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 55: Adam Curran and Dr. Mark Pyles, College of Charleston, on Educating Financial Professionals

Adam goes back to school with College of Charleston Professor of Finance, Dr. Mark Pyles. From financial education, to career paths, to the future of investing, Adam and Mark cover it all. Listen in to hear about how careers in finance and investment strategies alike are changing. Plus, Adam and Mark discuss their thoughts on the recent interest in Gamestop and Robinhood. Get in touch with Dr. Mark Pyles: pylesm@cofc.edu Key takeaways: Mark takes us back to class and reminds us that finance, lik...

Feb 26, 202157 minSeason 1Ep. 55

Episode 54: Adam Curran and Brian Cleary on All Things Radio

Adam talks with longtime Charleston DJ, Brian Cleary on all things radio. From spinning 45s in 1979 to the present day music radio biz (today with Charleston Radio Group, 92.5 Kickin' Country), Brian brings us a sneak peek behind the scenes. Listen in to hear about pivotal moments in history experienced on air. Plus, Adam and Brian discuss country music celebrities from Garth Brooks to Taylor Swift to Dwight Yokum, and what they're really like—you know—in real life. Listen to Brian today: https:...

Feb 05, 20211 hrSeason 1Ep. 54

Episode 53: Adam Curran with Andrea Leary on Buying the Best Golf Cart

Adam talks with Andrea Leary, owner of Rad Rydz golf cart shop in Mount Pleasant. They discuss everything you need to know about choosing the perfect golf cart for you: Club Car vs. EZGO; gas vs. electric battery; the "need for speed" and how to increase your golf cart's power; and more! Plus, listen in as Adam picks Andrea's brain on street legality and the current shortage of golf carts in the market. Key takeaways: Andrea walks Adam through what you should consider when choosing a golf cart. ...

Jan 20, 202152 minSeason 1Ep. 53

Episode 52: Adam Curran and Fulton Wooten on Stem Cell Research

Adam talks with regenerative therapy consultant Fulton Wooten on all things stem cell research. The science has come a long way in the last decades and Fulton sheds a light on how this research is conductive in an ethical and humane way and how this research is advancing what's possible when it comes to genetic health treatment. Listen in for an eye-opening and informative discussion on advancements in health science! Key takeaways: Fulton explains how stem cell research had been conducted in th...

Jan 15, 202159 minSeason 1Ep. 52

Episode 51: Adam Curran and Marie Sauer Talk Wine

Adam talks with Marie Sauer, owner of Sauer Grapes Wine Shop on Daniel Island about everyone's favorite holiday spirit: Wine! Listen in for an educational tour through wine country and a peek into the business side of things. Marie educates Adam on what kind of wine he should be drinking and how he can "step in class a bit." Curious what wine to serve with what foods? Listen in for paring ideas! Adam and Marie discuss the financial side of what you drink and the wine business overall. Check out ...

Dec 22, 20201 hr 12 minSeason 1Ep. 51

Episode 50: The Retire Y'All Audiobook

In his latest book, Retire Y’all: Your Guide to Retiring in South Carolina, Adam Curran shoots straight on all matters retirement: changing tax law, market conditions, investment strategy, real estate, health care, and more! A good retirement plan gives retirees the permission and confidence to spend money to create meaningful experiences, without the fear of outliving living their savings. After all, no one wants to wind up the wealthiest person in the cemetery. Adam drives home the message tha...

Dec 14, 20201 hr 25 minSeason 1Ep. 49

Episode 49: Adam Curran and owner of Grand Strand Law Group, Angie Knight

We get a lot of questions about estate planning at our office. If you’ve ever had questions about wills, trusts and estate planning, this podcast is for you! Adam’s guest is Angie Knight, owner of the Grand Strand Law Group in Myrtle Beach. Together, they address some frequently asked questions about estate planning. In this episode, Adam and Angie answer questions like: What’s the difference between a will and a trust? Who needs one? The probate process and how to avoid it If you create your wi...

