Retire While You Work

David Adams

David Adams, CFP®, CPA is a financial advisor & radio host in Nashville, TN. As President of David Adams Wealth Group, LLC, David is committed to the financial well-being of his 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. David Adams Wealth Group 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

All Episodes

Michelle Norris, Director of Corporate Wellness at SweatNet, joined us once again for another installment to our Nutrition 101 webinar series. This webinar was focused around how to stay healthy and avoid the weight gain around the holiday season. Listen in and enjoy Michelle discussing all topics health related!  Raymond James is not affiliated with Michelle Norris or SweatNet

Nov 10

1 hr 2 min

The audio replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to listen in. Do not hesitate to reach out with any questions that come up, even if you are listening for the second or third time!

Sep 28

40 min

One of the questions we’ve been getting from clients is, “How high are taxes going to go and when will they take effect?”. It’s a fair question, taxes were one of the top agenda items that Biden campaigned on last fall. In this episode Myles discusses what we are hearing from our Washington insiders and where we see taxes going. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Any opinions are those of Myles Zueger and not necessarily those of Raymond James. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.

Sep 2

6 min 24 sec

The age-old argument of real estate versus the stock market… which is better? Which has the best long term performance numbers? While you may be looking for a simple “yes” or “no” answer, there’s truly too many variables to consider. In this episode we discuss the pros and cons of each and how they can both fit into your long-term plan. Any opinions are those of Carson Odom and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results. Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.

Aug 19

11 min 33 sec

Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a third installment to our webinar series. This webinar was focused around how you can decrease inflammation in the body and eat more of foods that are in season. Listen in and enjoy Michelle discussing all topics health related! Raymond James is not affiliated with Michelle Norris or SweatNet

Aug 6

1 hr 3 min

The great debate of whether you should make contributions as pre-tax or as Roth can be summed up in two words: it depends. The discussion all comes back to tax rates. Pay taxes now or pay taxes later? In this episode Carson discusses the benefits of both, what to consider, and where each may have its place in your plan. Roth 401(k) plans are long-term retirement savings vehicles. Contributions to a Roth 401(k) are never tax deductible, but if certain conditions are met, distributions will be completely income tax free. Unlike Roth IRAs, Roth 401(k) participants are subject to required minimum distributions at age 72 (70 ½ if you reach 70 ½ before January 1, 2020). Like Traditional IRAs, contribution limits apply to Roth IRAs. In addition, with a Roth IRA, your allowable contribution may be reduced or eliminated if your annual income exceeds certain limits. Contributions to a Roth IRA are never tax deductible, but if certain conditions are met, distributions will be completely income tax free. 401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Scenarios used are hypothetical examples for illustration purposes only. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Any opinions are those of Carson Odom and not necessarily those of Raymond James. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.

Jul 29

10 min 37 sec

One of the most common employer benefits in our country right now is an employer-sponsored retirement plan. Or, in other words, a 401(k) or something of the sorts. Other types of employer-sponsored retirement plans are 403(b)s and SIMPLE IRAs. In this episode, Carson discusses the pros and cons of employer-sponsored retirement plans and how much you should consider contributing if your employer does have a plan in place.

Jul 23

8 min 36 sec

It’s no secret that the COVID-19 pandemic from 2020 has altered how nearly everyone views money and savings. We went from an economy here in the U.S. that couldn’t be stopped to literally shutting down an entire economy and workforce and forcing citizens to stay home. That’s like stopping a freight train going 100 mph with full force immediately. It could also be said that during the financial crisis of 2008/2009, many people also learned valuable lessons about finances that forever changed them. In this episode Carson discusses how can we better ourselves now to make sure financial disasters don’t happen again. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Opinions expressed are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.

Jul 16

8 min 34 sec

Lately, we have been getting a lot of the same questions from clients relating to the market, inflation, economic concerns, and more. So, the Investment Committee decided to put together this episode to answer some of these burning questions. We hope you enjoy this as much as we did answering the questions! 

Jun 25

6 min 41 sec

Around middle Tennessee, it’s no secret that the housing market is on a tear. For about the past decade, home prices in this area continue to climb to new records. Large corporations are bringing headquarters to our state and families from high-tax states are coming to Tennessee seeking its generous income tax policies. With all the rising home prices, many are wondering how to tap into all the equity that’s being created in their home. One of the most popular ways to access the equity in your home is through a Home Equity Line of Credit (HELOC for short). In this episode we explore some of the pros and cons of obtaining a HELOC. Raymond James Financial Services, Inc. does not provide advice on mortgages. Any opinions are those of the author and not necessarily those of Raymond James.

