Episode 90: Letting Your Money Align with Your Values and Faith with David Nicholas
Release Date: 09/19/2023
Episode 99: South Carolina Politics with Corey Allen from the Overton Report
Retire Y'all Charleston
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:
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Episode 98: To Roth or Not to Roth with David Brooks
Retire Y'all Charleston
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!
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Episode 97: Unlocking the World of ETFs: A Financial Discussion with Seth Rosenthal
Retire Y'all Charleston
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
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Episode 96: Water Mission - Insights from CEO George Greene
Retire Y'all Charleston
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: 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
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Episode 95: Michael Overcash’s Medical Mission Journeys
Retire Y'all Charleston
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: 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
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Episode 94: Exploring the Power of Giving with Andrew McNair
Retire Y'all Charleston
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...
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Episode 93: Candid Conversations with Troy Sharpe CFP®, CPWA®
Retire Y'all Charleston
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
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Episode 92: Thanksgiving Taboos: Politics and Religion with Pastor Colin Kerr
Retire Y'all Charleston
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
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Episode 91: Tax Prepping at Wood Financial Group
Retire Y'all Charleston
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
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Episode 90: Letting Your Money Align with Your Values and Faith with David Nicholas
Retire Y'all Charleston
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...
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.