Retire Y'all Podcast

In this episode, we're joined by Brian Beatty—president of The Brian Beatty Team at Keller Williams Realty and host of The Brian Beatty Real Estate Show. We talk real estate, radio, and Brian's journey to becoming one of WTMA's newest voices and sponsors.

For Mother's Day, Adam sits down with his mom, Sue—aka “Sparkles” the clown. Together, they share warm memories about Adam's upbringing,  Sue's unique career, and values that helped shape who Adam is today.

Robert Vanwormer was doing his job when he was called to remove an alligator from Daniel Island. What followed was a wave of outrage—now, he sets the record straight on the facts, the fallout, and the toll it took.

On this week's episode of the Retire Y'all Podcast, Adam chats with Jay Mink from the National Christian Foundation. They explore Jay's donor-advised fund and how you can transform your heartfelt giving into valuable tax savings. Tune in!

On this week's episode of the Retire Y'all Podcast, Adam is joined by Robert Netzly, founder of Inspiring Investing. Tune in as they discuss Robert's journey into the world of Biblically Responsible Investing, the mission behind his company, and how faith-based principles shape investment strategies. 

On this week's episode of the Retire Y'all Podcast, Adam welcomes Christina Curran, a guest who shares a last name but not a family tree. Join them as they explore Christina's work at Live Oak Memorial Gardens!

On this week's episode of the Retire Y'all Podcast, Adam welcomes one of the newest members of the Curran Clan, Louis Tyson! Tune in to hear how Louis and his wife, Taylar, will be collaborating with our team to provide Retirement Planning, Tax Preparation, and Estate Planning —all under one roof at Curran Financial Partners.

On this week's episode of the Retire Y'all Podcast, Adam is joined by Ben Davis. Tune in as they dive into the story behind Moondog Animation Studio and its mission to create purposeful, impactful animation. Moondog Animation Studio: https://www.moondoganimation.com/ Lunchbox Labs: https://www.lunchboxlabs.xyz/ Windy Weatherfoot: https://www.windyweatherfoot.com/ Weird Waters: https://weirdwaters.com/ The Life and Trials of Willy Grunch: https://vimeo.com/showcase/9425608?share=copy Pom Pom and Franny: https://fruitthatlasts.com/ Impact Foundation (NCF donor advised funds): https://www.impactfoundation.org/portfolio/fruitthatlasts Valor Heritage Foundation: https://www.valorheritage.com/

On this week's episode of the Retire Y'all Podcast, Adam is joined by Teresa Mull. Listen along as they discuss Teresa's book, Woke-Proof Your Life, and tips on doing so.   Click here to order a copy of Teresa's book.

On this week's episode of the Retire Y'all Podcast, Adam is joined by Chris Langlois. Tune in as they explore Chris's origin story, delve into their conservative values, and discuss the mainstream media and Chris's efforts to address its influence. Be sure to check out the links below to get involved and learn more about his work! Seawell Ventures: https://www.seawallventures.com/ Unity City: https://www.unitycity.net/

On this week's episode of the Retire Y'all Podcast, Adam is joined by Matt Dicken. Listen along as they discuss Matt's origin story, private equity fund, alternative investments, and more!

On this week's episode of the Retire Y'all Podcast, Adam is joined by Brian Wells.   Tune in as Adam and Brian discuss the following: Brian's journey from his origins to becoming an architect and business owner of Coastal Creek Design How faith influences their roles as small business owners and their approach to leadership Brian's role in The Retreat at Church Creek and how charitable investments strengthen communities Tips for finding the right builder and architectural design to ensure informed decisions for your projects

On this week's episode of the Retire Y'all Podcast, Adam is joined by State Senator Larry Grooms. Key takeaways: Senator Grooms' personal journey and pivotal moment that sparked his interest in politics Insights from Grooms' transportation committee role and pioneering the DOT reform bill Groms' advocacy for school choice, emphasizing that educational opportunities should not be limited by zip codes Grooms' sponsorship and perspectives on the Heartbeat Bill, discussing its implications and controversies

