Adam speaks with David Brooks, Omaha-based financial planner, industry expert, and mentor to financial planners and tax planners. In this episode, Adam and David discuss: The History of the American Income Tax System Roth Conversions, should you do them or should you not? David's Holistic Retirement Planning Process Using Life Insurance [GASP] as a Financial Planning Tool
On this episode of the Retire Y'all Podcast, Adam talks with Pastor Joel Delph, Campus Pastor of Mount Pleasant's Seacoast Church. Adam and Pastor Joel discuss using your business as a ministry, Joel's experience with Elevation and Seacoast Church, and homeschooling your children, among other things.
Adam sits down with his wife’s Grandmother, Mary Menefee, a few days before her 100th Birthday. Listen along as Mary shares a little bit about her life growing up on a farm, working in a factory and how important her faith, family and independence are to living a long happy life.
Adam talks with Charleston native and well-known crabber, Tia Clark on everything crab. From her journey as a food and beverage industry veteran to her unique transition into finding her life's passion, crabbing, Tia and Adam go deep. Key takeaways: It's not about the catch -- the catching of the crabs is the bonus There's a lot of power and connection knowing where your food comes from People need to have a relationship with the water in order to care about it We are trying to put life in the w...
Adam and industry veteran, Mike Meek, chat through several of today's hot button topics -- a world and future with Artificial Intelligence, the entitlement generation, and the decline of mergers and acquisitions. From how personality types are the single thing that separates humankind, to the future of the financial industry, Adam and Mike cover some serious ground in this latest episode. Key takeaways: Will AI replace the workforce by 2030 or even 2050 Younger generations the expectations that ...
Adam sits down with fellow colleague and friend, Michael Baer, to tackle the big 3: Jesus, politics and money. From their first meeting at Dave Ramsey's Financial Peace University nearly 8 years ago to both having 4 (almost, Adam!) young ones at home, the candid discussion naturally pivots from humble beginnings, to faith, to finance and back. Key takeaways: The transition from being just a "spiritual tourist" to being our in-house pastor Fisher is not right for retirees and holding on to certai...
Adam sits down with Steve McCullough, Lowcountry Principal Chair of C12, a Christian focused CEO group. In a candid, vulnerable discussion, Adam and Steve go deep on faith, transformation and integrating biblical principles into leadership. Key takeaways: Strive for perfection, but settle for excellence Give your family first fruits Personal and business gains on a physical, emotional and spiritual level
Adam talks with Robert Leheup, founder of nonprofit, Bullets and Bandaids about his upcoming immersive, interactive art experience featuring artist collaborations with veterans. The show begins in Savannah on January 20th and continues throughout GA, NC and SC. For our local listeners, the tour stops in Charleston on February 12th at Society Hall. These veteran stories need telling and sharing. Learn more about the Bullets and Bandaids mission. Key takeaways: Blurs the line between veteran and c...
Fresh off his move to bounce BlackRock from the State of South Carolina’s various investment portfolios, Treasurer Curtis Loftis joins Adam for a wide-ranging discussion. Here are a few of the topics we’ll discuss: Treasurer Loftis’ thoughts on ESG being the “left’s political manifesto” The surprisingly liberal underpinnings at SC state institutions like MUSC The launch of the God Bless America ETF and how it aims to fight back against companies that hate conservatives. Access to “free money” fo...
Adam talks with Senior ETF Analyst for Bloomberg, Eric Balchunas. He is one of the first to shine a light on the God Bless America ETF. The discussion covered why the fund started and why Balchunas thinks his tweet about it had such a strong reaction. The fund actively boycotts companies – with market caps above $1 Billion dollars – that make political or social activist statements at the expense of maximizing shareholder returns. We're investing in companies that steer clear of political and...
In this podcast, we get to know Dr. Garret Barton, the family doctor in Myrtle Beach running for U.S. House South Carolina District 7! Adam and Dr. Barton cover it all from medical freedom of vaccinations to how a political newbie starts campaigning. Key takeaways: Why Dr. Barton decided to run for District 7 Dr. Barton covers Tom Rice's impeachment vote impacting their district Hear Dr. Barton's legislative priorities if he is elected Visit his website at: www.bartonforcongress.com...
