Adam talks with our Daniel Island Marina neighbors, Ryan and Stephen, on all things supply chain, transportation, and logistics! In this podcast, they discuss everything from the #1 export in America, variables that go into bids & moving freight from A to B. Key takeaways:

• Hear how the Pandemic affected the shipping industry and Charleston Ports.
• Why is there a shortage of chassis?
• Why we are seeing a scarcity of truck drivers.

Adam gets educated by Attorney Eleanor Washburn on the technical sides of estate planning. In this podcast, the two cover everything from the trust for blended families, special needs trust, trust for children with substance abuse, and more! Key takeaways:

• Eleanor explains the difference between guardianship vs. conservatorship in South Carolina 
• They speak on how to have a Supplemental Needs Trust and still receive government benefits - if needed.
• H.E.M.S of the Trust - the Liberal and Conservative way to do it.

In this solo episode of the podcast, Adam answers real client questions. Everything from I-Bonds the Great Reset to Elon Musk and Cathie Woods. Listen in as he dives deep into:

• The interplay between bonds, CPI and inflation,
• The risk/rewards of municipal bonds (and why he doesn't really like them.. most of the time),
• And shares his perspective on the Great Reset, global politics, and investing your money.

Adam sits down with Executive Director, Stephanie Kelley of ECCO to learn about our local charity in Mount Pleasant! ECCO was founded by Monsignor Carter, in response to the devastation caused by Hurricane Hugo. ECCO helps everyone from a senior citizen in need of assistance paying for their prescriptions to a family in need who lost their job to COVID, and so much more!   Visit ECCO’s Website: https://eccocharleston.org/  

• Hear Stephanie explain how “The winds of Hurricane Hugo blew the blinders off people”
• ECCO went from feeding 500 families to 900 families during COVID!
• 90 cents of every dollar donated to ECCO goes to mission-specific expenses!

This is an episode that is near and dear to our hearts—and for anyone who loves dogs! Adams sits down with Chris Dumas, Treasurer of Grateful Goldens Rescue of the Lowcountry. Listen to this episode to learn more about Grateful Goldens Rescue and charitable tax donations! Check out their website: https://www.ggrlc.org/available Key takeaways:

• Chris educates Adam on volunteering, adopting, and fostering for Grateful Goldens.
• Adam tells us how to give to charities like this in the most tax-efficient way!
• Fun Fact: Grateful Goldens is where Adam and Claire adopted Piper!

Adam talks with the owner of Charleston Business Brokers, Marc Williams, on all things buying and selling of businesses! Marc educates us on strategies to keep your books clean and shares his experience with private equity groups and SBA loans. If you have been curious about selling your business, this is an episode you don’t want to miss! Key takeaways:

• Hear why buyers are looking at your business typically 3 years prior to selling.
• Solid books are key when selling your business.
• Potential buyers want to keep the employees! 

Adams talk with Diane Carbo a Dementia Care Specialist. Diane started Caregivers relief where she helps people plan for long-term health care needs. In this podcast, Diane covers it all in caregiver support, aging in the home, planning, medications, and more! Tune in to this episode to learn more about Caregiver Relief. Visit Diane Carbo’s website at https://caregiverrelief.com/ or give her a call: (215)-692-3005 Key takeaways:

• The average senior wants to remain in their home as they age- Diane helps with that.
• Diane has helped frank, one of our employees, with his mother in New York!
• Diane has written some books on Dementia as well!

Adam Curran catches up with his friend of 21 years, Chris Hamner, who has been living in Vietnam for almost 9 years! Chris and Adam hit hard on the Delta Variant in Vietnam and how Vietnam is relying on other countries for the Vaccine. In this episode, Chris piques our interest in all things we’re curious about in Vietnam. Key takeaways:

• Adam and Chris cover Vietnamese politics (Vietnamese were big Trump fans).
• Chris shares some stories of his time in Vietnam
• Did you know there are no Anti-Vaccinators in Vietnam? Unless you prefer jail time.

Boating is a way of life in Coastal South Carolina! Adam, a long-standing member of Carefree Boat Club, chats with Bruce from the City Marina and Daniel Island locations! In this episode, the two chat about the benefits of joining the boat club and tackle all the objections that Bruce may get. Tune in to this episode to learn all about the Carefree Boat Club! Key takeaways:

• Check out the Retiree Special.
• Carefree Boat Club has 99 locations that you can use your membership at!
• Adam shares some of his best memories with Carefree Boat Club.

Adam catches up with Tyler Gibbons, CPA at Riser Gibbons & Carpenter, LLP, for the first time since the new administration took over the oval office! Adam and Tyler talk about capital gains tax, the 4 stimulus acts, and Biden’s new tax plan. Lose some stress after listening to Tyler Gibbons shine some light on taxes. Key takeaways:

• Close to retirement? Now might be a good time to sell your business.
• Is the IRS hiring 87,000 employees!?
• Could you guess who the easiest person to tax is? Tune in to find out!

Tyler K. Gibbons, CPA, CFE: Email: [email protected]