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Retire Y'all Charleston episodes
- Episode 72: Adam Curran with Ryan Morris and Stephen Zimmerman on Anderson Transportation & Logistics, LLC.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.
1 hr 13 min - Episode 71: Adam Curran and Eleanor Washburn with Charleston Estate Planning Law FirmAdam 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.
1 hr 48 min - Episode 70: Adam Answers Real Client QuestionsIn 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.
50 min - Episode 69: Adam Curran with Stephanie Kelley of East Cooper Community OutreachAdam 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!
1 hr 19 min - Episode 68: Adam Curran and Chris Dumas of Grateful Goldens RescueThis 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!
1 hr 4 min - Episode 67: Adam Curran with Marc Williams of Charleston Business BrokersAdam 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!
1 hr 36 min - Episode 66: Adam Curran and Diane Carbo on all things Caregiving ReliefAdams 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!
1 hr 58 min - Episode 65: Adam Curran and Chris Hamner on the Delta Variant in VietnamAdam 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.
1 hr 38 min - Episode 64: Adam Curran and Bruce Jarrad from Carefree Boat ClubBoating 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.
1 hr 11 min - Episode 63: Adam Curran and Tyler K. Gibbons Discuss Joe Biden's Tax PlanAdam 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!
1 hr 10 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.