Episode 98: To Roth or Not to Roth with David Brooks
Release Date: 04/29/2024
Episode 109: Faith Based Investing with Robert Netzly
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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Episode 108: Planning for the Future: Insights from Christina Curran
Retire Y'all Charleston
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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Episode 107: Get to Know Louis Tyson Our Tax Preparer
Retire Y'all Charleston
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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Episode 106: Bringing Purpose to Animation: Inside Moondog Studio with Founder Ben Davis
Retire Y'all Charleston
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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Episode 105: Woke-Proofing Your Life with Teresa Mull
Retire Y'all Charleston
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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Episode 104: Chris Langlois - Fighting for What Our Children Watch on TV
Retire Y'all Charleston
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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Episode 103: Exploring Private Equity - Adam Chats with Matt Dicken
Retire Y'all Charleston
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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Episode 102: Architecting Faith and Leadership with Brian Wells
Retire Y'all Charleston
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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Episode 101: Senator Larry Grooms - From Politics to Policy
Retire Y'all Charleston
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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Episode 100: Reimagining Myrtle - Unveiling the Coastal Gem with Jason Green
Retire Y'all Charleston
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 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!