Retire Y'all Charleston
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Retire Y'all Charleston is hosted by Adam Curran, founder and CFP® of Curran Financial Partners. Adam asks the important questions and shoots straight with his advice on all things business, economics, retirement, and financial planning. Each week he shares his knowledge and expertise as a financial advisor and interviews South Carolina business men and women in Charleston and Myrtle..
Retire Y'all Charleston
21h ago
On this week’s episode of the Retire Y’all Podcast, Adam is joined by Corey Allen.
Tune in as Adam and Corey discuss the following:
Unpacking the controversy surrounding the state convention
Where did the $1.8B of unaccounted money come from. Who’s fault is it?
What’s in store for our National election cycle
For more content from Corey Allen follow his substack (link), follow on social media (link) or listen to his show on The Big Patriot Radio, here: https://bigpatriotradio.com ..read more
Retire Y'all Charleston
1w ago
On this week’s episode of the Retire Y’all Podcast, Adam is joined by the financial advisor, David Brooks.
Try to keep up as Adam and David debate the following:
The clash of perspectives between Adam and David on Roth conversions
Real world conversion scenarios with and without Trump’s tax reform
Paying off the “silent partner” also known as the IRS
Remember, these strategies aren’t DIY – listen in, don’t try at home ..read more
Retire Y'all Charleston
1M ago
On this week’s episode of the Retire Y’all Podcast, Adam is joined by the CIO of Academy Asset Management, Seth Rosenthal.
Listen along as Adam and Seth discuss the following:
How Seth became the Chief Investment Officer of Academy Asset Management
The Academy Veteran Impact ETF, VETZ, managed by Seth’s firm
How Seth’s company ETF donates management fees to Veteran and Military charities
Insights from Seth on his predictions for the future of interest rates ..read more
Retire Y'all Charleston
2M ago
On this week’s episode of the Retire Y’all Podcast, Adam is joined by the President and CEO of Water Missions, George Greene. Interested in donating?
Interested in donating? Use this link here: https://watermission.org/get-involved/give/
Listen along as Adam and George discuss the following:
George’s origin story, his background on Water Mission, and his current role
Running a company entirely funded by charitable giving
How Americans take vital privileges for granted
Key considerations when choosing charities to support ..read more
Retire Y'all Charleston
2M ago
On this week’s episode of the Retire Y’all Podcast, Adam is joined by the diligent Michael Overcash.
If you're interested in donating to either Seacoast Church or One World Health, please click the links below:
https://www.seacoast.org/giving/
https://oneworldhealth.com/donate/
Listen along as Adam and Michael discuss the following:
Michael’s backstory and what led him to becoming a PA
Michael’s lifechanging medical mission trip to Nicaragua in the 1990s
Tips for instilling humility in your kids as spoiled Americans
Giving without travelling through Seacoast and One World Health ..read more
Retire Y'all Charleston
5M ago
On this week’s episode of the Retire Y’all podcast, Adam is joined by the astonishingly generous philanthropist and financial advisor, Andrew McNair.
Listen along as Adam and Andrew discuss the following:
Andrew’s journey and how it propelled him towards financial growth and philanthropy.
The true key to happiness and fulfillment, emphasizing the importance of purpose over material success.
A summary of Andrew’s book, “The Giving Crisis: Helping Average Givers Become Everyday Philanthropists”.
Platforms that are helpful for identifying the most effective charities to support your donations.
A ..read more
Retire Y'all Charleston
6M ago
On this week’s episode of the Retire Y’all Podcast, Adam is joined by financial professional, Troy Sharpe, founder and CEO of Oak Harvest Financial Group.
Key takeaways:
Troy’s YouTube channel and its wide-reaching audience
How Troy’s family challenges shaped his journey into finance
Navigating the intriguing transitioning from life partners to business partners
How COVID-19 unexpectedly played a pivotal role in Troy’s success story ..read more
Retire Y'all Charleston
6M ago
On this week’s episode of the Retire Y’all Podcast, Adam is joined by Pastor Colin Kerr, the founder of Parkside Church.
Listen along as Adam and Colin discuss the following:
Religion and Politics: An in-depth look into their different world views
Parkside Church and the pandemic
The LGBTQ community within the church
Political hopes for the next 8 years in America ..read more
Retire Y'all Charleston
8M ago
On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group.
Key takeaways:
How Wes’ firm, Wood Financial Group, came to be
Wes’ transition into working with Advisors Excel
Why it’s so great to have a tax service at a financial firm
Adapting to growth within both their companies and taking on bigger roles ..read more
Retire Y'all Charleston
8M ago
On this week’s episode of the Retire Y’all podcast, Adam is joined by the incredibly talented founder of Nicholas Wealth Management, David Nicholas. Tune in to learn more about the success of David’s business and how he’s allowed his faith and values to be the backbone of his company.
Key takeaways:
How “woke” driven companies value their inclusivity more than the needs of their own customers.
The importance of choosing employees based off of merit, not solely on diversity
Why small business owners like themselves are not here to play “woke” games
David’s advice for advisors who want to launc ..read more