116 episodios

David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too.

Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represents the opinions of the speaker & not those of Raymond James.http://raymondjames.com/smicd.htm

Retire While You Work‪®‬ Adams Wealth Partners

    • Economía y empresa

David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too.

Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represents the opinions of the speaker & not those of Raymond James.http://raymondjames.com/smicd.htm

    Are 401Ks Worth It?

    Are 401Ks Worth It?

    This week's installment of the Retire While You Work Podcast ® delves into the importance of contributing to your 401k. The team explores the benefits and drawbacks of saving for retirement through your employer. Tune in for valuable insights and practical advice to enrich your financial path.

    • 19 min
    How to Manage Debt?

    How to Manage Debt?

    On this week's episode of the Retire While You Work® podcast, Myles and Carson dive into the critical topic of managing debt. They explore the nuances of various debt types, explaining why some can be beneficial while others may pose challenges. Tune in to gain valuable insights as the team offers practical strategies to help you navigate your financial journey. #podcast #debt

    • 20 min
    What is the 4% Distribution Rule?

    What is the 4% Distribution Rule?

    In this week's installment of the Retire While You Work Podcast®, Myles and Carson delve into Retirement Distributions, focusing particularly on the 4% rule. They dissect this principle and assess whether it still holds as a dependable strategy for retirees striving for financial stability that holds up in all market and economic environments.

    • 22 min
    What Are the Differences in Cash Accounts?

    What Are the Differences in Cash Accounts?

    On this week's episode of The Retire While You Work ® Podcast the team discusses various cash account options essential for financial planning, including checking, savings, money market accounts, and I-bonds.

    • 19 min
    Do I Need to Own Rental Properties?

    Do I Need to Own Rental Properties?

    In regions with a booming real estate market, clients often wonder if including rental properties in their investment portfolio is necessary. In this week's episode, Myles Zueger and Carson Odom explore how real estate can complement an investment strategy, discuss the advantages and disadvantages, and offer strategies for those who prefer not to manage properties directly.

    • 22 min
    How To Talk To Your Kids About Money

    How To Talk To Your Kids About Money

    The subject of children and financial literacy is a recurring theme among our clients. David Adams, Myles Zueger, and Jeri Anne Agee from Adams Wealth Partners explore various methods for teaching your children about money management and instilling smart financial habits from a young age.

    • 15 min

Top podcasts en Economía y empresa

Libros para Emprendedores
Luis Ramos
Cracks Podcast con Oso Trava
Oso Trava
Chisme Corporativo
Macarena Riva y Rosalaura López
10AMPro
10ampro
Dimes y Billetes
Moris Dieck
Bloomberg Daybreak América Latina
Bloomberg