The Southeast Retirement Planners Podcast

What Is CEPA and Why Does It Matter for Business Owners?

In this episode, Bob Fincher sits down with Ryan Edwards, for an in-depth conversation about the Certified Exit Planning Advisor (CEPA) designation—what it is, why it matters, and how it sets us apart in helping business owners plan for the future.🚀 In this episode, we cover:✅ What the CEPA designation is and how it helps business owners✅ Why exit planning is essential (even if you’re not planning to sell soon)✅ How CEPA differentiates our approach from traditional financial advising✅ The biggest mistakes business owners make when thinking about exiting✅ Practical steps you can take today to build long-term business valueAs we always say: Exit planning IS business planning. It’s not just about the sale—it’s about building a stronger, more valuable business that gives you more control, flexibility, and financial security.🎧 Tune in for actionable insights that every business owner needs to hear!💡 Want to learn more?🔔 Subscribe for more business and exit planning insights:https://www.youtube.com/@southeastretirementplanner7287📩 Connect with us: BFincher@SERetirementPlanners.com🌎 Visit our website: www.SERetirementPlanners.com🔁 Share this episode with a business owner who needs to start planning today!#ExitPlanning #CEPA #BusinessPlanning #FinancialSuccess #ValueAcceleration #Entrepreneurship #SoutheastRetirementPlanners #BusinessOwners #FinancialLiteracy

Response and Recovery is a Team Sport

This special podcast is a live audio recording from the Southeast Retirement Planners client workshop “Response and Recovery is a Team Sport” on October 19, 2023, at Moretz Mills. This client workshop features special guest speaker, Brock Long who shares with our clients the importance of being financially prepared when a disaster occurs.Brock is an Executive Chairman at Hagerty Consulting, the former Administrator of FEMA under President Trump, and a 20-year veteran of emergency management and homeland security.Long is a native of Newton, NC, and lives in Hickory, NC.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.

Hal Rowe, First Talk with Hal Rowe WHKY

In this episode, Hal Rowe host of First Talk with Hal Rowe on WHKY Talk Radio joins Bob Fincher from Southeast Retirement Planners to discuss his role as host of First Talk, his career in radio, and the future of the medium. 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.

Charity Hand, Hospice Resale Shop

In this episode, Charity Hand joins Bob Fincher from SRP to have a discussion about her role in running the Hospice Resale Shop in Viewmont (Hickory, NC) and how that business grows within the non-profit world.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.

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 Hickory, NC is a “Christ-centered community for women to rebuild, renew and recover.” Kelle and Vicki discuss Safe Harbor’s mission and the significant positive impact of the organization on the community.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.

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 building and maintaining a growing veterinary practice. 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.

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 brackets, tax rates, contribution limits, reviewing the Secure 2.0 Act, family tax bracket management, Roth IRA conversion benefits, and charitable contributions limits. 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.

Brian Koehl Regional VP, Corebridge Financial

In this episode of the Southeast Retirement Planners podcast, Ryan Edwards and Les Stewart welcome Brian Koehl Regional Vice President of Corebridge Financial to discuss annuities and how individuals can protect income and principles through these programs.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.

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 of tax credits for small businesses, changes to required minimum distributionsCatch-up contribution increases for individuals between the ages of 60 and 63Self-correction of the inadvertent plan and IRA violations without submission to the IRS Matching employer contributions for student loan paymentsRequired auto-enrollment and auto-escalation for most new plansAllowing SIMPLE and SEP contributions to be made on a Roth basisTwo new ways to save for emergencies through a 401(k) plan with the creation of emergency savings accounts and yearly emergency distributions of $1,000.Permitting all employer contributions in a 401(k), 403(b), or governmental 457(b) plan to be offered to employees on a Roth basis.Rollover of excess 529 assets to Roth IRAs.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.

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 you should consider implementing in your financial plan. 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.