So you have your retirement plan, now what?

In this episode, Jeremy Finger goes over some of the important things to think about when it comes to generating income and retirement to help you make the next right decision.

Jeremy discusses:

• Why calculating your longevity is so important when making retirement decisions

• Why the 4% rule doesn't work and how dynamic withdrawals can better suit your lifestyle

• Why who you spend your time with matters more than what you spend your time doing

• Why retirees need at least 12 months of emergency cash

• How to take money out of your retirement accounts in a tax-efficient way

• And more

Resources

• What You Need To Start Preparing For At Age 50 (Ep.17)

• Tax Planning For Retirement (Ep.10)

• How To Be Tax Efficient In Retirement (Ep.11)

Connect with Riverbend Wealth Management:

• Riverbend Wealth Management

• 15 Minute Phone Appointment

• LinkedIn: Jeremy Finger

• Facebook: Jeremy Finger Riverbend Wealth Management

• Twitter: Jeremy Finger

• [email protected]

• Call: (843) 970-1049

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.