Carson Odom and Myles Zueger discuss a couple of different ways that you can go about combining finances with your spouse or partner after a marriage. There is no right or wrong way to do it. It is about getting a system in place that works best for you and your family.

Investing can be a very emotional experience. Especially during times of market volatility. David Adams, Myles Zueger, Carson Odom, and Jeri Anne Agee of Adams Wealth Partners discuss how to handle these emotions and what you can do to help keep your vision for the future.

Carson Odom and Myles Zueger discuss how much is too much to be invested in one individual stock. They talk about what they feel is the right amount. They also discuss what the pro's and con's of investing in individual stocks are.

Carson Odom and Myles Zueger sit down and talk about what you need to know about taxes this year. They discuss the upcoming deadline and important dates, as well as some tips they feel are good to know for this current tax year.

Retire While You Work® is quite the popular phrase with our friends and clients. But, what exactly does it mean? Myles, Carson, and Jeri Anne dive into this question and discuss the origins of how it started and why it has become so popular at our firm.

When selling your home, there are many things to plan for. One of them being the tax side of things and how that may or may not impact you. Myles and Carson dive into this and give you all the info you need to know.

Myles, Carson, and Jeri Anne discuss recent changes that have come about to retirement accounts due to legislation from the Secure Act 2.0. They provide some thoughtful discussion around new planning ideas and opportunities that have become available through these changes.

On the latest episode of the Retire While You Work® podcast - David, Carson, and Myles discuss how to get your year started off on the right path with some new year financial tips and resolutions.