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

Picture of Jeremy Finger

Updated: August 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.

More Content from Riverbend

FFF187

Finger Financial Five

Taylor Swift, Frugality, and Happiness Conversion Rate- Finger Financial Five #187

Jeremy Finger September 6, 2024

Achieve your financial goals with financial coaching

Financial Tips

Help Achieve Your Financial Goals with Financial Coaching

Jeremy Finger September 5, 2024

Understanding the difference between annuities and IRAs

Retirement Planning

Annuities and IRAs: Understanding the Potential Paths to Your Financial Future

Paul Saunders September 3, 2024

After A Death of a loved one

Blogs

Checklist After the Death of a Loved One

Paul Saunders August 27, 2024

COMPLIMENTARY RESOURCE GUIDE

The Retire Ready Checklist

Reveals the 3 things you need to know if you want to retire and stay retired.

FOLLOW US

Contact Us

PHONE

ADDRESS

1341 44th Avenue North
Suite 102
Myrtle Beach, SC
29577

Services

Resources

Privacy Policy | Disclosures | Sitemap

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Riverbend Wealth Management are separate entities.

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