Retire While You Work®

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

Carson and Myles break down the key steps to retiring early—how much you need to save, what tradeoffs to consider, and how to build a plan that makes work optional sooner than you think. Whether you’re dreaming of freedom at 50 or just want more flexibility, this episode of Retire While You Work® is packed with practical insights.

In this episode of the Retire While You Work® podcast, Myles and Carson break down what capital gains really are, why they matter in your financial plan, and how to invest with taxes in mind. Whether you're selling a home, managing a brokerage account, or planning your next big investment move—this conversation gives you the tools to make smarter, more tax-efficient decisions.

In this episode of Retire While You Work®, Jeri Anne and Myles talk through what’s driving financial anxiety in 2025—from inflation and interest rates to media noise and market swings. More importantly, they share practical ways to reframe those fears, refocus on your plan, and move forward with confidence.

Summer is in full swing, and travel is on everyone’s mind. In this episode, our team shares how we personally decide if a vacation fits within our budget, using the Retire While You Work® philosophy to balance fun today with long-term goals. We’ll talk about:- How to evaluate if a trip is financially doable- Real examples from our own summer plans- Tips to avoid vacation regret- Why budgeting does...

🎓 Saving for college doesn’t have to feel overwhelming. In this episode of Retire While You Work®, Myles and Jeri Anne break down practical ways to prepare for education costs—whether you’re saving for a child, a grandchild, or even yourself. From 529 plans to flexible strategies that fit your broader financial goals, they share what every family should know about college savings (and what to do...

Missed our May Market Update? Watch the replay now! We covered the latest market movements, updates on tariffs and government policy, and what it all means for investors. Plus, we wrapped up with a live Q&A to answer your top questions. Stay informed. Stay confident. 🎥 Watch now and catch up on the insights you may have missed. #MarketUpdate #Investing #FinancialPlanning #EconomicTrends

Throughout life, the time you spend with different relationships—friends, family, coworkers, even time alone—naturally shifts. In this episode, the Retire While You Work® team explores how these changes impact your well-being, the importance of being intentional with your time, and how thoughtful planning today can lead to a more fulfilling future.

Once you’ve cleared the weight of high-interest debt and met your necessary expenses, it can be tricky to decide how to use your extra funds. The Retire While You Work team shares their insightful approaches for making the most of this financial freedom. They explain how they invest their leftover money, not just to boost their savings, but also to reclaim time and enhance their well-being, turnin...

Thank you to everyone who joined us for our Medicare 101: Understanding Your Options webinar! If you weren’t able to attend—or if you’d like to watch it again—you can now view the full recording at your convenience. In this informative session, Summer Hancock, an Independent Medicare Insurance Broker with over 12 years of experience, walks through the key components of Medicare. With a passion for...

What happens when your income rises? The team breaks down Lifestyle Creep —how higher earnings can lead to increased spending and big-ticket purchases. This Financial Literacy Month, take a step toward understanding lifestyle creep and why financial awareness matters. 🎧 Listen to the latest episode of Retire While You Work® !

To mark the beginning of Financial Literacy Month, the team breaks down various investing terms, including stocks, bonds, mutual funds, and index funds. What are the differences among these investment types, and what is the first step you should take?

Understanding market headlines and the broader landscape can be challenging. In this webinar, the Adams Wealth Partners team shares expert insights and real-world experience to help you make sense of recent shifts.

Tax season is almost over! ⏳ Myles and Carson break down what to do next—whether you’ve already filed or are wrapping things up. Don’t miss these key steps to stay ahead and set yourself up for success! 💡💰