Retire Y'all Charleston

Mar 11, 2022

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...

Mar 7, 2022

In this solo episode of the podcast, Adam answers real client questions. Everything from I-Bonds the Great Reset to Elon Musk and Cathie Woods. Listen in as he dives deep into:

• The interplay between bonds, CPI and inflation,
• The risk/rewards of municipal bonds (and why he doesn't really like them.. most of the...