Episode 10 - Investing with Confidence Amid Inflation Uncertainty
In this episode of the Investing Ahead podcast, Tom discusses the often-overlooked challenges of living through inflationary times and their profound effects on investments and retirement plans. It's crucial to reassess our assumptions about inflation and asset returns, especially as markets demonstrate cyclical behavior. He highlights the importance of maintaining discipline over mere intelligence when investing—particularly during market downturns. This episode will equip you with the mindset to appreciate that markets, while volatile, have a history of rewarding those who remain steadfast.
Episode 9 - The Power of Compounding
Dive into the world of long-term investing and discover the power of compounding to secure your financial future. Tom addresses the psychological and practical hurdles of saving to spend versus saving to invest, shedding light on the importance of enduring market volatility to achieve higher returns. With practical examples and the crucial role of financial advisors, he demonstrates how even modest investments can grow significantly over time. Tune in for valuable strategies to outpace inflation and ensure a prosperous, secure retirement.
Episode 8 - Mastering Long-Term Investing: Insights from Buffett and Munger on Growth and Smart Strategies
Is your portfolio built to weather the storm of rising interest rates? Discover how focusing on high-quality companies with sustainable growth can safeguard your investments. In this episode of Investing Ahead, Tom Curran and his co-CEO, Kevin Curran, delve into the principles of long-term investing inspired by legends like Warren Buffett and Charlie Munger. Kevin shares his expertise on identifying companies that exhibit consistent earnings per share, low debt-to-equity ratios, and genuine organic revenue growth. The episode underscores the dangers of relying on manipulated earnings through stock buybacks and the importance of evaluating real earnings and the sustainability of growth, especially in a fluctuating economic climate.
Episode 7 - Paying for college, facts about home ownership, and why - if we were squirrels - we'd have problems
This episode features Tom speaking with the podcast's Executive Producer, Brendan Kennedy, who shares his perspective as a small business owner - and father of three college-age daughters - about the value of a college education, why many people find the investment world daunting, what younger generations think about home ownership, why owning a house might not be the lucrative investment most people hope it will be, and why planning for retirement is something that should begin far earlier than you might think.
Episode 6 - Why the integration of tax services and wealth management is a winning concept
In this episode of the Investing Ahead Podcast, Alexis Meeks, Tax Manager at Curran Wealth Management, and Tom explore the importance of the integration of tax services and wealth management and the importance of understanding and addressing tax implications in real-time rather than looking at taxes as a one-time annual event.
Tax laws are complex and helping clients understand their tax implications can be challenging. Alexis explains that being involved in regular client meetings helps them comprehend how life events, like retirement or having children, affect their taxes. This proactive approach allows clients to plan better and avoid surprises at the end of the year.
Episode 5 - Talking Financial Planning with a Restaurant Industry Professional
In this episode, Tom Curran and career restaurant professional, Quang Tran, cover a range of topics from personal experiences to financial perspectives. From working in Michelin star-rated restaurants in San Francisco to settling in Troy, New York, Quang shares his approach to life, which focuses more on living in the moment and less on future planning. Tom, on the other hand, emphasizes the importance of financial planning, particularly for retirement, and the challenges of encouraging people to invest more and consume less. Hear what they have to say about tipping practices, perceptions of spending and saving, the difficulty of changing ingrained behaviors, and the value of finding a balance between enjoying the present and preparing for the future.
Episode 4 - How Successful Wealth Managers Choose What They Invest In
Ever wonder how successful wealth managers choose the companies they invest in? Tune into the latest episode of the Investing Ahead Podcast and hear Curran Wealth Management Founder and Co-CEO, Thomas Curran, and Co-CEO and Chief Investment Officer, Kevin Curran, discuss the types of investments that have seen their Core Growth Strategy consistently outperform the S&P 500 for more than 20 years.
Episode 2 - Choosing a Wealth Manager - The Curran Approach
Tom Curran's approach to wealth management is not the norm. But it's impressive. Listen to Tom and Senior Wealth Advisor, Emily Bornhorst, talk about the ways that Curran Wealth Management differentiates itself in a crowded field. From the firm's focus on clients, and making sure their goals are are understood and realized, to the full range of practices, tactics and industry insights that set them apart from the competition.
Episode 3 - Talking Investments and Financial Planning in 2024 with a College Senior
In this episode of the Investing Ahead Podcast, Tom Curran speaks with Siena College Senior and business major, Mikayla Brunell, about the challenges faced by younger generations regarding financial security, the importance of financial literacy and long-term financial planning, and the challenges presented by the combination of rapidly evolving technology and inflation.
Episode 1 - Tom Curran's Approach to Achieving Financial Stability
In this first episode of the Investing Ahead Podcast, Tom Curran shares his personal journey in finance, emphasizing the importance of discipline, long-term planning, and understanding the principles of investing. Tom recounts his experiences starting out with minimal savings and gradually building wealth through disciplined investing and highlighting the power of compound interest. Hear him talk about the challenges you face when trying to achieve financial security, the importance of starting early and the basic truths and discipline everyone should keep top-of-mind when it comes to wealth management.
