Retire While You Work® Podcast
Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All EpisodesJoin us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All Episodes
My dad just asked me if I would drive with him to the beach in his red mustang that he and my mom loved (his retirement present from yours truly representing the same type of car he had when he picked her up for their first date 50 years ago), and spread her ashes over the ocean- her forever happy place. While I know this will be filled with emotions, happy and sad, I can’t wait to do that with him and honor the amazing woman who raised, nurtured, and encouraged me.
Thanks to you Mom, Dad and I sponsored a team in your honor at the Nashville Walk to End Alzheimer’s just a month before your passing, and we were the #1 team for raising money in our first official year! And guess what, we are going to make an even bigger mark this year to help others fight this cruel disease and find treatments and maybe even a cure one day. You would be so proud of us, and it’s all in your honor- we get to help others which is all you ever wanted to do, and did, your entire life. Mom, I love you so much and can’t wait to see you again one day!
So yes, I am committed and on fire to help spread awareness about Alzheimer’s, and to help others- friends, clients, strangers- as they encounter this with a loved one. So when you receive any invitations from me to a fundraiser, or our Walk to End Alzheimer’s this fall, now you at least understand the “why” behind it and know that comes from a place of wanting to honor my Mother, help others, and find a way to slow down this disease.
I’ll leave you with this piece of advice, non-financial planning related, but much more important than any stocks or market commentary- Life is short, time is our most precious commodity, and if you are fortunate to have your parents (or any close family members) within reach, go squeeze them and tell them you love them. It’s never too late to heal together, or simply reminisce of old memories, or better yet, make some new ones!
Some highlights from my mother’s eulogy:
Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Adams Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Adams Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP® holders at Adams Wealth Partners, LLC are: David Adams, Myles Zueger, Carson Odom, Spencer Provow, and Nick Wolf.
CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
CFA holders at Adams Wealth Partners, LLC are: Anthony Breen.
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.
Barron’s Top 1,500 Financial Advisors 2026, is based on the period from 09/30/2024 – 09/30/2025 and was released on 03/20/2026. 7,855 nominations were received and 1,500 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4smNviU.
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James is not affiliated and does not endorse the above-mentioned organizations.
Nashville Wealth Management & Financial Advisors | David Adams CPA, CFP® | Copyright © 2026 | Privacy Notice | Legal Disclosure