Retire While You Work®

Get the latest stock market analysis and economic outlook from Wealth Advisors Carson Odom and Anthony Breen, CFA®.Carson and Anthony discuss recent economic and market trends and what they could mean for your portfolio and long-term financial strategy.Using key charts and data, they break down the current market landscape, including the trajectory of corporate profit margins, projections for S&P 500 earnings through 2027, and the role of U.S. 10-year Treasury yields. Together, they provide perspective on the financial shifts shaping today’s market and what investors should be watching.

Understanding Required Minimum Distributions is essential for managing your retirement income effectively. Learn how to navigate these rules.Carson Odom, Myles Zuger, and Jerri Anne break down the complexities surrounding Required Minimum Distributions. The financial industry is filled with acronyms that can feel overwhelming, but we are here to simplify the process so you can focus on your long-term goals.Proper retirement planning is about more than just accumulation; it requires a clear strategy for distribution. By integrating these concepts into your overall wealth management plan, you can avoid common pitfalls and make informed decisions about your financial future. We discuss how these tax strategies impact your accounts and what steps you need to take to stay compliant.

-Any opinions are those of Myles Zueger, Carson Odom, and Jeri Anne Agee and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Prior to making an investment decision, please consult with your financial advisor about your individual situation.RMD's are generally subject to federal income tax and may be subject to state taxes. Consult your tax advisor to assess your situation.

In this episode of the Retire While You Work podcast, Myles Zueger and Jerri Anne Agee address the most frequent client questions they receive. Whether you are currently preparing for life after work or just starting to map out your long-term strategy, this session breaks down complex retirement planning concepts into actionable steps.We focus on practical financial advice that helps you manage your assets effectively. By reviewing these retirement questions, you can better understand how to align your current habits with your future goals. This discussion is designed for anyone seeking clarity on wealth management and the transition into retirement.

Which retirement plans fit your business goals? We analyze the options to help you choose the right path for your future.On this episode of the Retire While You Work podcast, wealth advisor Carson Odom and Myles Zueger sit down with retirement plan advisor Michael Baron to discuss how to select the best structure for your company. They examine how specific employer demographics and savings goals influence the decision-making process for small business retirement.The conversation covers the technical details of SIMPLE, SEP, and 401(k) Profit Sharing plans. By understanding the contribution limits and tax deferral strategies associated with each, you can align your retirement plans with your financial objectives.

On this week's episode of the Retire While You Work podcast, wealth advisors Carson Odom and Myles Zuger take a data-driven look at the August 2026 stock market and economy. With the S&P 500 reaching new record highs, they compare current market conditions to past bubbles, including the dot-com era, to examine whether today's valuations support the headlines. The discussion explores year-to-date returns across major asset classes, historical market trends, and the economic factors influencing investors in 2026.The episode also reviews U.S. money supply patterns, economic growth indicators, and the broader financial landscape to provide valuable context for today's market environment. By focusing on objective data rather than speculation, Carson and Myles help investors better understand the forces shaping their portfolios and make more informed long-term decisions. Whether you're concerned about market highs or simply looking for perspective, this episode delivers a clear, fact-based analysis of where the markets stand today.

Master Medicare basics with expert guidance from Graham Kimmerer of MFS. Learn how to navigate healthcare in retirement effectively.In this episode of the Retire While You Work podcast, Myles Zueger and Jerri Anne Agee host Graham Kimmerer to break down the complexities of Medicare. If you are approaching retirement or currently planning your long-term healthcare strategy, this discussion provides clarity on how to approach these essential decisions. We focus on practical steps to help you avoid common pitfalls when selecting coverage.Understanding Medicare planning is a critical component of a successful retirement strategy. By the end of this conversation, you will have a better grasp of the options available and how they integrate with your broader financial picture. We examine the key considerations that retirees often overlook when building their healthcare plan in retirement.

In this episode of Ask AWP on the Retire While You Work® Podcast, we’re answering some of the questions investors are asking right now. When does holding too much cash become a long-term risk? What do the new 2026 catch-up contribution rules mean for high earners? And should the upcoming midterm elections affect how you’re investing?

We also talk about the growing national debt, how concerned investors should be, and the financial planning moves worth considering now rather than waiting until the end of the year.

It’s a timely conversation focused on separating the headlines from what actually matters for your long-term financial plan.

In this week's episode of the Retire While You Work podcast, hosts Carson, Jeri Anne, and Myles discuss the importance of prioritizing tax planning throughout the year, rather than just waiting for tax season.

They highlight how incorporating tax considerations into your financial plan can help you stay organized and prepared, reducing the risk of last-minute stress. With practical tips and insights, the hosts emphasize that proactive tax management can lead to better financial outcomes and provide peace of mind. By making taxes a regular part of your financial conversations, listeners can set themselves up for a smoother retirement journey.

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.We also discuss what happens when one spouse handles all the finances, how to balance enjoying your money today while planning for tomorrow, and whether it ever makes sense to pause 401(k) contributions to prioritize other financial goals. As always, the goal is to provide practical insights and the key factors to consider when making these important financial 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 Ask AWP episode!

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.