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

  • · 37m

    Building Community within Your Company with Eric Fulcher, Design Foundry

    Bob Fincher of Southeast Retirement Planners welcomes Eric Fulcher of Design Foundry and discusses how to build community within your company. With so much financial information…

  • · 50m

    Real Estate Investments with Hank Eimer, Coldwell Banker Boyd & Hassell

    In this episode, Bob Fincher has a discussion with Hank Eimer Broker-in-Charge at Coldwell Banker Boyd & Hassell about the current state of the real estate market and what to…

  • · 44m

    How to Make a Small Family Business Work with Dean Cline, Cline Associates

    In this episode the Bob Fincher has a discussion with Dean Cline, owner of Cline Associates that highlights some of the unique challenges he’s had to overcome to lead a successful…

  • · 23m

    Cybersecurity

    Hosts Ryan Edwards and Les Stewart of Southeast Retirement Planners discuss the issue of cybersecurity and what steps you can take to prevent identity theft. With so much…

  • · 17m

    Meet Bob Fincher and Matt Starnes

    In this follow-up episode to our first podcast, Matt and Bob share a conversation about their background and why the work they do is important to their clients and to them…

  • · 19m

    Meet Ryan Edwards and Les Stewart

    In the inaugural episode of the SRP podcast, Ryan and Les share the story of their background, what they love about the work they do, and how SRP came to be. With so much…

  • · 2m

    The Southeast Retirement Planners Podcast

    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…