When saving for retirement, the first step is making sure you have at least three to six months of emergency cash.

And then what?

Discover the steps to planning your retirement on this episode of the Retire Happy Podcast as Jeremy Finger, CFP® shares the basics you need to know when starting your journey into retirement.

Take notes and listen in to learn about:

• The importance of having an emergency cash fund in case of unexpected challenges

• Why you should put your savings into an interest-accruing account

• How to benefit from contributing to a health savings account/401k through your employer

• And more

Resource:

• Episode 2- Health Savings Account, Like An Extra ROTH IRA, But BETTER!

Connect with Riverbend Wealth Management:

• Riverbend Wealth Management

• 15 Minute Phone Appointment

• LinkedIn: Jeremy Finger

• Facebook: Jeremy Finger Riverbend Wealth Management

• Twitter: Jeremy Finger

Riverbend Wealth Management is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.

The firm has not compensated the guest on the podcast.

Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser the date of the broadcasts and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. All investment strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.