Myles and Carson discuss what the right amount of cash to have in your emergency fund is. They also discuss where the best place to keep an emergency fund is and what some other alternatives are for cash.

Myles and Carson discuss various ways to pay for education and education related expenses - all the way from K-12 through higher education expenses. 

As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.

Carson and Myles discuss how they got started in the business and what led them to joining David Adams Wealth Group. They also discuss what there favorite part of the business is and what they enjoy most!

Michelle Norris, Director of Corporate Wellness at SweatNet, joins us once again, this time with special guest Marina L. Randles. This time they discuss how to manage stress and take care of your mental health.

 Raymond James is not affiliated with SweatNet or Michelle Norris

In this episode, Myles and Carson discuss different strategies when it comes to saving for purchases and what investment vehicle may be best in order to achieve that savings goal.

David wanted to take a quick moment and share my thoughts on what we are seeing in the market this year, where we see things currently, and what we are doing as an investment committee.

Carson and Myles discuss Series I Savings Bonds. With interest rates on the rise, we have been getting questions about Series I Savings Bonds lately. We wanted to take moment to discuss what they are, how they work, and how they may or may not fit into your overall plan.

This year has been volatile for the markets. As we near the midway point, we hosted a webinar to discuss what we are seeing and watching in the markets. This is the audio to our Q2 2022 Market Update Webinar.

For years, the best and brightest in the financial world have debated what the most sustainable portfolio withdrawal rate is. In this episode, Carson and Myles discuss what this rate is and exactly how it works. At the end of the day, financial planning is an art not a science and this is where our team can help!

Interest rates have been historically low during the pandemic. What’s going to happen now that the Fed is ramping interest rates back up as the world gets back to normal. Myles and Carson sat down on this latest episode of the Retire While You Work® Podcast to talk about interest rates and what they mean to your financial plans.

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