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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Our hearts want to share any blessings we receive in our practice with others in need.
Adams Wealth Partners stands as a reliable partner in guiding individuals towards their financial aspirations with a personalized and comprehensive approach. With a commitment to empowering clients, the company offers a range of services that cater to diverse financial needs. From retirement planning to investment management, tax strategies to estate planning, Adams Wealth Partners provides a holistic suite of solutions that are tailored to individual circumstances and goals.
With a reputation for clarity and transparency, their experienced team ensures clients understand the intricacies of their financial choices, fostering informed decision-making.
The Heart of Hearing is an amazing non-profit that raises funding and awareness for the hard of hearing. This organization is something that Myles felt called and passionate about joining after being diagnosed with slight hearing loss to his left ear in 2021. The Heart of Hearing allows Myles to leverage his personal experience to make a meaningful impact but also serves as a powerful reminder that out of personal challenges can come profound contributions to the community.
This is an amazing organization that our team supports annually in their fundraiser “The Buddy Walk”. Both our team members, Taylor, and Carson, have family members with Down Syndrome and it has and will always make a lasting impact on their hearts. DSAMT works to enhance the lives of those with “something extra” throughout their lifespan by providing programs that support their development and achievement, facilitate their inclusion in the community and help them lead fulfilling, meaningful lives.
In 2019, David had prayed for a non-profit that he could really get behind and use his skillset to make a big impact. After being introduced to the then CEO for coffee, he left with tears in his eyes after learning about the disturbing statistics in the world of human sex trafficking. On top of that, David was shocked to find out this happens all the time in our own backyard here in Middle TN, and is now the Chair of the Capital Campaign Committee.
David has become involved with the Alzheimer’s Association, helping to support research and treatment for patients and families of Alzheimer’s. This disease is near and dear to David and his family, as he lost his mother Martha to a 4 year battle with the disease in 2023.. David and his father have joined together to find ways to make a difference in the community and be a resource to other families dealing with this hard journey.
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.
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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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