On this week’s episode of the Retire Y’all Podcast, Adam is joined by the CIO of Academy Asset Management, Seth Rosenthal.

On this week’s episode of the Retire Y’all Podcast, Adam is joined by the President and CEO of Water Missions, George Greene. Interested in donating? Interested in donating? Use this link here: https://watermission.org/get-involved/give/

On this week’s episode of the Retire Y’all Podcast, Adam is joined by the diligent Michael Overcash. If you’re interested in donating to either Seacoast Church or One World Health, please click the links below: https://www.seacoast.org/giving/ https://oneworldhealth.com/donate/

On this week’s episode of the Retire Y’all podcast, Adam is joined by the astonishingly generous philanthropist and financial advisor, Andrew McNair.

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.

On this week’s episode of the Retire Y’all Podcast, Adam is joined by Pastor Colin Kerr, the founder of Parkside Church.

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.

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. For YALL prospectus, click here. For FIAX…

Don’t miss this week’s episode with financial firm owner and specialist, Pat Strubbe!

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!

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.

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 questions about the industry.

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.

On this episode of the Retire Y’all Podcast, Adam speaks with the incredibly innovative financial advisor, Rob Russell. Tune in to learn more about Rob and how he has transformed his practice into a well-balanced lifestyle with both finance and health.

Adam speaks with David Brooks, Omaha-based financial planner, industry expert, and mentor to financial planners and tax planners.

On this episode of the Retire Y’all Podcast, Adam talks with Pastor Joel Delph, Campus Pastor of Mount Pleasant’s Seacoast Church. Adam and Pastor Joel discuss using your business as a ministry, Joel’s experience with Elevation and Seacoast Church, and homeschooling your children, among other things.

Adam sits down with his wife’s Grandmother, Mary Menefee, a few days before her 100th Birthday. Listen along as Mary shares a little bit about her life growing up on a farm, working in a factory and how important her faith, family and independence are to living a long happy life.

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.

Adam 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…

Adam 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…

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.

Adam 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…

In 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. For more information, visit his website.

This 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.

Get 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.

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.

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!

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.

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…

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

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…

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…

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…

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…

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…

In this episode, Adam talks with old roommate and classic car junkie, Mike Fitzgerald. Mike is the owner of Fenix Automotive LLC. This is not your ordinary auto repair shop, Fenix Automotive specializes in classic cars! Together they reminisce on their journey to their now booming businesses! Mike takes us behind the scenes of the…

Let’s talk CrossFit! In this episode, Adam sits with Robert VanNewkirk, owner of the oldest surviving gym in Charleston. Hear how this farm boy from Nebraska ended up opening a CrossFit gym in Daniel Island! Discovery Health and Fitness is for real people with real lives. This gym offers many workouts tailored to help you…

You do not have to work until you’re 65 to have health insurance! Listen to Adam Curran shine a light on healthcare with these three affordable plans: The Affordable Care Act, Short Term Health Insurance and Cost Sharing Ministries. Adam teaches you the pros and cons of each plan to help create your best-case scenarios.…

Italy, Spain, the Dominican Republic, Mexico, Panama, France, oh my! Retiring out of the country is not out of the realm of possibility for most people these days. In fact, and you may be surprised to hear this, but you can live the expatriate life for under $3,000 a month in many countries. Founding Publisher…

Adam dives into the SWAN Model and the investment strategies behind it. There’s no “one size fits all” investment strategy. And retirees need a strategy specifically targeted at protecting their wealth—no matter what’s going on in the market. Listen in to hear how we address these needs (and protect assets) as a firm.

Adam talks with Charleston City Council Member, Harry Griffin, on all things civil liberties. Censorship and the media. Perception, propaganda, and actual reality. No stone is left unturned as they tackle the issues of race, partisanship, and reputation. Plus, they get down to brass tacks the important issues we SHOULD be championing, supporting, and talking about instead.  …

Adam talks with Dave DeJesus, better known at Myrtle Beach’s Coastal Sports Cards as “DJ,” on the wild world of sports trading cards. Collectables isn’t typically the type of investing we cover on this podcast, but in this episode, Adam and DJ dive in deep. Listen in to hear about pivotal moments in sports history and cards traded. Plus,…

Adam goes back to school with College of Charleston Professor of Finance, Dr. Mark Pyles. From financial education, to career paths, to the future of investing, Adam and Mark cover it all. Listen in to hear about how careers in finance and investment strategies alike are changing. Plus, Adam and Mark discuss their thoughts on the recent interest in Gamestop and Robinhood.…

