Retire While You Work®

Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a second webinar. This session was entirely Q&A format. Listen in and enjoy Michelle discussing all topics health related. Raymond James is not affiliated with Michelle Norris or SweatNet

It seems like everyone you know is talking about Bitcoin, but what exactly is it? Is it real, does it work, does it have a spot in your portfolio, and is it here to stick around? In this episode, Myles gives a quick basic background on what exactly Bitcoin is, with no other agenda than to help you have a better understanding for what Bitcoin is.

It seems like it was last week we were ringing in the new year and now April is here – which means we are in the 2nd quarter of 2021. The year and the market have started off on a fast start. The vaccine rollout and the pent-up demand of consumers to get out and spend have teamed up to create economic demand like we have not seen in a while. In this episode we want to discuss what has happened so...

The purpose of an emergency fund is not to make money. The purpose is to be there and help make sure you are protected and able to cover your monthly expenses and emergency expenses that may pop up. In this episode, Myles discusses what he feels is the right amount to set aside in your emergency fund.

Being a people pleaser might sound sweet and selfless, but it can actually be very unhealthy for all parties involved. It can take time to understand the challenges that can be created when trying to make everyone else happy at the expense of your own well-being. Awareness is the first step to truly knowing what is and what is not best for you and your current situation. David discusses how being...

Butter over margarine?! Whole eggs over egg whites?! As many of us set off on our New Year's Resolutions to make healthier nutrition choices, it's important to be able to look back and understand where we got off track with nutrition and how we should actually be fueling our bodies! Michelle Norris, Director of Corporate Wellness at SweatNET, presents the NEW nutrition label and discusses what to...

What are you expecting in 2021? Our Investment Committee has some thoughts that might interest you when it comes to your money. The David Adams Wealth Group Investment Committee discusses where we are at thus far in 2021 and what could be coming in the near term.

How exactly do politics impact your investments? In this episode, David discusses that very topic. Although they are important to pay attention to, the market has performed well under the leadership of both parties. Regardless of party affiliation, this is important to remember and understand.

David delivers a message from the heart on the year that was 2020 and also touches on what may lie ahead for 2021. There is also a Q&A session at the end, where David fields questions from the viewers.

With one little one already and another one on the way, Carson Odom discusses the joys of parenthood, but also the importance of planning for kids and their future. At the end of the day, regardless of how you choose to save for a child, the most important thing is that you get started. Investors should consider, before investing, whether the investor's or the designated beneficiary's home state o...

Michael Gibbs, Director of Portfolio & Technical Strategy at Raymond James, joins David to give an update on the markets post-election and what can be expected in the coming months. There also is a valuable Q&A session at the end where Mike gives some answers to common questions that came up. Mike is a key part of the investment committee with David and the team. Any opinions are those of...

Myles Zueger, CFP® and Wealth Advisor at David Adams Wealth Group, is back on the podcast again to discuss the financial implications of getting married and things he believes should be considered by those taking this step. Having recently been married himself there is no one better to have this discussion and honest conversation about this topic.

Bill Cass, CFP®,CPWA® Director of Wealth Management Programs and Chris Galipeau, Senior Investment Director, Global Investment Strategies of Putnam Investments join David Adams, CPA, CFP® and Time Fries, CFP® to discuss the upcoming election and what affects it may have on the market. In addition, the discussion focuses around other factors that could affect the market that Putnam Investments sees...

Blackrock Market Leader, Cullen Roberts, CIMA® joins David Adams, CPA, CFP® to discuss what is referred to as the four horsemen of 2020 – COVID-19, a trade war, the election, and government stimulus. This episode is the audio of a presentation that was originally given in webinar format. Any opinions are those of the speakers and not necessarily those of Raymond James. Expressions of opinion are a...

Although purchasing your first home can seem like a scary thing, you don't have to do it alone. In this episode, David Adams Wealth Group wealth advisor, Myles Zueger, CFP® discusses his experience in purchasing his first home and some tips he feels all first time home buyers should know. Raymond James Financial Services and your Raymond James Financial Advisors do not solicit or offer residential...

Carson Odom, CPA, CFP® is back again to discuss lessons that we have learned at David Adams Wealth Group during COVID-19 and how that is shaping our thought process as we close in on election season 2020.

While starting a new business is no easy task, it can be one of the most rewarding adventures to go on. In this episode, David Adams Wealth Group wealth advisor, Carson Odom, CPA, CFP®, discusses what you need to know on the front end to get started on a successful path.

In this most recent episode, David discusses the presidential election as it closes in and the impact that it could have on the market. Additionally, he gives some tips on staying calm during volatile market periods.

Join as David gives his State of the Economy address to clients and friends in what has proven to be an unprecedented year for the markets, economy, and our overall personal lives as Covid-19 continued to be the focus and an upcoming election still looming.

Why is it so difficult to stick to a budget? In this episode, David discusses what all goes into building a budget that you can stick to, as well as how to manage debt effectively. He also touches on what he refers to as a reverse budget, the concept of paying yourself first at the beginning of each month before paying your expenses.

Fees are only an issue in the absence of value. Listen to David's podcast on the value of a Financial Advisor or any professional for that matter. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and othe...

In this episode, David discusses the latest market updates in relation to COVID-19. He also shares important information on the federal government’s stimulus package, the CARES Act. Listen to David discuss what he feels is impacting the market, as well as what he feels are the biggest benefits of the CARES Act to individuals and small businesses. All investing involves risk, including the possible...

David shares his thoughts about the Coronavirus as it pertains to the stock market. No one is sure how long the market will react to this virus and David shares examples of how the media affects our views and past occurrences similar to other virus scares. Some people are asking David, if they should sell and get back into the market when the things settle. Listen to David's answer to that questio...

Nashville based Financial Planner, David Adams continues the conversation in this Retire While You Work series, discussing good alternatives to putting money into the stock market. Most financial planners leverage the stock market to build investment portfolios which David does too, however by adding layers to financial plans can help alleviate concerns.  Listen to the full episode for David'...

Many people are fearful of retirement and they want to know what the magic number is to retire. David shares that there is no magic number and 95% of the time the number is in our heads. In this podcast, we'll listen to David share some examples from clients and the vast differences between the two. Listen to the full episode for David's expertise on how to plan for retirement and live comfortably...