Dec 11, 202035 minSeason 1Ep. 49

Episode 48: Adam Curran and RiverDogs' Owner Michael Veeck

In this episode, Adam talks shop with Michael Veeck, co-owner of five minor league baseball teams including the Charleston RiverDogs. From baseball to business, Adam and Mike cover it all. History, comedy, strategy, Bill Murray, and more! Listen in to this All American episode and remember what makes this country so great in the first place. They talk about how Mike got into the world of baseball (and the important role his father played in that). Adam picks Mike's brain on business, growth, and...

Dec 11, 202052 minSeason 1Ep. 48

Episode 47: Adam Curran on Missing Money (And How To Find Yours)

Everyone loves finding a $20 bill in their pocket. But did you know that there is a website where you can find missing money legally owed to you? (You might be surprised by just how much you find!) In this episode, Adam dives into MissingMoney.com and how you can find out if you have any unclaimed property. Find out if you have any outstanding residual payments owed to you. Learn how money ends up in unclaimed property funds in the first place. And of course, learn how to claim any funds waiting...

Dec 07, 202011 minSeason 1Ep. 47

Episode 46: Adam Curran and Dr. Michael Bauerschmidt on Cholesterol & High Blood Pressure

Adam talks with functional and environmental physician Dr. Michael Bauerschmidt. Known to patients as Dr. B, he is the founder of Deeper Healing, where they "dive deep" into what's really going on with your health. Dr. B has long recognized that there is usually not one thing, but a combination of things that distress the body. Using the examples of cholesterol, high blood pressure, and Adam's personal story, they discuss how to get to the root of the issue so that you truly can live “well.” Dr....

Dec 04, 202059 minSeason 1Ep. 46

Episode 45: Adam Curran and Justin Reed on Cryptocurrencies, 5G and All Things Tech

Nerd Alert! In this episode, Adam talks with Amazon's Justin Reed on the "Wild West of Investing," Bitcoin and all-things cryptocurrency. Should you invest? That's the big question on everyone's mind. Listen in as Justin tries to convince Adam why he should invest in cryptocurrency. Key Takeaways: Hear Adam's take on cryptocurrency and how he approaches this new mode of investing. 5G, autonomous cars, Alexa, and body-scanning wristbands, Adam and Justin discuss where tech is now and where it is ...

Nov 13, 20201 hr 15 minSeason 1Ep. 45

Episode 44: Adam Curran, Bobby Ring and Nadder Nejad Talk Auto Industry

Adam talks with auto-industry experts, marketing masterminds, and good personal friends, Bobby Ring and Nadder Nejad. "Same is Lame," is their marketing motto and Bobby and Nadder make it their mission to do the complete opposite of what everyone else is doing. When it comes to business and making money, their success seems to be directly correlated to the amount of fun they're having in the process. Bobby and Nadder cover marketing best practices, keeping your team happy, and their predictions ...

Nov 10, 20201 hr 8 minSeason 1Ep. 44

Episode 43: Adam Curran and Rev. Colin Kerr on Faith, Hope & Love

Adam talks with Rev. Colin Kerr, founder of Parkside Church (located downtown Charleston by Hampton Park) and author of "Faith Hope Love: The Essentials of Christianity for the Curious, Confused, and Skeptical." Thoughtful, funny, and hopeful about the future, Colin is the kind of reverend you want to sit down, have a beer with, and ask the big questions. Listen in as he and Adam "geek out" on theology, discuss what it really takes to start a church, and dive into the power of grace in times of ...

Nov 06, 20201 hr 6 minSeason 1Ep. 43

Episode 42: Adam Curran and Stephen Goldfinch on Local Economics

Adam talks with incumbent senator for South Carolina's 34th District, Stephen Goldfinch. (The district spans from Myrtle Beach to the IOP Connector in Mount Pleasant.) They talk local politics and discuss economic development, bettering infrastructure, and creating jobs in the district. Stephen explains why he decided to enter the political arena and how he deals with mud-slingers. Adam and Stephen agree that smaller government is better government. Stephen dives into his plan for how we can str...

