Retire Y'all Charleston
Retire Y'all Charleston
Adam Curran
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.
Episode 94: Exploring the Power of Giving with Andrew McNair
On this week’s episode of the Retire Y’all podcast, Adam is joined by the astonishingly generous philanthropist and financial advisor, Andrew McNair. Listen along as Adam and Andrew discuss the following: Andrew’s journey and how it propelled him towards financial growth and philanthropy. The true key to happiness and fulfillment, emphasizing the importance of purpose over material success. A summary of Andrew’s book, “The Giving Crisis: Helping Average Givers Become Everyday Philanthropists”. Platforms that are helpful for identifying the most effective charities to support your donations. As an advisor, speak your mind and be YOU! Not a version of someone else.  
Dec 12, 2023
55 min
Episode 93: Candid Conversations with Troy Sharpe CFP®, CPWA®
On this week’s episode of the Retire Y’all Podcast, Adam is joined by Troy Sharpe, founder and CEO of Oak Harvest Financial Group. Key takeaways: Troy’s YouTube channel and its wide-reaching audience How Troy’s family challenges shaped his journey into finance Navigating the intriguing transitioning from life partners to business partners How COVID-19 unexpectedly played a pivotal role in Troy’s success story
Nov 9, 2023
59 min
Episode 92: Thanksgiving Taboos: Politics and Religion with Pastor Colin Kerr
On this week’s episode of the Retire Y’all Podcast, Adam is joined by Pastor Colin Kerr, the founder of Parkside Church. Listen along as Adam and Colin discuss the following: Religion and Politics: An in-depth look into their different world views Parkside Church and the pandemic The LGBTQ community within the church Political hopes for the next 8 years in America
Nov 1, 2023
1 hr 21 min
Episode 91: Tax Prepping at Wood Financial Group
On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group. Key takeaways: How Wes’ firm, Wood Financial Group, came to be Wes’ transition into working with Advisors Excel Why it’s so great to have a tax service at a financial firm Adapting to growth within both their companies and taking on bigger roles
Sep 22, 2023
1 hr 6 min
Episode 90: Letting Your Money Align with Your Values and Faith with David Nicholas
On 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 For YALL prospectus, click here. For FIAX prospectus, click here. For YALL standardized performance, click here. For FIAX standardized performance, click here. For YALL holdings, click here. For FIAX holdings, click here. Investments involve risk. Principal loss is possible.  For a complete list of fund risks please refer to the linked prospectus.
Sep 19, 2023
1 hr 27 min
Episode 89: From Yankees to Southerners with Pat Strubbe
Don’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
Aug 22, 2023
58 min
Episode 88: The Importance of Critiquing with John Vandergriff
On 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
Aug 17, 2023
1 hr 3 min
Episode 87: From Technology to Finance with Jared Elson
Don’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
Aug 4, 2023
1 hr 10 min
Episode 86: Adam Sits Down with Scott Labarowski of HorizonFirst
On 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?
Jul 31, 2023
1 hr 29 min
Episode 85: Adam and Scott Tucker of Scott Tucker Solutions
On 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
Jul 17, 2023
1 hr 3 min
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