Jun 18

10 min 8 sec

There have always been and will always be reasons you could be fearful and not want to invest.  It’s not easy to remain calm and sift through the deafening noise that bombards us daily. The market is at all-time highs and a common concern we hear is that the next leg must be down…. but that does not necessarily have to be the case.  Though the future is unknown, there are several reasons to point to that indicate otherwise.

Jun 10

9 min 8 sec

A lot has happened in the markets so far this year and the David Adams Wealth Group Investment Committee just recently met to compare data from the major institutional money managers and other top advisors. David shares some notes for that we feel would be good to know and share with others.

Jun 7

5 min 25 sec

You probably never thought you’d be in a position to need advice about divorce. None of us ever do. Unfortunately, sometimes no amount of marriage counseling is enough to avoid divorce. It’s a challenging process emotionally and financially. Unraveling two people’s finances is messy. Long before child support or alimony is awarded, you’ll need to prepare your finances for the work ahead. Every divorce is different and unique, and advice should only come from experts familiar with your specific situation. In this podcast, we want to provide some suggestions that should help point you in the right direction.

Jun 3

8 min 14 sec

Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a second webinar. This session was entirely Q&A format. Listen in and enjoy Michelle discussing all topics health related. Raymond James is not affiliated with Michelle Norris or SweatNet

May 27

1 hr 1 min

It seems like everyone you know is talking about Bitcoin, but what exactly is it? Is it real, does it work, does it have a spot in your portfolio, and is it here to stick around? In this episode, Myles gives a quick basic background on what exactly Bitcoin is, with no other agenda than to help you have a better understanding for what Bitcoin is.

May 20

7 min 48 sec

It seems like it was last week we were ringing in the new year and now April is here – which means we are in the 2nd quarter of 2021. The year and the market have started off on a fast start. The vaccine rollout and the pent-up demand of consumers to get out and spend have teamed up to create economic demand like we have not seen in a while. In this episode we want to discuss what has happened so far this year and where we may be headed.

May 14

6 min 20 sec

The purpose of an emergency fund is not to make money. The purpose is to be there and help make sure you are protected and able to cover your monthly expenses and emergency expenses that may pop up. In this episode, Myles discusses what he feels is the right amount to set aside in your emergency fund.

Apr 21

4 min 40 sec

Being a people pleaser might sound sweet and selfless, but it can actually be very unhealthy for all parties involved. It can take time to understand the challenges that can be created when trying to make everyone else happy at the expense of your own well-being. Awareness is the first step to truly knowing what is and what is not best for you and your current situation. David discusses how being more aware of this himself has helped him to learn and grow.

Mar 30

7 min 7 sec

Butter over margarine?! Whole eggs over egg whites?! As many of us set off on our New Year's Resolutions to make healthier nutrition choices, it's important to be able to look back and understand where we got off track with nutrition and how we should actually be fueling our bodies! Michelle Norris, Director of Corporate Wellness at SweatNET, presents the NEW nutrition label and discusses what to eat, what to substitute, when to cheat, and how you can start small to build your big picture of a healthier and stronger 2021.

Mar 18

1 hr 5 min

What are you expecting in 2021? Our Investment Committee has some thoughts that might interest you when it comes to your money. The David Adams Wealth Group Investment Committee discusses where we are at thus far in 2021 and what could be coming in the near term.

Mar 5

8 min 39 sec

How exactly do politics impact your investments? In this episode, David discusses that very topic. Although they are important to pay attention to, the market has performed well under the leadership of both parties. Regardless of party affiliation, this is important to remember and understand.

Feb 22

7 min 57 sec

David delivers a message from the heart on the year that was 2020 and also touches on what may lie ahead for 2021. There is also a Q&A session at the end, where David fields questions from the viewers.

