Taxes are more than a seasonal task. They're an important part of your overall financial strategy.
In this week's Retire While You Work podcast, Carson, Jeri Anne, and Myles share insights on how year-round tax planning can help reduce stress, improve preparedness, and support your retirement goals.
🎧 Listen now:
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Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Time to do the things you want with the people you love.
At Adams Wealth Partners, we specialize in wealth and retirement plans that provide you with the most important currency: TIME. Time not worrying about how you’re going to pay for retirement. Time enjoying life. Our professional team of wealth advisors is here to help make
sure that planning for your financial future is time well spent. Securities offered through Raymond James Financial Services,
07/30/2026
In the third part of Nick's series on Trump Accounts, he emphasizes the importance of diversifying with additional accounts like Roth IRAs and 529 plans. These options can serve as valuable tools in securing a brighter future for your children. By utilizing these strategies, you can enhance your financial planning and ensure a more secure future for your family.
07/28/2026
Story time at TPAC Family Day! 📚✨
David loved sharing Jolene and the Three Buckets with the community and bringing a little reading magic to the stage. 💙📖🎭 Thank you to Nikki B and Tennessee Performing Arts Center for having us!
07/28/2026
Great conversations, thoughtful questions, and valuable perspectives at today's market update. Thanks to everyone who joined us and to Matt Orton, CFA for sharing his insights. We appreciate the opportunity to step back from the daily headlines, focus on what truly matters, and have meaningful discussions about the factors shaping today's markets. Looking forward to continuing these conversations in the months ahead!
07/28/2026
Building your retirement savings is an important part of financial planning, but understanding how your money is positioned matters just as much.
On the Retire While You Work® Podcast, the team discusses whether you can have too much in a 401(k) and the potential tax and planning considerations that come with a large retirement account.
By reviewing strategies such as tax planning, Roth conversions, and the creation of a balanced retirement income plan, investors can make informed decisions about their financial future.
07/24/2026
Please join us in welcoming Michael Baron to Adams Wealth Partners as our Retirement Plan Specialist!
Michael brings decades of experience helping businesses design, implement, and optimize retirement plans. Throughout his career, he has partnered with employers, plan sponsors, and participants to navigate the complexities of retirement planning while delivering thoughtful, strategic guidance.
His depth of knowledge and industry experience make him an incredible resource for our team, our retirement plan clients, and the businesses we serve. As Adams Wealth Partners continues to expand our retirement plan services, we’re excited to have Michael’s expertise helping us deliver an even higher level of advice and support!
07/24/2026
In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning, retirement planning, and preparing for the future.
We cover some of the biggest financial topics people are thinking about right now—from whether you can have too much saved in your retirement accounts to whether long-term care insurance is still worth considering.
Watch the full episode here: https://youtu.be/0l5_GndMjxs
07/23/2026
In this reel, Jeri Anne explains how lifestyle creep can quietly impact your finances and why being intentional with your spending is one of the best ways to build long-term financial confidence.
Small choices add up. The more aware you are of where your money is going, the more control you have over where it's taking you.
07/22/2026
Retirement isn't the finish line for your portfolio. It's the beginning of a new phase that may require a different approach to investing, managing risk, and generating income.
In our latest blog, we break down what happens to your portfolio when you retire, common investment considerations, and why having a thoughtful retirement strategy can help you stay on track for the years ahead.
Read the full article: https://adamswealthpartners.com/what-happens-to-your-portfolio-when-you-retire/
07/21/2026
Retirement can bring excitement about the future, but it can also come with uncertainty and questions about whether you are truly prepared. On the Retire While You Work® Podcast, the team discusses how focusing on the things you can control, from your financial plan and spending habits to your goals and preparation, can help reduce retirement anxiety. By taking intentional steps today, you can build confidence and create a clearer path toward the retirement you envision.
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