Retire While You Work®

Carson, Jeri Anne, and Myles discuss alternatives ways to have your money working for you outside of the stock market.

Myles and Carson discuss various ways to pass down assets to the next generations and the importance of doing so properly.

On this weeks episode, Carson, Myles, and Jeri Anne discuss a question that comes up quite frequently with clients - "Should you purchase a vacation home, or just continue to rent?".

David, Carson, and Myles provided an update on the economy, markets, and where we think things go from here.

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us once again to discuss what to look for when buying produce, meat, fish, eggs, and how to navigate those tricky inner aisles and how to help break down ways to be sure that you are making choices that support your personal nutrition goals. Raymond James is not affiliated with Michelle Norris or SweatNet.

David, Carson, and Myles provide an update on the current economic and banking environment. They also discuss and review what Raymond James is doing to protect both your investments and cash.

Carson and Myles discuss Health Savings Accounts (HSA's) and how you can be sure you are taking full advantage of all they have to offer. They also offer up some tips on how to fully maximize HSA's and how they may or may not play a role in your financial plan

David, Jeri Anne, and guest Olivia Hails recap as recent event that we held that focused on women and their important in the financial industry. They highlight key statistics and shed some light on how important this topic is.

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us for the first time in 2023. Now more than ever it is important to focus on our health as part of a well-rounded plan. Michelle discusses the importance of physical movement and some tips on how to work it into your busy day. Raymond James is not affiliated with Michelle Norris or SweatNET.

Carson and Myles discuss relevant topics as we close out 2022 and look ahead to 2023. This was a follow-up to an in-person event that was held at earlier in the month. After such a great response, we wanted to make this available to all clients and friends.

This is a replay from our Cybersecurity Webinar held on November 3rd, 2022. Cybersecurity is one of the hottest topics in the world of technology. Forbes estimated that cybercrime rates saw a 50% increase in corporate networks in 2021 alone. Given such proliferation of cybercrime, it is incumbent on all businesses and individuals to protect sensitive information.  This is especially true in matter...

On this episode, Carson and Myles discuss their experiences with budgeting and how they handle it from a personal situation. They also offer up some tips on where and how to get started with budgeting.

Myles and Carson discuss what the right amount of cash to have in your emergency fund is. They also discuss where the best place to keep an emergency fund is and what some other alternatives are for cash.

Myles and Carson discuss various ways to pay for education and education related expenses - all the way from K-12 through higher education expenses.  As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states of...

Carson and Myles discuss how they got started in the business and what led them to joining David Adams Wealth Group. They also discuss what there favorite part of the business is and what they enjoy most!

Michelle Norris, Director of Corporate Wellness at SweatNet, joins us once again, this time with special guest Marina L. Randles. This time they discuss how to manage stress and take care of your mental health.  Raymond James is not affiliated with SweatNet or Michelle Norris

In this episode, Myles and Carson discuss different strategies when it comes to saving for purchases and what investment vehicle may be best in order to achieve that savings goal.

David wanted to take a quick moment and share my thoughts on what we are seeing in the market this year, where we see things currently, and what we are doing as an investment committee.

Carson and Myles discuss Series I Savings Bonds. With interest rates on the rise, we have been getting questions about Series I Savings Bonds lately. We wanted to take moment to discuss what they are, how they work, and how they may or may not fit into your overall plan.

This year has been volatile for the markets. As we near the midway point, we hosted a webinar to discuss what we are seeing and watching in the markets. This is the audio to our Q2 2022 Market Update Webinar.

For years, the best and brightest in the financial world have debated what the most sustainable portfolio withdrawal rate is. In this episode, Carson and Myles discuss what this rate is and exactly how it works. At the end of the day, financial planning is an art not a science and this is where our team can help!

Interest rates have been historically low during the pandemic. What’s going to happen now that the Fed is ramping interest rates back up as the world gets back to normal. Myles and Carson sat down on this latest episode of the Retire While You Work® Podcast to talk about interest rates and what they mean to your financial plans. #RetireWhileYouWork

Shares or shingles? Drywall or Dow Jones? To many, the idea of flipping houses or purchasing a rental home is a lucrative investment option, but is it better than putting money in the stock market? In our latest episode of the “Retire While You Work®” podcast, David sits down with Myles and Carson to discuss some of the pitfalls and plusses of investing in real estate, and how it stacks up compare...

With COVID still hanging around and supply chain issue woes continuing to persist, the market has managed to stay the course. Many clients have begun to wonder where the market is finding its strength given the state of the economy in its current state. In this Q4 market update David and the investment committee answer questions about the current state of the economy and market.

Michelle Norris, Director of Corporate Wellness at SweatNet, joined us once again for another installment to our Nutrition 101 webinar series. This webinar was focused around how to stay healthy and avoid the weight gain around the holiday season. Listen in and enjoy Michelle discussing all topics health related!  Raymond James is not affiliated with Michelle Norris or SweatNet