6 episodes

Thomas Curran, founder and CEO of Curran Wealth Management and author of the Amazon bestselling book, "Investing Ahead: Eight Essentials for Achieving Financial Security," aims to distill over 50 years of expertise into accessible advice for a broader audience. Managing more than $500 million in assets, Curran has been a trailblazer in the financial industry for over two decades.

Investing Ahead Podcast Investing Ahead Podcast

    • Business

Thomas Curran, founder and CEO of Curran Wealth Management and author of the Amazon bestselling book, "Investing Ahead: Eight Essentials for Achieving Financial Security," aims to distill over 50 years of expertise into accessible advice for a broader audience. Managing more than $500 million in assets, Curran has been a trailblazer in the financial industry for over two decades.

    Why the integration of tax services and wealth management is a winning concept

    Why the integration of tax services and wealth management is a winning concept

    In this episode of the Investing Ahead Podcast, Alexis Meeks, tax manager at Curran Wealth Management and Tom explore the importance of the integration of tax services and wealth management and the importance of understanding and addressing tax implications in real-time rather than looking at taxes as a one-time annual event.

    Tax laws are complex and helping clients understand their tax implications can be challenging. Alexis explains that being involved in regular client meetings helps them comprehend how life events, like retirement or having children, affect their taxes. This proactive approach allows clients to plan better and avoid surprises at the end of the year.

    • 30 min
    Talking Financial Planning with a Restaurant Industry Professional

    Talking Financial Planning with a Restaurant Industry Professional

    In this episode, Tom Curran and career restaurant professional, Quang Tran, cover a range of topics from personal experiences to financial perspectives. From working in Michelin star-rated restaurants in San Francisco to settling in Troy, New York, Quang shares his approach to life, which focuses more on living in the moment and less on future planning. Tom, on the other hand, emphasizes the importance of financial planning, particularly for retirement, and the challenges of encouraging people to invest more and consume less. Hear what they have to say about tipping practices, perceptions of spending and saving, the difficulty of changing ingrained behaviors, and the value of finding a balance between enjoying the present and preparing for the future.

    Visit InvestingAheadPodcast.com for more episodes.

    • 23 min
    How Successful Wealth Managers Choose What They Invest In

    How Successful Wealth Managers Choose What They Invest In

    Ever wonder how successful wealth managers choose the companies they invest in? Tune into the latest episode of the Investing Ahead Podcast and hear Curran Wealth Management Founder and Co-CEO, Thomas Curran, and Co-CEO and Chief Investment Officer, Kevin Curran, discuss the types of investments that have seen their Core Growth Strategy consistently outperform the S&P 500 for more than 20 years. Additionally, you will hear about:


    Their view on the role bonds play in portfolios
    When they realized that nearly all the companies they invested in scored high on ESG (environmental, social, and governance) ratings
    How you don't need to own a lot of companies, just the best companies
    The importance of patience

    Visit InvestingAheadPodcast.com for more episodes.

    • 32 min
    Talking Investments and Financial Planning in 2024 with a College Senior

    Talking Investments and Financial Planning in 2024 with a College Senior

    In this episode of the Investing Ahead Podcast, Tom Curran talks with Siena College Senior and business major, Mikayla Brunell, about the challenges faced by younger generations regarding financial security, the importance of financial literacy and long-term financial planning, and the challenges presented by the combination of rapidly evolving technology and inflation.

    Visit InvestingAheadPodcast.com for more episodes.

    • 24 min
    Choosing a Wealth Manager - The Curran Approach

    Choosing a Wealth Manager - The Curran Approach

    Tom Curran's approach to wealth management is not the norm. But it's impressive. Listen to Tom and Senior Wealth Advisor, Emily Bornhurst, talk about the ways that Curran Wealth Management differentiates itself in a crowded field. From the firm's focus on clients, and making sure their goals are are understood and realized, to the full range of practices, tactics and industry insights that set them apart from the competition.

    • 27 min
    Investing Ahead - Tom Curran's Approach to Achieving Financial Stability

    Investing Ahead - Tom Curran's Approach to Achieving Financial Stability

    In this first episode of the Investing Ahead Podcast, Tom Curran shares his personal journey in finance, emphasizing the importance of discipline, long-term planning, and understanding the principles of investing.

    Tom recounts his experiences starting out with minimal savings and gradually building wealth through disciplined investing and highlighting the power of compound interest. Hear him talk about the challenges you face when trying to achieve financial security, the importance of starting early and the basic truths and discipline everyone should keep top-of-mind when it comes to wealth management.

    • 22 min

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