Retire While You Work®

The audio replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to listen in. Do not hesitate to reach out with any questions that come up, even if you are listening...

One of the questions we’ve been getting from clients is, “How high are taxes going to go and when will they take effect?”. It’s a fair question, taxes were one of the top agenda items that Biden campaigned on last fall. In this episode Myles discusses what we are hearing from our Washington insiders and where we see taxes going. Please note, changes in tax laws may occur at any time and could have...

The age-old argument of real estate versus the stock market… which is better? Which has the best long term performance numbers? While you may be looking for a simple “yes” or “no” answer, there’s truly too many variables to consider. In this episode we discuss the pros and cons of each and how they can both fit into your long-term plan. Any opinions are those of Carson Odom and not necessarily tho...

Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a third installment to our webinar series. This webinar was focused around how you can decrease inflammation in the body and eat more of foods that are in season. Listen in and enjoy Michelle discussing all topics health related! Raymond James is not affiliated with Michelle Norris or SweatNet

The great debate of whether you should make contributions as pre-tax or as Roth can be summed up in two words: it depends. The discussion all comes back to tax rates. Pay taxes now or pay taxes later? In this episode Carson discusses the benefits of both, what to consider, and where each may have its place in your plan. Roth 401(k) plans are long-term retirement savings vehicles. Contributions to...

One of the most common employer benefits in our country right now is an employer-sponsored retirement plan. Or, in other words, a 401(k) or something of the sorts. Other types of employer-sponsored retirement plans are 403(b)s and SIMPLE IRAs. In this episode, Carson discusses the pros and cons of employer-sponsored retirement plans and how much you should consider contributing if your employer do...

It’s no secret that the COVID-19 pandemic from 2020 has altered how nearly everyone views money and savings. We went from an economy here in the U.S. that couldn’t be stopped to literally shutting down an entire economy and workforce and forcing citizens to stay home. That’s like stopping a freight train going 100 mph with full force immediately . It could also be said that during the financial cr...

Lately, we have been getting a lot of the same questions from clients relating to the market, inflation, economic concerns, and more. So, the Investment Committee decided to put together this episode to answer some of these burning questions. We hope you enjoy this as much as we did answering the questions! 

Around middle Tennessee, it’s no secret that the housing market is on a tear. For about the past decade, home prices in this area continue to climb to new records. Large corporations are bringing headquarters to our state and families from high-tax states are coming to Tennessee seeking its generous income tax policies. With all the rising home prices, many are wondering how to tap into all the eq...

There have always been and will always be reasons you could be fearful and not want to invest.  It’s not easy to remain calm and sift through the deafening noise that bombards us daily. The market is at all-time highs and a common concern we hear is that the next leg must be down…. but that does not necessarily have to be the case.  Though the future is unknown, there are several reasons...

A lot has happened in the markets so far this year and the David Adams Wealth Group Investment Committee just recently met to compare data from the major institutional money managers and other top advisors. David shares some notes for that we feel would be good to know and share with others.

You probably never thought you’d be in a position to need advice about divorce. None of us ever do. Unfortunately, sometimes no amount of marriage counseling is enough to avoid divorce. It’s a challenging process emotionally and financially. Unraveling two people’s finances is messy. Long before child support or alimony is awarded, you’ll need to prepare your finances for the work ahead. Every div...

Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a second webinar. This session was entirely Q&A format. Listen in and enjoy Michelle discussing all topics health related. Raymond James is not affiliated with Michelle Norris or SweatNet

It seems like everyone you know is talking about Bitcoin, but what exactly is it? Is it real, does it work, does it have a spot in your portfolio, and is it here to stick around? In this episode, Myles gives a quick basic background on what exactly Bitcoin is, with no other agenda than to help you have a better understanding for what Bitcoin is.

It seems like it was last week we were ringing in the new year and now April is here – which means we are in the 2nd quarter of 2021. The year and the market have started off on a fast start. The vaccine rollout and the pent-up demand of consumers to get out and spend have teamed up to create economic demand like we have not seen in a while. In this episode we want to discuss what has happened so...

The purpose of an emergency fund is not to make money. The purpose is to be there and help make sure you are protected and able to cover your monthly expenses and emergency expenses that may pop up. In this episode, Myles discusses what he feels is the right amount to set aside in your emergency fund.

Being a people pleaser might sound sweet and selfless, but it can actually be very unhealthy for all parties involved. It can take time to understand the challenges that can be created when trying to make everyone else happy at the expense of your own well-being. Awareness is the first step to truly knowing what is and what is not best for you and your current situation. David discusses how being...

Butter over margarine?! Whole eggs over egg whites?! As many of us set off on our New Year's Resolutions to make healthier nutrition choices, it's important to be able to look back and understand where we got off track with nutrition and how we should actually be fueling our bodies! Michelle Norris, Director of Corporate Wellness at SweatNET, presents the NEW nutrition label and discusses what to...

What are you expecting in 2021? Our Investment Committee has some thoughts that might interest you when it comes to your money. The David Adams Wealth Group Investment Committee discusses where we are at thus far in 2021 and what could be coming in the near term.

How exactly do politics impact your investments? In this episode, David discusses that very topic. Although they are important to pay attention to, the market has performed well under the leadership of both parties. Regardless of party affiliation, this is important to remember and understand.

David delivers a message from the heart on the year that was 2020 and also touches on what may lie ahead for 2021. There is also a Q&A session at the end, where David fields questions from the viewers.

With one little one already and another one on the way, Carson Odom discusses the joys of parenthood, but also the importance of planning for kids and their future. At the end of the day, regardless of how you choose to save for a child, the most important thing is that you get started. Investors should consider, before investing, whether the investor's or the designated beneficiary's home state o...

Michael Gibbs, Director of Portfolio & Technical Strategy at Raymond James, joins David to give an update on the markets post-election and what can be expected in the coming months. There also is a valuable Q&A session at the end where Mike gives some answers to common questions that came up. Mike is a key part of the investment committee with David and the team. Any opinions are those of...

Myles Zueger, CFP® and Wealth Advisor at David Adams Wealth Group, is back on the podcast again to discuss the financial implications of getting married and things he believes should be considered by those taking this step. Having recently been married himself there is no one better to have this discussion and honest conversation about this topic.

Bill Cass, CFP®,CPWA® Director of Wealth Management Programs and Chris Galipeau, Senior Investment Director, Global Investment Strategies of Putnam Investments join David Adams, CPA, CFP® and Time Fries, CFP® to discuss the upcoming election and what affects it may have on the market. In addition, the discussion focuses around other factors that could affect the market that Putnam Investments sees...