Retire While You Work®

In the latest episode of Retire While You Work®, wealth advisors Myles Zueger, Carson Odom, and Anthony Breen break down current market trends and ETF inflows, examining recent market performance charts, where investor capital is flowing, and what those trends may signal for the broader market. They highlight key data points wealth advisors monitor and explain how these insights can help inform po...

In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning and investing. We cover some of the biggest financial topics people are thinking about right now—from whether it's a good time to invest with the stock market near all-time highs to how much cash you should actually keep in savings for emergencies and unexpected expenses. We also...

Catch up on the latest episode of Retire While You Work® as wealth advisors Myles Zueger and Carson Odom break down the newly proposed Trump Accounts and what they could mean for families looking to build long-term wealth. In this episode, Myles and Carson explore how these accounts are designed to help children get a financial head start, discuss the proposed rules and benefits, and examine how t...

In this episode, the Retire While You Work® team answers listener-submitted questions on some of the most important financial conversations families face. From teaching kids healthy money habits and knowing when to discuss inheritance with your children, to building a strong financial foundation as a young family and preparing for retirement as a couple, the team shares practical insights and pers...

On this episode of the Retire While You Work® podcast, Carson Odom and Myles Zueger dive into the importance of starting early when it comes to saving for college. In recognition of 5/29 Day, they break down how 529 plans work, why time and consistency can make a major difference, and how even small contributions today can help reduce the burden of student loan debt in the future.

Markets move fast — but reacting emotionally can do more harm than good. In the latest episode of Retire While You Work®, Carson and Myles break down what they’re actually paying attention to in today’s market environment, from economic indicators and interest rates to investor behavior and long-term trends. The conversation focuses on staying disciplined, filtering through the noise, and understa...

In this episode of Retire While You Work®, Carson and Myles walk through the key graphs shaping today’s market narrative in our April Market Update, with a focus on ETFs, market returns, and consumer trends. They break down what’s happening beneath the headlines, where risks are showing up, and how it all connects back to your long-term plan. This isn’t about reacting—it’s about understanding. If...

In our latest episode of Retire While You Work®, we sit down with Dan Hanson of Neuberger Berman to break down what’s really happening beneath the surface of today’s market—across AI, geopolitics, and even space. From portfolio concentration and global risks like tariffs and supply chains, to a reality check on the AI trade—this conversation goes beyond the headlines. Where is capital actually goi...

The Retire While You Work® team sits down with Scott E. Augenbaum, retired FBI Supervisory Special Agent and one of the nation’s leading experts in cybercrime prevention. With 30 years of investigative experience, Scott shares real-world insights on how cyber threats impact your finances—and what you can do to protect yourself and the people who depend on you. From safeguarding personal informatio...

Our next episode of the Retire While You Work® Podcast is live, continuing our Women and Wealth series with special guest Lucy Miller, Founder of Women Connect. In this conversation, the team sits down with Lucy to hear the story behind Women Connect — what inspired her to start it, the gap she saw in professional women's networking, and the purpose she found in bringing women together. They t...

Our next episode of the Retire While You Work® Podcast is live, continuing our Women and Wealth series with special guest Olivia Hails from Janus Henderson Investors. In this conversation, the team sits down with Olivia to explore why financial education is so important for women—particularly when it comes to long-term financial planning. They talk about how life events such as career breaks, care...

To kick off Women's History Month, the Retire While You Work team is bringing you a conversation you don't want to miss. Myles sits down with Jeri Anne for a candid and eye-opening Q&A regarding our Women & Wealth series — covering everything from the basics of financial literacy to the life-changing habits that help women build lasting wealth. They also dive deep into the Great We...

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...