Feb 11

25 min 2 sec

With one little one already and another one on the way, Carson Odom discusses the joys of parenthood, but also the importance of planning for kids and their future. At the end of the day, regardless of how you choose to save for a child, the most important thing is that you get started. Investors should consider, before investing, whether the investor's or the designated beneficiary's home state offers any tax or other benefits that are only available for investment in such state's 529 college savings plan. Such benefits include financial aid, scholarship funds, and protection from creditors. Favorable state tax treatment for investing in Section 529 college savings plans may be limited to investments made in plans offered by your home state. Investors should consult a tax advisor about any state tax consequences of an investment in a 529 plan. Investors should carefully consider the investment objectives, risks, charges and expenses associated with 529 college savings plans before investing. More information about 529 college savings plans is available in the issuer’s official statement, and should be read carefully before investing.

Dec 2020

11 min 40 sec

Michael Gibbs, Director of Portfolio & Technical Strategy at Raymond James, joins David to give an update on the markets post-election and what can be expected in the coming months. There also is a valuable Q&A session at the end where Mike gives some answers to common questions that came up. Mike is a key part of the investment committee with David and the team. Any opinions are those of the speakers and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. The information contained in this webinar does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investments mentioned may not be suitable for all investors. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Nov 2020

49 min 50 sec

Myles Zueger, CFP® and Wealth Advisor at David Adams Wealth Group, is back on the podcast again to discuss the financial implications of getting married and things he believes should be considered by those taking this step. Having recently been married himself there is no one better to have this discussion and honest conversation about this topic.

Nov 2020

8 min 58 sec

Bill Cass, CFP®,CPWA® Director of Wealth Management Programs and Chris Galipeau, Senior Investment Director, Global Investment Strategies of Putnam Investments join David Adams, CPA, CFP® and Time Fries, CFP® to discuss the upcoming election and what affects it may have on the market. In addition, the discussion focuses around other factors that could affect the market that Putnam Investments sees on the horizon. Any opinions are those of the speakers and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. The information contained in this webinar does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investments mentioned may not be suitable for all investors. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Nov 2020

54 min 31 sec

Blackrock Market Leader, Cullen Roberts, CIMA® joins David Adams, CPA, CFP® to discuss what is referred to as the four horsemen of 2020 – COVID-19, a trade war, the election, and government stimulus. This episode is the audio of a presentation that was originally given in webinar format. Any opinions are those of the speakers and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. The information contained in this webinar does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investments mentioned may not be suitable for all investors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James is not affiliated with Cullen Roberts or Blackrock. There is no assurance that any of the forecasts, opinions, or trends mentioned will occur. Economic and market conditions are subject to change. No statement within this podcast should be construed as a recommendation to buy or sell a security or to provide investment advice. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Gold is subject to the special risks associated with investing in precious metals, including but not limited to: price may be subject to wide fluctuation; the market is relatively limited; the sources are concentrated in countries that have the potential for instability; and the market is unregulated. The companies engaged in the communications and technology industries are subject to fierce competition and their products and services may be subject to rapid obsolescence.

Oct 2020

38 min 53 sec

Although purchasing your first home can seem like a scary thing, you don't have to do it alone. In this episode, David Adams Wealth Group wealth advisor, Myles Zueger, CFP® discusses his experience in purchasing his first home and some tips he feels all first time home buyers should know. Raymond James Financial Services and your Raymond James Financial Advisors do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.

Oct 2020

7 min 27 sec

Carson Odom, CPA, CFP® is back again to discuss lessons that we have learned at David Adams Wealth Group during COVID-19 and how that is shaping our thought process as we close in on election season 2020.

Oct 2020

12 min 21 sec

While starting a new business is no easy task, it can be one of the most rewarding adventures to go on. In this episode, David Adams Wealth Group wealth advisor, Carson Odom, CPA, CFP®, discusses what you need to know on the front end to get started on a successful path.

Sep 2020

9 min 9 sec

In this most recent episode, David discusses the presidential election as it closes in and the impact that it could have on the market. Additionally, he gives some tips on staying calm during volatile market periods.

Sep 2020

7 min 14 sec

Join as David gives his State of the Economy address to clients and friends in what has proven to be an unprecedented year for the markets, economy, and our overall personal lives as Covid-19 continued to be the focus and an upcoming election still looming.

Aug 2020

7 min 55 sec

Why is it so difficult to stick to a budget? In this episode, David discusses what all goes into building a budget that you can stick to, as well as how to manage debt effectively. He also touches on what he refers to as a reverse budget, the concept of paying yourself first at the beginning of each month before paying your expenses.

