On this episode, Adam Curran focused on what sets Current Financial Partners apart in the world of retirement planning. Adam emphasized the value of having investment, tax, and estate planning advice all under one roof. Adam’s trademark blend of bold honesty and humor was on full display as he discussed the importance of shared values between clients and advisors. The show also featured practical advice about choosing trustworthy advisors.
A major highlight of the show was a deep dive into Required Minimum Distributions (RMDs) and Roth conversions. Adam broke down recent legislative changes affecting RMD ages and inheritance rules, cautioning listeners not to be swayed by industry hype around Roth conversions without understanding the math and personal implications. Instead, Adam advocated for measured, tax-informed strategies and reminded retirees to enjoy their money and experiences.
For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
