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Retire Y'all Charleston episodes
- Episode 80: Let's Go Crabbing with Lowcountry Legend, Tia Clark.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
53 min - Episode 79: AI, Personality Characteristics & Sally with Adam Curran and Mike MeekAdam 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
1 hr 4 min - Episode 78: The Big 3: Jesus, Politics and Money with Adam Curran and Michael BaerAdam 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
1 hr 32 min - Episode 77: Build Great Businesses for a Greater Purpose with Adam Curran and Steve McCullough.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
1 hr 15 min - Episode 76: Stories that need telling with Adam Curran & Robert LeheupAdam 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
1 hr 2 min - Adam talks with South Carolina State Treasurer Curtis LoftisFresh 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
47 min - Adam talks to Eric Balchunas - Senior ETF Analyst at Bloomberg and Author of "The Bogle Effect"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.58 min
- Episode 75: Adam Curran and Candidate for U.S. House SC District 7, Dr. Garrett BartonIn this podcast, we get to know Dr. Garret Barton, the family doctor in Myrtle Beach running for U.S. House South Carolina District 7! Adam and Dr. Barton cover it all from medical freedom of vaccinations to how a political newbie starts campaigning. Key takeaways:
- Why Dr. Barton decided to run for District 7
- Dr. Barton covers Tom Rice's impeachment vote impacting their district
- Hear Dr. Barton's legislative priorities if he is elected
34 min - Episode 74: Adam Curran and U.S. Representative, Nancy MaceThis is a live recording from our event on May 24th, 2022 with your congresswoman, Nancy Mace! In this podcast, hear firsthand Nancy discuss her legislative priorities for our district. Key takeaways:
- Nancy speaks for 15 minutes on her back story and makes a case for why she should be re-elected.
- Adam asks Nancy some tough questions that her constituents and our clients wrote in prior to the event.
- Nancy's outlines her legislative priorities should she be re-elected.
47 min - Episode 73: Adam Curran and Candidate for the House of Representatives, Katie ArringtonGet to know our republican congressional candidate, Katie Arrington! Listen in as they discuss everything from her passion for cyber security, her time as a state legislator, the gas tax, and cutting the state income tax. Key takeaways:
- Katie discusses losing her security clearance.
- They cover Katie’s early days, her 2018 car accident, and being an entrepreneur during a recession.
- Katie talks about her part in the pandemic supply chain.
2 hr 26 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.