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Retire While You Work®

Retire While You Work®

By Adams Wealth Partners

David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represents the opinions of the speaker & not those of Raymond James.http://raymondjames.com/smicd.htm
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Spending Money (ft. Brenton Giesey, Photographer)

Retire While You Work® Feb 06, 2017

00:00
41:31
How Much Is Too Much For One Individual Stock?

How Much Is Too Much For One Individual Stock?

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.

Mar 22, 202411:50
Talking Taxes - What You Need to Know This Tax Season

Talking Taxes - What You Need to Know This Tax Season

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.

Mar 15, 202420:17
What Does Retire While You Work® Mean?

What Does Retire While You Work® Mean?

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.


Mar 08, 202418:39
What You Need to Know About Selling Your Home and Taxes

What You Need to Know About Selling Your Home and Taxes

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.

Mar 01, 202410:56
What You Need to Know About the Secure Act 2.0

What You Need to Know About the Secure Act 2.0

Myles, Carson, and Jeri Anne discuss recent changes that have come about to retirement accounts due to legislation from the Secure Act 2.0. They provide some thoughtful discussion around new planning ideas and opportunities that have become available through these changes.

Feb 23, 202420:60
Q1 2024 Market Update

Q1 2024 Market Update

David Adams, Carson Odom, and Myles Zueger of Adams Wealth Partners reflect on the past year as well as look ahead to what we think 2024 will hold for the economy and markets.

Feb 22, 202442:36
New Year, New You - Financial Resolutions

New Year, New You - Financial Resolutions

On the latest episode of the Retire While You Work® podcast - David, Carson, and Myles discuss how to get your year started off on the right path with some new year financial tips and resolutions.

Feb 09, 202417:34
Nutrition 101: Let's Talk About Fasting

Nutrition 101: Let's Talk About Fasting

The new year brings the spirit of renewal and resolutions often include a commitment to better health. This Health & Wealth webinar will focus on types of fasting and the many health benefits including longevity, weight loss and so much more. Listen in to hear more on this topic, along with tips for supporting your immunity system, from wellness expert, Michelle Norris.

Feb 03, 202401:13:11
How To Take Distributions In Retirement

How To Take Distributions In Retirement

What does it look like when you begin to take distributions from your investment accounts in retirement? Carson and Myles discuss the logistics and also where it makes the most sense to take these distributions from to help keep the most money in your pocket.

Oct 17, 202312:30
When Should You Take Social Security?

When Should You Take Social Security?

On this weeks episode, Carson and Jeri Anne discuss when is the right time to take social security and what are some of the key decision points in making the right choice.

Sep 29, 202312:57
Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

On this week's episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with clients. Especially those who are buying properties with much higher interest rates. This is a great listen for those who are wondering if paying off your mortgage early is the right move.

Sep 15, 202308:54
What Are Some Alternatives To The Stock Market?

What Are Some Alternatives To The Stock Market?

Carson, Jeri Anne, and Myles discuss alternatives ways to have your money working for you outside of the stock market.

Sep 01, 202313:21
Passing Down Wealth To The Next Generation

Passing Down Wealth To The Next Generation

Myles and Carson discuss various ways to pass down assets to the next generations and the importance of doing so properly.

Aug 18, 202315:55
Should You Buy a Vacation Home or Continue to Rent?

Should You Buy a Vacation Home or Continue to Rent?

On this weeks episode, Carson, Myles, and Jeri Anne discuss a question that comes up quite frequently with clients - "Should you purchase a vacation home, or just continue to rent?".

Aug 04, 202315:08
Q2 Market Update Webinar Replay

Q2 Market Update Webinar Replay

David, Carson, and Myles provided an update on the economy, markets, and where we think things go from here.

Jun 15, 202335:28
Nutrition 101: What's in My Grocery Cart?

Nutrition 101: What's in My Grocery Cart?

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us once again to discuss what to look for when buying produce, meat, fish, eggs, and how to navigate those tricky inner aisles and how to help break down ways to be sure that you are making choices that support your personal nutrition goals. Raymond James is not affiliated with Michelle Norris or SweatNet.

May 26, 202356:52
Economic and Banking Update Webinar Replay

Economic and Banking Update Webinar Replay

David, Carson, and Myles provide an update on the current economic and banking environment. They also discuss and review what Raymond James is doing to protect both your investments and cash.

