I'm 60 with $2M. How Much Can I Spend In Retirement?

Описание: Can $2 million at 60 bring you freedom or worry? Explore simple strategies to live your best retirement.

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👉 Avoid the top 7 retirement mistakes we see most often with our free email course → https://riverbendwm.com/7-retirement-...

👉 Ready to get your retirement on track? Work with us → https://grow.riverbendwm.com/

👉 Like my approach? Learn more about the Riverbend Bridge Method: our approach to financial planning →    • What to Expect with Riverbend  

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Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA

I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry.

In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden.

We do this by providing:
→ Social Security Optimization
→ Tax Planning
→ Income Planning
→ Exit Planning for Business Owners
→ Retirement Planning
→ Estate Planning


⏱ Timestamps:
0:50 - Where to start
2:03 - Second step
5:40 - Third step
9:15 - Forth step
11:10 - What to do?

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Check out our video disclosures → https://riverbendwealthmanagement.com...