On this week's episode of the Retire Y'all podcast, Adam is joined by the President and CEO of the Myrtle Beach Downtown Alliance, Jason Greene. Listen along as Adam and Jason discuss the following: Jason's journey from Marine to Myrtle Beach resident The societal stereotypes surrounding Myrtle Beach's diversity and potential The underappreciated affordable living, vibrant nightlife, thriving golf scene, and culinary delights Jason's vision for Myrtle Beach's future, centered on authenticity – come as you are!

On this week's episode of the Retire Y'all Podcast, Adam is joined by Corey Allen. Tune in as Adam and Corey discuss the following: Unpacking the controversy surrounding the state convention Where did the $1.8B of unaccounted money come from. Who's fault is it? What's in store for our National election cycle For more content from Corey Allen follow his substack (link), follow on social media (link) or listen to his show on The Big Patriot Radio, here: https://bigpatriotradio.com/

On this week's episode of the Retire Y'all Podcast, Adam is joined by the financial advisor, David Brooks. Try to keep up as Adam and David debate the following: The clash of perspectives between Adam and David on Roth conversions Real world conversion scenarios with and without Trump's tax reform Paying off the “silent partner” also known as the IRS Remember, these strategies aren't DIY – listen in, don't try at home!

On this week's episode of the Retire Y'all Podcast, Adam is joined by the CIO of Academy Asset Management, Seth Rosenthal. Listen along as Adam and Seth discuss the following: How Seth became the Chief Investment Officer of Academy Asset Management The Academy Veteran Impact ETF, VETZ, managed by Seth's firm How Seth's company ETF donates management fees to Veteran and Military charities Insights from Seth on his predictions for the future of interest rates

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/ Listen along as Adam and George discuss the following: George's origin story, his background on Water Mission, and his current role Running a company entirely funded by charitable giving How Americans take vital privileges for granted Key considerations when choosing charities to support

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/ Listen along as Adam and Michael discuss the following: Michael's backstory and what led him to becoming a PA Michael's lifechanging medical mission trip to Nicaragua in the 1990s Tips for instilling humility in your kids as spoiled Americans Giving without travelling through Seacoast and One World Health

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.  

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

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

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

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.

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

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

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

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?

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

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. HERE ARE JUST A HANDFUL OF THE THINGS THEY DISCUSS: How to avoid difficulties when taking over the practice of a loved one by setting boundaries, expectations, etc. How Rob incorporates health and wellness into his firm so his clients can enjoy their financial plans to the fullest Rob Russell's book, How to Retire in a Weekend Attributes that separate the good and bad in a financial advisor

Adam speaks with David Brooks, Omaha-based financial planner, industry expert, and mentor to financial planners and tax planners.   In this episode, Adam and David discuss: The History of the American Income Tax System Roth Conversions, should you do them or should you not? David's Holistic Retirement Planning Process Using Life Insurance [GASP] as a Financial Planning Tool

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.  Key takeaways: It's not about the catch -- the catching of the crabs is the bonus There's a lot of power and connection knowing where your food comes from People need to have a relationship with the water in order to care about it We are trying to put life in the water for long after we're gone

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 serious ground in this latest episode. Key takeaways: Will AI replace the workforce by 2030 or even 2050 Younger generations the expectations that comes with them We share the same core principles - money is something we have to protect  If you want the best people, the best young people, moving, shaking and growing is necessary to keep great talent Sally vs a mid-size firm

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 and back.  Key takeaways: The transition from being just a "spiritual tourist" to being our in-house pastor Fisher is not right for retirees and holding on to certain Covid names for too long It doesn't matter what all of the financial gurus say, because every single human being is going to want a financial plan based on their own life experiences

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.  Key takeaways: Strive for perfection, but settle for excellence Give your family first fruits Personal and business gains on a physical, emotional and spiritual level

