Retire Y'all Charleston - podcast cover

Retire Y'all Charleston

Adam Curranwww.spreaker.com
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.

Visit https://curranfinancialpartners.com/ for more information!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.Investment advisory services offered through Curran Financial Partners, an SEC-registered firm.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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Episodes

Episode 113 - The Real Estate Voice on WTMA: Brian Beatty’s Story

In this episode, we’re joined by Brian Beatty—president of The Brian Beatty Team at Keller Williams Realty and host of The Brian Beatty Real Estate Show. We talk real estate, radio, and Brian’s journey to becoming one of WTMA’s newest voices and sponsors.

May 16, 20251 hr 10 min

Episode 110 - Giving Wisely - Tax Saving Tips with Jay Mink

On this week’s episode of the Retire Y’all Podcast, Adam chats with Jay Mink from the National Christian Foundation. They explore Jay’s donor-advised fund and how you can transform your heartfelt giving into valuable tax savings. Tune in!

Feb 28, 20251 hr 32 minSeason 1Ep. 110

Episode 109: Faith Based Investing with Robert Netzly

On this week’s episode of the Retire Y’all Podcast, Adam is joined by Robert Netzly, founder of Inspiring Investing. Tune in as they discuss Robert’s journey into the world of Biblically Responsible Investing, the mission behind his company, and how faith-based principles shape investment strategies.

Nov 29, 202456 minSeason 1Ep. 109

Episode 107: Get to Know Louis Tyson Our Tax Preparer

Did you know we can do your taxes? On this week’s episode of the Retire Y’all Podcast, Adam welcomes one of the newest members of the Curran Clan, Louis Tyson! Tune in to hear how Louis and his wife, Taylar, will be collaborating with our team to provide Retirement Planning, Tax Preparation, and Estate Planning —all under one roof at Curran Financial Partners.

Oct 25, 20241 hr 6 minSeason 1Ep. 107

Episode 106: Bringing Purpose to Animation: Inside Moondog Studio with Founder Ben Davis

On this week’s episode of the Retire Y’all Podcast, Adam is joined by Ben Davis. Tune in as they dive into the story behind Moondog Animation Studio and its mission to create purposeful, impactful animation. Moondog Animation Studio: https://www.moondoganimation.com/ Lunchbox Labs: https://www.lunchboxlabs.xyz/ Windy Weatherfoot: https://www.windyweatherfoot.com/ Weird Waters: https://weirdwaters.com/ The Life and Trials of Willy Grunch: https://vimeo.com/showcase/9425608?share=copy Pom Pom and ...

Oct 04, 20241 hr 28 minSeason 1Ep. 106

Episode 105: Woke-Proofing Your Life with Teresa Mull

On this week’s episode of the Retire Y’all Podcast, Adam is joined by Teresa Mull. Listen along as they discuss Teresa’s book, Woke-Proof Your Life, and tips on doing so. Click here to order a copy of Teresa’s book.

Sep 20, 20241 hr 1 minSeason 1Ep. 105

Episode 104: Chris Langlois - Fighting for What Our Children Watch on TV

On this week’s episode of the Retire Y’all Podcast, Adam is joined by Chris Langlois. Tune in as they explore Chris’s origin story, delve into their conservative values, and discuss the mainstream media and Chris’s efforts to address its influence. Be sure to check out the links below to get involved and learn more about his work! Seawell Ventures: https://www.seawallventures.com/ Unity City: https://www.unitycity.net/...

Sep 09, 202455 minSeason 1Ep. 104

Episode 102: Architecting Faith and Leadership with Brian Wells

On this week’s episode of the Retire Y’all Podcast, Adam is joined by Brian Wells. Tune in as Adam and Brian discuss the following: Brian’s journey from his origins to becoming an architect and business owner of Coastal Creek Design How faith influences their roles as small business owners and their approach to leadership Brian’s role in The Retreat at Church Creek and how charitable investments strengthen communities Tips for finding the right builder and architectural design to ensure informed...

Aug 23, 20241 hr 18 minSeason 1Ep. 102

Episode 101: Senator Larry Grooms - From Politics to Policy

On this week’s episode of the Retire Y’all Podcast, Adam is joined by State Senator Larry Grooms. Key takeaways: Senator Grooms’ personal journey and pivotal moment that sparked his interest in politics Insights from Grooms’ transportation committee role and pioneering the DOT reform bill Groms’ advocacy for school choice, emphasizing that educational opportunities should not be limited by zip codes Grooms’ sponsorship and perspectives on the Heartbeat Bill, discussing its implications and contr...

