Retire While You Work

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Financial advisor and radio host David Adams is a CERTIFIED FINANCIAL PLANNER™ professional and CPA in Nashville, Tennessee. As President of David Adams Wealth Group, LLC, an Independent practice offering securities through Raymond James Financial Services, Inc., member FINRA/SIPC. David is dedicate…

David Adams


    • May 16, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 25m AVG DURATION
    • 155 EPISODES


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    Latest episodes from Retire While You Work

    May Market Update

    Play Episode Listen Later May 16, 2025 21:03


    Missed our May Market Update? Watch the replay now!We covered the latest market movements, updates on tariffs and government policy, and what it all means for investors. Plus, we wrapped up with a live Q&A to answer your top questions.Stay informed. Stay confident.

    The Currency of Time: Why How You Spend It Matters

    Play Episode Listen Later May 9, 2025 18:33


    Throughout life, the time you spend with different relationships—friends, family, coworkers, even time alone—naturally shifts. In this episode, the Retire While You Work® team explores how these changes impact your well-being, the importance of being intentional with your time, and how thoughtful planning today can lead to a more fulfilling future.

    The Price of Peace: Spending Money to Save your Sanity

    Play Episode Listen Later May 2, 2025 21:14


    Once you've cleared the weight of high-interest debt and met your necessary expenses, it can be tricky to decide how to use your extra funds. The Retire While You Work team shares their insightful approaches for making the most of this financial freedom. They explain how they invest their leftover money, not just to boost their savings, but also to reclaim time and enhance their well-being, turning their financial surplus into a source of peace and fulfillment.

    Medicare 101: Understanding Your Options Webinar

    Play Episode Listen Later Apr 28, 2025 27:22


    Thank you to everyone who joined us for our Medicare 101: Understanding Your Options webinar! If you weren't able to attend—or if you'd like to watch it again—you can now view the full recording at your convenience.In this informative session, Summer Hancock, an Independent Medicare Insurance Broker with over 12 years of experience, walks through the key components of Medicare. With a passion for helping clients navigate their options, Summer offers clarity and confidence for anyone making Medicare decisions.

    The Financial Impact of Lifestyle Creep

    Play Episode Listen Later Apr 11, 2025 19:42


    What happens when your income rises? The team breaks down Lifestyle Creep—how higher earnings can lead to increased spending and big-ticket purchases. This Financial Literacy Month, take a step toward understanding lifestyle creep and why financial awareness matters.

    Stocks, Bonds, Mutual Funds and Index Funds: What's the Difference?

    Play Episode Listen Later Apr 4, 2025 19:19


    To mark the beginning of Financial Literacy Month, the team breaks down various investing terms, including stocks, bonds, mutual funds, and index funds. What are the differences among these investment types, and what is the first step you should take?

    Spring Market Update

    Play Episode Listen Later Mar 28, 2025 37:52


    Understanding market headlines and the broader landscape can be challenging. In this webinar, the Adams Wealth Partners team shares expert insights and real-world experience to help you make sense of recent shifts.

    Tax Season Wrap Up: What to Do Next?

    Play Episode Listen Later Mar 21, 2025 19:02


    Tax season is almost over! ⏳ Myles and Carson break down what to do next—whether you've already filed or are wrapping things up. Don't miss these key steps to stay ahead and set yourself up for success!

    How to Navigate Market Volatility

    Play Episode Listen Later Mar 14, 2025 18:45


    On this week's episode of the Retire While You Work® podcast, Carson, David, and Myles discuss the current market conditions—what's driving volatility, key trends to watch, and strategies to stay on track with your financial goals. Tune in for expert insights and practical takeaways!

    Young Adult Guide to Financial Literacy: Life Skills for Success

    Play Episode Listen Later Mar 7, 2025 17:08


    On this episode of the Retire While You Work Podcast®, Carson, Jeri Anne, and Myles dive into essential life skills for personal and professional growth. They cover key topics, including: -

    Young Adult Guide to Financial Literacy: Building Long-Term Financial Security

    Play Episode Listen Later Feb 28, 2025 16:36


    On this episode of the Retire While You Work Podcast®, Myles and Carson continue the Young Adult Guide to Financial Literacy series, focusing on long-term financial security.They cover key topics, including:

    Young Adult Guide to Financial Literacy: Planning for Big Life Decisions

    Play Episode Listen Later Feb 21, 2025 18:06


    Big life decisions come with big financial choices. In this episode, Carson, Jeri Anne, and Myles break down how to plan for milestones like buying a home, starting a family, and more.

