Jeremy Finger, CFP®, CIMA®, CEPA

@UCRdrF1BetxOXKNIkHBWjUlA - 7.1K subscribers

Hi, I’m Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA & founder of Riverbend Wealth Management. We help retirees, pre-retirees, and business owners across the Southeast navigate life’s financial turning points—from retirement planning & business exits to Social Security, income strategies, tax planning, & more. If you're ready to simplify the complex & align your money with your life, you’re in the right place. Riverbend Wealth Management is an SEC-registered investment adviser, operating in compliance with registration requirements. Information in these videos is for educational purposes only and reflects current opinions, which are subject to change with market conditions. Content is not personalized advice. Consult a professional advisor before applying strategies, as all investments carry potential risks and rewards.

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I helped 1,000 Americans retire and learned this

I helped 1,000 Americans retire and learned this Jeremy Finger, CFP®, CIMA®, CEPA

14.4K views - 1 week ago

Why Retiring with 2M-5M is the Hardest

Why Retiring with 2M-5M is the Hardest Jeremy Finger, CFP®, CIMA®, CEPA

7.9K views - 2 weeks ago

Most Retirees Miss These 4 Tax Breaks at 65 | Save Thousands

Most Retirees Miss These 4 Tax Breaks at 65 | Save Thousands Jeremy Finger, CFP®, CIMA®, CEPA

589 views - 3 weeks ago

The Tax Torpedo: Why Middle-Class Millionaires pay the MOST

The Tax Torpedo: Why Middle-Class Millionaires pay the MOST Jeremy Finger, CFP®, CIMA®, CEPA

409 views - 4 weeks ago

Give me 10 mins, and I'll show you when you should actually retire

Give me 10 mins, and I'll show you when you should actually retire Jeremy Finger, CFP®, CIMA®, CEPA

3K views - 1 month ago

Retire Early, Claim Social Security Late — Here's the Math

Retire Early, Claim Social Security Late — Here's the Math Jeremy Finger, CFP®, CIMA®, CEPA

1.7K views - 1 month ago

Retire at 60, with $1M or $2M or $3M

Retire at 60, with $1M or $2M or $3M Jeremy Finger, CFP®, CIMA®, CEPA

466 views - 1 month ago

THIS HAPPENS ONCE EVERY THREE DECADES

THIS HAPPENS ONCE EVERY THREE DECADES Jeremy Finger, CFP®, CIMA®, CEPA

51K views - 1 month ago

I'M 60 WITH $2 MILLION ALL PRE-TAX — How to Minimize Tax?

I'M 60 WITH $2 MILLION ALL PRE-TAX — How to Minimize Tax? Jeremy Finger, CFP®, CIMA®, CEPA

3.3K views - 1 month ago

6 Lies That Retires Believe (That Have Been Proven False)

6 Lies That Retires Believe (That Have Been Proven False) Jeremy Finger, CFP®, CIMA®, CEPA

778 views - 1 month ago

How to Avoid the Biggest Spending and Tax Mistakes in Retirement (Free Webinar Invite)

How to Avoid the Biggest Spending and Tax Mistakes in Retirement (Free Webinar Invite) Jeremy Finger, CFP®, CIMA®, CEPA

454 views - 1 month ago

You DONT want Early Retirement - (Try THIS Instead)

You DONT want Early Retirement - (Try THIS Instead) Jeremy Finger, CFP®, CIMA®, CEPA

372 views - 1 month ago

7 Hidden Costs of Working Nobody Talks About

7 Hidden Costs of Working Nobody Talks About Jeremy Finger, CFP®, CIMA®, CEPA

682 views - 1 month ago

What 30 Years With Retirees Taught Me

What 30 Years With Retirees Taught Me Jeremy Finger, CFP®, CIMA®, CEPA

5K views - 3 months ago

How Many Retirees Actually Have $1 Million? (It Matters less than you Think)

How Many Retirees Actually Have $1 Million? (It Matters less than you Think) Jeremy Finger, CFP®, CIMA®, CEPA

18.8K views - 3 months ago

Social Security: The Math Retirees Get Wrong

Social Security: The Math Retirees Get Wrong Jeremy Finger, CFP®, CIMA®, CEPA

54K views - 3 months ago

Retiring? Sell These Things FIRST

Retiring? Sell These Things FIRST Jeremy Finger, CFP®, CIMA®, CEPA

812 views - 3 months ago

Why $1M Growing Into $5M Hurts Your Retirement

Why $1M Growing Into $5M Hurts Your Retirement Jeremy Finger, CFP®, CIMA®, CEPA

3.9K views - 3 months ago

Why Everything Changes Once You Save $2.5M in Retirement Savings

Why Everything Changes Once You Save $2.5M in Retirement Savings Jeremy Finger, CFP®, CIMA®, CEPA

23K views - 4 months ago

Retire at 62: $2.2M Pretax + $300K Taxable-What Can I Spend?

