Retire While You Work®

Blackrock Market Leader, Cullen Roberts, CIMA® joins David Adams, CPA, CFP® to discuss what is referred to as the four horsemen of 2020 – COVID-19, a trade war, the election, and government stimulus. This episode is the audio of a presentation that was originally given in webinar format. Any opinions are those of the speakers and not necessarily those of Raymond James. Expressions of opinion are a...

Although purchasing your first home can seem like a scary thing, you don't have to do it alone. In this episode, David Adams Wealth Group wealth advisor, Myles Zueger, CFP® discusses his experience in purchasing his first home and some tips he feels all first time home buyers should know. Raymond James Financial Services and your Raymond James Financial Advisors do not solicit or offer residential...

Carson Odom, CPA, CFP® is back again to discuss lessons that we have learned at David Adams Wealth Group during COVID-19 and how that is shaping our thought process as we close in on election season 2020.

While starting a new business is no easy task, it can be one of the most rewarding adventures to go on. In this episode, David Adams Wealth Group wealth advisor, Carson Odom, CPA, CFP®, discusses what you need to know on the front end to get started on a successful path.

In this most recent episode, David discusses the presidential election as it closes in and the impact that it could have on the market. Additionally, he gives some tips on staying calm during volatile market periods.

Join as David gives his State of the Economy address to clients and friends in what has proven to be an unprecedented year for the markets, economy, and our overall personal lives as Covid-19 continued to be the focus and an upcoming election still looming.

Why is it so difficult to stick to a budget? In this episode, David discusses what all goes into building a budget that you can stick to, as well as how to manage debt effectively. He also touches on what he refers to as a reverse budget, the concept of paying yourself first at the beginning of each month before paying your expenses.

Fees are only an issue in the absence of value. Listen to David's podcast on the value of a Financial Advisor or any professional for that matter. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and othe...

In this episode, David discusses the latest market updates in relation to COVID-19. He also shares important information on the federal government’s stimulus package, the CARES Act. Listen to David discuss what he feels is impacting the market, as well as what he feels are the biggest benefits of the CARES Act to individuals and small businesses. All investing involves risk, including the possible...

David shares his thoughts about the Coronavirus as it pertains to the stock market. No one is sure how long the market will react to this virus and David shares examples of how the media affects our views and past occurrences similar to other virus scares. Some people are asking David, if they should sell and get back into the market when the things settle. Listen to David's answer to that questio...

Nashville based Financial Planner, David Adams continues the conversation in this Retire While You Work series, discussing good alternatives to putting money into the stock market. Most financial planners leverage the stock market to build investment portfolios which David does too, however by adding layers to financial plans can help alleviate concerns.  Listen to the full episode for David'...

Many people are fearful of retirement and they want to know what the magic number is to retire. David shares that there is no magic number and 95% of the time the number is in our heads. In this podcast, we'll listen to David share some examples from clients and the vast differences between the two. Listen to the full episode for David's expertise on how to plan for retirement and live comfortably...

In this episode, David answers some of the most common questions he receives from his clients - Should I pay off my mortgage? David has listened to the Dave Ramsey show since he started his career, and he agrees with Dave on several things; it’s wise to pay off your mortgage first before you start investing. You can never go wrong being debt-free however, David takes more of a hybrid approach to t...

In this episode David discusses how he strives make positive impacts on people around him. He learned that chasing financial security and success, was allowing money to take over his life. He felt overworked and over stressed and lost sight of relationships, family and enjoying life. David has examined his priorities and now focuses on his spiritual needs. David explains once you give up control,...

The financial services industry has trained financial advisors to calculate how much money a person is going to need to retire, and encourage people to live off that money and spend it down. In this episode, David discusses how this concept is out of reach for most people, and extremely demotivating. People often fear they will never have enough money to retire comfortably so they continue to wear...

In this episode, you'll learn the five basic concepts to Retire While You Work. David discusses the ideas that will help you find the work-life balance you crave. Most people think they have to love your job to enjoy your life, and you hear a lot about you aren't doing life right if you aren't doing meaningful work. Passionate work and doing what you love isn't always the reality. David shares how...

David discusses how the financial industry is broken when it comes to retirement. Most people think they will never have enough to retire comfortably, so they keep working and ignoring other aspects of their life. Or, people stop working because they want to retire or physically no longer able to work. In this episode, David shares how he would like to change the industry mentality and outdated vi...

In this episode, David discusses the importance of meaningful experiences, not things. When people become ultra-wealthy and accumulate stuff, they become a slave to those things and become less connected to people. Ultimately people need to find a way to enjoy our lives and relationships without money. To hear more from David, listen each week as he shares excerpts from his book, The Currency of T...

David gives an intro and some personal meaning behind to his book "The Currency of Time: A Three Bucket Approach To Live Now And Retire While You Work."  From personal meaning on how his father encouraged him to spell "Love" T-I-M-E, a total "dad-ism" but one that holds a ton of meaning and is applied and explained in the book, to the concept of leaving the word "retirement" behind. This podc...

In this week’s Retire While You Work episode, featured guest, Kathryn X Russ, established music television producer and visual artist, shares her story of a recent health scare with her 90-year old father that caused her to reevaluate the priorities in her life. Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group discuss t...

Tune into this week’s episode, as special guest, Leah King, owner of East Nashville studio, Kali Yuga Yoga, talks about staying current with yoga trends and how she approaches running her business. Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group discuss how to live the Retire While You Work dream, having the mindset to...

In this week’s episode, Melissa Hogan, dear friend of ours and founder of the non-profit Saving Case, shares her journey of leaving her career as an attorney to focus on taking care of her son, Case, who suffers from Hunter’s syndrome. Melissa is a mother of 3 boys and wife to best-selling author and radio personality on the Dave Ramsey show, Chris Hogan. Chevonne Farler, COO and one of our wealth...

In this week’s episode, Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group discuss the nitty gritty of how our practice approaches wealth management. We dive into how the Retiring While You Work mindset can fit into a lifestyle. Then, we have a blast with our two popular segments, “Know Your Dough!” financial trivia and t...

In this week’s episode, we have award-winning talk show host, Frankie Boyer. Her radio show focuses on how to have a healthier vibrant lifestyle. We had her on the show over a month ago and in this episode, we continue to discuss how a healthy life aligns with our work life balance here on Retire While You Work. Then, we have some fun with our two popular segments, “Know Your Dough!” financial tri...

In this week’s episode, Former Mayor of Nashville, Karl Dean, discusses the growth here in Nashville and how it effects our community. Throughout the episode, Mr. Dean answers questions regarding work/life balance in the political arena. His pragmatic approach to leadership as former Mayor with a focus on jobs, education and public safety is discussed. Then, we have some fun with our two popular s...