    Young Adult Guide to Financial Literacy: Navigating Finances as a Couple

    Play Episode Listen Later Feb 14, 2025 16:20


    On this week's Retire While You Work® podcast, Carson, Jeri Anne, and Myles continue with the Young Adult Guide to Financial Literacy series by diving into navigating finances as a couple. In this special Valentine's Day episode, they cover key topics like aligning financial goals, creating a joint budget, and communicating effectively about money.Stay tuned for more episodes in the series, and catch up on the latest ones now:https://spotifycreators-web.app.link/e/aNh5EBBCXQb

    Health and Wealth: Simple Swaps Webinar

    Play Episode Listen Later Feb 6, 2025 68:45


    Thank you to everyone who joined us for our recent webinar, Health and Wealth: Simple Swaps! We had an insightful discussion with Michelle Norris, Director of Corporate Wellness at Altitude Wellness, about simple yet effective swaps to replace negative eating habits and support a healthier lifestyle. If you missed the live session or want to revisit the key takeaways, we're excited to offer access to the webinar replay. Don't miss this opportunity to gain practical tips for improving your health and well-being!

    Young Adult Guide to: Mastering Financial Foundations

    Play Episode Listen Later Jan 31, 2025 17:52


    On this week's episode of the Retire While You Work Podcast®, Myles, Jeri Anne, and Carson kick off their Young Adult Guide to Financial Literacy series. They break down the financial building blocks—managing spending, building credit, saving for the future, and handling debt wisely. Stay tuned for more in this series! Watch This Next: https://www.youtube.com/watch?v=W8X4Z2KSPR0

    Maximizing Your Future: The Power of Retirement Contributions

    Play Episode Listen Later Jan 16, 2025 18:14


    On this week's episode of the Retire While You Work Podcast®, Myles, Jeri Anne, and Carson dive into the power of retirement contributions and how you can leverage your employer's match plan to maximize your financial future. They explore the importance of understanding your plan's structure, the long-term benefits of contributing early, and strategies to ensure you're taking full advantage of the employer match. Whether you're just starting out or looking to optimize your current strategy, this episode provides valuable insights on how to make your retirement savings work harder for you. Tune in for practical tips and expert advice on securing a financially comfortable retirement.

    How We Use the 3 Bucket Strategy

    Play Episode Listen Later Dec 27, 2024 20:00


    At Adams Wealth Partners, we use the 3 Buckets strategy to help you organize and allocate your funds effectively. In this week's Retire While You Work podcast, Carson, Myles, and Jeri Anne break down each bucket's role in your financial plan and share real-life examples of how to put them to work for you.

    Creating Financial Goals in the New Year and Year End Planning

    Play Episode Listen Later Dec 26, 2024 22:31


    On this week's episode of the Retire While You Work® podcast, Carson, David, and Myles dive into year-end planning and setting financial goals for the new year. Whether you're a business owner or simply looking to refresh your goals, this episode offers valuable insights to kickstart your planning.

    Sleeping, Stress, and Feeling Your Best Webinar

    Play Episode Listen Later Dec 13, 2024 20:00


    We connected with Jim Poole, a neuroscientist who collaborates with the Department of Defense, FBI, celebrities, professional athletes, doctors, and pilots on stress management and sleep optimization. Jim shared how stress and external factors disrupt sleep, offering our attendees valuable insights into the connection between sleep, stress, and overall well-being. David first heard Jim speak at a top advisor conference in NYC and persuaded him to host a webinar for our clients, friends, and family! We believe health is a key part of overall wealth and hope you found this webinar valuable. Please watch the recording and share it with anyone who might benefit from Jim Poole's insights on sleep and stress. If you have questions or need resources, reach out anytime.  

    Understanding How Mental Health and Emotions Play Into Your Finances

    Play Episode Listen Later Nov 15, 2024 18:02


    Explore the powerful connection between mental health, emotions, and your finances. Discover how emotional well-being impacts spending, saving, and financial decision-making, and gain tips to manage your money more mindfully. Join the team on this week's episode as we dive into the psychology of wealth and provide insights to help you create a healthier relationship with money.

    How Charity Can Transform Your Financial Plan

    Play Episode Listen Later Nov 8, 2024 18:05


    Finding purpose in your financial plan often begins with identifying a cause or passion that resonates deeply with you. When your financial goals align with something meaningful—supporting a charity, building a legacy, or helping loved ones—you're more likely to stay committed to your plan and make thoughtful financial decisions. This purpose can motivate you, allowing you to weather economic ups and downs because you're working toward a more prominent, fulfilling goal. In short, a financial plan grounded in purpose turns money management into a way of bringing your values and dreams to life.

