Retire Y'all Charleston - podcast cover

Retire Y'all Charleston

Adam Curran•www.spreaker.com
Business
Investing
Education
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 25: Adam Curran and Jarrett Hodson on Charleston Real Estate Investing

In this episode, Adam Curran interviews Jarrett Hodson, Founder of SweetGrass Capital. As both a mortgage lender and investor, Jarrett is steeped in the Charleston residential real estate market. After graduating from The Citadel, Jarrett quickly became one of South Carolina’s top mortgage lenders. In 2015, he made the move to Midland Mortgage Corporation because of the unique combination of local corporate decisions and a history of over 30 years in Charleston. Now as a producing branch manager...

Jul 03, 2020•1 hr 12 min•Season 1Ep. 25

Episode 24: What My Midlife Crisis Taught Me About Retirement Planning

Some might say Adam’s a little young for a midlife crisis (and don’t worry, he didn’t get a sports car or grow a ponytail). But after dealing with a few tough circumstances in life, he’s been doing a bit of soul searching. And now that he’s on the other side, he’d like to share the lessons he learned on his way through.

Jun 26, 2020•24 min•Season 1Ep. 24

Episode 23: Dividend Investing

Not much makes sense in the financial markets right now. That said, we’ve got to make hay while the sun shines. And betting on the end of the world is very rarely a profitable strategy. So how do you keep investing wisely? There are actually companies—many, many companies—that have increased their dividend every year for 25 years. In this episode, Adam talks about dividend investing and why it’s a winning strategy for these uncertain times.

Jun 19, 2020•16 min•Season 1Ep. 23

Episode 22: Adam Curran and Mount Pleasant Town Council Member Jake Rambo on the Issues

Adam interviews Mount Pleasant Town Council Member, Jake Rambo. This episode, Adam and Jake shoot straight, telling you how they view what’s going on today in the economy and current events, both locally and on the state level. Politics, education, restaurants, development, the Coronavirus, and the recent riots. No topic is off-limits in their candid discussion on the issues.

Jun 12, 2020•47 min•Season 1Ep. 22

Episode 21: Pros and Cons of Living in a 55+ Community

Adams discusses his own personal experience in helping retirees who live inside the gates of 55+ communities. One man's novice opinion on the pros and cons people should consider before moving into one of these communities.

May 29, 2020•15 min•Season 1Ep. 21

Episode 20: Get On the Same Page with Your Spouse Financially!

Adam discusses the importance of spouses working together when building and maintaining their financial house. Often times nerds marry free-spirits and this lends itself to a financial disconnect, on this podcast we talk about ways that couples can get on the same page.

May 22, 2020•18 min•Season 1Ep. 20

Episode 19: How Do You Get Paid?

For many investors, the fees that they pay for their investment management services will be one of the biggest line items on their budget. It is important that investors know exactly how their advisor is getting paid and make sure that their interests are aligned with yours.

May 15, 2020•29 min•Season 1Ep. 19

Episode 18: Bargain Shopping During a Market Crash

Are stocks on sale right now? When is the right time to buy back in? What should you be buying? Adam shares his perspective on the best ways to go bargain shopping during a stock market crash.

May 06, 2020•16 min•Season 1Ep. 18

Episode 16: Forced to Retire? What to Do If You've been Offered an Early Retirement Package

The economic impact of the corona virus has many employers offering their employees early retirement packages. This could be terrifying for many people. Adam talks through the steps individuals should take to determine if an early retirement package might be a blessing in disguise or if you need to spruce up your resume. It's important that you make these decisions after doing some math and not be too emotional.

May 04, 2020•24 min•Season 1Ep. 16

Episode 15: Coronavirus and the Economy - What’s Next?

When it comes to the coronavirus and its impact on the economy, it appears as if the clouds are starting to part. We are starting to see positive news developments, rather than the doom and gloom of the last few weeks. And as this continues to happen, American consumers will return to their previous spending patterns. In this episode, Adam dives into what happens next.

May 01, 2020•14 min•Season 1Ep. 15

Episode 14: Active Money Management

Adam got his start in active money management. That is to say analyzing market trends, economic and political data, and paying attention to business-specific news when making trading decisions. And while there’s much truth and wisdom in the “buy and hold-on-for-dear-life” strategy of investing (passive investing), active money management is an equally important strategy for protecting your hard-earned money. In this episode, Adam explains why.

Feb 14, 2020•18 min•Season 1Ep. 14

Episode 13: The Income Rainbow

As a baby, your financial needs are relatively simple. As you grow and mature, however, your needs grow with you. Throughout adulthood, your financial picture becomes increasingly complex. They say the most expensive year of your life is around your 57th birthday. From there on out, you’ll need less and less money. In this episode, Adam talks about how to make sure retirees are using their money in the most satisfying way possible, both in their active years and later on in life.

Feb 07, 2020•16 min•Season 1Ep. 13

Episode 12: The SECURE Act

Any time Washington passes a piece of legislation that has a word like “secure” or “affordable” in the name that makes you feel warm and fuzzy, run for the hills! The SECURE Act is no friend to retirees and financially-savvy Millionaires Next Door. In this episode, Adam dives into the potential pitfalls of the Act and how you can make sure you end up on the right side of the legislation.

Jan 31, 2020•25 min•Season 1Ep. 12
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