This is a live recording from our event on May 24th, 2022 with your congresswoman, Nancy Mace! In this podcast, hear firsthand Nancy discuss her legislative priorities for our district. Key takeaways: Nancy speaks for 15 minutes on her back story and makes a case for why she should be re-elected. Adam asks Nancy some tough questions that her constituents and our clients wrote in prior to the event. Nancy's outlines her legislative priorities should she be re-elected....
Get to know our republican congressional candidate, Katie Arrington! Listen in as they discuss everything from her passion for cyber security, her time as a state legislator, the gas tax, and cutting the state income tax. Key takeaways: Katie discusses losing her security clearance. They cover Katie’s early days, her 2018 car accident, and being an entrepreneur during a recession. Katie talks about her part in the pandemic supply chain.
Adam talks with our Daniel Island Marina neighbors, Ryan and Stephen, on all things supply chain, transportation, and logistics! In this podcast, they discuss everything from the #1 export in America, variables that go into bids & moving freight from A to B. Key takeaways: Hear how the Pandemic affected the shipping industry and Charleston Ports. Why is there a shortage of chassis? Why we are seeing a scarcity of truck drivers.
Adam gets educated by Attorney Eleanor Washburn on the technical sides of estate planning. In this podcast, the two cover everything from the trust for blended families, special needs trust, trust for children with substance abuse, and more! Key takeaways: Eleanor explains the difference between guardianship vs. conservatorship in South Carolina They speak on how to have a Supplemental Needs Trust and still receive government benefits - if needed. H.E.M.S of the Trust - the Liberal and Conservat...
In this solo episode of the podcast, Adam answers real client questions. Everything from I-Bonds the Great Reset to Elon Musk and Cathie Woods. Listen in as he dives deep into: The interplay between bonds, CPI and inflation, The risk/rewards of municipal bonds (and why he doesn't really like them.. most of the time), And shares his perspective on the Great Reset, global politics, and investing your money.
Adam sits down with Executive Director, Stephanie Kelley of ECCO to learn about our local charity in Mount Pleasant! ECCO was founded by Monsignor Carter, in response to the devastation caused by Hurricane Hugo. ECCO helps everyone from a senior citizen in need of assistance paying for their prescriptions to a family in need who lost their job to COVID, and so much more! Visit ECCO’s Website: https://eccocharleston.org/ Hear Stephanie explain how “The winds of Hurricane Hugo blew the blinders of...
This is an episode that is near and dear to our hearts—and for anyone who loves dogs! Adams sits down with Chris Dumas, Treasurer of Grateful Goldens Rescue of the Lowcountry. Listen to this episode to learn more about Grateful Goldens Rescue and charitable tax donations! Check out their website: https://www.ggrlc.org/available Key takeaways: Chris educates Adam on volunteering, adopting, and fostering for Grateful Goldens. Adam tells us how to give to charities like this in the most tax-efficie...
Adam talks with the owner of Charleston Business Brokers, Marc Williams, on all things buying and selling of businesses! Marc educates us on strategies to keep your books clean and shares his experience with private equity groups and SBA loans. If you have been curious about selling your business, this is an episode you don’t want to miss! Key takeaways: Hear why buyers are looking at your business typically 3 years prior to selling. Solid books are key when selling your business. Potential buye...
Adams talk with Diane Carbo a Dementia Care Specialist. Diane started Caregivers relief where she helps people plan for long-term health care needs. In this podcast, Diane covers it all in caregiver support, aging in the home, planning, medications, and more! Tune in to this episode to learn more about Caregiver Relief. Visit Diane Carbo’s website at https://caregiverrelief.com/ or give her a call: (215)-692-3005 Key takeaways: The average senior wants to remain in their home as they age- Diane ...
Adam Curran catches up with his friend of 21 years, Chris Hamner, who has been living in Vietnam for almost 9 years! Chris and Adam hit hard on the Delta Variant in Vietnam and how Vietnam is relying on other countries for the Vaccine. In this episode, Chris piques our interest in all things we’re curious about in Vietnam. Key takeaways: Adam and Chris cover Vietnamese politics (Vietnamese were big Trump fans). Chris shares some stories of his time in Vietnam Did you know there are no Anti-Vacci...