    What Does it Mean to Budget Well?

    Play Episode Listen Later Nov 1, 2024 22:18


    As the 2024 election approaches, many people feel the weight of its potential outcomes. It's a time filled with uncertainty, where the stakes feel incredibly high based on which candidate emerges victorious. As someone who frequently deals with the complexities of the market and the intricacies of political decisions, I am certainly not immune to the anxiety accompanying this feeling. Nevertheless, I wish to share a few uplifting perspectives that help me maintain a sense of hope and positivity amidst this profoundly divisive and intense atmosphere.

    The Biggest Risks to Your Retirement Plan

    Play Episode Listen Later Oct 25, 2024 20:43


    In this week's episode of the Retire While You Work® podcast, the team discusses various risks that can impact your retirement plan and how to safeguard against them. They focus on inflation, longevity, healthcare costs, market volatility, and tax rates as potential threats to retirement. However, it's important to note that everyone may face different risks and is not necessarily subject to all or any of these.

    How Does Interest Rates Affect the Market?

    Play Episode Listen Later Sep 30, 2024 26:39


    On this week's episode of the Retire While You Work® Podcast, the team discusses how the recent decrease in interest rates will affect the market. After presenting several graphs illustrating the history of the Fed lowering rates, they discuss the likelihood of further market declines.

    How Does Inflation Affect Your Portfolio?

    Play Episode Listen Later Sep 20, 2024 26:31


    Inflation is a hot topic these days, and it's impacting all aspects of our lives, including our investments. On the latest episode of the Retire While You Work Podcast®, our team discusses the current market conditions and explores the fluctuating effects of inflation on your portfolio. Don't forget to like, subscribe, and tune in for essential tips on keeping your financial plan rock solid! The Retire While You Work® Podcast is all about empowering you with financial literacy, from retirement planning and personal finance to estate planning and beyond. Coined from David Adams book, "The Currency of Time", the podcast focuses on the principle that you CAN retire while you work and create opportunities to spend time with the ones you love while also keeping a strong financial standing. Catch the latest episode every Friday, featuring financial planners Carson and Myles, and sometimes special guests like David Adams or Jeri Anne Agee.

    How to Manage Your Finances During the Transition to a New Job

    Play Episode Listen Later Sep 13, 2024 19:26


    Sometimes, a job change comes out of nowhere, and other times, it's simply the right moment for a new chapter. Either way, it can leave you feeling financially vulnerable. On this week's episode of the Retire While You Work® Podcast, Myles and Carson dive into practical strategies for managing your financial plan when transitioning to a new job. They cover crucial areas like health insurance, cash flow, and your 401(k), ensuring you're prepared for whatever comes next. Don't forget to like and tune in for essential tips on keeping your financial plan rock solid! The Retire While You Work® Podcast is all about empowering you with financial literacy, from retirement planning and personal finance to estate planning and beyond. Coined from David Adams book, "The Currency of Time", the podcast focuses on the principle that you CAN retire while you work and create opportunities to spend time with the ones you love while also keeping a strong financial standing. Catch the latest episode every Friday, featuring financial planners Carson and Myles, and sometimes special guests like David Adams or Jeri Anne Agee.

    Health and Wealth: Eating for Aging Webinar

    Play Episode Listen Later Sep 10, 2024 61:11


    The replay from our webinar with Michelle Norris, Nutrition 101 – Eating for Aging, is now available. During the webinar, Michelle discussed the crucial role of different types of foods in influencing the body's ability to combat aging and other external factors. Here are a few key points that Michelle touched on in her presentation: 1. Defining the Meaning of Health 2. How to Achieve a Sense of Well-being 3. The Impact of Physical Activity on Nutrition 4. Boosting Immune Health 5. Regular Health Check-ups To find more webinars similar to this one, visit our playlists to see all the webinar replays of our Nutrition 101 Series or find them on our homepage.