Apr 01, 202336:06
Maximizing Your Health Savings Account

Maximizing Your Health Savings Account

Carson and Myles discuss Health Savings Accounts (HSA's) and how you can be sure you are taking full advantage of all they have to offer. They also offer up some tips on how to fully maximize HSA's and how they may or may not play a role in your financial plan

Mar 24, 202316:48
Women and Wealth

Women and Wealth

David, Jeri Anne, and guest Olivia Hails recap as recent event that we held that focused on women and their important in the financial industry. They highlight key statistics and shed some light on how important this topic is.

Mar 17, 202324:41
Nutrition 101: Is Sitting the New Smoking?

Nutrition 101: Is Sitting the New Smoking?

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us for the first time in 2023. Now more than ever it is important to focus on our health as part of a well-rounded plan. Michelle discusses the importance of physical movement and some tips on how to work it into your busy day. Raymond James is not affiliated with Michelle Norris or SweatNET.

Feb 07, 202359:21
Q4 2022 Market Update Webinar Replay

Q4 2022 Market Update Webinar Replay

Carson and Myles discuss relevant topics as we close out 2022 and look ahead to 2023. This was a follow-up to an in-person event that was held at earlier in the month. After such a great response, we wanted to make this available to all clients and friends.

Jan 10, 202338:47
Cyber Security Webinar Replay

Cyber Security Webinar Replay

This is a replay from our Cybersecurity Webinar held on November 3rd, 2022. Cybersecurity is one of the hottest topics in the world of technology. Forbes estimated that cybercrime rates saw a 50% increase in corporate networks in 2021 alone. Given such proliferation of cybercrime, it is incumbent on all businesses and individuals to protect sensitive information.  This is especially true in matters so vital as financial wellbeing.  This webinar provides education on the latest cybersecurity attacks, explain how Raymond James protects your data, and offers suggestions to improve your own security, and field your cybersecurity-related questions.

Dec 02, 202201:12:37
Budgeting Tips

Budgeting Tips

On this episode, Carson and Myles discuss their experiences with budgeting and how they handle it from a personal situation. They also offer up some tips on where and how to get started with budgeting.

Nov 04, 202220:28
What is the Right Amount to Keep in Your Emergency Fund?

What is the Right Amount to Keep in Your Emergency Fund?

Myles and Carson discuss what the right amount of cash to have in your emergency fund is. They also discuss where the best place to keep an emergency fund is and what some other alternatives are for cash.

Aug 26, 202216:29
How to Pay for Education Expenses

How to Pay for Education Expenses

Myles and Carson discuss various ways to pay for education and education related expenses - all the way from K-12 through higher education expenses. 

As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.

Aug 04, 202219:56
Carson & Myles - How We Got Here

Carson & Myles - How We Got Here

Carson and Myles discuss how they got started in the business and what led them to joining David Adams Wealth Group. They also discuss what there favorite part of the business is and what they enjoy most!

Jul 28, 202219:26
Nutrition 101: Managing Stress and Taking Care of Mental Health

Nutrition 101: Managing Stress and Taking Care of Mental Health

Michelle Norris, Director of Corporate Wellness at SweatNet, joins us once again, this time with special guest Marina L. Randles. This time they discuss how to manage stress and take care of your mental health.


 Raymond James is not affiliated with SweatNet or Michelle Norris

Jul 22, 202201:07:51
How to Save for Big Purchases

How to Save for Big Purchases

In this episode, Myles and Carson discuss different strategies when it comes to saving for purchases and what investment vehicle may be best in order to achieve that savings goal.

Jul 14, 202219:37
David's Current Market Thoughts

David's Current Market Thoughts

David wanted to take a quick moment and share my thoughts on what we are seeing in the market this year, where we see things currently, and what we are doing as an investment committee.

Jun 30, 202210:14
Series I Savings Bonds

Series I Savings Bonds

Carson and Myles discuss Series I Savings Bonds. With interest rates on the rise, we have been getting questions about Series I Savings Bonds lately. We wanted to take moment to discuss what they are, how they work, and how they may or may not fit into your overall plan.

Jun 23, 202217:03
Q2 2022 Market Update

Q2 2022 Market Update

This year has been volatile for the markets. As we near the midway point, we hosted a webinar to discuss what we are seeing and watching in the markets. This is the audio to our Q2 2022 Market Update Webinar.

Jun 15, 202233:15
What is the 4% Withdrawal Rule?

What is the 4% Withdrawal Rule?

For years, the best and brightest in the financial world have debated what the most sustainable portfolio withdrawal rate is. In this episode, Carson and Myles discuss what this rate is and exactly how it works. At the end of the day, financial planning is an art not a science and this is where our team can help!

