The MESH

The Southeast Retirement Planners Podcast

55 episodes

With so much financial information and data being sent out, pushed out, and processed every day, The Southeast Retirement Planners Podcast aims to help simplify what can sometimes be complex financial situations. Located in Hickory, NC – Southeast Retirement Planners is an independent financial advisory firm that works closely with individuals and businesses to help create sustainable financial plans.The advisory team at SRP will host each episode and will routinely be joined by clients, business leaders, and other important guests. The SRP podcast will give you actionable ideas and invites you to be a part of important conversations about how to better navigate the financial landscape and how some things “beyond the balance sheet” may impact your financial success.Find out more at our website: www.SERetirementPlanners.com

Subscribe

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…