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: 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

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 the options to lower your Homeowner Insurance premium?

·         What exactly does my Commercial Insurance cover?

·         What is Cyber Insurance?

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 importance of Scott’s Social Security classes

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, expectations, etc.
• How Rob incorporates health and wellness into his firm so his clients can enjoy their financial plans to the fullest
• Rob Russell’s book, How to Retire in a Weekend
• Attributes that separate the good and bad in a financial advisor

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 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