In this episode of the Retire While You Work® Podcast, the team explores why retirement funding has become the biggest concern for investors and the key factors driving that shift.

They discuss longevity risk, healthcare expenses, Social Security uncertainty, today's interest rate environment, and the behavioral habits that can increase retirement anxiety. You'll also learn why testing your retirement plan may be one of the most effective ways to replace uncertainty with confidence.

Whether you're years away from retirement or already there, this conversation offers practical insights to help you build a retirement strategy that can adapt to changing circumstances and support your long-term financial goals.

In the latest episode of Retire While You Work®, wealth advisors Myles Zueger, Carson Odom, and Anthony Breen break down current market trends and ETF inflows, examining recent market performance charts, where investor capital is flowing, and what those trends may signal for the broader market. They highlight key data points wealth advisors monitor and explain how these insights can help inform portfolio and asset allocation decisions.Whether you're an investor, nearing retirement, or simply interested in market trends, this conversation offers a clear, data-driven perspective beyond the headlines.As always, if you have questions about how these trends may impact your financial plan, we're here to help.

In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning and investing. We cover some of the biggest financial topics people are thinking about right now—from whether it's a good time to invest with the stock market near all-time highs to how much cash you should actually keep in savings for emergencies and unexpected expenses.We also discuss paying off your mortgage early, whether a Roth IRA conversion may be worth considering while current tax rates remain relatively low, and the pros and cons of owning rental real estate versus investing in the stock market. As always, the goal is to provide helpful insights and the factors to consider when making these decisions.Have a financial question you'd like us to answer in a future episode? Leave it in the comments below—we'd love to feature it in an upcoming Q&A!

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.

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.

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.

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.

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.

In our latest episode of Retire While You Work®, we sit down with Dan Hanson of Neuberger Berman to break down what’s really happening beneath the surface of today’s market—across AI, geopolitics, and even space.From portfolio concentration and global risks like tariffs and supply chains, to a reality check on the AI trade—this conversation goes beyond the headlines. Where is capital actually going, and which companies have true staying power versus becoming commoditized?We also dive into SpaceX—from launch cost breakthroughs to the Starlink growth flywheel—and what a future IPO could mean for investors.A timely conversation on where value is being created and how to think long-term in a rapidly changing market.

The Retire While You Work® team sits down with Scott E. Augenbaum, retired FBI Supervisory Special Agent and one of the nation’s leading experts in cybercrime prevention.

With 30 years of investigative experience, Scott shares real-world insights on how cyber threats impact your finances—and what you can do to protect yourself and the people who depend on you.

From safeguarding personal information to strengthening your financial security, this conversation highlights why online safety is a critical part of any financial plan.