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  • The Silver Tsunami and Prominent 2025 Tax Errors - February 15, 2025

    The Silver Tsunami and Prominent 2025 Tax Errors - February 15, 2025
    2025/02/15
    In this compelling episode of Retire Y'all Radio, host Adam Curran dives deep into the core aspects of his unique financial planning approach, particularly for retirees. Adam emphasizes the importance of having a well-structured plan for your retirement, addressing everything from investments to tax preparation, all under one roof at Curran Financial Partners. Adam's straightforward and sometimes humorous style makes complex financial concepts accessible and engaging, helping you to understand the true value of a holistic financial strategy.

    Amid lively discussions about football rivalries and conservative values, Adam introduces the concept of the "Silver Tsunami," a term to describe the imminent transfer of wealth from the baby boomer generation to their millennial children. This episode serves as both an educational guide and a call to action for listeners to get their financial plans in order, offering insights on how to maximize tax savings in 2025 with common mistakes being made, manage investments wisely, and ensure that legal documents are all squared away.


    For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
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    54 分
  • Achieving Financial Freedom and Navigating Political False Narratives - February 8, 2025

    Achieving Financial Freedom and Navigating Political False Narratives - February 8, 2025
    2025/02/08
    In this episode of "Retire Y'all Radio," host Adam Curran shares his unapologetically conservative viewpoints while emphasizing his expertise in financial planning. Adam, a certified financial planner at Curran Financial Partners, provides a holistic approach to retirement planning, covering income planning, investment management, tax strategies, and estate planning—all under one roof. Throughout the episode, Adam not only discusses the importance of having a comprehensive retirement plan but also advocates for a planning process. His goal is to help clients achieve an abundant life in retirement.

    Adam's candid and bold views extend to his thoughts on government efficiency and the current political landscape. He critically discusses issues like wasteful government spending and the importance of having trustworthy individuals managing public resources. By incorporating his political stances into his financial advice, Adam aims to connect with like-minded listeners who share his skepticism of government operations and prefer a more private-sector-driven approach to financial security. Despite his strong opinions, Adam ensures that his primary focus remains on improving the financial well-being of his clients, urging them to take actionable steps towards securing their financial future through strategic planning.

    For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
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    54 分
  • Allocating 401K and IRA - February 1, 2025

    Allocating 401K and IRA - February 1, 2025
    2025/02/01
    Talking about Kansas City vs Philadelphia, Curran Financial, and allocating your 401K and IRA in retirement - and more!

    For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
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    54 分
  • Tackling Taxes & Inflation + The Stock Market & Trump 2025 - January 11, 2025

    Tackling Taxes & Inflation + The Stock Market & Trump 2025 - January 11, 2025
    2025/01/11
    When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings.

    Plus, Donal Trump getting into office and how it might not fully correlate to stock market success or drops in the year 2025.

    For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
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    54 分
  • We Do It All, Y’all - December 21, 2024

    We Do It All, Y’all - December 21, 2024
    2024/12/21
    Discussing how Curran Financial can do it all, from tax-preparation strategies to retirement planning and more!

    For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
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    54 分
  • Shop Local & Year End Tax Tips - December 7, 2024

    Shop Local & Year End Tax Tips - December 7, 2024
    2024/12/07
    The importance of shopping local, year-end tax tips ahead of the 2025 as 2024 comes to a close, as well as information about Curran Financial and retirement planning.

    For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
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    54 分
  • Retire Y'all Radio - November 23, 2024

    Retire Y'all Radio - November 23, 2024
    2024/11/21
    Retire Y'all Radio - November 23, 2024 by AdamCurran
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    54 分
  • Retire Y'all Radio - November 16, 2024

    Retire Y'all Radio - November 16, 2024
    2024/11/13
    Retire Y'all Radio - November 16, 2024 by AdamCurran
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    54 分