Episode 90: Letting Your Money Align with Your Values and Faith with David Nicholas
Release Date: 09/19/2023
Retire Y'all Charleston
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.
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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!
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Did you know we can do your taxes? 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.
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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: Lunchbox Labs: Windy Weatherfoot: Weird Waters: The Life and Trials of Willy Grunch: Pom Pom and Franny: Impact Foundation (NCF donor advised funds): Valor Heritage Foundation:
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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 to order a copy of Teresa’s book.
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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: Unity City:
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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!
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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
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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
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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!
info_outlineOn 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.