Retire Y'all Charleston artwork

Retire Y'all Charleston

105 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 13 ratings

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.

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Episodes

Episode 54: Adam Curran and Brian Cleary on All Things Radio

February 05, 2021 12:00 - 1 hour - 82.6 MB

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 discuss country music celebrities from Garth Brooks to Taylor Swift to Dwight Yokum, and what they're really like—you know—in real life.  Listen to Brian today:...

Episode 53: Adam Curran with Andrea Leary on Buying the Best Golf Cart

January 20, 2021 12:00 - 52 minutes - 71.9 MB

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 as Adam picks Andrea's brain on street legality and the current shortage of golf carts in the market. Key takeaways: Andrea walks Adam through what you should consider when choosing a golf...

Episode 52: Adam Curran and Fulton Wooten on Stem Cell Research

January 15, 2021 12:00 - 58 minutes - 80.9 MB

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 treatment. Listen in for an eye-opening and informative discussion on advancements in health science! Key takeaways: Fulton explains how stem cell research had been conducte...

Episode 51: Adam Curran and Marie Sauer Talk Wine

December 22, 2020 20:41 - 1 hour - 99.3 MB

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. Marie educates Adam on what kind of wine he should be drinking and how he can "step in class a bit."  Curious what wine to serve with what foods? Listen in for paring ideas! Adam and Marie discuss the financial side of what you drink and the wine business overall. ...

Episode 50: The Retire Y'All Audiobook

December 14, 2020 13:00 - 1 hour - 117 MB

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 living their savings. After all, no one wants to wind up the wealthiest person in the cemetery. Adam drives home the messag...

Episode 49: Adam Curran and owner of Grand Strand Law Group, Angie Knight

December 11, 2020 20:47 - 35 minutes - 48.4 MB

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 and Angie answer questions like: What’s the difference between a will and a trust? Who needs one? The probate process and how to avoid it If you...

Episode 48: Adam Curran and RiverDogs' Owner Michael Veeck

December 11, 2020 13:00 - 52 minutes - 71.7 MB

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.   They talk about how Mike got into the world of baseball (and the important role his father played in that).  Adam picks Mike's brain on business, g...

Episode 47: Adam Curran on Missing Money (And How To Find Yours)

December 07, 2020 13:00 - 10 minutes - 14.6 MB

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.  Find out if you have any outstanding residual payments owed to you. Learn how money ends up in unclaimed property funds in the first place.  And of course, learn how to claim any fu...

Episode 46: Adam Curran and Dr. Michael Bauerschmidt on Cholesterol & High Blood Pressure

December 04, 2020 13:00 - 58 minutes - 80.7 MB

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. Using the examples of cholesterol, high blood pressure, and Adam's personal story, they discuss how to get to the root of the issue so that you truly can live “well.”...

Episode 45: Adam Curran and Justin Reed on Cryptocurrencies, 5G and All Things Tech

November 13, 2020 13:00 - 1 hour - 103 MB

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.  Key Takeaways: Hear Adam's take on cryptocurrency and how he approaches this new mode of investing. 5G, autonomous cars, Alexa, and body-scanning wristbands, Adam and Justin discuss where tech is now and wh...

Episode 44: Adam Curran, Bobby Ring and Nadder Nejad Talk Auto Industry

November 10, 2020 13:00 - 1 hour - 93.1 MB

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 directly correlated to the amount of fun they're having in the process.  Bobby and Nadder cover marketing best practices, keeping your team happy, and their predic...

Episode 43: Adam Curran and Rev. Colin Kerr on Faith, Hope & Love

November 06, 2020 13:00 - 1 hour - 90.5 MB

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. Listen in as he and Adam "geek out" on theology, discuss what it really takes to start a church, and dive into the power of grace in times...

Episode 42: Adam Curran and Stephen Goldfinch on Local Economics

October 30, 2020 12:00 - 30 minutes - 41.7 MB

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.   Stephen explains why he decided to enter the political arena and how he deals with mud-slingers.  Adam and Stephen agree that smaller government is better government.   Stephen dives into his plan for ...

