Episode 27: August 13, 2017
In this week’s episode, Chevonne Farler, COO and one of our wealth management advisors, and David Adams, CFP® and President of David Adams Wealth Group discuss the nitty gritty of how our practice approaches wealth management. We dive into how the Retiring While You Work mindset can fit into a lifestyle. Then, we have a blast with our two popular segments, “Know Your Dough!” financial trivia and the “Ask David” segment where David and Chevonne answer questions from listeners.
Raymond James is not affiliated with iHeart Radio or WLAC 1510. 401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Matching contributions from your employer may be subject to a vesting schedule. Please consult with your financial advisor for more information. Guarantees are based on the claims paying ability of the issuing company. Long Term Care Insurance or Asset Based Long Term Care Insurance Products may not be suitable for all investors. Surrender charges may apply for early withdrawals and, if made prior to age 59 ½, may be subject to a 10% federal tax penalty in addition to any gains being taxed as ordinary income. Please consult with a licensed financial professional when considering your insurance options. May be subject to state, local, and alternative minimum tax