accolades within the financial industry. Since founding his firm in 2003, he has dedicated his career to helping retirees and those nearing retirement secure their futures through tactical wealth management and robust financial planning strategies.

As a specialist in wealth allocation and distribution, Rick helps clients develop a comprehensive decision-making process to optimize their financial choices. His expertise, backed by his Retirement Income Certified Professional (RICP) and Life Underwriter Training Council Fellow (LUTCF) designations, allows him to guide clients through optimizing Social Security benefits, transitioning 401(k)s into self-directed IRAs, and navigating Medicare and long-term healthcare risks. Rick recently sat down with industry expert Tom Hegna to discuss innovative strategies for achieving a better retirement.

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We invite you to view a sneak peek of Rick's national interview, which is scheduled to air on CNBC this Saturday, December 20th, at 10:00 am EST. This sponsored content aims to build greater financial awareness for those planning their retirement years.

https://www.youtube.com/watch?v=iKn3TNQhA9s



You do not want to miss this episode!

Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way. His  goal is to equip listeners with practical tips and information to make smarter financial decisions.

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Rick Durkee, is the Founder and CEO of Coastal Financial Planning Group and holds the Retirement Income Certified Professional (RICP) designation and is a Life Underwriter Training Council Fellow (LUTCF). He was elected as the 2024 Treasurer for the Better Business Bureau (BBB) of the Midlands and Lowcountry.

The sooner you establish an efficient financial path, the more you will be able to significantly increase the impact of your retirement income.

The episode will air on CNBC this Saturday, December 20th, at 10:00 am EST.

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