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 Beach on the issues that matter most to Lowcountry and Grand Strand retirees.
Episode 93: Candid Conversations with Troy Sharpe CFP®, CPWA®
On this week’s episode of the Retire Y’all Podcast, Adam is joined by Troy Sharpe, founder and CEO of Oak Harvest Financial Group.
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
Thanksgiving Taboos: Politics and Religion with Pastor Colin Kerr
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
Tax Prepping at Wood Financial Group
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.
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
Letting Your Money Align with Your Values and Faith with David Nicholas
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.
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 launch their own ETFs For YALL prospectus, click here.
For FIAX prospectus, click here.
For YALL standardized performance, click here.
For FIAX standardized performance, click here.
For YALL holdings, click here.
For FIAX holdings, click here.
Investments involve risk. Principal loss is possible. For a complete list of fund risks please refer to the linked prospectus.
Episode 89: From Yankees to Southerners with Pat Strubbe
Don’t miss this week’s episode with financial firm owner and specialist, Pat Strubbe!
Listen along as Adam and Pat discuss the following:
Pat’s successful business, Preservations Specialist How to find your people as a business owner Pat’s transition from being the sole owner of his company to having two partners “Quiet Quitting” and how “The Great Resignation” has evolved into “The Great Resentment” Pat’s opinion on a potential future recession
The Importance of Critiquing with John Vandergriff
On this week’s episode of Retire Y’all Radio, Adam meets with John Vandergriff and things get a bit philosophical. Tune in and listen for some great advice, both in and out of the office!
Listen along as Adam and John discuss some of the following:
How John saved Adam’s life 3 times… in the span of 2 days! John’s diverse sports background in wrestling and football John’s experience working with his in-laws Being brave enough to critique the person to your left or right, and being humble enough to accept that criticism The only person or thing you can control is YOU
Adam does a great job discussing various topics that are important to the citizens of Charleston and keeps people informed in different areas. This platform provides not only financial education but helps people learn perspectives of local businesses as guests on the show.
Amazing diversity of content
I love that this podcast covers so many different topics! I feel smarter after listening to it. So many good nuggets of information!
Labor of Love
This is clearly a labor of love for Adam. This podcast doesn’t help his bottom line. I really appreciate the diversity of guests that he brings on the show, and Adam brings passion into the interviews.