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!

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...

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 cod...

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...

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...

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...

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...

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 fun...

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 l...

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 summ...

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 s...

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 gro...

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...

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 Resentme...

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 hi...

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 f...

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...

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 importanc...

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, e...

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 ne...

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 take...