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 telling and sharing. Learn more about the Bullets and Bandaids mission. Key takeaways: Blurs the line between veteran and civilian to reinforce support and responsibility Broaden people's understanding of what a veteran is We are all in this together - stories that must be told

Fresh off his move to bounce BlackRock from the State of South Carolina's various investment portfolios, Treasurer Curtis Loftis joins Adam for a wide-ranging discussion.   Here are a few of the topics we'll discuss:  Treasurer Loftis' thoughts on ESG being the “left's political manifesto” The surprisingly liberal underpinnings at SC state institutions like MUSC The launch of the God Bless America ETF and how it aims to fight back against companies that hate conservatives.  Access to “free money” for South Carolinians

Adam talks with Senior ETF Analyst for Bloomberg, Eric Balchunas. He is one of the first to shine a light on the God Bless America ETF. The discussion covered why the fund started and why Balchunas thinks his tweet about it had such a strong reaction. The fund actively boycotts companies – with market caps above $1 Billion dollars ­­­– that make political or social activist statements at the expense of maximizing shareholder returns. We're investing in companies that steer clear of political and social activism (Go Woke, Go Broke!) The fund leans toward companies that are job creators. Payroll is an investment, not an expense! For more information, click here.

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.  Key takeaways: Why Dr. Barton decided to run for District 7 Dr. Barton covers Tom Rice's impeachment vote impacting their district Hear Dr. Barton's legislative priorities if he is elected Visit his website at: www.bartonforcongress.com

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. Key takeaways: Nancy speaks for 15 minutes on her back story and makes a case for why she should be re-elected.  Adam asks Nancy some tough questions that her constituents and our clients wrote in prior to the event.  Nancy's outlines her legislative priorities should she be re-elected. 

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.  Key takeaways: Katie discusses losing her security clearance. They cover Katie's early days, her 2018 car accident, and being an entrepreneur during a recession. Katie talks about her part in the pandemic supply chain.

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. Key takeaways: Hear how the Pandemic affected the shipping industry and Charleston Ports. Why is there a shortage of chassis? Why we are seeing a scarcity of truck drivers.

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! Key takeaways: Eleanor explains the difference between guardianship vs. conservatorship in South Carolina  They speak on how to have a Supplemental Needs Trust and still receive government benefits - if needed. H.E.M.S of the Trust - the Liberal and Conservative way to do it.

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. Listen in as he dives deep into: The interplay between bonds, CPI and inflation, The risk/rewards of municipal bonds (and why he doesn't really like them.. most of the time), And shares his perspective on the Great Reset, global politics, and investing your money.

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 lost their job to COVID, and so much more!   Visit ECCO's Website: https://eccocharleston.org/   Hear Stephanie explain how “The winds of Hurricane Hugo blew the blinders off people” ECCO went from feeding 500 families to 900 families during COVID! 90 cents of every dollar donated to ECCO goes to mission-specific expenses!

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 Key takeaways: Chris educates Adam on volunteering, adopting, and fostering for Grateful Goldens. Adam tells us how to give to charities like this in the most tax-efficient way! Fun Fact: Grateful Goldens is where Adam and Claire adopted Piper!

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 want to miss! Key takeaways: Hear why buyers are looking at your business typically 3 years prior to selling. Solid books are key when selling your business. Potential buyers want to keep the employees! 

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 website at https://caregiverrelief.com/ or give her a call: (215)-692-3005 Key takeaways: The average senior wants to remain in their home as they age- Diane helps with that. Diane has helped frank, one of our employees, with his mother in New York! Diane has written some books on Dementia as well!

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 curious about in Vietnam. Key takeaways: Adam and Chris cover Vietnamese politics (Vietnamese were big Trump fans). Chris shares some stories of his time in Vietnam Did you know there are no Anti-Vaccinators in Vietnam? Unless you prefer jail time.