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 about before meeting with an attorney, reviewing titling of your accounts, reviewing your beneficiaries, and what to do before the death of a spouse or parent.

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.