Sign up to save your podcasts
Or
Share Retire Y'all Charleston
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Retire Y'all Charleston episodes
- Episode 90: Letting Your Money Align with Your Values and Faith with David NicholasOn this week’s episode of the Retire Y’all podcast, Adam is joined by the incredibly talented founder of Nicholas Wealth Management, David Nicholas. Tune in to learn more about the success of David’s business and how he’s allowed his faith and values to be the backbone of his company. Key takeaways:
- How “woke” driven companies value their inclusivity more than the needs of their own customers.
- The importance of choosing employees based off of merit, not solely on diversity
- Why small business owners like themselves are not here to play “woke” games
- David’s advice for advisors who want to launch their own ETFs
1 hr 28 min - Episode 89: From Yankees to Southerners with Pat StrubbeDon’t miss this week’s episode with financial firm owner and specialist, Pat Strubbe! Listen along as Adam and Pat discuss the following:
- Pat’s successful business, Preservations Specialist
- How to find your people as a business owner
- Pat’s transition from being the sole owner of his company to having two partners
- “Quiet Quitting” and how “The Great Resignation” has evolved into “The Great Resentment”
- Pat’s opinion on a potential future recession
59 min - Episode 88: The Importance of Critiquing with John VandergriffOn this week’s episode of Retire Y’all Radio, Adam meets with John Vandergriff and things get a bit philosophical. Tune in and listen for some great advice, both in and out of the office! Listen along as Adam and John discuss some of the following:
- How John saved Adam’s life 3 times… in the span of 2 days!
- John’s diverse sports background in wrestling and football
- John’s experience working with his in-laws
- Being brave enough to critique the person to your left or right, and being humble enough to accept that criticism
- The only person or thing you can control is YOU
1 hr 4 min - Episode 87: From Technology to Finance with Jared ElsonDon’t miss this week’s episode as Adam sits down with skillful financial expert, Jared Elson. With a background in technology, Jared’s varied career experiences has ultimately led him to become an even better financial advisor, and he wouldn’t have it any other way. Key takeaways:
- Growing up in the technology industry
- How Jared’s experience in working at Yahoo transitioned into a new career path for him
- The popularity of robo-advisors
- How Jared became the sole owner of his company
1 hr 11 min - Episode 86: Adam Sits Down with Scott Labarowski of HorizonFirstOn this episode of the Retire Y'all Podcast, Adam talks with Scott Labarowski, founder of HorizonFirst. Listen as they discuss Scott's experiences in the insurance world and answer the following questions: · What is going on with Homeowner's Insurance nationally and locally? · What is the importance of knowing the difference in Admitted vs. Non-Admitted policies? · What are the options to lower your Homeowner Insurance premium? · What exactly does my Commercial Insurance cover? · What is Cyber Insurance?1 hr 30 min
- Episode 85: Adam and Scott Tucker of Scott Tucker SolutionsOn this episode of the Retire Y'all Podcast, Adam talks with Scott Tucker about his journey before founding his firm, how the Navy helped him build a business and much more. HERE ARE JUST A HANDFUL OF THE THINGS THEY DISCUSS:
- Why you should make your bed every morning.
- Scott’s book, “Escape Illinois: Should I Stay or Should I Go?”
- The diversity of politics in Scott’s firm in Chicago
- The importance of Scott’s Social Security classes
1 hr 4 min - Episode 84: Adam and Rob Russell with Total Wealth and WellnessOn this episode of the Retire Y'all Podcast, Adam speaks with the incredibly innovative financial advisor, Rob Russell. Tune in to learn more about Rob and how he has transformed his practice into a well-balanced lifestyle with both finance and health. HERE ARE JUST A HANDFUL OF THE THINGS THEY DISCUSS:
- How to avoid difficulties when taking over the practice of a loved one by setting boundaries, expectations, etc.
- How Rob incorporates health and wellness into his firm so his clients can enjoy their financial plans to the fullest
- Rob Russell’s book, How to Retire in a Weekend
- Attributes that separate the good and bad in a financial advisor
54 min - Episode 83: Adam Curran and David Brooks with Retire SMARTAdam 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
56 min - Episode 82: Adam Curran and Pastor Joel Delph of Seacoast ChurchOn 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.52 min
- Episode 81: Happy Birthday, Grandma! Mary Menefee turns 100.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.40 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.