Jun 2020

7 min 16 sec

Fees are only an issue in the absence of value. Listen to David's podcast on the value of a Financial Advisor or any professional for that matter. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

May 2020

21 min 36 sec

In this episode, David discusses the latest market updates in relation to COVID-19. He also shares important information on the federal government’s stimulus package, the CARES Act. Listen to David discuss what he feels is impacting the market, as well as what he feels are the biggest benefits of the CARES Act to individuals and small businesses. All investing involves risk, including the possible loss of principal amount invested. No investment strategy can guarantee your objectives will be met.

Apr 2020

17 min 32 sec

David shares his thoughts about the Coronavirus as it pertains to the stock market. No one is sure how long the market will react to this virus and David shares examples of how the media affects our views and past occurrences similar to other virus scares. Some people are asking David, if they should sell and get back into the market when the things settle. Listen to David's answer to that question in the full episode.

Mar 2020

7 min 12 sec

Nashville based Financial Planner, David Adams continues the conversation in this Retire While You Work series, discussing good alternatives to putting money into the stock market. Most financial planners leverage the stock market to build investment portfolios which David does too, however by adding layers to financial plans can help alleviate concerns.  Listen to the full episode for David's expertise on how to plan for retirement and live comfortably. 

Feb 2020

12 min 18 sec

Many people are fearful of retirement and they want to know what the magic number is to retire. David shares that there is no magic number and 95% of the time the number is in our heads. In this podcast, we'll listen to David share some examples from clients and the vast differences between the two. Listen to the full episode for David's expertise on how to plan for retirement and live comfortably. 

Feb 2020

14 min 36 sec

In this episode, David answers some of the most common questions he receives from his clients - Should I pay off my mortgage? David has listened to the Dave Ramsey show since he started his career, and he agrees with Dave on several things; it’s wise to pay off your mortgage first before you start investing. You can never go wrong being debt-free however, David takes more of a hybrid approach to this because when you start investing young, your money grows through compounding interest. Listen to the full podcast as David shares case studies and tips on how to pay off your mortgage.  Any opinions are those of David Adams and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. The information contained in these podcasts do not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Any hypothetical examples are for illustration purposes only. Actual investor results will vary.

Jan 2020

10 min 53 sec

In this episode David discusses how he strives make positive impacts on people around him. He learned that chasing financial security and success, was allowing money to take over his life. He felt overworked and over stressed and lost sight of relationships, family and enjoying life. David has examined his priorities and now focuses on his spiritual needs. David explains once you give up control, everything becomes more clear, easier, and more fulfilling. The current retirement model is broken and corporate America has it all wrong. 

Dec 2019

13 min 21 sec

The financial services industry has trained financial advisors to calculate how much money a person is going to need to retire, and encourage people to live off that money and spend it down. In this episode, David discusses how this concept is out of reach for most people, and extremely demotivating. People often fear they will never have enough money to retire comfortably so they continue to wear themselves down with work, and are never able to enjoy the other aspects of their lives. The financial services industry focuses on the numbers rather than the experiences and feelings that make up a healthy retirement mindset. David Adams is committed to sharing how this mindset needs to change, and teach people a new holistic way to view money for a balanced life.  

Nov 2019

10 min 32 sec

In this episode, you'll learn the five basic concepts to Retire While You Work. David discusses the ideas that will help you find the work-life balance you crave. Most people think they have to love your job to enjoy your life, and you hear a lot about you aren't doing life right if you aren't doing meaningful work. Passionate work and doing what you love isn't always the reality. David shares how to adjust your mindset when you are in a job you don't love. To hear more from David, listen each week as he shares excerpts from his book, The Currency of Time: A Three Bucket Approach To Live Now And Retire While You Work.

Oct 2019

12 min 55 sec

David discusses how the financial industry is broken when it comes to retirement. Most people think they will never have enough to retire comfortably, so they keep working and ignoring other aspects of their life. Or, people stop working because they want to retire or physically no longer able to work. In this episode, David shares how he would like to change the industry mentality and outdated view of retirement. To hear more from David, listen each week as he shares excerpts from his book, The Currency of Time: A Three Bucket Approach To Live Now And Retire While You Work. 

