Retire While You Work®

Adams Wealth Partners
  • 4.5 (10)
  • INVESTING
  • UPDATED BIWEEKLY

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.

  1. JAN 30

    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, intentional decisions can build long-term wealth momentum, no matter where you’re starting.

    28 min

  2. JAN 16

    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 changes that require flexibility, they explore the gaps that quietly derail progress.This conversation focuses on what actually keeps a plan working over time—and how aligning your strategy with real life helps protect the most important currency you have: time.

    18 min
  3. New Year, Smart Goals: Planning Your Finances for 2026

    JAN 8

    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 stay accountable throughout the year.If you’re using the New Year as a reset for your finances, this episode offers real-world ideas you can apply to your own planning. Tune in, and don’t hesitate to reach out if you’d like help reviewing or refining your financial goals for the year ahead.

    21 min
  4. 2026 Market Outlook: Mag 7, Data Centers, and IPOs

    12/26/2025

    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 the IPO market.This conversation provides clear insights on market trends, investment opportunities, and potential risks for the year ahead.

    22 min
  5. Are You Still Paying for Subscriptions You Forgot About?

    12/12/2025

    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 break down where these hidden costs typically hide, how to identify them in your own budget, and actionable strategies to reclaim that money—so your plan stays on track, and your future stays secure.

    15 min
  6. What the Holiday Season Teaches Us About Our Money Habits

    11/21/2025

    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 actually use this season.

    15 min
  7. What’s Driving the Economy? AI, Power, Biotech, and Today’s Market Signals

    11/14/2025

    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, 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.

    43 min
  8. How to Give Back — and Build Wealth While Doing It

    11/07/2025

    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 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.

    17 min
See All (183)

Ratings & Reviews

4.5
out of 5
10 Ratings

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 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.

Information

  • Creator
    Adams Wealth Partners
  • Years Active
    2019 - 2026
  • Episodes
    183
  • Rating
    Clean
  • Copyright
    © Adams Wealth Partners
  • Show Website
    Retire While You Work®