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Retire Y'all Charleston episodes
- Episode 100: Reimagining Myrtle - Unveiling the Coastal Gem with Jason GreenOn this week’s episode of the Retire Y’all podcast, Adam is joined by the President and CEO of the Myrtle Beach Downtown Alliance, Jason Greene. Listen along as Adam and Jason discuss the following:
- Jason’s journey from Marine to Myrtle Beach resident
- The societal stereotypes surrounding Myrtle Beach’s diversity and potential
- The underappreciated affordable living, vibrant nightlife, thriving golf scene, and culinary delights
- Jason’s vision for Myrtle Beach’s future, centered on authenticity – come as you are!
57 min - Episode 99: South Carolina Politics with Corey Allen from the Overton ReportOn this week’s episode of the Retire Y’all Podcast, Adam is joined by Corey Allen. Tune in as Adam and Corey discuss the following:
- Unpacking the controversy surrounding the state convention
- Where did the $1.8B of unaccounted money come from. Who’s fault is it?
- What’s in store for our National election cycle
- For more content from Corey Allen follow his substack (link), follow on social media (link) or listen to his show on The Big Patriot Radio, here: https://bigpatriotradio.com/
1 hr 19 min - Episode 98: To Roth or Not to Roth with David BrooksOn this week’s episode of the Retire Y’all Podcast, Adam is joined by the financial advisor, David Brooks. Try to keep up as Adam and David debate the following:
- The clash of perspectives between Adam and David on Roth conversions
- Real world conversion scenarios with and without Trump’s tax reform
- Paying off the “silent partner” also known as the IRS
- Remember, these strategies aren’t DIY – listen in, don’t try at home!
1 hr 14 min - Episode 97: Unlocking the World of ETFs: A Financial Discussion with Seth RosenthalOn this week’s episode of the Retire Y’all Podcast, Adam is joined by the CIO of Academy Asset Management, Seth Rosenthal. Listen along as Adam and Seth discuss the following:
- How Seth became the Chief Investment Officer of Academy Asset Management
- The Academy Veteran Impact ETF, VETZ, managed by Seth’s firm
- How Seth’s company ETF donates management fees to Veteran and Military charities
- Insights from Seth on his predictions for the future of interest rates
40 min - Episode 96: Water Mission - Insights from CEO George GreeneOn this week’s episode of the Retire Y’all Podcast, Adam is joined by the President and CEO of Water Missions, George Greene. Interested in donating? Interested in donating? Use this link here: https://watermission.org/get-involved/give/ Listen along as Adam and George discuss the following:
- George’s origin story, his background on Water Mission, and his current role
- Running a company entirely funded by charitable giving
- How Americans take vital privileges for granted
- Key considerations when choosing charities to support
57 min - Episode 95: Michael Overcash’s Medical Mission JourneysOn this week’s episode of the Retire Y’all Podcast, Adam is joined by the diligent Michael Overcash. If you're interested in donating to either Seacoast Church or One World Health, please click the links below:
- https://www.seacoast.org/giving/
- https://oneworldhealth.com/donate/
- Michael’s backstory and what led him to becoming a PA
- Michael’s lifechanging medical mission trip to Nicaragua in the 1990s
- Tips for instilling humility in your kids as spoiled Americans
- Giving without travelling through Seacoast and One World Health
1 hr 4 min - Episode 94: Exploring the Power of Giving with Andrew McNairOn this week’s episode of the Retire Y’all podcast, Adam is joined by the astonishingly generous philanthropist and financial advisor, Andrew McNair. Listen along as Adam and Andrew discuss the following:
- Andrew’s journey and how it propelled him towards financial growth and philanthropy.
- The true key to happiness and fulfillment, emphasizing the importance of purpose over material success.
- A summary of Andrew’s book, “The Giving Crisis: Helping Average Givers Become Everyday Philanthropists”.
- Platforms that are helpful for identifying the most effective charities to support your donations.
- As an advisor, speak your mind and be YOU! Not a version of someone else.
56 min - Episode 93: Candid Conversations with Troy Sharpe CFP®, CPWA®On this week’s episode of the Retire Y’all Podcast, Adam is joined by Troy Sharpe, founder and CEO of Oak Harvest Financial Group. Key takeaways:
- Troy’s YouTube channel and its wide-reaching audience
- How Troy’s family challenges shaped his journey into finance
- Navigating the intriguing transitioning from life partners to business partners
- How COVID-19 unexpectedly played a pivotal role in Troy’s success story
1 hr - Episode 92: Thanksgiving Taboos: Politics and Religion with Pastor Colin KerrOn this week’s episode of the Retire Y’all Podcast, Adam is joined by Pastor Colin Kerr, the founder of Parkside Church. Listen along as Adam and Colin discuss the following:
- Religion and Politics: An in-depth look into their different world views
- Parkside Church and the pandemic
- The LGBTQ community within the church
- Political hopes for the next 8 years in America
1 hr 22 min - Episode 91: Tax Prepping at Wood Financial GroupOn this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group. Key takeaways:
- How Wes’ firm, Wood Financial Group, came to be
- Wes’ transition into working with Advisors Excel
- Why it’s so great to have a tax service at a financial firm
- Adapting to growth within both their companies and taking on bigger roles
1 hr 7 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.