Adam talks with longtime Charleston DJ, Brian Cleary on all things radio. From spinning 45s in 1979 to the present day music radio biz (today with Charleston Radio Group, 92.5 Kickin’ Country), Brian brings us a sneak peek behind the scenes. Listen in to hear about pivotal moments in history experienced on air. Plus, Adam and Brian…

Adam talks with Andrea Leary, owner of Rad Rydz golf cart shop in Mount Pleasant. They discuss everything you need to know about choosing the perfect golf cart for you: Club Car vs. EZGO; gas vs. electric battery; the “need for speed” and how to increase your golf cart’s power; and more! Plus, listen in…

Adam talks with regenerative therapy consultant Fulton Wooten on all things stem cell research. The science has come a long way in the last decades and Fulton sheds a light on how this research is conductive in an ethical and humane way and how this research is advancing what’s possible when it comes to genetic health…

Adam talks with Marie Sauer, owner of Sauer Grapes Wine Shop on Daniel Island about everyone’s favorite holiday spirit: Wine! Listen in for an educational tour through wine country and a peek into the business side of things.   Check out Marie’s site: http://sauergrapeswine.com/

In his latest book, Retire Y’all: Your Guide to Retiring in South Carolina, Adam Curran shoots straight on all matters retirement: changing tax law, market conditions, investment strategy, real estate, health care, and more! A good retirement plan gives retirees the permission and confidence to spend money to create meaningful experiences, without the fear of outliving…

We get a lot of questions about estate planning at our office. If you’ve ever had questions about wills, trusts and estate planning, this podcast is for you! Adam’s guest is Angie Knight, owner of the Grand Strand Law Group in Myrtle Beach. Together, they address some frequently asked questions about estate planning.

In this episode, Adam talks shop with Michael Veeck, co-owner of five minor league baseball teams including the Charleston RiverDogs. From baseball to business, Adam and Mike cover it all. History, comedy, strategy, Bill Murray, and more! Listen in to this All American episode and remember what makes this country so great in the first place.

Everyone loves finding a $20 bill in their pocket. But did you know that there is a website where you can find missing money legally owed to you? (You might be surprised by just how much you find!) In this episode, Adam dives into MissingMoney.com and how you can find out if you have any unclaimed property.…

Adam talks with functional and environmental physician Dr. Michael Bauerschmidt. Known to patients as Dr. B, he is the founder of Deeper Healing, where they “dive deep” into what’s really going on with your health. Dr. B has long recognized that there is usually not one thing, but a combination of things that distress the body.…

Nerd Alert! In this episode, Adam talks with Amazon’s Justin Reed on the “Wild West of Investing,” Bitcoin and all-things cryptocurrency. Should you invest? That’s the big question on everyone’s mind. Listen in as Justin tries to convince Adam why he should invest in cryptocurrency.

Adam talks with auto-industry experts, marketing masterminds, and good personal friends, Bobby Ring and Nadder Nejad. “Same is Lame,” is their marketing motto and Bobby and Nadder make it their mission to do the complete opposite of what everyone else is doing. When it comes to business and making money, their success seems to be…

Adam talks with Rev. Colin Kerr, founder of Parkside Church (located downtown Charleston by Hampton Park) and author of “Faith Hope Love: The Essentials of Christianity for the Curious, Confused, and Skeptical.” Thoughtful, funny, and hopeful about the future, Colin is the kind of reverend you want to sit down, have a beer with, and ask the big questions.…

Adam talks with incumbent senator for South Carolina’s 34th District, Stephen Goldfinch. (The district spans from Myrtle Beach to the IOP Connector in Mount Pleasant.) They talk local politics and discuss economic development, bettering infrastructure, and creating jobs in the district.   Visit Stephen’s website: https://www.scstatehouse.gov/member.php?code=0682386282

Adam talks with Joe Bustos, running for South Carolina’s House District 112.  A retired U.S. Army officer, former police officer, town councilman for Mount Pleasant, and a lifelong South Carolinian, Joe is big on fighting for the needs of the community, holding the line on tax increases, and standing firm on sustainable growth management.   Visit Joe’s website: https://joebustos.com/

Adam talks with cybersecurity expert, and personal friend, Charlie Kirby. Together, they discuss the real threats cybersecurity poses, from the micro (identity theft, for example) to the macro (think sophisticated geopolitical attacks). In their fireside chat-style conversation, Adam and Charlie discuss today’s most serious threats while also finding the humor and levity in today’s ever-changing digital world.

Adam talks with Corey Alan, founder of The Overton Report. Together, they discuss the recent riots, the BLM movement, and the police. Corey made it his mission to shine a light on the news stories that DON’T get reported by the mainstream media—stories happening right now, right here in Charleston.   Check out Corey’s page,…

Let’s talk about REITs, or Real Estate Investment Trusts. In this episode, Adam discusses the pros and cons of investing in real estate investment trusts, the difference between public and private REITs, and what you need to know when investing in these instruments.

