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Retire Y'all Charleston episodes
- 2026 Market Forecast and Firm UpdateIn this episode, Adam Curran breaks down what we’re watching in the markets heading into 2026 and shares a quick update on what’s happening at Curran Financial Partners.1 hr 17 min
- One-Page Tax Savings SummaryThis week’s show sees Adam Curran share his perspective on everything from modern culture’s “smut-filled” media to the declining standards in service industries, emphasizing the importance of authentic, high-touch personal service in financial planning. He discusses the value of working with advisors who share your worldview and values, offering listeners a 15-minute complimentary call. Adam and his team at Curran Financial Partners serve clients both locally in South Carolina and nationwide, striving to be a “shining light on the hill” of financial service with integrity, respect, and professionalism.
A major highlight of the episode is Adam’s introduction of his new “one-page tax savings summary,” a simple yet comprehensive document that helps retirees identify efficient tax strategies, from above-the-line deductions to legacy planning. Reflecting on his personal journey of trial-and-error with accountants, Adam explains why proactive tax planning is key to in regards to retirement income. Adam encourages listeners to “kick his company’s tires,” invest their time wisely in building the right retirement plan, and not put off their financial goals, reminding everyone that life and good health are not guaranteed forever.55 min - Taxes, Team Growth & What's Coming Next — Louis Tyson ReturnsLouis Tyson, our in-house tax analyst, is back with Adam to break down all things' taxes—from QCDs to Trump's Big Beautiful Bill and what it really means for you. They also talk about how our tax team has doubled in size (yes, Adam handed over two of his best people), why that matters for clients, and why now is the time to start planning with us before tax season hits.1 hr 28 min
- Medicare: Making the Choice That's Right for YouAdam is joined by our Medicare professional, Mary Swertzic, to break down the basics of Medicare, enrollment rules, your coverage options, and key dates you need to know—plus how to take the next step with our team. Click here to schedule a free phone call with our firm to learn more.48 min
- Episode 116 - Keith Singer: A Conversation on Israel and AntisemitismThis week on Retire Y’all, Adam sits down with Keith Singer of Singer Wealth for a powerful conversation about Israel and the rise of antisemitism around the world. Keith shares his insights on the history, current events, and personal impacts surround these issues, offering a perspective you won’t hear in the mainstream headlines. Don’t miss this eye-opening discussion—tune in now and learn more about Keith’s work at singerwealth.com.1 hr 5 min
- Episode 115 - Insurance Uncovered: Tips from Scott Labarowski of Horizon FirstOn this episode of the Retire Y’all Podcast, Adam sits down with insurance pro Scott Labarowski of HorizonFirst to unpack what’s changing in the world of P&C insurance. From admitted vs. non-admitted policies to insuring jewelry and other often-overlooked tips, this episode covers it all. Learn simple strategies you can use right now to protect your home and valuables in everyday life. To learn more about Scott and his team, visit Horizon First Insurance.1 hr 8 min
- Episode 114 - Healthy Aging the Holistic Way with Dr. Patrick LovegroveOn this episode of Retire Y’all, Adam chats with Dr. Patrick Lovegrove of Merge Medical Center, a holistic health expert and WTMA radio show sponsor, about connecting the mind, body, and spirit while prioritizing lifestyle changes over prescription drugs. Dr. Lovegrove is giving away his book, Healthy Aging for the Carolinas and Beyond, which could transform your life—check it out here or contact [email protected] for a FREE copy!1 hr 33 min
- Episode 113 - The Real Estate Voice on WTMA: Brian Beatty’s StoryIn 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.1 hr 10 min
- Episode 112 - Mother’s Day with Sparkles: Life Lessons from SueFor Mother’s Day, Adam sits down with his mom, Sue—aka “Sparkles” the clown. Together, they share warm memories about Adam’s upbringing, Sue’s unique career, and values that helped shape who Adam is today.1 hr 6 min
- Episode 111 - Robert Vanwormer: The Man Behind the Gator ControversyRobert Vanwormer was doing his job when he was called to remove an alligator from Daniel Island. What followed was a wave of outrage—now, he sets the record straight on the facts, the fallout, and the toll it took.1 hr 52 min
About Retire Y'all Charleston
From the publisher's feed
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.
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.