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Retire Happy Podcast: Season 2 – The Five Phases of Retirement (Ep. 5)

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Jeremy Finger
  • Updated: August 6, 2024

Planning for retirement means planning for the ‘what’ as much as the ‘how’.

In this episode, Jeremy Finger shares the five phases of retirement while focusing on the personal human aspects of retirement planning beyond the numbers.

What Is Discussed In The Five Phases Of Retirement - Podcast:

  • Why many retirees return to work
  • How leisure during retirement can be detrimental to your mental health
  • The importance of self reflection during retirement in maintaining your best life
  • The difficulties of being part of the sandwich generation
  • And more

 

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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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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.

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