This week, Adam Curran delivers his signature candid advice on retirement planning, tackling the latest Social Security cost-of-living adjustment (COLA) and what it means for retirees. Adam emphasizes that making wise decisions about Social Security is crucial, and too many people base this significant financial choice on gut feelings or misinformed advice. He strongly encourages listeners to claim their benefits strategically, noting that Social Security should be treated as a million-dollar asset. He underscores the importance of planning over just accumulating wealth.

The conversation also debunks the myth that one needs a million dollars to enjoy a comfortable retirement. Drawing on experiences with clients from all walks of life, Adam shows how people with modest portfolios often find greater fulfillment and financial success by focusing on sustainable spending patterns and meaningful relationships. He highlights the value of finding trusted partners who can provide holistic financial services—including tax, estate, and healthcare planning—all under one roof.


For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/