Rooted in the South. Driven by Purpose. Built for Living.

After years of working with families as a wealth advisor, I began to notice something.

Most retirement conversations revolve around numbers.
Returns. Timelines. Withdrawal rates.

Retirement IQ.

But the questions that shape a life are different.

Who do you want to become?
Where do you feel most alive?
What are you still postponing?

Over time, I came to believe that meaning is our primary human drive. Even in hardship, purpose sustains us.

We are not sustained by pleasure alone.
We are not fulfilled by power alone.
We come alive through purpose.

Retire Southern exists for that Why.

Not to discuss investments.
Not to optimize spreadsheets.
But to elevate the often overlooked EQ side of living. Presence. Connection. Character. Experience.

Too often, the meaningful parts of life are deferred.

“I will do that when I retire.”

But life does not always wait.

Life is too short to wait for someday.

Through character driven stories, immersive travel, and conversations with remarkable Southern personalities, Retire Southern reconnects people to the Authentic South and to themselves.

Retirement IQ helps you accumulate.
Life EQ helps you live.

Meet the Team

*Retire Southern is separate from and not affiliated with Capital Investment Advisors.