Retire at 62: $2.2M Pretax + $300K Taxable-What Can I Spend? Jeremy Finger, CFP®, CIMA®, CEPA

902 views - 4 months ago

Why Smart Retirees Ignore the Social Security Breakeven Age

Why Smart Retirees Ignore the Social Security Breakeven Age Jeremy Finger, CFP®, CIMA®, CEPA

4.3K views - 4 months ago

Why Retirees Fail When They Plan For Taxes

Why Retirees Fail When They Plan For Taxes Jeremy Finger, CFP®, CIMA®, CEPA

922 views - 4 months ago

$1.5M, Retiring at 60 – How Much Can I Spend?

$1.5M, Retiring at 60 – How Much Can I Spend? Jeremy Finger, CFP®, CIMA®, CEPA

655 views - 5 months ago

Why Retirees Must Rethink Roth Conversions Under OBBBA

Why Retirees Must Rethink Roth Conversions Under OBBBA Jeremy Finger, CFP®, CIMA®, CEPA

744 views - 5 months ago

When Retirees See This, They Retire 10 Years Earlier - Social Security and Medicare

When Retirees See This, They Retire 10 Years Earlier - Social Security and Medicare Jeremy Finger, CFP®, CIMA®, CEPA

2.7K views - 5 months ago

The Saving Paradox: Why Most Retirees Secretly Struggle

The Saving Paradox: Why Most Retirees Secretly Struggle Jeremy Finger, CFP®, CIMA®, CEPA

1.1K views - 5 months ago

Eliminate Roth Conversions with This Capital Gains Hack

Eliminate Roth Conversions with This Capital Gains Hack Jeremy Finger, CFP®, CIMA®, CEPA

13.2K views - 6 months ago

9 Signs You’re Financially Ahead of Most Retirees

9 Signs You’re Financially Ahead of Most Retirees Jeremy Finger, CFP®, CIMA®, CEPA

150.8K views - 6 months ago

8 Purchases Retirees Say Changed Everything

8 Purchases Retirees Say Changed Everything Jeremy Finger, CFP®, CIMA®, CEPA

291.4K views - 6 months ago

7 Tests That Prove You’re Ready to Retire Today

7 Tests That Prove You’re Ready to Retire Today Jeremy Finger, CFP®, CIMA®, CEPA

5.8K views - 6 months ago

STOP Saving! It Could Be Killing Your Retirement

STOP Saving! It Could Be Killing Your Retirement Jeremy Finger, CFP®, CIMA®, CEPA

848 views - 6 months ago

Why The Age You Retire Really Matters (55 vs 65)

Why The Age You Retire Really Matters (55 vs 65) Jeremy Finger, CFP®, CIMA®, CEPA

1.6K views - 7 months ago

I’m 60 with $2.1M — How Much Can I Spend in Retirement?

I’m 60 with $2.1M — How Much Can I Spend in Retirement? Jeremy Finger, CFP®, CIMA®, CEPA

32.8K views - 7 months ago

Eliminate Roth Conversions with This Social Security Hack

Eliminate Roth Conversions with This Social Security Hack Jeremy Finger, CFP®, CIMA®, CEPA

42.5K views - 7 months ago

How to Ruin Your First 10 Years of Retirement in 220 Seconds

How to Ruin Your First 10 Years of Retirement in 220 Seconds Jeremy Finger, CFP®, CIMA®, CEPA

145.7K views - 7 months ago

401k Mistakes That Wreck Your Retirement

401k Mistakes That Wreck Your Retirement Jeremy Finger, CFP®, CIMA®, CEPA

1K views - 8 months ago

Why Retiring at 62 Could Actually Save Your Retirement

Why Retiring at 62 Could Actually Save Your Retirement Jeremy Finger, CFP®, CIMA®, CEPA

4.2K views - 8 months ago

STOP Roth Conversions! Here’s When It Backfires- And Why No One Tells You

STOP Roth Conversions! Here’s When It Backfires- And Why No One Tells You Jeremy Finger, CFP®, CIMA®, CEPA