Oct 30, 202030 minSeason 1Ep. 42

Episode 41: Adam Curran and Joe Bustos on Keeping Communities Strong

Adam talks with Joe Bustos, running for South Carolina's House District 112. A retired U.S. Army officer, former police officer, town councilman for Mount Pleasant, and a lifelong South Carolinian, Joe is big on fighting for the needs of the community, holding the line on tax increases, and standing firm on sustainable growth management. Joe talks about his background and how Mount Pleasant, Sullivan's Island, and Isle of Palms have changed since his youth. Adam and Joe discuss the impacts of th...

Oct 29, 20201 hr 11 minSeason 1Ep. 41

Episode 40: Adam Curran and Charlie Kirby on Cybersecurity

Adam talks with cybersecurity expert, and personal friend, Charlie Kirby. Together, they discuss the real threats cybersecurity poses, from the micro (identity theft, for example) to the macro (think sophisticated geopolitical attacks). In their fireside chat-style conversation, Adam and Charlie discuss today's most serious threats while also finding the humor and levity in today's ever-changing digital world.

Oct 16, 20201 hr 11 minSeason 1Ep. 40

Episode 39: Adam Curran and Corey Alan of The Overton Report

Adam talks with Corey Alan, founder of The Overton Report. Together, they discuss the recent riots, the BLM movement, and the police. Corey made it his mission to shine a light on the news stories that DON'T get reported by the mainstream media—stories happening right now, right here in Charleston. Check out Corey's page, The Overton Report: https://www.facebook.com/overtonreport Corey explains the background behind "The Overtop Report" and why he believes its founding is important. Adam expound...

Oct 09, 20201 hr 8 minSeason 1Ep. 39

Episode 38: The Difference Between Public and Private REITs

Let's talk about REITs, or Real Estate Investment Trusts. In this episode, Adam discusses the pros and cons of investing in real estate investment trusts, the difference between public and private REITs, and what you need to know when investing in these instruments. Key Points We cover what exactly REITs are. Adam goes over the different characteristics of private REITs. And he talks about why he thinks publicly-traded REITs might be a better option for retiree investors....

Oct 02, 202027 minSeason 1Ep. 38

Episode 37: Invest in Businesses You Understand

Curious about Adam's investment philosophy and how he is investing in his own personal money? Listen in on Adam's stories of the various businesses that comprise his portfolio and his experiences in working with them in his day-to-day life. He explains why investors ought to get back to the basics when deciding which stocks they ought to own.

Sep 25, 202022 minSeason 1Ep. 37

Episode 36: Ways to Combat Inflation

In the wake of the Coronavirus, the monetary supply has increased by 25%. And this has a lot of people worried about inflation. So how do you invest to make sure your money keeps pace with inflation? And what place should gold and sliver have within your portfolio? In this episode, Adam discusses how he's positioning his retiree clients to both combat inflation and smooth out the ride of retirement so people can spend money confidently and live abundant lives.

Sep 18, 202034 minSeason 1Ep. 36

Episode 35: Adam Curran and Tyler Gibbons, CPA, Tackle Taxes

Adam talks with Tyler K. Gibbons, Partner at Riser Gibbons & Carpenter, LLP. As a second-generation CPA, tax accounting is something that runs in Tyler's blood. In this episode, Adam and Tyler tackle it all—from the political (Trump Tax Reform, the IRS, and stimulus plans) to the personal (IRAs, small business strategies, and what to watch out for). Together, they shine some light on an incredibly complex, but critical, topic when it comes to managing your money! Check out Tyler's firm, Rise...

Aug 25, 20201 hr 12 minSeason 1Ep. 35

Episode 34: Adam Curran and Andrew Hare of Vertical Roots on Food

In this episode, Adam talks with Andrew Hare, co-founder of Vertical Roots, a hydroponic farm company growing nutrient-dense lettuce. What started as scribbles on a napkin with high school friend Matt Daniels in 2015 is now a thriving enterprise bringing sustainable farming and fresh produce Charleston. For foodies and farmers alike, this is an episode you're going to love!

