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 actually use this season.
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, gold’s momentum, and Mag 7 concentration—Jordan walks through the charts and trends shaping today’s market landscape.
Together, they explore how these forces may influence long-term investors, financial planning decisions, and the broader outlook for 2025.
💡 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 financial plan. From practical tips to thoughtful approaches, this episode shows how generosity and smart planning can go hand in hand.Learn how to make a difference for others while building a stronger financial future for yourself.
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 technology is reshaping strategies, and the opportunities it creates for building long-term financial security.
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 along the way.Anne shares insights on what drew her to this field, the biggest misconceptions about divorce attorneys, and what the typical divorce process looks like from start to finish. We also explore where clients often find themselves unprepared financially, the value a trusted financial advisor can bring during divorce, and how spouses sometimes handle finances in very different ways.We’ll also cover updates in Tennessee law that impact the divorce process and, for listeners who aren’t currently facing a divorce, practical steps to “divorce-proof” your financial life.
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 growth and 40% to bonds for stability.
In a relaxed, approachable setting, they provide personalized advice, emphasizing the importance of evaluating market trends, understanding your risk tolerance, and aligning with your financial goals to help you navigate your investment journey successfully.
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 rising or falling rates could mean for consumers, investors, and long-term financial planning.
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 long-term planning, they discuss how clear communication can foster trust and keep everyone aligned.If you’ve ever wondered how to approach money talks without added stress, this episode offers practical insights to help guide the way.
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 fund with long-term investments- The risks of sitting on too much cash in today’s market- Practical guidelines for deciding what’s right for youWhether you’re saving for big purchases, building security for your family, or planning for retirement, this episode gives you the framework to make smarter decisions with your money.👉 Tune in to learn how to strike the right balance between liquidity, growth, and financial confidence
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 that actually work.✨
Topics Covered:
- Why most budgets fail
- Common money habits that derail spending plans
- Practical budgeting tips and mindset shifts
If you’ve ever felt like your budget just doesn’t work, this conversation will help you rethink your approach and find strategies that actually last.
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 revisit the highlights—the replay is now available! You’ll learn how to:
✅ Introduce financial concepts early
✅ Build smart money habits through childhood and adolescence
✅ Keep open, healthy conversations about money at home
✅ Guide kids with age-appropriate strategies from birth to 18
Whether you’re a parent, grandparent, mentor, or simply passionate about preparing the next generation, this session offers actionable tools to set them up for long-term success.
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 want to revisit the key takeaways, we’re excited to offer access to the webinar replay. Don’t miss this opportunity to gain practical tips for improving your health and well-being!
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 strategies.They’ll cover:- Key market trends to watch right now- The outlook for interest rates- How these shifts could impact your financial plan
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 short-term rentals, Meg shares her on-the-ground perspective as both an agent and business owner.Topics covered include:
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. Under his leadership, Bellenfant, PLLC has been named to Inc. Magazine’s Inc. 5000 list as one of the fastest-growing private companies in the U.S.—earning recognition as the fastest-growing CPA firm in Tennessee and among the top nationwide.In this episode, David, Carson, and Myles talk with John about the benefits of proactive planning with an accountant, industry crossovers, and practical tax insights, including:- Common tax mistakes and how to avoid them- The best time to start planning conversations with your accountant- Opportunities and considerations tied to the 2026 tax changes and the BBB- Frequently missed deductions that could save clients money- The value of having your tax accountant and financial advisor working in sync
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 most of employer plans like 401(k)s, HSAs, IRAs, and how to use bonuses and company stock the smart way. It’s not about perfect timing or picking the hottest stocks — it’s about consistency, automation, and intentional steps that set you up for success.Whether you’re just starting out or looking to level up your investing game, this episode is packed with practical tips to help you invest confidently while you’re employed.Tune in now, and give your future self a raise!
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, and share practical ways to navigate these situations without damaging relationships—or your financial future.
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
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® is packed with practical insights.
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 move—this conversation gives you the tools to make smarter, more tax-efficient decisions.