Retire While You Work® Podcast

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Financial advisor and radio host David Adams is a CERTIFIED FINANCIAL PLANNER™ professional and CPA in Nashville, Tennessee. As President of David Adams Wealth Group, LLC, an Independent practice offering securities through Raymond James Financial Services, Inc., David is dedicated to helping his clients live well and retire, too. For more than 15 years, David has been committed to the financial well-being of his clients, and now more than ever, David is dedicated to changing an industry he feels is broken.


Episode Library

How To Take Distributions in Retirement

What does it look like when you begin to take distributions from your investment accounts in retirement?…

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When Should You Take Social Security?

On this weeks episode, Carson and Jeri Anne discuss when is the right time to take social…

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Should You Pay Off Your Mortgage Early?

On this week’s episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with…

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What Are Some Alternatives To The Stock Market?

Carson, Jeri Anne, and Myles discuss alternatives ways to have your money working for you outside of…

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Passing Down Wealth To The Next Generation

Myles and Carson discuss various ways to pass down assets to the next generations and the importance…

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Should You Buy a Vacation Home or Continue to Rent?

On this weeks episode, Carson, Myles, and Jeri Anne discuss a question that comes up quite frequently…

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Q2 Market Update Webinar Replay

David, Carson, and Myles provided an update on the economy, markets, and where we think things go…

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Nutrition 101: What’s in My Grocery Cart?

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us once again to discuss what to look…

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Economic and Banking Update Webinar Replay

David, Carson, and Myles provide an update on the current economic and banking environment. They also discuss…

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Maximizing Your Health Savings Account

Carson and Myles discuss Health Savings Accounts (HSA’s) and how you can be sure you are taking…

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Women and Wealth

David, Jeri Anne, and guest Olivia Hails recap as recent event that we held that focused on…

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Nutrition 101: Is Sitting the New Smoking?

Michelle Norris, Director of Corporate Wellness at SweatNET, joins us for the first time in 2023. Now…

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