Retire Y'all Charleston Adam Curran
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- Business
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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 Beach on the issues that matter most to Lowcountry and Grand Strand retirees.
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Episode 98: To Roth or Not to Roth with David Brooks
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! -
Episode 97: Unlocking the World of ETFs: A Financial Discussion with Seth Rosenthal
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 -
Episode 96: Water Mission - Insights from CEO George Greene
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 -
Michael Overcash’s Medical Mission Journeys
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 -
Exploring the Power of Giving with Andrew McNair
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. As an advisor, speak your mind and be YOU! Not a version of someone else. -
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.
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
Customer Reviews
Great Podcast
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.