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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.