PODCAST · business
Retire While You Work®
by Adams Wealth Partners
Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®".Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to provide investment advice/management. This podcast is intended for informational purposes only.
Episodes
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Ask AWP episode 7: The Retirement Breakdown
Retirement can feel overwhelming, especially when you're sorting through conflicting advice. In Episode 7 of the Ask AWP Series: Retirement Breakdown, Myles Zueger and Jeri Anne Agee answer some of the most common retirement planning questions they hear from clients.From retirement income...
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What’s Really Driving the Stock Market Right Now
Get the latest stock market analysis and economic outlook from Wealth Advisors Carson Odom and Anthony Breen, CFA®.Carson and Anthony discuss recent economic and market trends and what they could mean for your portfolio and long-term financial strategy.Using key charts and data, they break down…
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RMDs Explained: What You Need to Know Before You Retire
Understanding Required Minimum Distributions is essential for managing your retirement income effectively. Learn how to navigate these rules.Carson Odom, Myles Zuger, and Jerri Anne break down the complexities surrounding Required Minimum Distributions. The financial industry is filled with...
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Ask AWP Episode 6: Spending in Retirement, Roth Conversions, Retirement Goals & Social Security
In this episode of the Retire While You Work podcast, Myles Zueger and Jerri Anne Agee address the most frequent client questions they receive. Whether you are currently preparing for life after work or just starting to map out your long-term strategy, this session breaks down complex retirement...
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Which Retirement Plan Actually Fits Your Business Goals?
Which retirement plans fit your business goals? We analyze the options to help you choose the right path for your future.On this episode of the Retire While You Work podcast, wealth advisor Carson Odom and Myles Zueger sit down with retirement plan advisor Michael Baron to discuss how to select…
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August 2026 Stock Market Update: S&P 500 Records, Economic Trends, and Bubble Analysis
On this week's episode of the Retire While You Work podcast, wealth advisors Carson Odom and Myles Zuger take a data-driven look at the August 2026 stock market and economy. With the S&P 500 reaching new record highs, they compare current market conditions to past bubbles, including the dot-com...
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What Every Retiree Needs to Know About Medicare with with Graham Kimmerer
Master Medicare basics with expert guidance from Graham Kimmerer of MFS. Learn how to navigate healthcare in retirement effectively.In this episode of the Retire While You Work podcast, Myles Zueger and Jerri Anne Agee host Graham Kimmerer to break down the complexities of Medicare. If you are...
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Ask AWP Episode 5: Cash, Catch-Up Contributions, Midterms & the National Debt
In this episode of Ask AWP on the Retire While You Work® Podcast, we’re answering some of the questions investors are asking right now. When does holding too much cash become a long-term risk? What do the new 2026 catch-up contribution rules mean for high earners? And should the upcoming midterm...
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Mid-Year Tax Check-In: Smart Moves to Make Before Year-End
In this week's episode of the Retire While You Work podcast, hosts Carson, Jeri Anne, and Myles discuss the importance of prioritizing tax planning throughout the year, rather than just waiting for tax season. They highlight how incorporating tax considerations into your financial plan can help…
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Ask AWP Ep 4 | Retirement Readiness, Long-Term Care & Balancing Your Financial Goals
In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning, retirement planning, and preparing for the future. We cover some of the biggest financial topics people are thinking about right now—from whether you can have too much saved in your...
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5 Retirement Risks to Watch For
In this episode of the Retire While You Work® Podcast, the team explores why retirement funding has become the biggest concern for investors and the key factors driving that shift. They discuss longevity risk, healthcare expenses, Social Security uncertainty, today's interest rate environment…
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July Market Update: What the Data Is Telling Investors
In the latest episode of Retire While You Work®, wealth advisors Myles Zueger, Carson Odom, and Anthony Breen break down current market trends and ETF inflows, examining recent market performance charts, where investor capital is flowing, and what those trends may signal for the broader market....
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Ask AWP Episode 3: Investing, Roth IRAs, Mortgages & More
In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning and investing. We cover some of the biggest financial topics people are thinking about right now—from whether it's a good time to invest with the stock market near all-time highs to how...
