Episode 58: Adam Curran on The SWAN Model

What this episode covers

Adam dives into the SWAN Model and the investment strategies behind it. There's no "one size fits all" investment strategy. And retirees need a strategy specifically targeted at protecting their wealth—no matter what's going on in the market. Listen in to hear how we address these needs (and protect assets) as a firm. Key Takeaways: Adam explains the difference between "active" and "passive" investment strategies. We discuss the S&P 500 and how the SWAN Model works as the market gyrates. Finally, we revisit Dave Ramsey, Warren Buffett, and long-term investing.

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Frequently Asked Questions

How long is this episode of Retire Y'all Charleston?

This episode is 18 minutes long.

When was this Retire Y'all Charleston episode published?

This episode was published on March 22, 2021.

What is this episode about?

Adam dives into the SWAN Model and the investment strategies behind it. There's no "one size fits all" investment strategy. And retirees need a strategy specifically targeted at protecting their wealth—no matter what's going on in the market. Listen...

Can I download this Retire Y'all Charleston episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.