Investing Ahead Podcast

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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.

20 THG 9

The Power of Compounding

Dive into the world of long-term investing and discover the power of compounding to secure your financial future. Tom addresses the psychological and practical hurdles of saving to spend versus saving to invest, shedding light on the importance of enduring market volatility to achieve higher returns. With practical examples and the crucial role of financial advisors, he demonstrates how even modest investments can grow significantly over time. Tune in for valuable strategies to outpace inflation and ensure a prosperous, secure retirement. For more episodes, visit investingaheadpodcast.com.

22 phút
21 THG 8

Mastering Long-Term Investing: Insights from Buffett and Munger on Growth and Smart Strategies

Is your portfolio built to weather the storm of rising interest rates? Discover how focusing on high-quality companies with sustainable growth can safeguard your investments. In this episode of Investing Ahead, Tom Curran and his co-CEO, Kevin Curran, delve into the principles of long-term investing inspired by legends like Warren Buffett and Charlie Munger. Kevin shares his expertise on identifying companies that exhibit consistent earnings per share, low debt-to-equity ratios, and genuine organic revenue growth. The episode underscores the dangers of relying on manipulated earnings through stock buybacks and the importance of evaluating real earnings and the sustainability of growth, especially in a fluctuating economic climate. See more episodes at InvestingAheadPodcast.com

34 phút
25 THG 7

Paying for college, facts about home ownership, and why - if we were squirrels - we'd have problems

This episode features Tom speaking with the podcast's Executive Producer, Brendan Kennedy, who shares his perspective as a small business owner - and father of three college-age daughters - about the value of a college education, why many people find the investment world daunting, what younger generations think about home ownership, why owning a house might not be the lucrative investment most people hope it will be, and why planning for retirement is something that should begin far earlier than you might think. Visit InvestingAheadPodcast.com for more episodes.

32 phút
14 THG 6

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 phút
15 THG 5

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 phút
14 THG 4

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 phút
19 THG 3

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 phút
19 THG 2

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.

28 phút
14 THG 2

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 phút

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Investing Ahead Podcast

Investing Ahead Podcast

Tập

The Power of Compounding

Mastering Long-Term Investing: Insights from Buffett and Munger on Growth and Smart Strategies

Paying for college, facts about home ownership, and why - if we were squirrels - we'd have problems

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

Talking Financial Planning with a Restaurant Industry Professional

How Successful Wealth Managers Choose What They Invest In

Talking Investments and Financial Planning in 2024 with a College Senior

Choosing a Wealth Manager - The Curran Approach

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

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