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From 10 epsHosts
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Recent episodes
Trump Accounts Explained: What Parents Need to Know
Jun 26, 2026
Unknown duration
Ask AWP Episode 2: Money Lessons for Kids, Young Families & Future Retirees
Jun 5, 2026
Unknown duration
529 Plans & Your Family's Future
May 29, 2026
Unknown duration
What We Watch For in the Market
May 8, 2026
Unknown duration
April Market Update | ETFs, Returns & Consumer Trends
Apr 24, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/26/26 | Trump Accounts Explained: What Parents Need to Know | Catch up on the latest episode of Retire While You Work® as wealth advisors Myles Zueger and Carson Odom break down the newly proposed Trump Accounts and what they could mean for families looking to build long-term wealth.In this episode, Myles and Carson explore how these accounts are designed to help children get a financial head start, discuss the proposed rules and benefits, and examine how they may fit alongside existing savings strategies such as 529 plans and custodial accounts.Whether you're a parent, grandparent, or simply interested in emerging financial planning opportunities, this conversation provides valuable insights into how early investing can potentially create meaningful long-term outcomes.Subscribe for weekly Retire While You Work breakdowns, and let us know in the comments what specific financial topic you want us to cover next. | — | ||||||
| 6/5/26 | Ask AWP Episode 2: Money Lessons for Kids, Young Families & Future Retirees | In this episode, the Retire While You Work® team answers listener-submitted questions on some of the most important financial conversations families face. From teaching kids healthy money habits and knowing when to discuss inheritance with your children, to building a strong financial foundation as a young family and preparing for retirement as a couple, the team shares practical insights and perspectives to help you navigate each stage of life with confidence.Have a question you'd like us to cover in a future episode? Leave it in the comments. | — | ||||||
| 5/29/26 | 529 Plans & Your Family's Future | On this episode of the Retire While You Work® podcast, Carson Odom and Myles Zueger dive into the importance of starting early when it comes to saving for college. In recognition of 5/29 Day, they break down how 529 plans work, why time and consistency can make a major difference, and how even small contributions today can help reduce the burden of student loan debt in the future. | — | ||||||
| 5/8/26 | What We Watch For in the Market | Markets move fast — but reacting emotionally can do more harm than good.In the latest episode of Retire While You Work®, Carson and Myles break down what they’re actually paying attention to in today’s market environment, from economic indicators and interest rates to investor behavior and long-term trends.The conversation focuses on staying disciplined, filtering through the noise, and understanding what really matters when building a long-term financial plan. | — | ||||||
| 4/24/26 | April Market Update | ETFs, Returns & Consumer Trends | In this episode of Retire While You Work®, Carson and Myles walk through the key graphs shaping today’s market narrative in our April Market Update, with a focus on ETFs, market returns, and consumer trends. They break down what’s happening beneath the headlines, where risks are showing up, and how it all connects back to your long-term plan.This isn’t about reacting—it’s about understanding.If you’ve been questioning whether to stay the course or make adjustments, this episode will help you think through it with clarity. | — | ||||||
| 4/10/26 | Space X, AI, and the Market with Dan Hanson from Neuberger Berman✨ | AIgeopolitics+8 | Dan Hanson | Space XSpaceX+3 | — | capital allocationcommoditization+2 | — | 44m 20s | |
| 3/27/26 | Preventing Digital Scams with Scott E. Augenbaum✨ | digital scamscybercrime prevention+1 | Scott E. Augenbaum | FBI | — | cyber threatspersonal information+1 | — | 34m 33s | |
| 3/20/26 | The Power of Connection: Building a Strong Community✨ | Women and WealthNetworking+2 | Lucy Miller | Women Connect | — | connectioncollaboration+2 | — | 23m 25s | |
| 3/13/26 | How Can Women Build Long-Term Wealth with Olivia Hails✨ | women and wealthfinancial education+2 | Olivia Hails | Janus Henderson Investors | — | career breakscaregiving+3 | — | 33m 03s | |
| 3/6/26 | Women & Wealth: The Power Shift Happening Right Now✨ | Women & Wealthfinancial literacy+2 | Jeri Anne | Women & Wealth LuncheonsWomen & Wealth+1 | — | financial freedomwealth building+1 | — | 24m 54s | |
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| 2/27/26 | Ask Adams Wealth Partners Ep. 1 | Interest Rates, Investing Cash & Market Uncertainty✨ | interest ratesinvesting+4 | — | Ask Adams Wealth Partners | — | market volatilityfinancial decisions+1 | — | 21m 59s | |
| 2/13/26 | February Market Update✨ | February market updateAI industry trends+5 | — | Retire While You Work® | — | stock market analysisAI investing+1 | — | 25m 37s | |
| 1/30/26 | Are You Behind on Your Financial Plan?✨ | financial planningretirement strategy+1 | — | — | — | financial progressintentional decisions+1 | — | 27m 40s | |
| 1/16/26 | Why Good Financial Plans Fail✨ | financial planningemotional decision-making+1 | — | — | — | financial planslife changes+1 | — | 17m 55s | |
| 1/8/26 |  New Year, Smart Goals: Planning Your Finances for 2026✨ | financial goalsgoal setting+2 | — | — | — | New Year2026+2 | — | 21m 21s | |
