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.
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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 Episodes
What if you could do what you're passionate about and achieve a work-life balance? What if you were relieved of the pressure to have some massive amount saved?
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The Foundation of successful Nashville wealth management is creating a customized financial plan for each client. This plan should address strategies to mitigate taxes, provide a lifetime income, and allow each client to become financially organized. Two cornerstones of every financial plan are risk management and asset growth. While the market will always have volatility, the key to being a successful investor is minimizing losses in the bad years without foregoing substantial growth in the good years. The client’s investment and financial goals always come first. With independence and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always to the client, and never to specific products. Providing comprehensive Nashville wealth management involves much more than simply building a portfolio. We are positioned to help clients, not only with portfolio management, but also with retirement, tax, estate, 401k education, and insurance planning.
Over the past 20 years, asset allocation has increasingly become the foundation of individual as well as institutional investment portfolios. Yet, while many people are familiar with the concept, not all fully understand what it means to them and their investments.
READ MORERetire While You Work™ is our overall philosophy, and a way of life that lets you live today while planning for tomorrow. It’s not about finding a magic number, working yourself into bad health, or worrying your whole life about what will happen at the end of it. It’s about finding ways to balance your passions, your work, and your home life.
READ MOREPersonal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of…
READ MOREFew things give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are protected from estate taxes and preserved for their heirs. They are entitled to know that they have control over what happens…
READ MOREWhen Raymond James was founded in 1962, it did not follow the path of its peers – a transaction-oriented style of business based simply on “selling” investments. Instead, the firm’s founder, Robert A. James, stressed the importance of counseling individual…
READ MOREWhether you are a new investor or an experienced one, investing in mutual funds may be an easy way to diversify your holdings. A growing segment of the investment market, mutual funds are professionally managed portfolios whose shares are sold to the…
READ MOREWhen saving for retirement, or another future goal, consider using dollar-cost averaging as a strategy – the process of making regular investments on an ongoing basis, regardless of price; for example, buy 100 shares of a mutual fund each month, quarter or year.
READ MOREYour firm has recognized the contributions you have made to its performance and success by granting you options to purchase company stock. Representing more than your company’s respect for you as a valued employee, stock options can help you develop a meaningful…
READ MOREEvery day, millions of people trade stock in markets around the world. But what does it actually mean to own stock? For many, it simply represents a dream of financial gain. But stocks are much more than investments. They allow companies to expand business…
READ MOREAlthough it is best to start the college investment process when your child is young, it is never too late to begin. No matter your child’s age, what’s important is that you plan now. It is easy to put off thinking about these expenses, hoping that your child…
READ MOREWhy bonds? At Raymond James, we believe bonds can play an important role in a well-diversified portfolio. Bonds can provide predictable income and, most important, principal protection.* Also bonds may help minimize overall volatility.
READ MOREAt Raymond James, ensuring your privacy is a top priority. We devote extensive technological and human resources to protecting the information you entrust to us. But we want our clients and their families to be able to protect themselves, too.
READ MOREAs an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then select the appropriate service provider(s) at a reasonable cost, determine the optimal plan design…
READ MOREAs an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then select the appropriate service provider(s) at a reasonable cost, determine the optimal plan design provisions…
READ MORECareful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. This brief guide provides a basic overview of some of the tax rates, credits, deductions and related considerations that may apply to you.
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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, and Spencer Provow
CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
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.
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Barron’s Top 1,200 Financial Advisors 2023, is based on the period from 09/30/2021 - 09/30/2022 and was released on 03/15/2023. 5630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More:https://www.raymondjames.com/award-disclosures/#2023-barrons-top-1200
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 affiliation and does not endorse the above-mentioned organizations.
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