Episode 10: Passive Investing (or Index Fund Investing)

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 funded by charitable giving
• How Americans take vital privileges for granted
• Key considerations when choosing charities to support

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 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

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 donations.
• As an advisor, speak your mind and be YOU! Not a version of someone else.

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

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 growth within both their companies and taking on bigger roles

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 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.

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 Resentment”
• Pat’s opinion on a potential future recession

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 his in-laws
• Being brave enough to critique the person to your left or right, and being humble enough to accept that criticism
• The only person or thing you can control is YOU

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 for him
• The popularity of robo-advisors
• How Jared became the sole owner of his company