David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represent ...
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We explore the secret world of luxury, and take you behind the scenes. With exclusive access to tastemakers, skin care experts, luxury brand executives, and travel insiders. This show covers everything from food to fashion, and provides incredible insights and trends for those interested in luxury that you simply can't find anywhere else. About Mission Matters: At Mission Matters we amplify stories for Entrepreneurs, Executives and Experts. Our host and Co Founder, Adam Torres has interviewe ...
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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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Real estate is the most proven way to build wealth. But learning how to invest in real estate is not easy. You need a blueprint from other successful investors. That is what this podcast is all about. In each episode, join Drew Breneman, a real estate investor who owns more than $200M in property, as he and his guests teach you what you actually need to know to be a successful investor. Whether you are a full-time active investor, a passive investor, close to retiring, just starting out, or ...
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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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Dive into the unfiltered stories of today's top business trailblazers with the Forbes Books Podcast. Join Joe Pardavila as he sits down with pioneering entrepreneurs and CEOs to unpack their greatest challenges on the journey to success. Hear raw accounts filled with hard-learned lessons as guests open up about their most difficult setbacks and strategic pivots. From scrappy startups exploding in growth to established corporations reinventing themselves, you’ll discover the defining moments ...
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This divorce podcast digs deep into issues of divorce that center around real property including the marital home and other real property and divorce mortgage planning. Helping divorcing homeowners and the members of the professional divorce team make more informed decisions regarding the home equity solutions during and after divorce. Hosted by the Divorce Lending Association.
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The Risks Of Multifamily Investments | Drew Breneman’s Appearance On My Freedom Foundry With Paul Thompson - E105
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Navigating the multifamily real estate market can be daunting, with potential investors often feeling apprehensive about the risks involved. Concerns about vacancy rates, tenant turnover, and the complexities of managing multiple units can create significant anxiety. Without a clear understanding of risk management and the nuances of multifamily in…
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Saddles to Spirits: How Blake Johns Built an Award-Winning Bourbon Brand
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This week, Joe chats with Blake Johns, the founder of Smokeye Hill Whiskey, who shares the incredible story of his premium craft bourbon's meteoric rise. Blake recounts his journey from world champion equestrian to whiskey entrepreneur, detailing how his family's Arizona ranching heritage inspired the authentic brand story behind Smokeye Hill. The …
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Risk Tolerance and Balancing Your Investments
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On this week's episode of the Retire, While You Work ® Podcast, Myles and Carson discuss Risk Tolerance and How to Balance Your Investments. Tune in as they share insights on understanding your risk appetite and optimizing your investment portfolio for a more secure financial future. #risktolerance #investmentportfolio #investments #podcast #financ…
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Making It Despite the Odds: Jacob Furbee's Path to the C-Suite
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In this candid conversation, Joe sits down with Jacob Furbee, CEO of XFS Global. He shares his unlikely journey from being nicknamed "Furball" during his grueling Marine Corps bootcamp to leading a major defense manufacturing company. Furbee opens up about the challenges of government contracting, navigating bureaucracy, and the leadership lessons …
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From Forklift to Finance: Astrid Soto on Breaking Barriers and Redefining Success in Private Equity
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On this episode of The Forbes Books Podcast, Joe speaks with Astrid Soto, a renowned entrepreneur and impact investor named one of the most influential women in mid-market M&A. Astrid shares her journey from working in her family's business at age 12 to becoming a powerhouse in private equity, offering insights on fundraising, navigating career cha…
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Understanding Alzheimer's and Dementia Webinar
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In June, we observe Alzheimer’s and Brain Awareness Month, an important time to raise awareness and emphasize the need for action. We are passionate advocates with a personal connection to the disease, and our goal is to share valuable insights to improve understanding of the issue and support those affected. Recently, we explored our understanding…
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From House Hacking To $235M+ Under Management | Drew Breneman’s Appearance On Zen And The Art of Real Estate Investing - E104
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Some of the most successful real estate investors started out young, and with a lot of hard work, the right long-term relationships and the ability to overcome several challenges, have found themselves with hundreds of millions in assets under their belts. In this episode, Drew Breneman guests on the Zen and the Art of Real Estate Investing podcast…
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Revolutionizing Recruitment: The Embedded Partner Approach with Kate Morgan
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In this eye-opening episode of The Forbes Books Podcast, host Joe sits down with Kate Morgan, founder and CEO of Boston Human Capital Partners, to explore her revolutionary "embedded partner approach" to recruiting. Kate shares insights on why traditional recruiting methods are falling short and how her innovative strategy achieves a remarkable 20-…
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The Role of Insurance in your Financial Plan
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On this week's episode of the "Retire While You Work" Podcast, Carson and Myles discuss the role of insurance in your overall financial plan. When selecting insurance plans, they discuss the importance of carefully considering the various types of insurance available and determining the appropriate coverage amount. Assessing different scenarios is …
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From Burnout to Breakthrough: Dr. Douk's Journey to The Well Club
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In this episode of the Forbes Books Podcast, Joe has a fascinating conversation with Dr. Rob Douk, a trailblazer in behavioral health and wellness. Dr. Douk is the founder of The Well Club and has developed the "9 Dimensions" philosophy for holistic well-being, encompassing emotional, physical, occupational, social, spiritual, intellectual, creativ…
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Redefining Social Networking with everle’s Tessa Adams and JT Swierczek