Boating is a way of life in Coastal South Carolina! Adam, a long-standing member of Carefree Boat Club, chats with Bruce from the City Marina and Daniel Island locations! In this episode, the two chat about the benefits of joining the boat club and tackle all the objections that Bruce may get. Tune in to this episode to learn all about the Carefree Boat Club! Key takeaways: Check out the Retiree Special. Carefree Boat Club has 99 locations that you can use your membership at! Adam shares some of...
Adam catches up with Tyler Gibbons, CPA at Riser Gibbons & Carpenter, LLP, for the first time since the new administration took over the oval office! Adam and Tyler talk about capital gains tax, the 4 stimulus acts, and Biden’s new tax plan. Lose some stress after listening to Tyler Gibbons shine some light on taxes. Key takeaways: Close to retirement? Now might be a good time to sell your business. Is the IRS hiring 87,000 employees!? Could you guess who the easiest person to tax is? Tune i...
In this episode, Adam talks with old roommate and classic car junkie, Mike Fitzgerald. Mike is the owner of Fenix Automotive LLC. This is not your ordinary auto repair shop, Fenix Automotive specializes in classic cars! Together they reminisce on their journey to their now booming businesses! Mike takes us behind the scenes of the business of classic cars and the talent it takes to be working on such precious metals. Tune in to this classic episode and hear about dream cars that could be yours! ...
Let’s talk CrossFit! In this episode, Adam sits with Robert VanNewkirk, owner of the oldest surviving gym in Charleston. Hear how this farm boy from Nebraska ended up opening a CrossFit gym in Daniel Island! Discovery Health and Fitness is for real people with real lives. This gym offers many workouts tailored to help you live a healthy, sustainable and enjoyable life! Key takeaways: Hear about Robert’s Forever Fit class for those over 60. Do things you enjoy! Exercising can consist of healthy h...
You do not have to work until you're 65 to have health insurance! Listen to Adam Curran shine a light on healthcare with these three affordable plans: The Affordable Care Act, Short Term Health Insurance and Cost Sharing Ministries. Adam teaches you the pros and cons of each plan to help create your best-case scenarios. Healthcare should take care of the BIG things. Listen in to hear how our firm can help you pick the best plan. Key takeaways: Obamacare: THEY HAVE TO ACCEPT YOU! If you have cont...
Italy, Spain, the Dominican Republic, Mexico, Panama, France, oh my! Retiring out of the country is not out of the realm of possibility for most people these days. In fact, and you may be surprised to hear this, but you can live the expatriate life for under $3,000 a month in many countries. Founding Publisher of Live and Invest Overseas, Kathleen Peddicord, is here to teach people how they can make their dream retirement their reality. Visit Kathleen's website Key takeaways: Start dreaming toda...
Adam dives into the SWAN Model and the investment strategies behind it. There's no "one size fits all" investment strategy. And retirees need a strategy specifically targeted at protecting their wealth—no matter what's going on in the market. Listen in to hear how we address these needs (and protect assets) as a firm. Key Takeaways: Adam explains the difference between "active" and "passive" investment strategies. We discuss the S&P 500 and how the SWAN Model works as the market gyrates. Fin...
Adam talks with Charleston City Council Member, Harry Griffin, on all things civil liberties. Censorship and the media. Perception, propaganda, and actual reality. No stone is left unturned as they tackle the issues of race, partisanship, and reputation. Plus, they get down to brass tacks the important issues we SHOULD be championing, supporting, and talking about instead. Visit Harry Griffin online: https://www.harryjgriffin.com/ Key Takeaways: Adam and Harry address economic development, commu...
Adam talks with Dave DeJesus, better known at Myrtle Beach's Coastal Sports Cards as "DJ," on the wild world of sports trading cards. Collectables isn't typically the type of investing we cover on this podcast, but in this episode, Adam and DJ dive in deep. Listen in to hear about pivotal moments in sports history and cards traded. Plus, Adam and DJ discuss what you could buy with your disposable income that can add to your legacy. Check out DJ's store at: https://coastalsportscards.com/ Key Tak...
