Retire While You Work®

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...

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...

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 o...

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 soli...

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 insuran...

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...

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 an...

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 k...

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 inv...

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 pl...

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...

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...

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...

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 groundw...

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...

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.