The Retire Happy Podcast

Planning for retirement means planning for the ‘what’ as much as the ‘how’.

In this episode, Jeremy Finger shares the five phases of retirement while focusing on the personal human aspects of retirement planning beyond the numbers.

Jeremy discusses:

• Why many retirees return to work
• How leisure during retirement can be detrimental to your mental health
• The importance of self reflection during retirement in maintaining your best life
• The difficulties of being part of the sandwich generation
• And more

Resources:

• Lynda.com
• Khan Academy

Connect with Riverbend Wealth Management:

• Riverbend Wealth Management
• 15 Minute Phone Appointment
• Linkedin: Jeremy Finger
• Facebook: Jeremy Finger Riverbend Wealth Management
• Twitter: Jeremy Finger

What do you know about Social Security and how do you plan on using it in retirement?

In this episode, Jeremy Finger talks about Social Security, how to decide when the right time is for you to withdraw it, how you can take it out, and so much more.

Jeremy discusses:

• Discovering what age is best for you to take out Social Security
• The dozens of ways you can claim Social Security
• How your Social Security is calculated
• How Social Security can affect older generations in your family
• And more

Resources:

• Retire Happy: What It Looks Like To Be a Client at Riverbend (Ep. 3)

Connect With Riverbend Wealth Management:

• Riverbend Wealth Management
• 15 Minute Phone Appointment
• Linkedin: Jeremy Finger
• Facebook: Jeremy Finger Riverbend Wealth Management
• Twitter: Jeremy Finger

What does it mean to be a Riverbend client? After you’ve taken the first step and met with Jeremy Finger and the Riverbend team, what does planning for the rest of your life look like? 

In this episode of the Retire Happy Podcast, Jeremy Fingers digs into the entire Riverbend experience, touching on how the team works with you to see things through your eyes and help you reach your retirement goals.

Jeremy discusses:

• The Riverbend onboarding processes
• The kinds of communication a you can expect from Riverbend
• How Riverbend is in the business of financial coaching
• Navigating finances with your spouse 
• And more

Connect with Riverbend Wealth Management:

• Riverbend Wealth Management
• 15 Minute Phone Appointment
• Linkedin: Jeremy Finger
• Facebook: Jeremy Finger Riverbend Wealth Management
• Twitter: Jeremy Finger

A lot of times people are apprehensive about reaching out to somebody in financial services. 

But you don’t have to be! 

In this episode, Jeremy Finger walks through what reaching out entails. He takes listeners through the process step by step to help you understand what you can expect and how to start living your best life today.

Jeremy discusses:

• How to set up a complimentary 15 minute appointment
• The opportunity all listeners have to call in with any questions with no strings attached
• How Riverbend works to see the world through your eyes
• How calling out has the ability to change your life today
• And more

Connect with Riverbend Wealth Management:

• Riverbend Wealth Management
• 15 Minute Phone Appointment
• Linkedin: Jeremy Finger
• Facebook: Jeremy Finger Riverbend Wealth Management
• Twitter: Jeremy Finger
  
  

Well, to Jeremy Finger, CFP®, CIMA®, CRPC®, CEO and founder of Riverbend Wealth Management, helping you live your best life is the definition of success. It’s what gets him out of bed every morning and it’s the driving force behind Riverbend. 

In the inaugural episode of the Retire Happy Podcast, Jeremy Finger, CFP®, CIMA®, CRPC®, shares intimate stories to help you understand who he is, why he founded Riverbend Wealth Management, and how Riverbend can help you live your best life today. 

Jeremy discusses:

• Why he decided to pursue a career in financial services
• The reason he founded Riverbend Wealth Management  
• His financial philosophy and his personal heroes
• The importance of finding peace on a regular basis
• And more

Resources:

• What is a CFP? (Investopedia)

Connect with Riverbend Wealth Management:

• Riverbend Wealth Management
• 15 Minute Phone Appointment
• LinkedIn: Jeremy Finger
• Facebook: Jeremy Finger Riverbend Wealth Management
• Twitter: Jeremy Finger

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Jeremy Finger with Riverbend Wealth Management discusses the first chapter of the book, Psychology of Money. Learn the common financial mistakes people make and what you can do to avoid them. Learn two or three specific steps to help you make better decisions with money.

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