Adam interviews Mount Pleasant Town Council Member, Jake Rambo. This episode, Adam and Jake shoot straight, telling you how they view what’s going on today in the economy and current events, both locally and on the state level.  Politics, education, restaurants, development, the Coronavirus, and the recent riots. No topic is off-limits in their candid discussion on the issues.

Adams discusses his own personal experience in helping retirees who live inside the gates of 55+ communities. One man's novice opinion on the pros and cons people should consider before moving into one of these communities.

Adam discusses the importance of spouses working together when building and maintaining their financial house. Often times nerds marry free-spirits and this lends itself to a financial disconnect, on this podcast we talk about ways that couples can get on the same page.

For many investors, the fees that they pay for their investment management services will be one of the biggest line items on their budget. It is important that investors know exactly how their advisor is getting paid and make sure that their interests are aligned with yours.

Are stocks on sale right now? When is the right time to buy back in? What should you be buying? Adam shares his perspective on the best ways to go bargain shopping during a stock market crash.

Adam discusses his experience catching the Coronavirus and his perspective on the short-term and long-term prospects of the stock market. Is now a good time to jump back into the market or is there more pain to come? How bad will the economic impact of the Coronavirus really be?

The economic impact of the corona virus has many employers offering their employees early retirement packages. This could be terrifying for many people. Adam talks through the steps individuals should take to determine if an early retirement package might be a blessing in disguise or if you need to spruce up your resume. It's important that you make these decisions after doing some math and not be too emotional.

When it comes to the coronavirus and its impact on the economy, it appears as if the clouds are starting to part. We are starting to see positive news developments, rather than the doom and gloom of the last few weeks. And as this continues to happen, American consumers will return to their previous spending patterns. In this episode, Adam dives into what happens next.

Adam got his start in active money management. That is to say analyzing market trends, economic and political data, and paying attention to business-specific news when making trading decisions. And while there’s much truth and wisdom in the “buy and hold-on-for-dear-life” strategy of investing (passive investing), active money management is an equally important strategy for protecting your hard-earned money.  In this episode, Adam explains why.

As a baby, your financial needs are relatively simple. As you grow and mature, however, your needs grow with you. Throughout adulthood, your financial picture becomes increasingly complex. They say the most expensive year of your life is around your 57th birthday. From there on out, you’ll need less and less money. In this episode, Adam talks about how to make sure retirees are using their money in the most satisfying way possible, both in their active years and later on in life.