Retire While You Work®

Carson and Myles break down the key steps to retiring early—how much you need to save, what tradeoffs to consider, and how to build a plan that makes work optional sooner than you think. Whether you’re dreaming of freedom at 50 or just want more flexibility, this episode of Retire While You Work® is packed with practical insights.

In this episode of the Retire While You Work® podcast, Myles and Carson break down what capital gains really are, why they matter in your financial plan, and how to invest with taxes in mind. Whether you're selling a home, managing a brokerage account, or planning your next big investment move—this conversation gives you the tools to make smarter, more tax-efficient decisions.

In this episode of Retire While You Work®, Jeri Anne and Myles talk through what’s driving financial anxiety in 2025—from inflation and interest rates to media noise and market swings. More importantly, they share practical ways to reframe those fears, refocus on your plan, and move forward with confidence.

Summer is in full swing, and travel is on everyone’s mind. In this episode, our team shares how we personally decide if a vacation fits within our budget, using the Retire While You Work® philosophy to balance fun today with long-term goals. We’ll talk about:- How to evaluate if a trip is financially doable- Real examples from our own summer plans- Tips to avoid vacation regret- Why budgeting does...

🎓 Saving for college doesn’t have to feel overwhelming. In this episode of Retire While You Work®, Myles and Jeri Anne break down practical ways to prepare for education costs—whether you’re saving for a child, a grandchild, or even yourself. From 529 plans to flexible strategies that fit your broader financial goals, they share what every family should know about college savings (and what to do...

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. 🎥 Watch now and catch up on the insights you may have missed. #MarketUpdate #Investing #FinancialPlanning #EconomicTrends

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, turnin...

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...

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. 🎧 Listen to the latest episode of Retire While You Work® !

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: - 💰 How to negotiate a salary - 🤝 Building and maintaining professional relationships - ⚖️ Maintaining a healthy work-life balance - 🔍 Navigating the job market Tune in for practical tips on balancing work and...

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:🔑 Defining financial security: stability, freedom, and peace of mind📈 Investing for the future: 401(k)s, IRAs, stocks, and real estate🏦 Retirement planning essentials and employer-sponsored...

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. 🎙️💰 #FinancialPlanning #YoungAdultFinance

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 c...

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...

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...

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...

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.