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Trump Accounts Explained: What Parents Need to Know
Catch up on the latest episode of Retire While You Work® as wealth advisors Myles Zueger and Carson Odom break down the newly proposed Trump Accounts and what they could mean for families looking to build long-term wealth. In this episode, Myles and Carson explore how these accounts are designed…
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Ask AWP Episode 2: Money Lessons for Kids, Young Families & Future Retirees
In this episode, the Retire While You Work® team answers listener-submitted questions on some of the most important financial conversations families face. From teaching kids healthy money habits and knowing when to discuss inheritance with your children, to building a strong financial foundation…
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529 Plans & Your Family's Future
On this episode of the Retire While You Work® podcast, Carson Odom and Myles Zueger dive into the importance of starting early when it comes to saving for college. In recognition of 5/29 Day, they break down how 529 plans work, why time and consistency can make a major difference, and how even...
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What We Watch For in the Market
Markets move fast — but reacting emotionally can do more harm than good. In the latest episode of Retire While You Work®, Carson and Myles break down what they’re actually paying attention to in today’s market environment, from economic indicators and interest rates to investor behavior and...
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April Market Update | ETFs, Returns & Consumer Trends
In this episode of Retire While You Work®, Carson and Myles walk through the key graphs shaping today’s market narrative in our April Market Update, with a focus on ETFs, market returns, and consumer trends. They break down what’s happening beneath the headlines, where risks are showing up, and…
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Space X, AI, and the Market with Dan Hanson from Neuberger Berman
In our latest episode of Retire While You Work®, we sit down with Dan Hanson of Neuberger Berman to break down what’s really happening beneath the surface of today’s market—across AI, geopolitics, and even space.From portfolio concentration and global risks like tariffs and supply chains, to a...
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Preventing Digital Scams with Scott E. Augenbaum
The Retire While You Work® team sits down with Scott E. Augenbaum, retired FBI Supervisory Special Agent and one of the nation’s leading experts in cybercrime prevention. With 30 years of investigative experience, Scott shares real-world insights on how cyber threats impact your finances—and what...
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The Power of Connection: Building a Strong Community
Our next episode of the Retire While You Work® Podcast is live, continuing our Women and Wealth series with special guest Lucy Miller, Founder of Women Connect.In this conversation, the team sits down with Lucy to hear the story behind Women Connect — what inspired her to start it, the gap she…
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How Can Women Build Long-Term Wealth with Olivia Hails
Our next episode of the Retire While You Work® Podcast is live, continuing our Women and Wealth series with special guest Olivia Hails from Janus Henderson Investors. In this conversation, the team sits down with Olivia to explore why financial education is so important for women—particularly…
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Women & Wealth: The Power Shift Happening Right Now
To kick off Women's History Month, the Retire While You Work team is bringing you a conversation you don't want to miss. Myles sits down with Jeri Anne for a candid and eye-opening Q&A regarding our Women & Wealth series — covering everything from the basics of financial literacy to the...
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Ask Adams Wealth Partners Ep. 1 | Interest Rates, Investing Cash & Market Uncertainty
In this episode, the Retire While You Work® team answers real questions submitted by listeners about the market, personal finances, retirement planning, tax strategy, and more. From navigating market volatility to making smarter long-term financial decisions, we’re breaking down what matters most…
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February Market Update
In this episode of the Retire While You Work® podcast, Carson and Myles break down the February market update, exploring how AI industry trends are shaping the stock market, the decline of software companies, and what it means for investors. They also dive into the housing market, comparing…
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Are You Behind on Your Financial Plan?
If you’ve ever thought, “I should be further along by now,” you’re not alone.On the Retire While You Work® podcast, Carson, Myles, and Jeri Anne unpack that feeling and break down what real financial progress actually looks like—covering financial planning, retirement strategy, and how small,...
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Why Good Financial Plans Fail
Even the best financial plans can fall apart—and it’s rarely because of the numbers.In this episode of the Retire While You Work® Podcast, Jeri Anne Agee and Myles Zueger unpack why well-intentioned plans fail in real life. From emotional decision-making and inconsistent follow-through to life...
