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

    Essentials of Estate Planning 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…

  • · 27m

    Jackson Creative and the hum with Andrew Moose

    Host Bob Fincher welcomes Andrew Moose of Jackson Creative and the hum to this episode of the Southeast Retirement Planners Podcast. The two talk about Jackson Creative's…

  • · 35m

    Questions To Ask of Your Financial Advisor

    Do you know what to ask your financial advisor? In this episode Ryan Edwards and Les Stewart of Southeast Retirement Planners review 7 key questions consumers should ask an…

  • · 40m

    Items to Know For a Solid Financial Footing

    Hosts Les Stewart and Lesly Collins of Southeast Retirement Planners sit down to discuss the nine "Items to Know For a Solid Financial Footing". With so much financial information…

  • · 39m

    Do I Need Life Insurance?

    Your life insurance policy is an important part of overall financial planning. Ryan Edwards and Les Stewart of Southeast Retirement Planners discuss the impact and importance of…

  • · 26m

    Rolling Over Your 401k

    Hosts Ryan Edwards and Les Stewart of Southeast Retirement Planners sit down to discuss the four key options and considerations when you rollover a 401k. With so much financial…

  • · 1h 3m

    Domestic & International Manufacturing with John Birk, ZRO Delta & US Optics

    Host Bob Fincher welcomes John Birk of ZRO Delta and US Optics to this episode of The Southeast Retirement Planners podcast. Bob discusses with John the origins and background of…

  • · 20m

    What Money Lies Are You Falling Into?

    In this episode, Ryan Edwards and Les Stewart of Southeast Retirement Planners discuss four money lies that you might be falling into. With so much financial information and data…

  • · 26m

    Do You Need Coaching?

    In this episode, Ryan Edwards and Bob Fincher of Southeast Retirement Planners discuss the value of good coaching. From growing up with good coaches on the field and on the court,…

  • · 46m

    Heart Health, Reducing the Risks with Dr. Jeff Neal

    In this episode Dr. Jeff Neal, DO joins Bob Fincher from Southeast Retirement Planners to have a discussion about the risks and stressors we face related to our heart health. Dr.…

  • · 27m

    Tourism in the Hickory Metro with Mandy Pitts Hildebrand

    In this episode, Ryan Edwards of Southeast Retirement Planners sits down with Mandy Pitts Hildebrand CEO of the Hickory Metro Convention Center and Visitors Bureau to discuss her…

  • · 28m

    Sports Tourism with Mark Seaman, City of Hickory

    Host Ryan Edwards from Southeast Retirement Planners sits down to discuss Sports Tourism with the City of Hickory's Recreation and Sports Tourism Director Mark Seaman. With so…