Episodes
· 24m
What Would You Do With a Windfall?
Receiving a windfall can be exciting, emotional and overwhelming, whether it comes from an inheritance, business sale, bonus or other unexpected financial event. In this episode,…
· 16m
Parents Continuing To Fund Their Adult Kids: Keeping the Bank of Mom and Dad Open
Graduation is a major milestone for young adults, but it can also be a financial turning point for their parents. In this episode, Les Stewart and Ryan Edwards discuss the growing…
· 25m
Tax Prep vs. Tax Strategy: Building a Year-Round Tax Plan for 2026
In Part 2 of our Tax Prep vs. Tax Strategy series, Ryan Edwards from Southeast Retirement Planners sits down with CPA Jamie Eckard, lead of Southeast Tax & Consulting, to break…
· 25m
Introducing Southeast Tax & Consulting: Proactive Tax Planning for 2026 and Beyond
In this episode of Southeast Retirement Planners podcast, Ryan Edwards sits down with CPA Jamie Eckard to introduce Southeast Tax & Consulting Services and kick off a new tax…
· 14m
Costs of Caring for Aging Parents
Caregiving can feel like a “silent second job.” Ryan Edwards and Les Stewart share the emotional and financial realities of caring for aging parents—and the planning steps that…
· 20m
Part 2 “Why Investors Make The Decisions They Do”
Hosts Ryan Edwards and Les Stewart discuss why investors make the decisions they do in this second of a two part series. Connect with Southeast Retirement Planners here! With so…
· 22m
Part 1 “Why Investors Make The Decisions They Do”
Hosts Ryan Edwards and Les Stewart discuss why investors make the decisions they do in this first of a two part series. Connect with Southeast Retirement Planners here! With so…
· 23m
Facing a Layoff In the Years Just Before Retirement
In this episode, Ryan and Les dive into what happens when a layoff hits just before retirement age—financially, emotionally, and logistically. This episode explores realistic…
· 34m
What Is CEPA and Why Does It Matter for Business Owners?
In this episode, Bob Fincher sits down with Ryan Edwards, for an in-depth conversation about the Certified Exit Planning Advisor (CEPA) designation—what it is, why it matters, and…
· 1h 13m
Response and Recovery is a Team Sport
This special podcast is a live audio recording from the Southeast Retirement Planners client workshop “Response and Recovery is a Team Sport” on October 19, 2023, at Moretz Mills.…
· 42m
Hal Rowe, First Talk with Hal Rowe WHKY
In this episode, Hal Rowe host of First Talk with Hal Rowe on WHKY Talk Radio joins Bob Fincher from Southeast Retirement Planners to discuss his role as host of First Talk, his…
· 43m
Charity Hand, Hospice Resale Shop
In this episode, Charity Hand joins Bob Fincher from SRP to have a discussion about her role in running the Hospice Resale Shop in Viewmont (Hickory, NC) and how that business…