I'm 60 with $2M. How Much Can I Spend In Retirement?

Can $2 million at 60 bring you freedom or worry? Explore simple strategies to live your best retirement.

Want to work with us?

Click here to set up a 15 min phone appointment
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Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA

I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry.

In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden.

We do this by providing:
→ Social Security Optimization
→ Tax Planning
→ Income Planning
→ Exit Planning for Business Owners
→ Retirement Planning
→ Estate Planning


⏱ Timestamps:
0:50 - Where to start
2:03 - Second step
5:40 - Third step
9:15 - Forth step
11:10 - What to do?

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Check out our video disclosures → https://riverbendwealthmanagement.com...