Ep 349. "From the Vault" (To Roth or NOT to Roth, Part 1)
Part 1 of David Brook's Debate with Adam Curran, with Curran Financial.
494: Retire, Y’all with Adam Curran
Retire, Y’all
Adam Curran, Curran Financial Partners
– The Sharkpreneur podcast with Seth Greene Episode 494 Adam Curran
Adam Curran is a Certified Financial Planner™ and the Founder of Curran Financial Partners. He entered the investment industry at a very young age, working as a runner on the Ph…
Ep 350. "From the Vault" (To Roth or NOT to Roth, Part 2)
Part 2 of David Brook's Debate with Adam Curran, with Curran Financial.
Ep 351. "From the Vault" (To Roth or NOT to Roth, Part 3)
Part 3 of David Brook's Debate with Adam Curran, with Curran Financial.
Ep 352. "From the Vault" (To Roth or NOT to Roth, Part 4)
Part 4 of David Brook's Debate with Adam Curran, with Curran Financial.
One-Page Tax Savings Summary
This week’s show sees Adam Curran share his perspective on everything from modern culture’s “smut-filled” media to the declining standards in service industries, emphasizing the importance of authentic, high-touch personal service in financial planning. He discusses the value of working with adviso…
The AI Divide: Adam Curran and Michael Reese on Technology, Trust, and Human Error
Is AI making us smarter—or making us too dependent? Adam Curran and Michael Reese, CFP® and Centennial Advisors Founder & CEO, explore the growing role of artificial intelligence in financial services, debating everything from AI-generated client communication to whether technology will raise expec…
How to Get Health Insurance Under 65
Are you saving for a future you might never enjoy? In this candid, no-holds-barred episode, Adam Curran takes aim at the financial fears keeping retirees from living their best lives—unpacking why so many leave behind fortunes without ever using them. From hard truths about the medical system to bo…
South Carolina Senate Race
What happens when the entire slate of candidates makes you want to opt out of voting altogether? Adam Curran goes on a no-holds-barred, brutally honest rant, sizing up South Carolina’s would-be senators—from family dynasties to serial campaigners and career politicians. With characteristic wit and …
The Art of Adapting to Change in Underwriting with Adam Curran
What does it really take to build a successful career in underwriting?
In this episode of Beyond the Desk Underwriting Special, Sanj Vagad is joined by Adam Curran, CEO of Specialty at HDI, to explore his career from an unexpected start in insurance to senior leadership within one of the market’s m…
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