Curious about Adam’s investment philosophy and how he is investing in his own personal money?  Listen in on Adam’s stories of the various businesses that comprise his portfolio and his experiences in working with them in his day-to-day life. He explains why investors ought to get back to the basics when deciding which stocks they ought to…

In the wake of the Coronavirus, the monetary supply has increased by 25%. And this has a lot of people worried about inflation. So how do you invest to make sure your money keeps pace with inflation? And what place should gold and sliver have within your portfolio? In this episode, Adam discusses how he’s…

Adam talks with Tyler K. Gibbons, Partner at Riser Gibbons & Carpenter, LLP. As a second-generation CPA, tax accounting is something that runs in Tyler’s blood. In this episode, Adam and Tyler tackle it all—from the political (Trump Tax Reform, the IRS, and stimulus plans) to the personal (IRAs, small business strategies, and what to watch out…

In this episode, Adam talks with Andrew Hare, co-founder of Vertical Roots, a hydroponic farm company growing nutrient-dense lettuce. What started as scribbles on a napkin with high school friend Matt Daniels in 2015 is now a thriving enterprise bringing sustainable farming and fresh produce Charleston. For foodies and farmers alike, this is an episode…

In this episode, Adam talks with “Trista the Barista” (and her mom, Rebecca Kutcher) on all things Instagram and influence. “If you give Trista a goal, she will accomplish it,” says Rebecca. And whether it’s starting a business or qualifying for the World Special Olympics in Ireland, there doesn’t seem to be much Trista can’t do. This…

In this episode, Adam talks with Christian Senger, the man behind Holy City Sinner. For the last six years, the website and its Twitter feed have been voted Best in Charleston. Adam and Christian cover the news media, social media, and current events in Charleston and our nation. And though sitting on opposite sides of…

In this episode, Adam talks with Deeper Healing’s Danielle Howley about how her husband’s chronic health condition (the result of a virus doctors said was “untreatable”) lead her on a path of research, discovery, and entrepreneurialism. Danielle’s perspective on health, immunity, and the state of health care in our country is one you’re not going…

In this episode, Adam talks with Criminal Defense and Personal Injury Attorney David Aylor on practicing law in the Lowcountry. As the founder of the firm voted “Best Law Firm” in Charleston, David’s commitment to the Sixth Amendment (everyone deserves a fair trial and fair representation) is self-evident. Listen in on a fascinating discussion on…

In this episode, Adam talks with Dr. Gary Metts on all things police. As an Air Force veteran, graduate of the FBI Academy, augmented Secret Service, and current professor of criminal justice at Charleston Southern University, few people know more in this arena. With over 30 years of experience in the field, Gary has insight…

Real estate investor Kelli Garrett always has been and always will be “all about the hustle.” And nobody hustles harder. As the College of Charleston’s women’s basketball all-time leading scorer, Kelli’s #14 jersey still hangs in the rafters of the arena to this day. In this episode, Adam and Kelli hone in on the topic…

In this episode, Adam talks with South Carolina State Representative and GOP congressional nominee, Nancy Mace. Listen in as they discuss her recent positive test result for COVID-19 and her response. They talk about the economy, the epidemic, the riots, the President, the current division in our country, and the importance of bipartisan legislation if…

In this episode, Adam Curran and Daniel Brownstein discuss politics, leadership, and land development in Charleston. Daniel is the Democratic nominee for District 112 in the South Carolina House of Representatives, which represents much of Mount Pleasant from Simmons Street in old Mount Pleasant all the way up to Park West and Carolina Park as well…

In this episode, Adam Curran interviews Jarrett Hodson, Founder of SweetGrass Capital. As both a mortgage lender and investor, Jarrett is steeped in the Charleston residential real estate market. After graduating from The Citadel, Jarrett quickly became one of South Carolina’s top mortgage lenders. In 2015, he made the move to Midland Mortgage Corporation because of the unique combination…

Some might say Adam’s a little young for a midlife crisis (and don’t worry, he didn’t get a sports car or grow a ponytail). But after dealing with a few tough circumstances in life, he’s been doing a bit of soul searching. And now that he’s on the other side, he’d like to share the…

Not much makes sense in the financial markets right now. That said, we’ve got to make hay while the sun shines. And betting on the end of the world is very rarely a profitable strategy. So how do you keep investing wisely? There are actually companies—many, many companies—that have increased their dividend every year for…

Adam interviews Mount Pleasant Town Council Member, Jake Rambo. This episode, Adam and Jake shoot straight, telling you how they view what’s going on today in the economy and current events, both locally and on the state level.  Politics, education, restaurants, development, the Coronavirus, and the recent riots. No topic is off-limits in their candid…

Adams discusses his own personal experience in helping retirees who live inside the gates of 55+ communities. One man’s novice opinion on the pros and cons people should consider before moving into one of these communities.

