Retire While You Work®

In this episode, the Retire While You Work® team answers real questions submitted by listeners about the market, personal finances, retirement planning, tax strategy, and more. From navigating market volatility to making smarter long-term financial decisions, we’re breaking down what matters most — clearly and practically. Have a question you’d like covered in a future episode? Leave it in the com...

In this episode of the Retire While You Work® podcast, Carson and Myles break down the February market update, exploring how AI industry trends are shaping the stock market, the decline of software companies, and what it means for investors. They also dive into the housing market, comparing whether renting or buying makes more sense in today’s economy. Stay informed on stock market analysis, AI in...

If you’ve ever thought, “I should be further along by now,” you’re not alone. On the Retire While You Work® podcast, Carson, Myles, and Jeri Anne unpack that feeling and break down what real financial progress actually looks like—covering financial planning, retirement strategy, and how small, intentional decisions can build long-term wealth momentum, no matter where you’re starting.

Even the best financial plans can fall apart—and it’s rarely because of the numbers. In this episode of the Retire While You Work® Podcast, Jeri Anne Agee and Myles Zueger unpack why well-intentioned plans fail in real life. From emotional decision-making and inconsistent follow-through to life changes that require flexibility, they explore the gaps that quietly derail progress. This conversation...

On this episode of the Retire While You Work® Podcast, Jeri Anne, Myles, and Carson kick off the new year by sharing their financial goals and priorities for the year ahead. They walk through their personal “ins” and “outs,” offering a practical look at how they set goals, track progress, and stay accountable throughout the year. If you’re using the New Year as a reset for your finances, this epis...

As 2025 wraps up, Carson is joined by Adams Wealth Partners’ Spencer Provow, CFP®, and Anthony Breen, CFA®, to recap the year and look ahead to 2026. They cover the top-performing sectors of 2025, key takeaways for investors, and what’s next with the Magnificent 7, space-based data centers, and the IPO market. This conversation provides clear insights on market trends, investment opportunities, an...

On this episode of Retire While You Work®, Carson and Jeri Anne sit down to discuss how hidden costs can quietly derail your financial plan. From forgotten subscriptions to small recurring fees, these overlooked expenses can add up fast and slow down your progress toward financial freedom. They break down where these hidden costs typically hide, how to identify them in your own budget, and actiona...

The holidays teach us a lot about money—from overspending traps to the value of planning. In this episode, Myles and Jeri Anne break down what this season can show us about budgeting, generosity, stress spending, and setting yourself up for a stronger new year. Tune in for actionable tips you can actually use this season.

In this episode of Retire While You Work® , Carson and Myles sit down with Investment Director of Federated Hermes, Jordan Stuart, for a high-level breakdown of what’s really moving the economy right now. From the rise of AI and power infrastructure to biotech innovation, small-cap opportunities, gold’s momentum, and Mag 7 concentration—Jordan walks through the charts and trends shaping today’s ma...

💡 New episode of Retire While You Work® is live! Carson, Myles, and Jeri Anne dive into how you can make your charitable giving meaningful while staying on track with your financial goals. We explore strategies to give with purpose, make a lasting impact, and integrate giving into your overall financial plan. From practical tips to thoughtful approaches, this episode shows how generosity and smar...

The Retire While You Work® podcast is back with a special episode! Hosts David Adams, Myles Zueger, and Carson Odom sit down with Paul Shoukry, CEO of Raymond James, to talk about how AI is transforming the financial planning industry. They dive into what these changes mean for advisors, how technology is reshaping strategies, and the opportunities it creates for building long-term financial secur...

The Retire While You Work® podcast continues its series with Anne Hamer, a divorce attorney who has helped countless clients navigate one of life’s most challenging transitions. Today, we’re diving into not just the legal side of divorce, but also the financial side—and how to protect your future along the way. Anne shares insights on what drew her to this field, the biggest misconceptions about d...