Sep 2019

3 min 26 sec

In this episode, David discusses the importance of meaningful experiences, not things. When people become ultra-wealthy and accumulate stuff, they become a slave to those things and become less connected to people. Ultimately people need to find a way to enjoy our lives and relationships without money. To hear more from David, listen each week as he shares excerpts from his book, The Currency of Time: A Three Bucket Approach To Live Now And Retire While You Work. 

Sep 2019

4 min 34 sec

David gives an intro and some personal meaning behind to his book "The Currency of Time: A Three Bucket Approach To Live Now And Retire While You Work."  From personal meaning on how his father encouraged him to spell "Love" T-I-M-E, a total "dad-ism" but one that holds a ton of meaning and is applied and explained in the book, to the concept of leaving the word "retirement" behind. This podcast is an intro to the new season coming, where David will give his take on chapters from the book, as well as drop new concepts and updates in. Thanks for listening!

Aug 2019

7 min 10 sec

In this week’s Retire While You Work episode, featured guest, Kathryn X Russ, established music television producer and visual artist, shares her story of a recent health scare with her 90-year old father that caused her to reevaluate the priorities in her life. Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group discuss the tough transition of being a caretaker while juggling the daily responsibilities of life. David and Chevonne then head into our popular segment “Ask David” segment where David and Chevonne answer questions from listeners. Raymond James is not affiliated with Kathryn Russ and/or iHeart Radio or WLAC 1510.

Sep 2017

40 min 34 sec

Tune into this week’s episode, as special guest, Leah King, owner of East Nashville studio, Kali Yuga Yoga, talks about staying current with yoga trends and how she approaches running her business. Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group discuss how to live the Retire While You Work dream, having the mindset to avoid wearing your body and mind out doing something you have no passion for. David and Chevonne then head into our two popular segments, “Know Your Dough!” financial trivia and the “Ask David” segment where David and Chevonne answer questions from listeners nation-wide. Raymond James is not affiliated with Leah King, Kali Yuga Yoga and/or iHeart Radio or WLAC 1510. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the NASDAQ. Inclusion of these indexes is for illustrative purposes only. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Past performance does not guarantee future results.

Aug 2017

39 min 57 sec

In this week’s episode, Melissa Hogan, dear friend of ours and founder of the non-profit Saving Case, shares her journey of leaving her career as an attorney to focus on taking care of her son, Case, who suffers from Hunter’s syndrome. Melissa is a mother of 3 boys and wife to best-selling author and radio personality on the Dave Ramsey show, Chris Hogan. Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group answer a wide range of financial questions and situations using our Retire While You Work mindset. Then, we jump into our two popular segments, “Know Your Dough!” financial trivia and the “Ask David” segment where David and Chevonne answer questions from listeners. Raymond James is not affiliated with Melissa Hogan and/or iHeart Radio or WLAC 1510.

Aug 2017

40 min 5 sec

In this week’s episode, Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group discuss the nitty gritty of how our practice approaches wealth management. We dive into how the Retiring While You Work mindset can fit into a lifestyle. Then, we have a blast with our two popular segments, “Know Your Dough!” financial trivia and the “Ask David” segment where David and Chevonne answer questions from listeners. Raymond James is not affiliated with iHeart Radio or WLAC 1510. 401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Matching contributions from your employer may be subject to a vesting schedule. Please consult with your financial advisor for more information. Guarantees are based on the claims paying ability of the issuing company. Long Term Care Insurance or Asset Based Long Term Care Insurance Products may not be suitable for all investors. Surrender charges may apply for early withdrawals and, if made prior to age 59 ½, may be subject to a 10% federal tax penalty in addition to any gains being taxed as ordinary income. Please consult with a licensed financial professional when considering your insurance options. May be subject to state, local, and alternative minimum tax.

Aug 2017

40 min 1 sec

In this week’s episode, we have award-winning talk show host, Frankie Boyer. Her radio show focuses on how to have a healthier vibrant lifestyle. We had her on the show over a month ago and in this episode, we continue to discuss how a healthy life aligns with our work life balance here on Retire While You Work. Then, we have some fun with our two popular segments, “Know Your Dough!” financial trivia and the “Ask David” segment where David Adams, CFP® and Chevonne Farler, COO and one of our wealth management advisors, answer questions from listeners. Raymond James is not affiliated with Frankie Boyer and/or iHeart Radio or WLAC 1510.

Jul 2017

40 min 1 sec