Episodes
· 28m
Building Community with Vicki Murray, Safe Harbor
In this episode of the Southeast Retirement Planners podcast, host Kelle Huffman is joined by Vicki Murray, CEO of Safe Harbor. Safe Harbor, a nonprofit organization located in…
· 60m
Building and Maintaining a Growing Veterinary Practice with Dr. Christine Duke, D.V.M.
In this episode of the Southeast Retirement Planners podcast, host Bob Fincher is joined by Dr. Christine Duke, D.V.M. of Animal Hospital North in Hickory, NC to discuss the…
· 21m
Managing Your Wealth in 2023
In this episode of the Southeast Retirement Planners podcast, Ryan Edwards and Les Stewart discuss managing your wealth in 2023. Topics include proactive tax planning, 2023 tax…
· 22m
Secure Act 2.0
In this episode of the Southeast Retirement Planners podcast, Ryan Edwards and Les Stewart dive into the top 10 provisions in Secure Act 2.0 with topics including: The enhancement…
· 34m
Goal Setting for the New Year
In this episode of the Southeast Retirement Planners podcast, Bob Fincher and Les Stewart discuss the important steps in navigating your goal-setting for the new year, and what…
· 37m
Everick Sullivan, Lenoir-Rhyne University Head Men’s Basketball Coach
In this episode of the Southeast Retirement Planners podcast, Everick Sullivan, the Lenoir-Rhyne University Head Men's Basketball Coach joins Ryan Edwards from SRP to discuss his…
· 1h 14m
Bill McBrayer, Recipient of the NC Long Leaf Pine Award
In this episode of the Southeast Retirement Planners podcast, host Bob Fincher is joined by Bill McBrayer a recent inductee into The Order of the Long Leaf Pine Society. Listen as…
· 44m
Benjamin Bishop, Pickleball Ambassador
In this episode, Benjamin Bishop, Pickleball Ambassador from the Foothills Pickleball Association joins Bob Fincher from SRP to discuss this rapidly emerging sport and the…
· 60m
Trent Cherry, Cherry Treesort
In this episode, Trent Cherry joins Bob Fincher from SRP to discuss his 20+ year career in NASCAR, and his more recent endeavor as the proprietor of Cherry Treesorts, a 10-unit…
· 29m
The Importance of Clarity, Personally and Professionally with Chad Hall, Stronglead
In this episode of the Southeast Retirement Planners podcast, Chad Hall of StrongLead joins Ryan Edwards from SRP to have a discussion about his organization and the importance of…
· 1h 24m
Navigating the Up’s and Down’s of Owning a Successful Small Business
In this episode, Phillip Fulbright joins Bob Fincher from SRP to have a discussion about his dry cleaning business and how it has evolved from a retail customer-based business to…
· 18m
Estate Planning 101
In this episode of The Southeast Retirement Planners podcast, hosts Les Stewart and Kelle Huffman discuss Estate Planning 101 including... estate documents, decisions to think…


