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 water for long after we're gone

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 comes with them
• We share the same core principles - money is something we have to protect 
• If you want the best people, the best young people, moving, shaking and growing is necessary to keep great talent
• Sally vs a mid-size firm

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 certain Covid names for too long
• It doesn't matter what all of the financial gurus say, because every single human being is going to want a financial plan based on their own life experiences

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 civilian to reinforce support and responsibility
• Broaden people's understanding of what a veteran is
• We are all in this together - stories that must be told

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” for South Carolinians

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 social activism (Go Woke, Go Broke!) The fund leans toward companies that are job creators. Payroll is an investment, not an expense! For more information, click here.