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
David Adams is the founder and CEO of Adams Wealth Partners and a USA Today bestselling author who believes money should be used as a tool to support a meaningful, present life—not just to accumulate more.
David is the author of “The Currency of Time” and “Jolene and the Three Buckets”, two books that explore the deeper purpose of money, teaching both adults and children how to align financial decisions with values, freedom, and fulfillment. His work centers on the idea that time—not money—is our most valuable currency.
David is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Public Accountant (CPA), Certified Divorce Financial Analyst™ (CDFA™), and Certified Exit Planning Advisor (CEPA®) with more than 20 years of experience guiding individuals and families through complex financial decisions and life transitions.
As Founder and CEO of Adams Wealth Partners (an independent practice offering securities through Raymond James Financial Services, Inc.), David is committed to changing an industry he believes has become broken and outdated. Through his registered and trademarked Retire While You Work® philosophy and proprietary 3 Bucket Strategy, he helps clients use money as a tool—not just for accumulation, but for restoring balance, clarity, and long-term financial strength. His work often centers around major life moments, including selling a business, loss of a loved one, marriage, divorce, retirement, and other pivotal transitions.
David has extensive experience advising clients through significant liquidity events, including business sales and musicians selling their catalogs. He has also played an active role in complex divorce mediations alongside prominent attorneys, helping families negotiate collaboratively outside of court—work he finds especially meaningful.
In 2016, David launched the Retire While You Work® radio show, a weekly program on Nashville News Radio 1510 WLAC and iHeart Radio. The show has since evolved into the Retire While You Work® Podcast (iTunes and Spotify), where he shares practical financial guidance and answers listeners’ financial questions.
David published his first book, “The Currency of Time”, in 2019 to share his philosophy of using money to create meaningful memories and experiences with the people you love. Available on Amazon in hardback and audio formats, the book topped new-release charts during its debut. More recently, he published “Jolene and the Three Buckets”, a children’s book inspired by the 3 Bucket Strategy that teaches kids how to save, spend, and give with love and purpose. The book blends storytelling with practical lessons and has now landed on the USA Today Bestselling list.
David has been named to the Forbes Best-In-State Wealth Advisors list for eight consecutive years (2017–2025). One of his proudest accomplishments was seeing his entire team recognized by Forbes as a 2024–2025 Best-In-State Wealth Management Team. Additionally, Barron’s recognized David as a 2023–2024 Top 1200 U.S. Financial Advisor. In 2025—and for each of the 11 years prior—David was recognized by Raymond James as part of the Chairman’s Council, honoring the top 1% of advisors nationwide.
Other notable accolades and recognition include:
Outside the office, David is deeply committed to giving back to the Nashville community. He serves on the board and as Chair of the Capital Campaign Committee for Ancora TN (formerly End Slavery TN), one of the nation’s largest anti–sex-trafficking organizations. He also serves on the Executive Committee for the Nashville Walk to End Alzheimer’s, where he and his team were the #1 fundraisers in both 2022 and 2023. After losing his mother in 2023 following a four-year battle with Alzheimer’s, David is passionate about supporting families affected by the disease and hopes to see a cure in the coming years.
Previously, David served on the board of the Onsite Foundation, which provides therapy scholarships for individuals facing addiction, emotional trauma, and personal growth challenges. He also volunteered as a wish granter for Make-A-Wish of Middle Tennessee for two years.
In his personal life, David is an avid world traveler, tennis and pickleball player, dog lover, wake surfer, and snow skier. He enjoys home remodeling and interior design projects, building a close friendship with his father through meaningful travel, being “Uncle David” to his niece Bailey and nephew Banks, and being a devoted dog dad to his yellow lab, Jolene.
Visit www.retirewhileyouwork.com to download David Adam’s e-book or listen to episodes of the Retire While You Work® radio show. To make an appointment with David or for more information on David’s office in the Historic 12 South neighborhood, visit www.davidadamswealthgroup.com.
*Top 40 Under 40 Independent Financial Advisors in the U.S. Advisors on the Top Next Gen IBD Advisors list are ranked exclusively by assets under management. REP. Magazine/WealthManagement.com solicited nominations from the top 35 IBDs by headcount. REP. Magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings. Raymond James is not affiliated with WealthManagement.com or REP. Magazine. **Membership is based on prior fiscal year production. Re-qualification is required annually. These recognitions are not indicative of the advisor’s future performance, are not endorsements, and may not be representative of individual client’s experience.
**Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information: www.SHOOKresearch.com
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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
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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.
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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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