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New Year, Smart Goals: Planning Your Finances for 2026
On this episode of the Retire While You Work® Podcast, Jeri Anne, Myles, and Carson kick off the new year by sharing their financial goals and priorities for the year ahead. They walk through their personal “ins” and “outs,” offering a practical look at how they set goals, track progress, and…
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2026 Market Outlook: Mag 7, Data Centers, and IPOs
As 2025 wraps up, Carson is joined by Adams Wealth Partners’ Spencer Provow, CFP®, and Anthony Breen, CFA®, to recap the year and look ahead to 2026. They cover the top-performing sectors of 2025, key takeaways for investors, and what’s next with the Magnificent 7, space-based data centers, and…
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Are You Still Paying for Subscriptions You Forgot About?
On this episode of Retire While You Work®, Carson and Jeri Anne sit down to discuss how hidden costs can quietly derail your financial plan. From forgotten subscriptions to small recurring fees, these overlooked expenses can add up fast and slow down your progress toward financial freedom. They...
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What the Holiday Season Teaches Us About Our Money Habits
The holidays teach us a lot about money—from overspending traps to the value of planning. In this episode, Myles and Jeri Anne break down what this season can show us about budgeting, generosity, stress spending, and setting yourself up for a stronger new year.Tune in for actionable tips you can...
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What’s Driving the Economy? AI, Power, Biotech, and Today’s Market Signals
In this episode of Retire While You Work®, Carson and Myles sit down with Investment Director of Federated Hermes, Jordan Stuart, for a high-level breakdown of what’s really moving the economy right now. From the rise of AI and power infrastructure to biotech innovation, small-cap opportunities,...
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How to Give Back — and Build Wealth While Doing It
💡 New episode of Retire While You Work® is live! Carson, Myles, and Jeri Anne dive into how you can make your charitable giving meaningful while staying on track with your financial goals.We explore strategies to give with purpose, make a lasting impact, and integrate giving into your overall...
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Paul Shoukry, Raymond James CEO: AI, Leadership & the Future of Wealth Management
The Retire While You Work® podcast is back with a special episode! Hosts David Adams, Myles Zueger, and Carson Odom sit down with Paul Shoukry, CEO of Raymond James, to talk about how AI is transforming the financial planning industry. They dive into what these changes mean for advisors, how...
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Divorce & Your Finances: Expert Advice from Divorce Attorney Anne Hamer
The Retire While You Work® podcast continues its series with Anne Hamer, a divorce attorney who has helped countless clients navigate one of life’s most challenging transitions. Today, we’re diving into not just the legal side of divorce, but also the financial side—and how to protect your future...
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Why Does Everyone Talk About the 60/40 Portfolio?
Maintaining a diversified investment portfolio is crucial for managing risk and maximizing returns, but determining the optimal allocation can be challenging. The Retire While You Work team explores the significance of the well-known 60/40 portfolio, which allocates 60% of assets to stocks for...
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Why Do Interest Rates Affect Me?
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...
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Why is it Hard to Talk About Money?
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...
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How Much to Have in Cash on the Sidelines
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…
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Why Do People Struggle to Stick to a Budget?
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...
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Raising the Next Generation to be Financially Savvy Webinar
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…
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Health and Wealth Muscle Medicine Webinar
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…
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Market Insights and the Future of Interest Rates
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...
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Real Estate: Keys to the Market with Meg Jernigan
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...
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Tax Planning Isn’t Just for April with John Bellenfant
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.…
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From Paycheck to Portfolio: How to Invest While You’re Employed
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…
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Setting Financial Boundaries with Family and Friends
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…
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Money Myths Holding You Back in 2025
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
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What Does it Take to Retire Early?
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®...
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Understanding Capital Gains: Smart Strategies for Tax-Efficient Investing
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…
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ABOUT THIS SHOW
Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®".Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to provide investment advice/management. This podcast is intended for informational purposes only.
HOSTED BY
Adams Wealth Partners
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Frequently Asked Questions
How many episodes does Retire While You Work® have?
Retire While You Work® currently has 208 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retire While You Work® about?
Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®".Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not...
How often does Retire While You Work® release new episodes?
Retire While You Work® publishes regularly with 208 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Retire While You Work®?
You can listen to Retire While You Work® on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retire While You Work®?
Retire While You Work® is created and hosted by Adams Wealth Partners.
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