May 24, 202216:38
The Effect of Interest Rates

The Effect of Interest Rates

Interest rates have been historically low during the pandemic. What’s going to happen now that the Fed is ramping interest rates back up as the world gets back to normal. Myles and Carson sat down on this latest episode of the Retire While You Work® Podcast to talk about interest rates and what they mean to your financial plans.

#RetireWhileYouWork


Apr 26, 202220:54
Real Estate vs. The Stock Market

Real Estate vs. The Stock Market

Shares or shingles? Drywall or Dow Jones? To many, the idea of flipping houses or purchasing a rental home is a lucrative investment option, but is it better than putting money in the stock market? In our latest episode of the “Retire While You Work®” podcast, David sits down with Myles and Carson to discuss some of the pitfalls and plusses of investing in real estate, and how it stacks up compared to investing in stocks.

Mar 03, 202230:07
Q4 2021 Market Update

Q4 2021 Market Update

With COVID still hanging around and supply chain issue woes continuing to persist, the market has managed to stay the course. Many clients have begun to wonder where the market is finding its strength given the state of the economy in its current state. In this Q4 market update David and the investment committee answer questions about the current state of the economy and market.

Dec 22, 202106:34
Nutrition 101 Part 4: How to Stay Healthy and Avoid the Holiday Weight

Nutrition 101 Part 4: How to Stay Healthy and Avoid the Holiday Weight

Michelle Norris, Director of Corporate Wellness at SweatNet, joined us once again for another installment to our Nutrition 101 webinar series. This webinar was focused around how to stay healthy and avoid the weight gain around the holiday season. Listen in and enjoy Michelle discussing all topics health related! 

Raymond James is not affiliated with Michelle Norris or SweatNet

Nov 10, 202101:02:03
Summer 2021 Market Update

Summer 2021 Market Update

The audio replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to listen in. Do not hesitate to reach out with any questions that come up, even if you are listening for the second or third time!

Sep 28, 202140:00
What is Going on with the Tax Increases that Biden has Discussed?

What is Going on with the Tax Increases that Biden has Discussed?

One of the questions we’ve been getting from clients is, “How high are taxes going to go and when will they take effect?”. It’s a fair question, taxes were one of the top agenda items that Biden campaigned on last fall. In this episode Myles discusses what we are hearing from our Washington insiders and where we see taxes going.

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.

Any opinions are those of Myles Zueger and not necessarily those of Raymond James. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.

Sep 02, 202106:24
Real Estate vs. the Stock Market

Real Estate vs. the Stock Market

The age-old argument of real estate versus the stock market… which is better? Which has the best long term performance numbers? While you may be looking for a simple “yes” or “no” answer, there’s truly too many variables to consider. In this episode we discuss the pros and cons of each and how they can both fit into your long-term plan.

Any opinions are those of Carson Odom and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results.

Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.

Aug 19, 202111:33
Nutrition 101: Decrease Inflammation & Eat What’s in Season

Nutrition 101: Decrease Inflammation & Eat What’s in Season

Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a third installment to our webinar series. This webinar was focused around how you can decrease inflammation in the body and eat more of foods that are in season. Listen in and enjoy Michelle discussing all topics health related!

Raymond James is not affiliated with Michelle Norris or SweatNet

Aug 06, 202101:03:35
Should You Contribute Roth or Pre-Tax in Your 401(k)?

Should You Contribute Roth or Pre-Tax in Your 401(k)?

The great debate of whether you should make contributions as pre-tax or as Roth can be summed up in two words: it depends. The discussion all comes back to tax rates. Pay taxes now or pay taxes later? In this episode Carson discusses the benefits of both, what to consider, and where each may have its place in your plan.

Roth 401(k) plans are long-term retirement savings vehicles. Contributions to a Roth 401(k) are never tax deductible, but if certain conditions are met, distributions will be completely income tax free. Unlike Roth IRAs, Roth 401(k) participants are subject to required minimum distributions at age 72 (70 ½ if you reach 70 ½ before January 1, 2020).

Like Traditional IRAs, contribution limits apply to Roth IRAs. In addition, with a Roth IRA, your allowable contribution may be reduced or eliminated if your annual income exceeds certain limits. Contributions to a Roth IRA are never tax deductible, but if certain conditions are met, distributions will be completely income tax free.

401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.

Scenarios used are hypothetical examples for illustration purposes only.

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.

Any opinions are those of Carson Odom and not necessarily those of Raymond James.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.