    How to Plan for Medical Expenses in Retirement

    Play Episode Listen Later Aug 23, 2024 22:54


    Planning for medical expenses in retirement is a crucial part of financial planning. In this video, we break down key strategies to help you prepare for healthcare costs in your golden years. Learn about the importance of budgeting for medical expenses, understanding Medicare and supplemental insurance options, and building a health savings account (HSA). We also discuss long-term care planning and how to protect your retirement savings from unexpected medical bills. Whether you're close to retirement or just starting to plan, this video provides valuable insights to secure your financial future. #investing #retirementplanning #HealthcareCosts #Medicare #HSA #FinancialPlanning #LongTermCare #RetirementSavings

    How to Save for College Before It's Too Late

    Play Episode Listen Later Aug 16, 2024 23:01


    On this week's episode of the Retire While You Work® Podcast, the team discusses various strategies for saving towards your children's college education. While it may often feel early to plan for college when it seems so far off, the truth is that it can arrive quicker than anticipated. Join hosts Carson Odom, David Adams, and Jeri Anne Agee as they explore solutions to help prepare your kids for their future educational endeavors. #collegesavings #529 #utma #financialplanning

    How to Understand and Think about Market Volatility and the Economy

    Play Episode Listen Later Aug 9, 2024 17:29


    On this week's episode of the Retire While You Work Podcast®, the team explores the current market conditions and economy. The discussion examines market trends, the factors contributing to market volatility, and the potential implications for retirement planning. Carson Odom, David Adams, and Myles Zueger will explore the effects of recent market fluctuations and their potential impact on investors.

    The Influence of Technology in Finance Planning

    Play Episode Listen Later Aug 2, 2024 23:09


    As the technology sector experiences ongoing growth, its influence gradually extends into various industries, impacting and transforming them in various ways. On this episode of the Retire While You Work ® Podcast, Carson, Jeri Anne, and Myles explore the advancements in technology being implemented by the financial industry, including revolutionary changes in banking, investment, and financial planning. #technology #financialplanning #investing #personalfinance #blockchain

    Financial Planning for Freelancers and Gig Workers

    Play Episode Listen Later Jul 26, 2024 18:50


    Establishing consistency is crucial for freelancers and gig workers, whose jobs often involve variability. In the latest episode of the Retire While You Work® podcast, Carson and Myles discuss financial planning for freelancers and gig workers. They discuss how implementing effective routines and structuring their own benefits can help create stability in their work and maximize their professional experiences.

    Risk Tolerance and Balancing Your Investments

    Play Episode Listen Later Jul 12, 2024 20:36


    On this week's episode of the Retire, While You Work ® Podcast, Myles and Carson discuss Risk Tolerance and How to Balance Your Investments. Tune in as they share insights on understanding your risk appetite and optimizing your investment portfolio for a more secure financial future. #risktolerance #investmentportfolio #investments #podcast #financialplanning

    Understanding Alzheimer's and Dementia Webinar

    Play Episode Listen Later Jul 5, 2024 40:34


    In June, we observe Alzheimer's and Brain Awareness Month, an important time to raise awareness and emphasize the need for action. We are passionate advocates with a personal connection to the disease, and our goal is to share valuable insights to improve understanding of the issue and support those affected. Recently, we explored our understanding of Alzheimer's and Dementia by speaking with Dawne Bunn, the Executive Director at the Tennessee Alzheimer's Association.

    The Role of Insurance in your Financial Plan

    Play Episode Listen Later Jun 28, 2024 20:53


    On this week's episode of the "Retire While You Work" Podcast, Carson and Myles discuss the role of insurance in your overall financial plan. When selecting insurance plans, they discuss the importance of carefully considering the various types of insurance available and determining the appropriate coverage amount. Assessing different scenarios is crucial to making informed decisions about insurance options. #podcast #insuranceplan

    What is Estate Planning and How to Ensure Your Assets Are Protected for Future Generations

    Play Episode Listen Later Jun 14, 2024 28:07


    On this week's episode of the Retire While You Work Podcast, Carson and Myles discuss the importance of planning for the future specifically estate planning. They emphasize the significance of preparing an estate plan, particularly in terms of ensuring a smooth transition for your family during challenging times. Crafting a comprehensive plan not only minimizes stress but also lays the groundwork for a more secure transition.

    Nutrition 101: Gut Health and Plastics

    Play Episode Listen Later Jun 7, 2024 57:30


    The replay from our webinar with Michelle Norris, Nutrition 101 – Gut Health and Plastics is now available as a replay. On the webinar, Michelle discussed two topics of conversation that have become much more prevalent over the last few years. This was a very informative. Here are a few key points that Michelle touched on in her presentation: • Why is gut health so important? • How to improve your gut health. • What are the major contributors to gut health? • How can your environment affect your overall health and gut health? • What are microplastics and the consequences of them? • How to limit exposure to microplastics • How to detox microplastics from your body.

