Retire While You Work®

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 best for you and your family.

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 keep your vision for the future.

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, 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...

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.

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 available through these changes.

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. Listen in to hear more on this topic, along with tips for supporting your immunity system, from wellness expert, Michelle Norris.

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.

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.

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.

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

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

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?".

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

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.

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.

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

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.

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.

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.

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 matter...

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.