Retire Y'all Charleston · Adam Curran

Episode 78: The Big 3: Jesus, Politics and Money with Adam Curran and Michael Baer

·1 hr 31 min·5 clips
Adam Curran finally sits down with colleague Michael Baer after five years for a candid talk beyond business.
This episode features host Adam Curran, a certified financial planner, in conversation with his colleague Michael Baer. The two advisors have worked together for over five years but rarely have extended personal discussions. Their meeting originated from a financial education course years ago, which they are now reviving as "Financial Peace University" starting March 16th. The course will be held at Seacoast Church's chapel, with sessions on Thursday and Friday nights over nine weeks. Adam recalls that the initial class years ago began with about 20 participants but dwindled to a core group of 10. He expresses hope that the upcoming session will attract around a hundred people. Michael notes that their professional relationship began when Adam consulted with Michael's future in-laws before ever meeting him directly. The conversation reflects on the full-circle nature of now teaching the course together. A key insight is the value they place on deep, non-transactional dialogue beyond daily business operations. The episode highlights how a shared educational experience forged their long-term partnership. The tone is casual and reflective, marked by easy camaraderie between long-time coworkers. The style is conversational, focusing on personal history and shared professional missions. Listeners interested in the advisors' backstory and their educational outreach would enjoy this episode. Those seeking specific financial advice or a structured interview might find it less directly applicable.
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