Episode 41: Adam Curran and Joe Bustos on Keeping Communities Strong

October 29, 2020 14:35 - 1 hour - 96.7 MB

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.   Joe talks about his background and how Mount Pleasant, Sullivan's Island, and Isle of Palms have changed since his youth.   Adam and Joe discuss the...

Episode 40: Adam Curran and Charlie Kirby on Cybersecurity

October 16, 2020 12:00 - 1 hour - 96.9 MB

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. 

Episode 39: Adam Curran and Corey Alan of The Overton Report

October 09, 2020 12:00 - 1 hour - 92.9 MB

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, The Overton Report: https://www.facebook.com/overtonreport Corey explains the background behind "The Overtop Report" and why he believes its founding is important....

Episode 38: The Difference Between Public and Private REITs

October 02, 2020 12:00 - 26 minutes - 36.5 MB

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.     Key Points We cover what exactly REITs are. Adam goes over the different characteristics of private REITs. And he talks about why he thinks publicly-traded REITs might be a better option for retiree investors.

Episode 37: Invest in Businesses You Understand

September 25, 2020 12:00 - 21 minutes - 29.7 MB

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 own.

Episode 36: Ways to Combat Inflation

September 18, 2020 12:00 - 34 minutes - 46.8 MB

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 positioning his retiree clients to both combat inflation and smooth out the ride of retirement so people can spend money confidently and live abundant lives.

Episode 35: Adam Curran and Tyler Gibbons, CPA, Tackle Taxes

August 25, 2020 12:00 - 1 hour - 99.3 MB

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 for). Together, they shine some light on an incredibly complex, but critical, topic when it comes to managing your money! Check out Tyler's firm, Ri...

Episode 34: Adam Curran and Andrew Hare of Vertical Roots on Food

August 21, 2020 12:00 - 1 hour - 87.5 MB

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 you're going to love!

Episode 33: Adam Curran Talks with Trista the Barista All Things Instagram

August 14, 2020 12:00 - 23 minutes - 32.8 MB

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 is one inspiring interview if we've ever heard one!   Check out Trista on Instagram: @tristathebarista and @tristasunshinecompany

Episode 32: Adam Curran and Holy City Sinner's Christian Senger on the Media

August 10, 2020 10:00 - 1 hour - 85.3 MB

Listen in as Adam and Christian discuss the devolution of decorum on social media platforms like Facebook, especially since the 2016 election.  They talk about what kinds of posts generate the most engagement (it might not be what you think!). And Christian gives advice to entrepreneurs: "Do what you like doing. Be authentic. Create what you want to read/listen to. And if you take the time to build what you love, people will come."

Episode 31: Adam Curran and Danielle Howley on All Things Health Care

August 05, 2020 10:00 - 1 hour - 112 MB

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 to want to miss!   Visit Deeper Healing at: https://deeperhealing.com/

Episode 30: Adam Curran and Attorney David Aylor on Law in the Lowcountry

July 31, 2020 10:00 - 43 minutes - 59.2 MB

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 the state of the legal industry and how the economic shut down has been changing a few things.   Visit David's website:  https://davidaylo...

Episode 29: Adam Curran and Dr. Gary Metts on Law Enforcement and Criminal Justice

July 27, 2020 08:00 - 1 hour - 92.1 MB

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 into the controversial “defund the police” movement as well as the realities of what life is really like in law enforcement today. 

Episode 28: Adam Curran and Kelli Garrett on Charleston Real Estate Investing

July 24, 2020 12:00 - 1 hour - 87.4 MB

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 of being your personal best. And how the same rules that apply in basketball apply in the world of business.   Check out Kelli Garrett and her company:  https://garre...

Episode 27: Adam Curran and Candidate for U.S. Congress Nancy Mace on the Issues

July 14, 2020 21:41 - 48 minutes - 66.7 MB

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 we ever want to see real reform.   Visit Nancy Mace for Congress: https://nancymace.org/

Episode 26: Adam Curran and Daniel Brownstein on Charleston Politics, Leadership, and Development

July 06, 2020 12:00 - 1 hour - 118 MB

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 as Sullivan’s Island and Isle of Palms.   Though their views come from opposite sides of the table, they find common ground in the best inter...

