Retire While You Work®

On this week's episode of the Retire While You Work® podcast, Carson, David, and Myles discuss the current market conditions—what’s driving volatility, key trends to watch, and strategies to stay on track with your financial goals. Tune in for expert insights and practical takeaways!

On this episode of the Retire While You Work Podcast®, Carson, Jeri Anne, and Myles dive into essential life skills for personal and professional growth. They cover key topics, including: - 💰 How to negotiate a salary - 🤝 Building and maintaining professional relationships - ⚖️ Maintaining a healthy work-life balance - 🔍 Navigating the job market Tune in for practical tips on balancing work and...

On this episode of the Retire While You Work Podcast®, Myles and Carson continue the Young Adult Guide to Financial Literacy series, focusing on long-term financial security. They cover key topics, including:🔑 Defining financial security: stability, freedom, and peace of mind📈 Investing for the future: 401(k)s, IRAs, stocks, and real estate🏦 Retirement planning essentials and employer-sponsored...

Big life decisions come with big financial choices. In this episode, Carson, Jeri Anne, and Myles break down how to plan for milestones like buying a home, starting a family, and more. 🎙️💰 #FinancialPlanning #YoungAdultFinance

On this week’s Retire While You Work® podcast, Carson, Jeri Anne, and Myles continue with the Young Adult Guide to Financial Literacy series by diving into navigating finances as a couple. In this special Valentine’s Day episode, they cover key topics like aligning financial goals, creating a joint budget, and communicating effectively about money. Stay tuned for more episodes in the series, and c...

Thank you to everyone who joined us for our recent webinar, Health and Wealth: Simple Swaps! We had an insightful discussion with Michelle Norris, Director of Corporate Wellness at Altitude Wellness, about simple yet effective swaps to replace negative eating habits and support a healthier lifestyle. If you missed the live session or want to revisit the key takeaways, we’re excited to offer access...

On this week's episode of the Retire While You Work Podcast®, Myles, Jeri Anne, and Carson kick off their Young Adult Guide to Financial Literacy series. They break down the financial building blocks—managing spending, building credit, saving for the future, and handling debt wisely. Stay tuned for more in this series! Watch This Next: https://www.youtube.com/watch?v=W8X4Z2KSPR0

On this week's episode of the Retire While You Work Podcast®, Myles, Jeri Anne, and Carson dive into the power of retirement contributions and how you can leverage your employer's match plan to maximize your financial future. They explore the importance of understanding your plan’s structure, the long-term benefits of contributing early, and strategies to ensure you’re taking full advantage of the...

At Adams Wealth Partners, we use the 3 Buckets strategy to help you organize and allocate your funds effectively. In this week’s Retire While You Work podcast, Carson, Myles, and Jeri Anne break down each bucket’s role in your financial plan and share real-life examples of how to put them to work for you.

On this week's episode of the Retire While You Work® podcast, Carson, David, and Myles dive into year-end planning and setting financial goals for the new year. Whether you're a business owner or simply looking to refresh your goals, this episode offers valuable insights to kickstart your planning.

We connected with Jim Poole, a neuroscientist who collaborates with the Department of Defense, FBI, celebrities, professional athletes, doctors, and pilots on stress management and sleep optimization. Jim shared how stress and external factors disrupt sleep, offering our attendees valuable insights into the connection between sleep, stress, and overall well-being. David first heard Jim speak at a...

Explore the powerful connection between mental health, emotions, and your finances. Discover how emotional well-being impacts spending, saving, and financial decision-making, and gain tips to manage your money more mindfully. Join the team on this week's episode as we dive into the psychology of wealth and provide insights to help you create a healthier relationship with money.

Finding purpose in your financial plan often begins with identifying a cause or passion that resonates deeply with you. When your financial goals align with something meaningful—supporting a charity, building a legacy, or helping loved ones—you’re more likely to stay committed to your plan and make thoughtful financial decisions. This purpose can motivate you, allowing you to weather economic ups...

As the 2024 election approaches, many people feel the weight of its potential outcomes. It’s a time filled with uncertainty, where the stakes feel incredibly high based on which candidate emerges victorious. As someone who frequently deals with the complexities of the market and the intricacies of political decisions, I am certainly not immune to the anxiety accompanying this feeling. Nevertheless...

In this week's episode of the Retire While You Work® podcast, the team discusses various risks that can impact your retirement plan and how to safeguard against them. They focus on inflation, longevity, healthcare costs, market volatility, and tax rates as potential threats to retirement. However, it's important to note that everyone may face different risks and is not necessarily subject to all o...

On this week's episode of the Retire While You Work® Podcast, the team discusses how the recent decrease in interest rates will affect the market. After presenting several graphs illustrating the history of the Fed lowering rates, they discuss the likelihood of further market declines.

Inflation is a hot topic these days, and it's impacting all aspects of our lives, including our investments. On the latest episode of the Retire While You Work Podcast®, our team discusses the current market conditions and explores the fluctuating effects of inflation on your portfolio. Don't forget to like, subscribe, and tune in for essential tips on keeping your financial plan rock soli...

Sometimes, a job change comes out of nowhere, and other times, it's simply the right moment for a new chapter. Either way, it can leave you feeling financially vulnerable. On this week's episode of the Retire While You Work® Podcast, Myles and Carson dive into practical strategies for managing your financial plan when transitioning to a new job. They cover crucial areas like health insuran...

The replay from our webinar with Michelle Norris, Nutrition 101 – Eating for Aging, is now available. During the webinar, Michelle discussed the crucial role of different types of foods in influencing the body's ability to combat aging and other external factors. Here are a few key points that Michelle touched on in her presentation: 1. Defining the Meaning of Health 2. How to Achieve a Sense...

Planning for medical expenses in retirement is a crucial part of financial planning. In this video, we break down key strategies to help you prepare for healthcare costs in your golden years. Learn about the importance of budgeting for medical expenses, understanding Medicare and supplemental insurance options, and building a health savings account (HSA). We also discuss long-term care planning an...

On this week's episode of the Retire While You Work® Podcast, the team discusses various strategies for saving towards your children's college education. While it may often feel early to plan for college when it seems so far off, the truth is that it can arrive quicker than anticipated. Join hosts Carson Odom, David Adams, and Jeri Anne Agee as they explore solutions to help prepare your k...

On this week's episode of the Retire While You Work Podcast®, the team explores the current market conditions and economy. The discussion examines market trends, the factors contributing to market volatility, and the potential implications for retirement planning. Carson Odom, David Adams, and Myles Zueger will explore the effects of recent market fluctuations and their potential impact on inv...

As the technology sector experiences ongoing growth, its influence gradually extends into various industries, impacting and transforming them in various ways. On this episode of the Retire While You Work ® Podcast, Carson, Jeri Anne, and Myles explore the advancements in technology being implemented by the financial industry, including revolutionary changes in banking, investment, and financial pl...

Establishing consistency is crucial for freelancers and gig workers, whose jobs often involve variability. In the latest episode of the Retire While You Work® podcast, Carson and Myles discuss financial planning for freelancers and gig workers. They discuss how implementing effective routines and structuring their own benefits can help create stability in their work and maximize their professional...

On this week's episode of the Retire, While You Work ® Podcast, Myles and Carson discuss Risk Tolerance and How to Balance Your Investments. Tune in as they share insights on understanding your risk appetite and optimizing your investment portfolio for a more secure financial future. #risktolerance #investmentportfolio #investments #podcast #financialplanning