Episode 58: Adam Curran on The SWAN Model

Retire Y'all Charleston

English - March 22, 2021 10:00 - 18 minutes - 25.1 MB - ★★★★★ - 13 ratings
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Previous Episode: Episode 57: Adam Curran and Harry Griffin, Charleston City Council Member

Next Episode: Episode 59: Adam Curran and Kathleen Peddicord on Living and Investing Overseas

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.

Key Takeaways:

Adam explains the difference between "active" and "passive" investment strategies. We discuss the S&P 500 and how the SWAN Model works as the market gyrates. Finally, we revisit Dave Ramsey, Warren Buffett, and long-term investing.