Retire Happy Podcast: Episode #3 – Estates Planning with Estate Attorney Meghan Barnes

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Updated: December 16, 2024

Jeremy Finger with Riverbend Wealth Management sits down with Estate Attorney Meghan Barnes to discuss the most important documents that retirees need to have and why. They also discuss the common mistakes retirees make in estate planning and how to avoid them.

Meghan M Barnes
Attorney at Law
Law Office of Meghan Barnes

Work: (843) 314-8044
Email: me****@la*********************.com
Website: www.LawOfficeofMeghanBarnes.com
Work Address: 121-A Centermarsh Lane, Pawleys Island SC 29585

Jeremy Finger

Jeremy Finger is the Founder and CEO of Riverbend Wealth Management. With a passion for finance ignited at age 12, Jeremy’s career as a financial advisor began in 1996 after graduating from the College of Charleston. A dedicated family man and community leader, Jeremy’s life is shaped by valuable lessons in relationships, perseverance, and balanced living. Through his experience and combined professional credentials, Jeremy strives to share his knowledge and wisdom with those seeking professional financial guidance.

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Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.