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Brewed Insights: A Coffee with Riverbend Chat

The Retire Happy Podcast

Release Date: 02/29/2024

Brewed Insights: A Coffee with Riverbend Chat show art Brewed Insights: A Coffee with Riverbend Chat

The Retire Happy Podcast

Pull up a chair and pour yourself a fresh cup of coffee! You're about to join an enlightening conversation that's brewed to perfection, featuring a blend of market insights, personal finance strategies, and estate planning wisdom. Coffee with Riverbend is where your financial curiosities meet correct answers in a friendly, engaging atmosphere. 📊 What's on the Menu? In this episode, we're diving deep into topics that touch the core of our financial well-being and future security: Rate Cuts: Travis Smythe untangles the complex interplay between Federal decisions, market expectations, and...

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24 Inspiring Quotes From Charlie Munger (Ep. 24) show art 24 Inspiring Quotes From Charlie Munger (Ep. 24)

The Retire Happy Podcast

We all know about Warren Buffett's incredible success in investing, but have you heard of Charlie Munger?    He's been a major force behind the success of Berkshire Hathaway, and we've got some of his most inspiring quotes to share.    In this episode, Jeremy Finger, CFP® shares 24 inspiring quotes from the book Poor Charlie's Almanack, written by Charlie Munger. Listen in as Jeremy talks about the importance of avoiding impulsive investment decisions and being open to learning new things.   Gain insight into:   The importance of waiting and avoiding impulsive...

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Saving for Retirement, Part 2: After You Plan (Ep. 23) show art Saving for Retirement, Part 2: After You Plan (Ep. 23)

The Retire Happy Podcast

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...

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Saving for Retirement, Part 1: Where to Start (Ep. 22) show art Saving for Retirement, Part 1: Where to Start (Ep. 22)

The Retire Happy Podcast

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...

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Why It’s Important To Have A Fiduciary Financial Advisor (Ep. 21) show art Why It’s Important To Have A Fiduciary Financial Advisor (Ep. 21)

The Retire Happy Podcast

Fiduciaries have a legal obligation to act in your best interest. Today, we’re diving into why fiduciaries are so important in the financial world.   In this episode, Jeremy Finger, CFP®, covers everything about financial fiduciaries. He explains what a fiduciary is, why it’s an important quality in a financial advisor, and how to tell if a financial advisor is a true fiduciary.   Jeremy discusses:   What a fiduciary is and why it’s important to have a fiduciary financial advisor What the 4 different types of financial advisors are What to look for when choosing a...

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A Retirement Home Buyer’s Guide with Greg Harrelson (Ep. 20) show art A Retirement Home Buyer’s Guide with Greg Harrelson (Ep. 20)

The Retire Happy Podcast

Many people want to downsize or buy a second home when they retire, but what things do they need to think about before they purchase real estate?   In this episode, Jeremy Finger, CFP®, talks about things to consider when buying real estate in retirement with Greg Harrelson, the owner of Century 21 Harrelson Group.   Greg discusses:   What questions he asks home buyers when assessing the next steps in the purchasing process The available options for people moving from up north down to Myrtle Beach How to overcome complications of buying a home in South Carolina when...

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What The Secure Act 2.0 Means For Those 50+ or Retired (Ep.19) show art What The Secure Act 2.0 Means For Those 50+ or Retired (Ep.19)

The Retire Happy Podcast

Have you heard of the Secure Act 2.0?   In this episode, Jeremy Finger, CFP®, goes over the Secure Act 2.0 and focuses on the important changes that affect those over 50 years old and those who are retired.   Jeremy discusses:   What the benefits are of the Secure Act 2.0 for retirees The increased maximum for 401(k) catch-up contributions What changes have been made to converting finances in 529 plans to the beneficiary’s Roth IRA The different benefits between itemized deductions and a qualified charitable distribution (QCD) And more   Resources:   ...

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Helping You Think About The Next Level Of Estate Planning With Tripp Wiles (Ep.18) show art Helping You Think About The Next Level Of Estate Planning With Tripp Wiles (Ep.18)

The Retire Happy Podcast

Have you fully planned your estate, did you consider everything you need to? A lot of people overlook important aspects of their estate. In this episode, Jeremy Finger, CFP®, speaks with Tripp Wiles, an Attorney, and Counselor at Law of a full-service Estate, Tax, and Business Planning firm, Wiles Law. Tripp shares how he helps people think about the next level of estate planning and discusses a number of considerations you should think about when the time comes to plan your estate. Tripp discusses: How he helps people think about the next level of estate planning What the spousal tax...

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

The Retire Happy Podcast

If you’re nearing 50, you need to start preparing for retirement. In this episode, Jeremy Finger, CFP®, talks about how you can get started and what you need to get in order before you retire. He talks about the importance of making full use of the retirement plans you have available, health savings accounts, 401k matching, paying down debt, and living within your means. Jeremy discusses: Why goal-setting is important when planning for retirement Tackling debt before retirement The 401k contribution being increased in 2023 The benefits of a health savings account And more Connect with...

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The Value of Customer Service and Small Banks With David Anderson (Ep.16) show art The Value of Customer Service and Small Banks With David Anderson (Ep.16)

The Retire Happy Podcast

Not many people know about the options available to them when working with a smaller local bank compared to larger financial institutions. In this episode, Jeremy Finger, CFP®, speaks with David Anderson, president and CEO from the Anderson Brothers Bank in Mullins, South Carolina. He talks about the differences between small banks and other larger banking institutions from a consumer perspective. They discuss the crazy interest environment and what David thinks might happen in the near future.  David discusses: The crazy interest environment we’re currently dealing with and what...

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More Episodes

Pull up a chair and pour yourself a fresh cup of coffee! You're about to join an enlightening conversation that's brewed to perfection, featuring a blend of market insights, personal finance strategies, and estate planning wisdom. Coffee with Riverbend is where your financial curiosities meet correct answers in a friendly, engaging atmosphere.

📊 What's on the Menu? In this episode, we're diving deep into topics that touch the core of our financial well-being and future security:

  • Rate Cuts: Travis Smythe untangles the complex interplay between Federal decisions, market expectations, and what it means for your investments.
  • Inflation Trends: Discover whether inflation is cooling off or persisting, and how this impacts your purchasing power and savings.
  • Asset Protection in SC: Tripp Wiles shares his legal expertise on safeguarding your assets, highlighting the nuances of South Carolina laws.
  • Estate Planning Insights: Learn about common pitfalls in estate planning and proactive steps to avoid them, ensuring your legacy is secured.
  • Looking Ahead: Get ahead of upcoming changes in law and finance, preparing yourself and your estate for the future.

 

📢 Meet Our Speakers:

Travis Smythe, CFA®, CIPM Portfolio Manager & Committee Member

📧 Email: [email protected]

📞 Phone: (440) 505-5702

 

Tripp Wiles Attorney and Counselor at Law, Chief Executive Officer at Wiles Law 

📧 Email: [email protected]

📞 Phone: 843-718-0232

 

📢 Meet The Host:

Jeremy Finger Founder and CEO of Riverbend Wealth Management 

📧 Email: [email protected]

📞 Phone: 843-970-1049