This week on Retire Y’all Radio, certified financial planner Adam Curran dives into the realities of retirement planning, boldly touting the value of working with someone who puts mastery and hard work ahead of credentials alone. Adam shares his journey to CFP certification, the sacrifices involved, and his frustration with the current focus of the CFP board. He argues passionately for merit-based professional standards and opens up about how plans—not just asset amounts—are key to successful retirements. With his characteristic bluntness, Adam criticizes the industry's trend toward prioritizing empathy and inclusivity over hard financial expertise, emphasizing that ethical and empathetic conduct should be a given, not the main subject of symposiums.
The show also touches on the current financial landscape, tax code changes, inflation, and market volatility, with Adam offering his optimistic take on the economy's future. He highlights his firm’s comprehensive approach, helping clients not only with investment management but also with taxes, estate planning, and health insurance—all under one roof. Adam’s message centers on putting clients’ interests first, building retirement plans that reflect individual goals and life stories, and standing up for hard-working Americans.
For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/