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.

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.

💡 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.

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.

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.

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.

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.

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.

In this episode of the Retire While You Work® podcast, Carson and Myles tackle one of the most common financial planning questions: how much is too much—or too little—cash to hold?They break down:- Why having cash on hand matters for flexibility and peace of mind- How to balance your emergency fund with long-term investments- The risks of sitting on too much cash in today’s market- Practical guidelines for deciding what’s right for youWhether you’re saving for big purchases, building security for your family, or planning for retirement, this episode gives you the framework to make smarter decisions with your money.👉 Tune in to learn how to strike the right balance between liquidity, growth, and financial confidence

Struggling to stick to your budget? You’re not alone. In this episode, Carson, Myles, and Jeri Anne share why budgeting is so challenging, the psychology behind overspending, and simple money management tips to help you stay on track. Perfect for anyone looking for practical budgeting strategies that actually work.✨

Topics Covered:

- Why most budgets fail

- Common money habits that derail spending plans

- Practical budgeting tips and mindset shifts

If you’ve ever felt like your budget just doesn’t work, this conversation will help you rethink your approach and find strategies that actually last.