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Retire Happy Podcast: Season 2 – What It Looks Like To Be A Client at Riverbend (Ep. 3)

What does it mean to be a Riverbend client? After you’ve taken the first step and met with Jeremy Finger and the Riverbend team, what does planning for the rest of your life look like?

In this episode of the Retire Happy Podcast, Jeremy Fingers digs into the entire Riverbend experience, touching on how the team works with you to see things through your eyes and help you reach your retirement goals.

Jeremy discusses:

  • The Riverbend onboarding processes
  • The kinds of communication a you can expect from Riverbend
  • How Riverbend is in the business of financial coaching
  • Navigating finances with your spouse
  • And more

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