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Retire While You Work®

Adams Wealth Partners

Retire While You Work®

A weekly Business and Investing podcast
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Retire While You Work®

Adams Wealth Partners

Retire While You Work®

Episodes
Retire While You Work®

Adams Wealth Partners

Retire While You Work®

A weekly Business and Investing podcast
Good podcast? Give it some love!
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Episodes of Retire While You Work®

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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 port
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
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
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
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.
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 ga
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 a
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
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
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 investm
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 instil
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 bes
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 kee
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, c
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
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.
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 ava
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.
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.
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.
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
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.
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