Jul 29, 202110:37
How Much Should You Contribute to Your Employer-Sponsored Retirement Plan

How Much Should You Contribute to Your Employer-Sponsored Retirement Plan

One of the most common employer benefits in our country right now is an employer-sponsored retirement plan. Or, in other words, a 401(k) or something of the sorts. Other types of employer-sponsored retirement plans are 403(b)s and SIMPLE IRAs. In this episode, Carson discusses the pros and cons of employer-sponsored retirement plans and how much you should consider contributing if your employer does have a plan in place.

Jul 23, 202108:37
6 Months of Expenses in an Emergency Fund Instead of 3

6 Months of Expenses in an Emergency Fund Instead of 3

It’s no secret that the COVID-19 pandemic from 2020 has altered how nearly everyone views money and savings. We went from an economy here in the U.S. that couldn’t be stopped to literally shutting down an entire economy and workforce and forcing citizens to stay home. That’s like stopping a freight train going 100 mph with full force immediately. It could also be said that during the financial crisis of 2008/2009, many people also learned valuable lessons about finances that forever changed them. In this episode Carson discusses how can we better ourselves now to make sure financial disasters don’t happen again.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Opinions expressed are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.

Jul 16, 202108:34
Rapid Fire Questions with the David Adams Wealth Group Investment Committee

Rapid Fire Questions with the David Adams Wealth Group Investment Committee

Lately, we have been getting a lot of the same questions from clients relating to the market, inflation, economic concerns, and more. So, the Investment Committee decided to put together this episode to answer some of these burning questions. We hope you enjoy this as much as we did answering the questions! 

Jun 25, 202106:41
Should I Have a Home Equity Line of Credit?

Should I Have a Home Equity Line of Credit?

Around middle Tennessee, it’s no secret that the housing market is on a tear. For about the past decade, home prices in this area continue to climb to new records. Large corporations are bringing headquarters to our state and families from high-tax states are coming to Tennessee seeking its generous income tax policies. With all the rising home prices, many are wondering how to tap into all the equity that’s being created in their home. One of the most popular ways to access the equity in your home is through a Home Equity Line of Credit (HELOC for short). In this episode we explore some of the pros and cons of obtaining a HELOC.

Raymond James Financial Services, Inc. does not provide advice on mortgages. Any opinions are those of the author and not necessarily those of Raymond James.

Jun 18, 202110:08
It’s More of a Re-Start Than a Recovery

It’s More of a Re-Start Than a Recovery

There have always been and will always be reasons you could be fearful and not want to invest.  It’s not easy to remain calm and sift through the deafening noise that bombards us daily. The market is at all-time highs and a common concern we hear is that the next leg must be down…. but that does not necessarily have to be the case.  Though the future is unknown, there are several reasons to point to that indicate otherwise.

Jun 10, 202109:08
Q2 2021 Market Update

Q2 2021 Market Update

A lot has happened in the markets so far this year and the David Adams Wealth Group Investment Committee just recently met to compare data from the major institutional money managers and other top advisors. David shares some notes for that we feel would be good to know and share with others.

Jun 07, 202105:26
How to Financially Prepare for Divorce

How to Financially Prepare for Divorce

You probably never thought you’d be in a position to need advice about divorce. None of us ever do. Unfortunately, sometimes no amount of marriage counseling is enough to avoid divorce. It’s a challenging process emotionally and financially. Unraveling two people’s finances is messy. Long before child support or alimony is awarded, you’ll need to prepare your finances for the work ahead. Every divorce is different and unique, and advice should only come from experts familiar with your specific situation. In this podcast, we want to provide some suggestions that should help point you in the right direction.

Jun 03, 202108:14
Nutrition 101: Part 2 – Q&A with Nutritionist Michelle Norris

Nutrition 101: Part 2 – Q&A with Nutritionist Michelle Norris

Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a second webinar. This session was entirely Q&A format. Listen in and enjoy Michelle discussing all topics health related.

Raymond James is not affiliated with Michelle Norris or SweatNet

May 27, 202101:01:51
You Have Heard the Craze, What Exactly is Bitcoin?

You Have Heard the Craze, What Exactly is Bitcoin?

It seems like everyone you know is talking about Bitcoin, but what exactly is it? Is it real, does it work, does it have a spot in your portfolio, and is it here to stick around? In this episode, Myles gives a quick basic background on what exactly Bitcoin is, with no other agenda than to help you have a better understanding for what Bitcoin is.

May 20, 202107:48