| 12/26/25 |  2026 Market Outlook: Mag 7, Data Centers, and IPOs | As 2025 wraps up, Carson is joined by Adams Wealth Partners’ Spencer Provow, CFP®, and Anthony Breen, CFA®, to recap the year and look ahead to 2026. They cover the top-performing sectors of 2025, key takeaways for investors, and what’s next with the Magnificent 7, space-based data centers, and the IPO market.This conversation provides clear insights on market trends, investment opportunities, and potential risks for the year ahead. | — | ||||||
| 12/12/25 |  Are You Still Paying for Subscriptions You Forgot About? | On this episode of Retire While You Work®, Carson and Jeri Anne sit down to discuss how hidden costs can quietly derail your financial plan. From forgotten subscriptions to small recurring fees, these overlooked expenses can add up fast and slow down your progress toward financial freedom. They break down where these hidden costs typically hide, how to identify them in your own budget, and actionable strategies to reclaim that money—so your plan stays on track, and your future stays secure. | — | ||||||
| 11/21/25 |  What the Holiday Season Teaches Us About Our Money Habits | The holidays teach us a lot about money—from overspending traps to the value of planning. In this episode, Myles and Jeri Anne break down what this season can show us about budgeting, generosity, stress spending, and setting yourself up for a stronger new year.Tune in for actionable tips you can actually use this season. | — | ||||||
| 11/14/25 |  What’s Driving the Economy? AI, Power, Biotech, and Today’s Market Signals | In this episode of Retire While You Work®, Carson and Myles sit down with Investment Director of Federated Hermes, Jordan Stuart, for a high-level breakdown of what’s really moving the economy right now. From the rise of AI and power infrastructure to biotech innovation, small-cap opportunities, gold’s momentum, and Mag 7 concentration—Jordan walks through the charts and trends shaping today’s market landscape.Together, they explore how these forces may influence long-term investors, financial planning decisions, and the broader outlook for 2025. | — | ||||||
| 11/7/25 |  How to Give Back — and Build Wealth While Doing It | 💡 New episode of Retire While You Work® is live! Carson, Myles, and Jeri Anne dive into how you can make your charitable giving meaningful while staying on track with your financial goals.We explore strategies to give with purpose, make a lasting impact, and integrate giving into your overall financial plan. From practical tips to thoughtful approaches, this episode shows how generosity and smart planning can go hand in hand.Learn how to make a difference for others while building a stronger financial future for yourself. | — | ||||||
| 10/31/25 |  Paul Shoukry, Raymond James CEO: AI, Leadership & the Future of Wealth Management | The Retire While You Work® podcast is back with a special episode! Hosts David Adams, Myles Zueger, and Carson Odom sit down with Paul Shoukry, CEO of Raymond James, to talk about how AI is transforming the financial planning industry.They dive into what these changes mean for advisors, how technology is reshaping strategies, and the opportunities it creates for building long-term financial security. | — | ||||||
| 10/24/25 |  Divorce & Your Finances: Expert Advice from Divorce Attorney Anne Hamer | The Retire While You Work® podcast continues its series with Anne Hamer, a divorce attorney who has helped countless clients navigate one of life’s most challenging transitions. Today, we’re diving into not just the legal side of divorce, but also the financial side—and how to protect your future along the way.Anne shares insights on what drew her to this field, the biggest misconceptions about divorce attorneys, and what the typical divorce process looks like from start to finish. We also explore where clients often find themselves unprepared financially, the value a trusted financial advisor can bring during divorce, and how spouses sometimes handle finances in very different ways.We’ll also cover updates in Tennessee law that impact the divorce process and, for listeners who aren’t currently facing a divorce, practical steps to “divorce-proof” your financial life. | — | ||||||
| 10/16/25 |  Why Does Everyone Talk About the 60/40 Portfolio? | Maintaining a diversified investment portfolio is crucial for managing risk and maximizing returns, but determining the optimal allocation can be challenging. The Retire While You Work team explores the significance of the well-known 60/40 portfolio, which allocates 60% of assets to stocks for growth and 40% to bonds for stability. In a relaxed, approachable setting, they provide personalized advice, emphasizing the importance of evaluating market trends, understanding your risk tolerance, and aligning with your financial goals to help you navigate your investment journey successfully. | — | ||||||
| 10/10/25 |  Why Do Interest Rates Affect Me? | Interest rates have been a hot topic over the past year — influencing everything from home loans to investment decisions. In this episode, Carson, Jeri Anne, and Myles break down how shifts in interest rates affect mortgages, borrowing costs, and overall market performance. They also discuss what rising or falling rates could mean for consumers, investors, and long-term financial planning. | — | ||||||
| 10/3/25 |  Why is it Hard to Talk About Money? | Money can be a tricky topic in any relationship, but having open and honest conversations about it is essential.In the latest Retire While You Work® podcast, Jeri Anne and Myles share why it’s so important to talk openly about finances with the people closest to you. From day-to-day expenses to long-term planning, they discuss how clear communication can foster trust and keep everyone aligned.If you’ve ever wondered how to approach money talks without added stress, this episode offers practical insights to help guide the way. | — | ||||||
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