Retire While You Work®

In this episode of Retire While You Work®, Myles Zueger, Carson Odom, and Jeri Anne Agee discuss important financial planning considerations to review before December 31, including required minimum distributions (RMDs), charitable giving, and other opportunities to get your finances organized before the new year. Whether you’re preparing for retirement or already retired, this conversation offers...

At Adams Wealth Partners, we believe true wealth includes your health. In our upcoming webinar, 🧠 Health and Wealth: Coping with Stress & Anxiety, Michelle Norris will share practical ways to better understand stress, manage anxiety, and support your overall well-being. From recognizing the signs of chronic stress to building resilience and developing healthier coping strategies, this convers...

Retirement can feel overwhelming, especially when you're sorting through conflicting advice. In Episode 7 of the Ask AWP Series: Retirement Breakdown, Myles Zueger and Jeri Anne Agee answer some of the most common retirement planning questions they hear from clients. From retirement income strategies and investment management to wealth planning and financial decision-making, they break down co...

Get the latest stock market analysis and economic outlook from Wealth Advisors Carson Odom and Anthony Breen, CFA®.Carson and Anthony discuss recent economic and market trends and what they could mean for your portfolio and long-term financial strategy. Using key charts and data, they break down the current market landscape, including the trajectory of corporate profit margins, projections for S&a...

Understanding Required Minimum Distributions is essential for managing your retirement income effectively. Learn how to navigate these rules. Carson Odom, Myles Zuger, and Jerri Anne break down the complexities surrounding Required Minimum Distributions. The financial industry is filled with acronyms that can feel overwhelming, but we are here to simplify the process so you can focus on your long-...

In this episode of the Retire While You Work podcast, Myles Zueger and Jerri Anne Agee address the most frequent client questions they receive. Whether you are currently preparing for life after work or just starting to map out your long-term strategy, this session breaks down complex retirement planning concepts into actionable steps. We focus on practical financial advice that helps you manage y...

Which retirement plans fit your business goals? We analyze the options to help you choose the right path for your future. On this episode of the Retire While You Work podcast, wealth advisor Carson Odom and Myles Zueger sit down with retirement plan advisor Michael Baron to discuss how to select the best structure for your company. They examine how specific employer demographics and savings goals...

On this week's episode of the Retire While You Work podcast, wealth advisors Carson Odom and Myles Zuger take a data-driven look at the August 2026 stock market and economy. With the S&P 500 reaching new record highs, they compare current market conditions to past bubbles, including the dot-com era, to examine whether today's valuations support the headlines. The discussion explores ye...

Master Medicare basics with expert guidance from Graham Kimmerer of MFS. Learn how to navigate healthcare in retirement effectively. In this episode of the Retire While You Work podcast, Myles Zueger and Jerri Anne Agee host Graham Kimmerer to break down the complexities of Medicare. If you are approaching retirement or currently planning your long-term healthcare strategy, this discussion provide...

In this episode of Ask AWP on the Retire While You Work® Podcast, we’re answering some of the questions investors are asking right now. When does holding too much cash become a long-term risk? What do the new 2026 catch-up contribution rules mean for high earners? And should the upcoming midterm elections affect how you’re investing? We also talk about the growing national debt, how concerned inve...

In this week's episode of the Retire While You Work podcast, hosts Carson, Jeri Anne, and Myles discuss the importance of prioritizing tax planning throughout the year, rather than just waiting for tax season. They highlight how incorporating tax considerations into your financial plan can help you stay organized and prepared, reducing the risk of last-minute stress. With practical tips and in...

In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning, retirement planning, and preparing for the future. We cover some of the biggest financial topics people are thinking about right now—from whether you can have too much saved in your retirement accounts to whether long-term care insurance is still worth considering. We also discuss wh...

In this episode of the Retire While You Work® Podcast, the team explores why retirement funding has become the biggest concern for investors and the key factors driving that shift. They discuss longevity risk, healthcare expenses, Social Security uncertainty, today's interest rate environment, and the behavioral habits that can increase retirement anxiety. You'll also learn why testing you...

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...