Episode 25: Adam Curran and Jarrett Hodson on Charleston Real Estate Investing

July 03, 2020 12:00 - 1 hour - 98.5 MB

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 of local corporate decisions and a history of over 30 years in Charleston. Now as a producing branch man...

Episode 24: What My Midlife Crisis Taught Me About Retirement Planning

June 26, 2020 12:00 - 24 minutes - 33.4 MB

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 lessons he learned on his way through. 

Episode 23: Dividend Investing

June 19, 2020 12:00 - 15 minutes - 21.7 MB

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 25 years. In this episode, Adam talks about dividend investing and why it’s a winning strategy for these uncertain times. 

Episode 22: Adam Curran and Mount Pleasant Council Member Jake Rambo on the Issues

June 12, 2020 12:00 - 47 minutes - 64.6 MB

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 discussion on the issues.

Episode 22: Adam Curran and Mount Pleasant Town Council Member Jake Rambo on the Issues

June 12, 2020 12:00 - 47 minutes - 64.6 MB

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 discussion on the issues.

Episode 21: Pros and Cons of Living in a 55+ Community

May 29, 2020 12:00 - 14 minutes - 20.5 MB

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.

Episode 20: Get On the Same Page with Your Spouse Financially!

May 22, 2020 12:00 - 18 minutes - 24.8 MB

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.  

Episode 19: How Do You Get Paid?

May 15, 2020 12:00 - 28 minutes - 39.3 MB

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. 

Episode 18: Bargain Shopping During a Market Crash

May 06, 2020 13:00 - 15 minutes - 21.3 MB

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. 

Episode 17: I Caught the Coronavirus and Have a Whole New Perspective on the Stock Market

May 05, 2020 13:00 - 24 minutes - 33.1 MB

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?

Episode 16: Forced to Retire? What to Do If You've been Offered an Early Retirement Package

May 04, 2020 13:00 - 24 minutes - 33 MB

The economic impact of the corona virus 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 you make these decisions after doing some math and not be too emotional. 

Episode 15: Coronavirus and the Economy - What’s Next?

May 01, 2020 19:00 - 14 minutes - 19.8 MB

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 patterns. In this episode, Adam dives into what happens next. 

Episode 14: Active Money Management

February 14, 2020 14:00 - 17 minutes - 24.3 MB

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 protecting your hard-earned money.  In this episode, Adam explains why. 

Episode 13: The Income Rainbow

February 07, 2020 14:00 - 15 minutes - 21.5 MB

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, Adam talks about how to make sure retirees are using their money in the most satisfying way possible, both in their active years and later on in life. 

Episode 12: The SECURE Act

January 31, 2020 17:51 - 25 minutes - 34.8 MB

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 and how you can make sure you end up on the right side of the legislation. 

Episode 11: Annuities

December 27, 2019 14:00 - 15 minutes - 21.6 MB

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. 

Episode 10: Passive Investing (or Index Fund Investing)

December 20, 2019 14:00 - 14 minutes - 19.5 MB

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. 

Episode 9: So Your Mom Is A Clown?

December 13, 2019 14:00 - 15 minutes - 21.8 MB

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.  

Episode 8: Staying Between Your Navigational Beacons In Retirement

November 29, 2019 14:00 - 15 minutes - 20.8 MB

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, a good retirement plan keeps you right in the middle: giving you the confidence to spend money throughout your life while also allowing you to leave a legacy.

Episode 7: Forgive Me for Saying This, But Forgiving Student Loans is Stupid

November 22, 2019 14:00 - 15 minutes - 21.4 MB

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

Episode 6: Living Like the Smiths to Keep Up with the Joneses

November 15, 2019 14:00 - 19 minutes - 26.8 MB

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 liquidity, and might even have a negative net worth. In this episode, Adam takes some punches at those who are living like the Smiths to keep up with the Joneses.