    Q2 2024 Market Update Webinar Replay

    Play Episode Listen Later May 31, 2024 42:19


    David Adams, Carson Odom, and Myles Zueger recently hosted our Q2 2024 market update, giving updates on the economy and markets.

    How Credit Cards Can Help or Destroy You

    Play Episode Listen Later May 24, 2024 22:28


    This week on the Retire While You Work ® Podcast, the team explores the advantages and drawbacks of having a credit card. Will credit cards enhance your financial strategy or lead to hefty interest fees? Take control of your credit cards and gain insights into whether they align with your needs.

    Are 401Ks Worth It?

    Play Episode Listen Later May 17, 2024 19:52


    This week's installment of the Retire While You Work Podcast ® delves into the importance of contributing to your 401k. The team explores the benefits and drawbacks of saving for retirement through your employer. Tune in for valuable insights and practical advice to enrich your financial path.

    How to Manage Debt?

    Play Episode Listen Later May 10, 2024 20:18


    On this week's episode of the Retire While You Work® podcast, Myles and Carson dive into the critical topic of managing debt. They explore the nuances of various debt types, explaining why some can be beneficial while others may pose challenges. Tune in to gain valuable insights as the team offers practical strategies to help you navigate your financial journey. #podcast #debt

    What is the 4% Distribution Rule?

    Play Episode Listen Later May 3, 2024 22:30


    In this week's installment of the Retire While You Work Podcast®, Myles and Carson delve into Retirement Distributions, focusing particularly on the 4% rule. They dissect this principle and assess whether it still holds as a dependable strategy for retirees striving for financial stability that holds up in all market and economic environments.

    What Are the Differences in Cash Accounts?

    Play Episode Listen Later Apr 26, 2024 19:46


    On this week's episode of The Retire While You Work ® Podcast the team discusses various cash account options essential for financial planning, including checking, savings, money market accounts, and I-bonds.

    Do I Need to Own Rental Properties?

    Play Episode Listen Later Apr 19, 2024 22:16


    In regions with a booming real estate market, clients often wonder if including rental properties in their investment portfolio is necessary. In this week's episode, Myles Zueger and Carson Odom explore how real estate can complement an investment strategy, discuss the advantages and disadvantages, and offer strategies for those who prefer not to manage properties directly.

    How To Talk To Your Kids About Money

    Play Episode Listen Later Apr 12, 2024 15:34


    The subject of children and financial literacy is a recurring theme among our clients. David Adams, Myles Zueger, and Jeri Anne Agee from Adams Wealth Partners explore various methods for teaching your children about money management and instilling smart financial habits from a young age.

    How To Combine Finances After Getting Married

    Play Episode Listen Later Apr 5, 2024 18:05


    Carson Odom and Myles Zueger discuss a couple of different ways that you can go about combining finances with your spouse or partner after a marriage. There is no right or wrong way to do it. It is about getting a system in place that works best for you and your family.

    How To Handle Emotions When Investing

    Play Episode Listen Later Mar 28, 2024 19:53


    Investing can be a very emotional experience. Especially during times of market volatility. David Adams, Myles Zueger, Carson Odom, and Jeri Anne Agee of Adams Wealth Partners discuss how to handle these emotions and what you can do to help keep your vision for the future.

    How Much Is Too Much For One Individual Stock?

    Play Episode Listen Later Mar 22, 2024 11:50


    Carson Odom and Myles Zueger discuss how much is too much to be invested in one individual stock. They talk about what they feel is the right amount. They also discuss what the pro's and con's of investing in individual stocks are.

    Talking Taxes - What You Need to Know This Tax Season

    Play Episode Listen Later Mar 15, 2024 20:16


    Carson Odom and Myles Zueger sit down and talk about what you need to know about taxes this year. They discuss the upcoming deadline and important dates, as well as some tips they feel are good to know for this current tax year. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

    What Does Retire While You Work® Mean?

    Play Episode Listen Later Mar 8, 2024 18:38


    Retire While You Work® is quite the popular phrase with our friends and clients. But, what exactly does it mean? Myles, Carson, and Jeri Anne dive into this question and discuss the origins of how it started and why it has become so popular at our firm.

    What You Need to Know About Selling Your Home and Taxes

    Play Episode Listen Later Mar 1, 2024 10:55


    When selling your home, there are many things to plan for. One of them being the tax side of things and how that may or may not impact you. Myles and Carson dive into this and give you all the info you need to know.

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