Retire While You Work

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.

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.

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.

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.

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.

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?

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 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!

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!

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: -

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:

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.

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

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!

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

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.

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.

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.

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.  

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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

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.

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

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.

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

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.