The Southeast Retirement Planners Podcast

Everick Sullivan, Lenoir-Rhyne University Head Men’s Basketball Coach

In this episode of the Southeast Retirement Planners podcast, Everick Sullivan, the Lenoir-Rhyne University Head Men's Basketball Coach joins Ryan Edwards from SRP to discuss his recent win over the University of Louisville (his Alma Mater), how athletics are the front porch of the University, and his coaching & recruiting philosophies.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.

Bill McBrayer, Recipient of the NC Long Leaf Pine Award

In this episode of the Southeast Retirement Planners podcast, host Bob Fincher is joined by Bill McBrayer a recent inductee into The Order of the Long Leaf Pine Society. Listen as Bob and Bill discuss the importance of service in the community and the role of community colleges in 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.

Benjamin Bishop, Pickleball Ambassador

In this episode, Benjamin Bishop, Pickleball Ambassador from the Foothills Pickleball Association joins Bob Fincher from SRP to discuss this rapidly emerging sport and the Pickleball community in the Foothills of 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.

Trent Cherry, Cherry Treesort

In this episode, Trent Cherry joins Bob Fincher from SRP to discuss his 20+ year career in NASCAR, and his more recent endeavor as the proprietor of Cherry Treesorts, a 10-unit treehouse resort in China Grove, 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.

The Importance of Clarity, Personally and Professionally with Chad Hall, Stronglead

In this episode of the Southeast Retirement Planners podcast, Chad Hall of StrongLead joins Ryan Edwards from SRP to have a discussion about his organization and the importance of clarity, both personally and professionally.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.

Navigating the Up’s and Down’s of Owning a Successful Small Business

In this episode, Phillip Fulbright joins Bob Fincher from SRP to have a discussion about his dry cleaning business and how it has evolved from a retail customer-based business to becoming one of the exclusive dry cleaning companies in NASCAR.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.

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.

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 heading to college. 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.

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 indicators. 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.

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 of life. 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.