Retire Y'all Charleston

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 20^th and continues throughout GA, NC and SC. For our local listeners, the tour stops in Charleston on February 12^th 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.

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.

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.

• 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!

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.

Boating is a way of life in Coastal South Carolina! Adam, a long-standing member of Carefree Boat Club, chats with Bruce from the City Marina and Daniel Island locations! In this episode, the two chat about the benefits of joining the boat club and tackle all the objections that Bruce may get. Tune in to this episode to learn all about the Carefree Boat Club!

Key takeaways:

• Check out the Retiree Special.
• Carefree Boat Club has 99 locations that you can use your membership at!
• Adam shares some of his best memories with Carefree Boat Club.

Adam catches up with Tyler Gibbons, CPA at Riser Gibbons & Carpenter, LLP, for the first time since the new administration took over the oval office! Adam and Tyler talk about capital gains tax, the 4 stimulus acts, and Biden’s new tax plan. Lose some stress after listening to Tyler Gibbons shine some light on taxes.

Key takeaways:

• Close to retirement? Now might be a good time to sell your business.
• Is the IRS hiring 87,000 employees!?
• Could you guess who the easiest person to tax is? Tune in to find out!

Tyler K. Gibbons, CPA, CFE:

Email: tg@rmgcpas.com

In this episode, Adam talks with old roommate and classic car junkie, Mike Fitzgerald. Mike is the owner of Fenix Automotive LLC. This is not your ordinary auto repair shop, Fenix Automotive specializes in classic cars! Together they reminisce on their journey to their now booming businesses! Mike takes us behind the scenes of the business of classic cars and the talent it takes to be working on such precious metals. Tune in to this classic episode and hear about dream cars that could be yours!

Key takeaways:

• Remember Adam’s podcast with Vertical Roots? Their start up happened in Mike’s office space!
• How did Mike go from med school student to your go-to auto repair man?
• Buy a classic car! Adam always says, “The best money spent is the money spent on experiences!”

Let’s talk CrossFit! In this episode, Adam sits with Robert VanNewkirk, owner of the oldest surviving gym in Charleston. Hear how this farm boy from Nebraska ended up opening a CrossFit gym in Daniel Island! Discovery Health and Fitness is for real people with real lives. This gym offers many workouts tailored to help you live a healthy, sustainable and enjoyable life!

Key takeaways:

• Hear about Robert’s Forever Fit class for those over 60.
• Do things you enjoy! Exercising can consist of healthy habits outside the gym as well.
• You wouldn't guess what commercial Robert starred in!

You do not have to work until you're 65 to have health insurance! Listen to Adam Curran shine a light on healthcare with these three affordable plans: The Affordable Care Act, Short Term Health Insurance and Cost Sharing Ministries. Adam teaches you the pros and cons of each plan to help create your best-case scenarios. Healthcare should take care of the BIG things. Listen in to hear how our firm can help you pick the best plan. 

Key takeaways:

• Obamacare: THEY HAVE TO ACCEPT YOU! If you have control in flexible surrounding income- this could be the plan for you.
• Find out which plans do and do not cover pre-existing health conditions and prescription drugs- this could save you money! 
• Adam shares his personal favorite health insurance and why it works for him and possibly you!

Italy, Spain, the Dominican Republic, Mexico, Panama, France, oh my! Retiring out of the country is not out of the realm of possibility for most people these days. In fact, and you may be surprised to hear this, but you can live the expatriate life for under $3,000 a month in many countries. Founding Publisher of Live and Invest Overseas, Kathleen Peddicord, is here to teach people how they can make their dream retirement their reality. 

Visit Kathleen's website

Key takeaways:

• Start dreaming today! Adam and Kathleen talk about visualizing your ideal lifestyle, and how that affects where you may choose to go.
• Do your research: Learn how to calculate and compare countries, locations, and lifestyles.
• Plus, Kathleen shares her top 3 places in the world to be!