Retire While You Work®

Hosted by Adams Wealth Partners

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201

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Aug 2026

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About the 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.

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60 recent

August 21, 202639 min

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 approaching retirement or currently planning your long-term healthcare strategy, this discussion provides clarity on how to approach these essential decisions. We focus on practical steps to help you avoid common pitfalls when selecting coverage.Understanding Medicare planning is a critical component of a successful retirement strategy. By the end of this conversation, you will have a better grasp of the options available and how they integrate with your broader financial picture. We examine the key considerations that retirees often overlook when building their healthcare plan in retirement.

August 14, 202618 min

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 elections affect how you’re investing? We also talk about the growing national debt, how concerned investors should be, and the financial planning moves worth considering now rather than waiting until the end of the year. It’s a timely conversation focused on separating the headlines from what actually matters for your long-term financial plan.

August 7, 202615 min

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 you stay organized and prepared, reducing the risk of last-minute stress. With practical tips and insights, the hosts emphasize that proactive tax management can lead to better financial outcomes and provide peace of mind. By making taxes a regular part of your financial conversations, listeners can set themselves up for a smoother retirement journey.

July 24, 202616 min

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 retirement accounts to whether long-term care insurance is still worth considering.We also discuss what happens when one spouse handles all the finances, how to balance enjoying your money today while planning for tomorrow, and whether it ever makes sense to pause 401(k) contributions to prioritize other financial goals. As always, the goal is to provide practical insights and the key factors to consider when making these important financial decisions.Have a financial question you'd like us to answer in a future episode? Leave it in the comments below—we'd love to feature it in an upcoming Ask AWP episode!

July 17, 202616 min

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, and the behavioral habits that can increase retirement anxiety. You'll also learn why testing your retirement plan may be one of the most effective ways to replace uncertainty with confidence. Whether you're years away from retirement or already there, this conversation offers practical insights to help you build a retirement strategy that can adapt to changing circumstances and support your long-term financial goals.

July 10, 202621 min

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. They highlight key data points wealth advisors monitor and explain how these insights can help inform portfolio and asset allocation decisions.Whether you're an investor, nearing retirement, or simply interested in market trends, this conversation offers a clear, data-driven perspective beyond the headlines.As always, if you have questions about how these trends may impact your financial plan, we're here to help.

July 3, 202624 min

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 much cash you should actually keep in savings for emergencies and unexpected expenses.We also discuss paying off your mortgage early, whether a Roth IRA conversion may be worth considering while current tax rates remain relatively low, and the pros and cons of owning rental real estate versus investing in the stock market. As always, the goal is to provide helpful insights and the factors to consider when making these decisions.Have a financial question you'd like us to answer in a future episode? Leave it in the comments below—we'd love to feature it in an upcoming Q&A!

June 26, 202619 min

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 to help children get a financial head start, discuss the proposed rules and benefits, and examine how they may fit alongside existing savings strategies such as 529 plans and custodial accounts. Whether you're a parent, grandparent, or simply interested in emerging financial planning opportunities, this conversation provides valuable insights into how early investing can potentially create meaningful long-term outcomes. Subscribe for weekly Retire While You Work breakdowns, and let us know in the comments what specific financial topic you want us to cover next.

June 5, 202620 min

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 as a young family and preparing for retirement as a couple, the team shares practical insights and perspectives to help you navigate each stage of life with confidence. Have a question you'd like us to cover in a future episode? Leave it in the comments.

May 29, 202617 min

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 small contributions today can help reduce the burden of student loan debt in the future.