Jul 15, 20241 hr 10 minSeason 1Ep. 101

Episode 100: Reimagining Myrtle - Unveiling the Coastal Gem with Jason Green

On this week’s episode of the Retire Y’all podcast, Adam is joined by the President and CEO of the Myrtle Beach Downtown Alliance, Jason Greene. Listen along as Adam and Jason discuss the following: Jason’s journey from Marine to Myrtle Beach resident The societal stereotypes surrounding Myrtle Beach’s diversity and potential The underappreciated affordable living, vibrant nightlife, thriving golf scene, and culinary delights Jason’s vision for Myrtle Beach’s future, centered on authenticity – c...

May 24, 202456 minSeason 1Ep. 100

Episode 99: South Carolina Politics with Corey Allen from the Overton Report

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/...

May 10, 20241 hr 19 minSeason 1Ep. 99

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!

Apr 29, 20241 hr 14 minSeason 1Ep. 98

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...

Mar 25, 202440 minSeason 1Ep. 97

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 cho...

Mar 08, 202456 minSeason 1Ep. 96

Episode 95: 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...

Mar 04, 20241 hr 3 minSeason 1Ep. 95

Episode 94: 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”. P...

Dec 12, 202355 minSeason 1Ep. 94

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

Nov 09, 20231 hrSeason 1Ep. 93

Episode 92: 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

Nov 01, 20231 hr 22 minSeason 1Ep. 92

Episode 91: 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. 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...

Sep 22, 20231 hr 6 minSeason 1Ep. 91

Episode 90: 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. 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 own...

Sep 19, 20231 hr 27 minSeason 1Ep. 90

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...

Aug 22, 202358 minSeason 1Ep. 89

Episode 88: 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 t...

Aug 17, 20231 hr 4 minSeason 1Ep. 88

Episode 87: From Technology to Finance with Jared Elson

Don’t miss this week’s episode as Adam sits down with skillful financial expert, Jared Elson. With a background in technology, Jared’s varied career experiences has ultimately led him to become an even better financial advisor, and he wouldn’t have it any other way. Key takeaways: Growing up in the technology industry How Jared’s experience in working at Yahoo transitioned into a new career path for him The popularity of robo-advisors How Jared became the sole owner of his company...

Aug 04, 20231 hr 11 minSeason 1Ep. 97

Episode 86: Adam Sits Down with Scott Labarowski of HorizonFirst

On this episode of the Retire Y'all Podcast, Adam talks with Scott Labarowski, founder of HorizonFirst. Listen as they discuss Scott's experiences in the insurance world and answer the following questions: · What is going on with Homeowner's Insurance nationally and locally? · What is the importance of knowing the difference in Admitted vs. Non-Admitted policies? · What are the options to lower your Homeowner Insurance premium? · What exactly does my Commercial Insurance cover? · What is Cyber I...

Jul 31, 20231 hr 30 minSeason 1Ep. 86

Episode 85: Adam and Scott Tucker of Scott Tucker Solutions

On this episode of the Retire Y'all Podcast, Adam talks with Scott Tucker about his journey before founding his firm, how the Navy helped him build a business and much more. HERE ARE JUST A HANDFUL OF THE THINGS THEY DISCUSS: Why you should make your bed every morning. Scott’s book, “Escape Illinois: Should I Stay or Should I Go?” The diversity of politics in Scott’s firm in Chicago The importance of Scott’s Social Security classes

Jul 17, 20231 hr 4 minSeason 1Ep. 85

Episode 84: Adam and Rob Russell with Total Wealth and Wellness

On this episode of the Retire Y'all Podcast, Adam speaks with the incredibly innovative financial advisor, Rob Russell. Tune in to learn more about Rob and how he has transformed his practice into a well-balanced lifestyle with both finance and health. HERE ARE JUST A HANDFUL OF THE THINGS THEY DISCUSS: How to avoid difficulties when taking over the practice of a loved one by setting boundaries, expectations, etc. How Rob incorporates health and wellness into his firm so his clients can enjoy th...

Jun 09, 202353 minSeason 1Ep. 84
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