Adam discusses the importance of spouses working together when building and maintaining their financial house. Often times nerds marry free-spirits and this lends itself to a financial disconnect, on this podcast we talk about ways that couples can get on the same page.

For many investors, the fees that they pay for their investment management services will be one of the biggest line items on their budget. It is important that investors know exactly how their advisor is getting paid and make sure that their interests are aligned with yours.

Are stocks on sale right now? When is the right time to buy back in? What should you be buying? Adam shares his perspective on the best ways to go bargain shopping during a stock market crash.

Adam discusses his experience catching the Coronavirus and his perspective on the short-term and long-term prospects of the stock market. Is now a good time to jump back into the market or is there more pain to come? How bad will the economic impact of the Coronavirus really be?

The economic impact of the Coronavirus has many employers offering their employees early retirement packages. This could be terrifying for many people. Adam talks through the steps individuals should take to determine if an early retirement package might be a blessing in disguise or if you need to spruce up your resume. It’s important that…

When it comes to the Coronavirus and its impact on the economy, it appears as if the clouds are starting to part. We are starting to see positive news developments, rather than the doom and gloom of the last few weeks. And as this continues to happen, American consumers will return to their previous spending…

Adam got his start in active money management. That is to say analyzing market trends, economic and political data, and paying attention to business-specific news when making trading decisions. And while there’s much truth and wisdom in the “buy and hold-on-for-dear-life” strategy of investing (passive investing), active money management is an equally important strategy for…

As a baby, your financial needs are relatively simple. As you grow and mature, however, your needs grow with you. Throughout adulthood, your financial picture becomes increasingly complex. They say the most expensive year of your life is around your 57th birthday. From there on out, you’ll need less and less money. In this episode,…

Any time Washington passes a piece of legislation that has a word like “secure”  or “affordable” in the name that makes you feel warm and fuzzy, run for the hills! The SECURE Act is no friend to retirees and financially-savvy Millionaires Next Door. In this episode, Adam dives into the potential pitfalls of the Act…

Annuities are one of the most controversial financial instruments out there—and for good reason. Most of them stink! In this episode, Adam pulls back the curtain and gives you the straight facts on annuities. He helps you discern the good from the bad when it comes to investing in these products.

Eighty-five to ninety percent of mutual and hedge fund managers fail to beat the underlying index they pit themselves against. The buy-and-hold strategy Warren Buffet and Dave Ramsey preach isn’t theory, it’s fact. In this episode, Adam expounds upon why simple is often the best method when it comes to investing.

The seeds of our future selves are often planted in our childhoods. In this episode, Adam reflects on what it was like growing up with a mother who was also a clown. That experience both informed his views on money and entrepreneurship and helped make him into the man he is today.

In retirement, it’s important to stay between your navigational income beacons. In this episode, Adam compares a good retirement to driving a boat around the Charleston Harbor. Go too far left, and you’ll end up in an oyster bed. Too far to the right, and you’ll wind up on a sandbar. Like in a boat,…

We’re in the campaign season for the 2020 presidential election and the student loan crisis a hot-button issue. In this episode, Adam sounds off on why he believes forgiving student loan debt is one of the stupidest pieces of legislation we could write and how, instead, we should get to the root of the problem.

There are a lot of people living what looks like a “picture perfect” life on the outside: Nice cars, nice house, trips with no expense spared. But do you know what the financial health of your neighbors really looks like? You’d be surprised. The majority of people are mortgaged to the hilt, have no financial…

Long-term care is the number one cause of bankruptcy in this country. In this episode, we’re going to talk about qualified healthcare riders—and specifically, why Adam believes they’re a better option than long-term care insurance.

Want to live an exceptional retirement? Then avoid debt like the plague! After all, you can’t behave normally and expect abnormal results. In this episode, Adam discusses why paying off mortgages and debt is essential to living your best retirement.

Too many people fall for the sizzle and not the steak when it comes to picking investments. Don’t stockpile products and stocks with no reason behind it. Adam explains why pre-retirees and retirees should think about making investments with the end in mind.

Social Security? More like Social Insecurity. Adam explains how the “sacred cow” of Social Security is still a million-dollar asset, especially for Baby Boomers. He shares his thoughts on when to take Social Security benefits and what the program will look like in the future.

In his inaugural podcast, Adam addresses one of the biggest paradoxes of retirement: how much someone’s retirement is REALLY worth. Adam explains why it is necessary to change the perspective of retirees and that doing so may allow you to retire sooner.