Retire Y'all Charleston

Let's talk about REITs, or Real Estate Investment Trusts. In this episode, Adam discusses the pros and cons of investing in real estate investment trusts, the difference between public and private REITs, and what you need to know when investing in these instruments.  

Key Points

• We cover what exactly REITs are.
• Adam goes over the different characteristics of private REITs.
• And he talks about why he thinks publicly-traded REITs might be a better option for retiree investors.

Curious about Adam's investment philosophy and how he is investing in his own personal money?  Listen in on Adam's stories of the various businesses that comprise his portfolio and his experiences in working with them in his day-to-day life. He explains why investors ought to get back to the basics when deciding which stocks they ought to own.

In the wake of the Coronavirus, the monetary supply has increased by 25%. And this has a lot of people worried about inflation. So how do you invest to make sure your money keeps pace with inflation? And what place should gold and sliver have within your portfolio? In this episode, Adam discusses how he's positioning his retiree clients to both combat inflation and smooth out the ride of retirement so people can spend money confidently and live abundant lives.

Adam talks with Tyler K. Gibbons, Partner at Riser Gibbons & Carpenter, LLP. As a second-generation CPA, tax accounting is something that runs in Tyler's blood. In this episode, Adam and Tyler tackle it all—from the political (Trump Tax Reform, the IRS, and stimulus plans) to the personal (IRAs, small business strategies, and what to watch out for). Together, they shine some light on an incredibly complex, but critical, topic when it comes to managing your money!

Check out Tyler's firm, Riser Gibbons & Carpenter, LLP: http://www.rmgcpas.com/

In this episode, Adam talks with Andrew Hare, co-founder of Vertical Roots, a hydroponic farm company growing nutrient-dense lettuce. What started as scribbles on a napkin with high school friend Matt Daniels in 2015 is now a thriving enterprise bringing sustainable farming and fresh produce Charleston. For foodies and farmers alike, this is an episode you're going to love!

In this episode, Adam talks with "Trista the Barista" (and her mom, Rebecca Kutcher) on all things Instagram and influence. "If you give Trista a goal, she will accomplish it," says Rebecca. And whether it's starting a business or qualifying for the World Special Olympics in Ireland, there doesn't seem to be much Trista can't do. This is one inspiring interview if we've ever heard one!

Check out Trista on Instagram: @tristathebarista and @tristasunshinecompany

• Listen in as Adam and Christian discuss the devolution of decorum on social media platforms like Facebook, especially since the 2016 election. 
• They talk about what kinds of posts generate the most engagement (it might not be what you think!).
• And Christian gives advice to entrepreneurs: "Do what you like doing. Be authentic. Create what you want to read/listen to. And if you take the time to build what you love, people will come."

In this episode, Adam talks with Deeper Healing's Danielle Howley about how her husband's chronic health condition (the result of a virus doctors said was "untreatable") lead her on a path of research, discovery, and entrepreneurialism. Danielle's perspective on health, immunity, and the state of health care in our country is one you're not going to want to miss!

Visit Deeper Healing at: https://deeperhealing.com/

In this episode, Adam talks with Criminal Defense and Personal Injury Attorney David Aylor on practicing law in the Lowcountry. As the founder of the firm voted "Best Law Firm" in Charleston, David's commitment to the Sixth Amendment (everyone deserves a fair trial and fair representation) is self-evident. Listen in on a fascinating discussion on the state of the legal industry and how the economic shut down has been changing a few things.

Visit David's website:  https://davidaylor.com/

In this episode, Adam talks with Dr. Gary Metts on all things police. As an Air Force veteran, graduate of the FBI Academy, augmented Secret Service, and current professor of criminal justice at Charleston Southern University, few people know more in this arena. With over 30 years of experience in the field, Gary has insight into the controversial “defund the police” movement as well as the realities of what life is really like in law enforcement today. 

Real estate investor Kelli Garrett always has been and always will be “all about the hustle.” And nobody hustles harder. As the College of Charleston's women’s basketball all-time leading scorer, Kelli's #14 jersey still hangs in the rafters of the arena to this day. In this episode, Adam and Kelli hone in on the topic of being your personal best. And how the same rules that apply in basketball apply in the world of business.

Check out Kelli Garrett and her company:  https://garrettventuresgroup.com/

In this episode, Adam talks with South Carolina State Representative and GOP congressional nominee, Nancy Mace. Listen in as they discuss her recent positive test result for COVID-19 and her response. They talk about the economy, the epidemic, the riots, the President, the current division in our country, and the importance of bipartisan legislation if we ever want to see real reform.

Visit Nancy Mace for Congress: https://nancymace.org/

In this episode, Adam Curran and Daniel Brownstein discuss politics, leadership, and land development in Charleston. Daniel is the Democratic nominee for District 112 in the South Carolina House of Representatives, which represents much of Mount Pleasant from Simmons Street in old Mount Pleasant all the way up to Park West and Carolina Park as well as Sullivan’s Island and Isle of Palms.

Though their views come from opposite sides of the table, they find common ground in the best interest of all South Carolinians. Listen in on their in-depth and riveting conversation as the dive into the political issues that are affecting residents of Charleston and South Carolina from a bipartisan perspective. 

In this episode, Adam Curran interviews Jarrett Hodson, Founder of SweetGrass Capital. As both a mortgage lender and investor, Jarrett is steeped in the Charleston residential real estate market. After graduating from The Citadel, Jarrett quickly became one of South Carolina’s top mortgage lenders. In 2015, he made the move to Midland Mortgage Corporation because of the unique combination of local corporate decisions and a history of over 30 years in Charleston. Now as a producing branch manager, Jarrett's primary aim is helping both his team and his clients achieve their most ambitious financial goals.

Listen in on Adam and Jarrett's dynamic discussion to learn about the current climate in Charleston real estate and where they see the market and financing headed in the future. Their discussion is an insider's peek behind the scenes into the Charleston real estate market and answers many of the top questions investors are asking. 

Some might say Adam’s a little young for a midlife crisis (and don’t worry, he didn’t get a sports car or grow a ponytail). But after dealing with a few tough circumstances in life, he’s been doing a bit of soul searching. And now that he’s on the other side, he’d like to share the lessons he learned on his way through. 

Not much makes sense in the financial markets right now. That said, we’ve got to make hay while the sun shines. And betting on the end of the world is very rarely a profitable strategy. So how do you keep investing wisely? There are actually companies—many, many companies—that have increased their dividend every year for 25 years. In this episode, Adam talks about dividend investing and why it’s a winning strategy for these uncertain times. 

Adam interviews Mount Pleasant Town Council Member, Jake Rambo. This episode, Adam and Jake shoot straight, telling you how they view what’s going on today in the economy and current events, both locally and on the state level.  Politics, education, restaurants, development, the Coronavirus, and the recent riots. No topic is off-limits in their candid discussion on the issues.

Adams discusses his own personal experience in helping retirees who live inside the gates of 55+ communities. One man's novice opinion on the pros and cons people should consider before moving into one of these communities.

Adam discusses the importance of spouses working together when building and maintaining their financial house. Often times nerds marry free-spirits and this lends itself to a financial disconnect, on this podcast we talk about ways that couples can get on the same page.  

For many investors, the fees that they pay for their investment management services will be one of the biggest line items on their budget. It is important that investors know exactly how their advisor is getting paid and make sure that their interests are aligned with yours.