EPISODE · Feb 2, 2024 · 49 MIN
Values-Based Investing: The God Bless America ETF | Adam Curran, YALL
from Behind the Ticker · host Brad Roth
Adam Curran shares his background growing up in a household focused on money and his journey to starting his own financial planning firm. He introduces the God Bless America ETF, which aims to provide conservative investors with an investment option that aligns with their values. He explains the screening process for selecting companies based on their political and social activism. Curran also discusses the weighting and selection of holdings within the ETF and the challenges of marketing the fund. He emphasizes the importance of focusing on business and returns for shareholders. Adam Curran discusses his firm Retire Y'all and the God Bless America ETF. He shares his inspiration behind creating Retire Y'all and the importance of investing in the American Dream. Curran emphasizes the need for financial education and building a community of investors. He also discusses the role of technology in investing and shares his vision for the future of Retire Y'all.TakeawaysAdam Curran's background growing up in a household focused on money and his journey to starting his own financial planning firmThe God Bless America ETF aims to provide conservative investors with an investment option that aligns with their valuesThe screening process for selecting companies based on their political and social activismThe weighting and selection of holdings within the ETF and the challenges of marketing the fund Retire Y'all is a firm focused on helping people achieve their retirement goals.The God Bless America ETF is an investment fund that supports American companies.Investing in the American Dream is a key aspect of Retire Y'all's philosophy.Financial education and building a community of investors are important for success in investing.Technology plays a significant role in making investing more accessible and efficient.Retire Y'all aims to continue growing and providing valuable resources for investors.Chapters00:00 Background and Early Influences05:00 The Inspiration Behind Retire Y'all10:00 The God Bless America ETF15:00 Investing in the American Dream20:00 The Importance of Financial Education25:00 Building a Community of Investors30:00 The Role of Technology in Investing35:00 The Future of Retire Y'all40:00 Conclusion and Final ThoughtsGet Brad's daily market research: Subscribe to The Signal at thorft.com/newsletterMore episodes: thorft.com/podcast
What this episode covers
Adam Curran shares his background growing up in a household focused on money and his journey to starting his own financial planning firm. He introduces the God Bless America ETF, which aims to provide conservative investors with an investment option that aligns with their values. He explains the screening process for selecting companies based on their political and social activism. Curran also discusses the weighting and selection of holdings within the ETF and the challenges of marketing the...
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Values-Based Investing: The God Bless America ETF | Adam Curran, YALL
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