Receiving a windfall can be exciting, emotional and overwhelming, whether it comes from an inheritance, business sale, bonus or other unexpected financial event. In this episode, Ryan Edwards and Les Stewart discuss why the first 90 days after receiving a windfall can shape your financial future for years to come.

They explore common mistakes, including sudden lifestyle upgrades, impulsive gifting, risky investment decisions and the emotional challenges that can come with unexpected wealth. They also outline five practical steps for handling a windfall wisely: secure the funds, assemble the right professional team, define the purpose of the money, address key financial priorities and set aside a portion to enjoy intentionally.

With trillions of dollars expected to transfer between generations in the coming decades, thoughtful planning and honest family conversations are more important than ever.

Connect with Southeast Retirement Planners here!

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.

Graduation is a major milestone for young adults, but it can also be a financial turning point for their parents. In this episode, Les Stewart and Ryan Edwards discuss the growing trend of parents continuing to financially support adult children and how that support can quietly affect retirement goals.

They explore how families can navigate conversations about financial independence, redirect former tuition payments toward retirement savings and emergency reserves, evaluate Roth conversion opportunities, review insurance and estate plans, and help recent graduates make smart decisions as they begin their careers. Graduation is not only an ending. For parents and their adult children, it can be the start of a stronger financial future

Connect with Southeast Retirement Planners here!

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.

In Part 2 of our Tax Prep vs. Tax Strategy series, Ryan Edwards from Southeast Retirement Planners sits down with CPA Jamie Eckard, lead of Southeast Tax & Consulting, to break down what a year-round tax strategy actually looks like—and why it’s so different from simply filing a return.

Together, they walk through the key “pillars” that can shape your tax picture over time, including income timing, tax-advantaged retirement contributions (and key 2026/SECURE 2.0 updates), charitable giving strategies, Roth contributions and conversions, tax-loss harvesting, and estate and gift planning considerations. They also share a simple, practical tax calendar to help you move from a stressful April deadline mindset to a more organized planning rhythm throughout the year.

If you’ve ever wondered what your tax strategy is supposed to be—or what you may need to adjust for 2026—this episode will give you a clear framework and next steps to discuss with your financial advisor and tax professional.