11.8K views - 8 months ago

I’m a Retirement Planner: Here’s How to Retire at 55

I’m a Retirement Planner: Here’s How to Retire at 55 Jeremy Finger, CFP®, CIMA®, CEPA

2.9K views - 8 months ago

Why Looking POOR is Important to Retire Happy

Why Looking POOR is Important to Retire Happy Jeremy Finger, CFP®, CIMA®, CEPA

975 views - 8 months ago

I’ve Guided 1,000 Retirees — These 28 Lessons Changed Everything

I’ve Guided 1,000 Retirees — These 28 Lessons Changed Everything Jeremy Finger, CFP®, CIMA®, CEPA

287 views - 9 months ago

Every Business Owner Should Do THIS Before Retiring

Every Business Owner Should Do THIS Before Retiring Jeremy Finger, CFP®, CIMA®, CEPA

136 views - 9 months ago

This Savings Mistake Could Cost You $100,000

This Savings Mistake Could Cost You $100,000 Jeremy Finger, CFP®, CIMA®, CEPA

341 views - 9 months ago

The 5 Biggest Retirement Lies (That Could Cost You Everything)

The 5 Biggest Retirement Lies (That Could Cost You Everything) Jeremy Finger, CFP®, CIMA®, CEPA

1.9K views - 9 months ago

This Is The Perfect Age To Retire (NEW STUDY!)

This Is The Perfect Age To Retire (NEW STUDY!) Jeremy Finger, CFP®, CIMA®, CEPA

1.2K views - 10 months ago

Which Funds Should You Use First In Retirement

Which Funds Should You Use First In Retirement Jeremy Finger, CFP®, CIMA®, CEPA

928 views - 10 months ago

The SECRET Retirement Account Many Retirees MISS

The SECRET Retirement Account Many Retirees MISS Jeremy Finger, CFP®, CIMA®, CEPA

880 views - 10 months ago

This Retirement Plan Mistake Could Cost You $100,000

This Retirement Plan Mistake Could Cost You $100,000 Jeremy Finger, CFP®, CIMA®, CEPA

190 views - 10 months ago

Most Retirees Miss This Legal Tax Hack

Most Retirees Miss This Legal Tax Hack Jeremy Finger, CFP®, CIMA®, CEPA

7.4K views - 11 months ago

84% of Retirees Make This Mistake (& How To Fix It)

84% of Retirees Make This Mistake (& How To Fix It) Jeremy Finger, CFP®, CIMA®, CEPA

2.6K views - 11 months ago

Is Social Security Running out of Money?

Is Social Security Running out of Money? Jeremy Finger, CFP®, CIMA®, CEPA

256 views - 11 months ago

Retire Early? Answer These 5 Questions First

Retire Early? Answer These 5 Questions First Jeremy Finger, CFP®, CIMA®, CEPA

445 views - 11 months ago

4 Reasons you should take Social Security at 62

4 Reasons you should take Social Security at 62 Jeremy Finger, CFP®, CIMA®, CEPA

126.7K views - 11 months ago

STOP Watching Retirement Case Studies

STOP Watching Retirement Case Studies Jeremy Finger, CFP®, CIMA®, CEPA

1.1K views - 1 year ago

These 401k Mistakes Will Lose You THOUSANDS!

These 401k Mistakes Will Lose You THOUSANDS! Jeremy Finger, CFP®, CIMA®, CEPA

1K views - 1 year ago

8 Easy Steps to Save for Retirement

8 Easy Steps to Save for Retirement Jeremy Finger, CFP®, CIMA®, CEPA

177 views - 1 year ago

Simple Tax Planning Mistakes that Cost You $10k

Simple Tax Planning Mistakes that Cost You $10k Jeremy Finger, CFP®, CIMA®, CEPA

894 views - 1 year ago

A Simple Trick That Reduces Taxes and Increases Retirement Income

A Simple Trick That Reduces Taxes and Increases Retirement Income Jeremy Finger, CFP®, CIMA®, CEPA

990 views - 1 year ago

How To Avoid Capital Gains Tax (Legally!)

How To Avoid Capital Gains Tax (Legally!) Jeremy Finger, CFP®, CIMA®, CEPA

2.1K views - 1 year ago

You MUST Avoid This Retirement Income Mistake

You MUST Avoid This Retirement Income Mistake Jeremy Finger, CFP®, CIMA®, CEPA

555 views - 1 year ago