Saying you were retired used to have a negative connotation because it meant you were no longer able to work, but now, it is something everyone works towards and dreams of.

Why does the meaning of retirement change over time?

In this episode, Jeremy Finger talks with John Diehl, CFP®, CLU®, ChFC®, to discuss how the changing landscape and meaning of retirement can affect you in the future and provides insight about how you can adapt to these changes as they arise.

John discusses:

• What he learned about retirement at the MIT age lab
• Why the meaning of retirement has changed drastically over the past 100 years
• How your family dynamic could look different than previous generations’
• The most common myths about retirement and how you can avoid falling victim to them
• And more

Resources:

• Retire Happy Podcast: Living A Better Life Through Mindset and Fitness With Maria Angelova (Ep. 7)

Connect with John Diehl:

• Hartford Funds

Connect with Riverbend Wealth Management:

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

About Our Guest: 

John Diehl is senior vice president of applied insights for Hartford Funds. He and his team are

responsible for engaging and educating financial professionals and their clients about current

and emerging opportunities in the financial-services marketplace. These opportunities range

from tactical strategies in areas such as retirement-income planning, investment planning,

and charitable planning, to anticipating and preparing for long-term demographic and lifestyle

changes. John also oversees Hartford Funds’ relationship with the Massachusetts Institute of

Technology AgeLab. John joined the company in 1988 and was promoted to assistant vice president in 1991 and vice president in 1997. He was named senior vice president in 2007, while he led the Retirement and Wealth Consulting Group, which was responsible for building awareness and knowledge of retirement challenges and the latest planning strategies to address them. In 2012, John was named Senior Vice President, Applied Insights; in this role, he devotes his efforts to serving the needs of financial professionals and their clients.

John has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics.

John attended Moravian College in Bethlehem, Pennsylvania, where he earned a bachelor’s

degree in economics. He has been a CERTIFIED FINANCIAL PLANNERTM (CFP®) since 1991. In addition, he holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. He is also FINRA Series 6, 7, 63, and 26 registered and holds a life and variable insurance license.

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.

Don’t get yourself wrapped up in how many calories you need to burn when you go to the gym.

The goal is to establish healthy habits that you can sustain for the rest of your life. So what’s stopping you? Start moving!

In this episode, Jeremy Finger talks with Maria Angelova, a body-mind coach, founder and chief executive officer of Rebellious Intl, to provide you with some guidance on how to incorporate good fitness habits into your lifestyle. She will also help you become more aware of potential limiting beliefs that may be stopping you from living a happy, healthy and fulfilled life.

Maria discusses:

• What kind of results you can get when experiencing her training
• How you can take the first step towards fitness
• Things to think about to become more happy and physically free
• Why the type of physical movement matters and how to turn it into a enjoyable lifestyle
• And more

Resources:

• Retire Happy: Staying Optimistic During Times of High Inflation (Ep.6)
• MIND & BODY: How to Live with Positivity, Passion, & Purpose

Connect With Maria Angelova:

• (678) 358-5700
• Rebellious Studio
• LinkedIn: Maria Angelova
• LinkedIn: Rebellious Studio
• Instagram: Rebellious Intl
• Instagram: Maria Angelova
• Facebook: Rebellious Intl

Connect With Riverbend Wealth Management:

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

About Our Guest: 

Maria Angelova, MBA is a disruptor, author, body-mind expert, Pilates teacher and founder and CEO of Rebellious Intl. Maria’s mission is to empower clients to live a life of freedom, happiness and fulfillment through the power of authenticity, a strong body and a calm mind. Maria’s multi-cultural upbringing, experiences in Corporate Finance and Entrepreneurship and her tremendous personal transformation position Maria uniquely as an effective mind-body coach as well as a dynamic motivator and educator. Maria firmly believes happiness and leadership start from within. Prior to founding Rebellious Intl, Maria was a Finance Director and a professional with 17+ years of progressive corporate experience in the Telecommunications, Finance, and the Insurance industries.Born in Bulgaria, Maria moved to the United States in 1992. She graduated summa cum laude from both Georgia State University (MBA, Finance) and University of Georgia (BBA, Finance). Maria’s favorite job is being a mom to her 11-year-old daughter, Sofia. Maria enjoys learning, coaching, creating authentic connections, working out, Latin dancing, traveling, and spending time with family and friends.

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.

Right now, it is nearly impossible to escape the constant conversations about inflation whether they be on social media, the news or within your family.

In this episode, Jeremy Finger breaks down the concept of inflation and explains what is driving it, and how it could be affecting you.

Jeremy discusses:

• Looking at patterns of inflation from a historical point of view
• What is driving the current influx of inflation
• How retirees and soon-to-be retirees are being impacted by inflation
• How families can maximize their financial freedom during times of high inflation
• And more

Resources:

• Retire Happy Podcast: The Five Phases Of Retirement (Ep.5)

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.

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

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.

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

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.

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

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.

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

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.

What does living your best life today mean? 

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

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.

Jeremy Finger with Riverbend Wealth Management sits down with Scott Stafford with the Cason Group to discuss the complexities of health insurance for retirees. They discuss the insurance options available prior to Medicare and the best options for when you qualify for Medicare insurance.

View show notes »

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.

Jeremy Finger with Riverbend Wealth Management talks about how volatile markets and the media can influence people to make bad decisions, and what you can do to avoid them.

View show notes »

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.