Maintaining a diversified investment portfolio is crucial for managing risk and maximizing returns, but determining the optimal allocation can be challenging. The Retire While You Work team explores the significance of the well-known 60/40 portfolio, which allocates 60% of assets to stocks for growth and 40% to bonds for stability. In a relaxed, approachable setting, they provide personalized advi...

Interest rates have been a hot topic over the past year — influencing everything from home loans to investment decisions. In this episode, Carson, Jeri Anne, and Myles break down how shifts in interest rates affect mortgages, borrowing costs, and overall market performance. They also discuss what rising or falling rates could mean for consumers, investors, and long-term financial planning.

Money can be a tricky topic in any relationship, but having open and honest conversations about it is essential. In the latest Retire While You Work® podcast, Jeri Anne and Myles share why it’s so important to talk openly about finances with the people closest to you. From day-to-day expenses to long-term planning, they discuss how clear communication can foster trust and keep everyone aligned. If...

In this episode of the Retire While You Work® podcast, Carson and Myles tackle one of the most common financial planning questions: how much is too much—or too little—cash to hold? They break down:- Why having cash on hand matters for flexibility and peace of mind- How to balance your emergency fund with long-term investments- The risks of sitting on too much cash in today’s market- Practical guid...

Struggling to stick to your budget? You’re not alone. In this episode, Carson, Myles, and Jeri Anne share why budgeting is so challenging, the psychology behind overspending, and simple money management tips to help you stay on track. Perfect for anyone looking for practical budgeting strategies that actually work.✨ Topics Covered: - Why most budgets fail - Common money habits that derail spendin...

Thank you to everyone who joined our recent webinar, Raising the Next Generation to be Financially Savvy! We had an inspiring conversation with Leda Zukowski of New York Life Investments on practical ways to help kids and young adults build confidence with money. If you missed it—or want to revisit the highlights—the replay is now available! You’ll learn how to: ✅ Introduce financial concepts ear...

Thank you to everyone who joined us for our recent webinar, Health and Wealth: Muscle Medicine! We had an insightful discussion with Michelle Norris, Director of Corporate Wellness at Altitude Wellness, about staying strong, mobile, and independent as we age. 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 op...

In this episode, Myles Zueger and Carson Odom are joined by Anthony Breen, the newest member of the Adams Wealth Partners team. Together, they dive into current market trends and explore what the future may hold for interest rates—and how these shifts could influence financial planning strategies. They’ll cover:- Key market trends to watch right now- The outlook for interest rates- How these shift...

We continue our Nashville guest series with Meg Jernigan, Realtor®, Affiliate Broker, GRI, and owner of The Jernigan Group. In this episode, David, Carson, and Jeri Anne sit down with Meg to unpack what’s really happening in the local real estate market. From affordability shifts to the future of short-term rentals, Meg shares her on-the-ground perspective as both an agent and business owner. Topi...

The team kicks off a new series featuring guests from across the Nashville community, starting with John Bellenfant, Managing Partner at Bellenfant, PLLC—a boutique CPA firm based in Nashville. John leads the firm’s audit and tax engagements while driving strategic growth and client service. Under his leadership, Bellenfant, PLLC has been named to Inc. Magazine’s Inc. 5000 list as one of the faste...

Ever wonder what it really means to invest while you’re still working? Carson and Myles are here to break it down on this episode of Retire While You Work®. Your paycheck isn’t just for today — it’s your most powerful tool to build wealth and create future freedom. They dive into how to make the most of employer plans like 401(k)s, HSAs, IRAs, and how to use bonuses and company stock the smart way...

Understanding how family and money can coexist can be difficult. In this episode, Carson and Myles unpack what it really means to set healthy financial boundaries—with parents, siblings, adult children, and close friends. They dive into real-life scenarios, from lending money to splitting costs, and share practical ways to navigate these situations without damaging relationships—or your financial...

Think you need to be rich to invest? Or that carrying a credit card balance helps your credit score? 🧐On this week’s Retire While You Work®, Jeri Anne, Myles, and Carson break down the biggest money myths—and what to believe instead.#moneymyths #financialplanning