Aug 21, 20201 hr 4 minSeason 1Ep. 34

Episode 33: Adam Curran Talks with Trista the Barista All Things Instagram

In this episode, Adam talks with "Trista the Barista" (and her mom, Rebecca Kutcher) on all things Instagram and influence. "If you give Trista a goal, she will accomplish it," says Rebecca. And whether it's starting a business or qualifying for the World Special Olympics in Ireland, there doesn't seem to be much Trista can't do. This is one inspiring interview if we've ever heard one! Check out Trista on Instagram: @tristathebarista and @tristasunshinecompany

Aug 14, 202024 minSeason 1Ep. 33

Episode 32: Adam Curran and Holy City Sinner's Christian Senger on the Media

Listen in as Adam and Christian discuss the devolution of decorum on social media platforms like Facebook, especially since the 2016 election. They talk about what kinds of posts generate the most engagement (it might not be what you think!). And Christian gives advice to entrepreneurs: "Do what you like doing. Be authentic. Create what you want to read/listen to. And if you take the time to build what you love, people will come."

Aug 10, 20201 hr 2 minSeason 1Ep. 32

Episode 31: Adam Curran and Danielle Howley on All Things Health Care

In this episode, Adam talks with Deeper Healing's Danielle Howley about how her husband's chronic health condition (the result of a virus doctors said was "untreatable") lead her on a path of research, discovery, and entrepreneurialism. Danielle's perspective on health, immunity, and the state of health care in our country is one you're not going to want to miss! Visit Deeper Healing at: https://deeperhealing.com/

Aug 05, 20201 hr 21 minSeason 1Ep. 31

Episode 30: Adam Curran and Attorney David Aylor on Law in the Lowcountry

In this episode, Adam talks with Criminal Defense and Personal Injury Attorney David Aylor on practicing law in the Lowcountry. As the founder of the firm voted "Best Law Firm" in Charleston, David's commitment to the Sixth Amendment (everyone deserves a fair trial and fair representation) is self-evident. Listen in on a fascinating discussion on the state of the legal industry and how the economic shut down has been changing a few things. Visit David's website: https://davidaylor.com/...

Jul 31, 202043 minSeason 1Ep. 30

Episode 29: Adam Curran and Dr. Gary Metts on Law Enforcement and Criminal Justice

In this episode, Adam talks with Dr. Gary Metts on all things police. As an Air Force veteran, graduate of the FBI Academy, augmented Secret Service, and current professor of criminal justice at Charleston Southern University, few people know more in this arena. With over 30 years of experience in the field, Gary has insight into the controversial “defund the police” movement as well as the realities of what life is really like in law enforcement today.

Jul 27, 20201 hr 7 minSeason 1Ep. 29

Episode 28: Adam Curran and Kelli Garrett on Charleston Real Estate Investing

Real estate investor Kelli Garrett always has been and always will be “all about the hustle.” And nobody hustles harder. As the College of Charleston's women’s basketball all-time leading scorer, Kelli's #14 jersey still hangs in the rafters of the arena to this day. In this episode, Adam and Kelli hone in on the topic of being your personal best. And how the same rules that apply in basketball apply in the world of business. Check out Kelli Garrett and her company: https://garrettventuresgroup....

Jul 24, 20201 hr 4 minSeason 1Ep. 28

Episode 27: Adam Curran and Candidate for U.S. Congress Nancy Mace on the Issues

In this episode, Adam talks with South Carolina State Representative and GOP congressional nominee, Nancy Mace. Listen in as they discuss her recent positive test result for COVID-19 and her response. They talk about the economy, the epidemic, the riots, the President, the current division in our country, and the importance of bipartisan legislation if we ever want to see real reform. Visit Nancy Mace for Congress: https://nancymace.org/...

Jul 14, 202049 minSeason 1Ep. 27

Episode 26: Adam Curran and Daniel Brownstein on Charleston Politics, Leadership, and Development

In this episode, Adam Curran and Daniel Brownstein discuss politics, leadership, and land development in Charleston. Daniel is the Democratic nominee for District 112 in the South Carolina House of Representatives, which represents much of Mount Pleasant from Simmons Street in old Mount Pleasant all the way up to Park West and Carolina Park as well as Sullivan’s Island and Isle of Palms. Though their views come from opposite sides of the table, they find common ground in the best interest of all...

Jul 06, 20201 hr 26 minSeason 1Ep. 26
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