Podcasts

David, Carson, and Myles provide an update on the current economic and banking environment. They also discuss and review what Raymond James is doing to protect both your investments and cash.

Carson and Myles discuss Health Savings Accounts (HSA’s) and how you can be sure you are taking full advantage of all they have to offer. They also offer up some tips on how to fully maximize HSA’s and how they may or may not play a role in your financial plan

David, Jeri Anne, and guest Olivia Hails recap as recent event that we held that focused on women and their important in the financial industry. They highlight key statistics and shed some light on how important this topic is.

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us for the first time in 2023. Now more than ever it is important to focus on our health as part of a well-rounded plan. Michelle discusses the importance of physical movement and some tips on how to work it into your busy day. Raymond James…

Carson and Myles discuss relevant topics as we close out 2022 and look ahead to 2023. This was a follow-up to an in-person event that was held at earlier in the month. After such a great response, we wanted to make this available to all clients and friends.

This is a replay from our Cybersecurity Webinar held on November 3rd, 2022. Cybersecurity is one of the hottest topics in the world of technology. Forbes estimated that cybercrime rates saw a 50% increase in corporate networks in 2021 alone. Given such proliferation of cybercrime, it is incumbent on all businesses and individuals to protect sensitive…

On this episode, Carson and Myles discuss their experiences with budgeting and how they handle it from a personal situation. They also offer up some tips on where and how to get started with budgeting.

Myles and Carson discuss what the right amount of cash to have in your emergency fund is. They also discuss where the best place to keep an emergency fund is and what some other alternatives are for cash.

Myles and Carson discuss various ways to pay for education and education related expenses – all the way from K-12 through higher education expenses. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform…

Carson and Myles discuss how they got started in the business and what led them to joining David Adams Wealth Group. They also discuss what there favorite part of the business is and what they enjoy most!