Estate Planning And Overcoming Obstacles With Meghan Barnes (Ep.13)
Release Date: 11/22/2022
4 Unique Risks To Retirement Income
The Retire Happy Podcast
Are you concerned about your retirement income? In this podcast, we will discuss the four unique risks that can affect your retirement income: sequence of return risk, longevity risk, tax risk, and expense risk. You will learn how to mitigate these risks and secure a stable financial future for your retirement years. Links to resources mentioned in the video: Social Security Blogs: Sequence of return risk chart: Timestamps: · 0:00 - Introduction · 0:16 – Number 1: Sequence of...
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The Retire Happy Podcast
Join real estate agent Greg Harrelson and Financial Advisor Jeremy Finger as they discuss everything from real estate commissions to new market trends, selling your home, and more! Gain insights from their conversation in this ever-changing market. Don't miss out on this informative and engaging conversation! Links to resources mentioned in the video: Greg Harrelson’s Website: Art Bartlett Award: Timestamps: · 0:00 - Introduction · 01:39 - Real Estate commission and what has...
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What to Do After Losing a Loved One: 21 Steps from a Financial Advisor
The Retire Happy Podcast
Losing a loved one is never easy, and it can be overwhelming to know what steps to take next. In this video, a financial advisor shares 21 practical steps to help you navigate through the process after losing a loved one. From managing finances to dealing with communication, this podcast offers valuable advice for anyone going through this difficult time. Additional Ressource Links: Riverbend’s Blogs on Social Security: Surviving Spouse Checklist: Get started today and book a FREE 15-minute meeting with a member of our team: Investment advise offered through Stratos Wealth...
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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)
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)
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)
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)
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)
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)
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: ...
info_outlineIt’s not too early to begin getting documents in order for estate planning. Is your estate plan ready?
In this episode, Jeremy Finger, CFP®, speaks with Meghan Barnes, an estate attorney, about the documents you should be thinking about when it comes to estate planning and ensuring your wishes are taken care of. Meghan goes over some of the common obstacles people face during estate planning and the available options to overcome those obstacles.
Meghan discusses:
- What documents you need to think about with regard to estate planning, to ensure your wishes are taken care of
- Some of the common obstacles people face when planning their estate, and the available options to overcome them
- What happens if someone passes away without completing any estate planning documents
- Why it’s important to ensure there’s a balance of power among potential guardians in an estate plan
- And more
Resources:
Connect with Meghan Barnes:
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:
Meghan McKoy Barnes represents clients in matters involving estate planning, probate, prenuptial agreements, and guardianship and conservatorship issues. She grew up in Boykin, South Carolina, and graduated from the University of South Carolina with a double major in Business Management and Marketing. After receiving her undergraduate degree, Meghan attended the Charleston School of Law where she focused on the area of family law. During law school, she clerked for a reputable firm and volunteered as a Guardian ad Litem for the Department of Social Services abuse and neglect cases. Meghan has been practicing since 2012 in the areas of estate planning, probate, and family law. Her experience in these areas of the law has given her a unique understanding of complex issues that can arise without careful planning.