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

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Episodes

  • · 22m

    Back to College Finance Discussions

    In this episode of The Southeast Retirement Planners podcast, hosts Ryan Edwards and Les Stewart discuss important conversations that parents and children should have before…

  • · 24m

    Gauging the Economy with Michael Cole, CFP, CFS

    In this episode of The Southeast Retirement Planners podcast, host Les Stewart is joined by guest Michael Cole, CFP, CFS who shares his latest assessment of key economic…

  • · 12m

    Women and Financial Strategies

    In this episode of The Southeast Retirement Planners podcast, your hosts Les Stewart and Kelle Huffman discuss Financial Strategies that Women should be considering in each stage…

  • · 14m

    Important Birthdays Over 50

    In this episode of The Southeast Retirement Planners podcast, your hosts Ryan Edwards and Les Stewart discuss important birthdays that will impact your financial planning. With so…

  • · 23m

    Bulls, Bears, Recession and Depression

    In this episode of The Southeast Retirement Planners podcast, hosts Ryan Edwards and Les Stewart discuss what investors should expect during bear and bull markets, as well as…

  • · 29m

    Managing Wealth in 2022

    In this episode of the Southeast Retirement Planners Podcast, Ryan Edwards and Les Stewart discuss managing wealth in 2022 with topics that include interest rate changes,…

  • · 25m

    Social Security Benefits

    In this episode of the Southeast Retirement Planners Podcast, Ryan Edwards and Les Stewart discuss individuals' specific options when navigating Social Security Benefits. With so…

  • · 22m

    Student of the Market

    In this episode hosts Ryan Edwards and Les Stewart from Southeast Retirement Planners discuss being a Student of the Market. The four areas of conversation in this edition…

  • · 22m

    Economic Review & 2022 Outlook

    Ryan Edwards and Les Stewart of Southeast Retirement Planners give an economic recap of 2021 and discuss what can be expected in 2022. With so much financial information and data…

  • · 1h 4m

    Creating Wellness with Fran Paradine

    In this episode, Fran Paradine joins Bob Fincher from Southeast Retirement Planners to discuss her business, Incredible Edibles, how it came to be, and how it’s evolving into a…

  • · 24m

    Medicare and Medicare Supplements with Amanda Pierce Power Benefits

    Host Ryan Edwards welcomes Amanda Pierce to this episode of the Southeast Retirement Planners Podcast. Ryan and Amanda sit down to discuss Medicare and Medicare Supplements. With…

  • · 22m

    Protecting Your Assets When Entering Long-Term Care with Susannah Brown, Anthony & Brown PPLC

    Host Ryan Edwards welcomes Susannah Brown, Esq. of Anthony & Brown, PLLC to this episode of the Southeast Retirement Planners Podcast. Ryan and Susannah sit down to discuss the…