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In this thought-provoking episode, Joe sits down with Tessa Adams and JT Swierczek, the co-founders of everle - a groundbreaking new networking platform. Addressing the widely debated negative impacts of social media, Tessa and JT share their visionary approach to reinventing online communities. With a mission to prioritize user privacy, mental hea…
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Build Investor Relationships that Fund Real Estate Deals | Andrew Dunn of VAC Development - E103
58:21
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Building relationships with investors and effectively networking are crucial to success, especially in today’s sometimes overcrowded market. It can be frustrating trying to find the right set of ears to hear your pitch, figure out which conferences to attend, and how to use that time wisely. This episode offers insight into overcoming obstacles lik…
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What is Estate Planning and How to Ensure Your Assets Are Protected for Future Generations
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On this week's episode of the Retire While You Work Podcast, Carson and Myles discuss the importance of planning for the future specifically estate planning. They emphasize the significance of preparing an estate plan, particularly in terms of ensuring a smooth transition for your family during challenging times. Crafting a comprehensive plan not o…
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Olyxir Tea Strips: A Healthful and Eco Conscious Alternative to Traditional Tea Bags
18:20
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Olyxir Tea Strips provides an alternative to the traditional tea bag. In this episode, Adam Torres and Josephine Musco, CEO & Founder at Olyxir, explore the Olyxir story and patented tea strip. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on o…
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From Home to Empire: Shelly Henderson’s Blueprint for Building Generational Wealth
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Joe welcomes Shelly Henderson, co-founder of Henderson Properties, to discuss her journey from stay-at-home mom to successful real estate entrepreneur alongside her husband Phil. Together, they grew Henderson Properties from a home office into a company managing over 750 rental properties across 180 communities. Shelly provides candid insights into…
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#5 - Adam Tzagournis, Founder & CEO at FlowCog Canvas
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Adam Tzagournis, Founder & CEO at FlowCog Canvas. What you’ll get out of this episode: Introduction to FlowCog Canvas, a tool for managing business finances and avoiding cash flow problems. Insights from Adam Tzagournis, a CPA and full-stack develo…
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Investing In Multifamily Properties | Drew Breneman’s Appearance On Cash Flow Connections - E102
39:43
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The multifamily property market can feel like an intricate maze, with concerns about stability, market fluctuations, and achieving favorable returns often taking center stage. Despite dedicating countless hours to researching and analyzing potential opportunities, you might still find yourself grappling with uncertainty and apprehension. In this ep…
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Steven Pope: Demystifying the Amazon Selling Experience
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In this episode, Joe chats with Steven Pope, the founder of "My Amazon Guy," an agency helping brands sell on Amazon's platform. Steven shares his entrepreneurial journey and the problem his company solves: simplifying the process of listing and selling products on Amazon. He reveals secrets and strategies for scaling sales on Amazon, including how…
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The replay from our webinar with Michelle Norris, Nutrition 101 – Gut Health and Plastics is now available as a replay. On the webinar, Michelle discussed two topics of conversation that have become much more prevalent over the last few years. This was a very informative. Here are a few key points that Michelle touched on in her presentation:• Why …
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The Karmic Path to Sales: Stan Gwizdak on Trust, Transformation, and Authenticity
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In this episode, Joe sits down with Stan Gwizdak, CEO of the Kormac Group management consulting firm and author of the bestselling book "Karmic Selling: Earning Business by Earning Trust." Stan shares his unconventional path to selling, which began at age 8 by going door-to-door peddling seeds to earn money for a BB gun. Despite his early entrepren…
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Manage Real Estate Investments While Working A 9-5 | Adam Sondgeroth of Sondgeroth Capital - E101
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Navigating the complexities of real estate investing while working a full-time job can be daunting, and you might find yourself overwhelmed by the idea of taking that first step. In today's episode, seasoned investor Adam Sondgeroth shares his journey of overcoming these hurdles and successfully building a substantial real estate portfolio. Adam is…
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The Modern Ranchers: Justin & Lauren Owens of Manzo Piedmontese
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Join Joe as he sits down with Justin and Lauren Owens, co-owners of Manzo Piedmontese, to discuss their unique beef label sourced from an ancient Italian cattle breed. Discover how these "magic cows" produce remarkably lean yet incredibly tender beef without marbling, making it a hit among celebrity chefs and professional athletes. Hear the fascina…
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EP: 38.24 - Marcia Zigler, CDLP® with Collaborative Attorney and Mediator, Diana Martinez.
31:13
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Catch the latest episode of the Divorce Podcast! Host Marcia Zigler, CDLP®, interviews Collaborative Attorney and Mediator Diana Martinez on embracing mediation and collaboration during divorce to foster understanding, reduce conflict, and achieve a more positive outcome for everyone involved. More about Diana: Diana L. Martinez is a Family Lawyer …
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David Adams, Carson Odom, and Myles Zueger recently hosted our Q2 2024 market update, giving updates on the economy and markets.
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EP: 37.24 - Karla Kyte, CDLP® with Pet Custody Specialist, Karis Nafte
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Catch the latest episode of the Divorce Podcast as host Karla Kyte, CDLP®, interviews Divorce Custody Specialist Karis Nafte. Amidst the chaos of divorce, don't forget about the dog—loyal companions need love and stability too. More about Karis: Karis Nafte is the founder and owner of Who Keeps the Dog, Pet Custody Mediation. A Certified Dog Behavi…
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EP: 36.24 - Amy Valdivia, CDLP® with Certified Divorce Coach, India Kern
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Catch the latest Divorce Podcast episode! Host Amy Valdivia, CDLP®, interviews Certified Divorce Coach India Kerns on investing in yourself. Discover how to navigate your journey and reclaim peace of mind with a divorce coach. Don't miss it! More about India: In divorce, it's common for one person to struggle more. India Kern, a Certified Divorce C…
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What makes Reflekt different from other skincare brands? In this episode, Adam Torres and Nancy Schnoll, Founder & CCO at Reflekt, explore the Reflekt brand story and Nancy's vision for the company. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest…
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EP: 35.24 - Erin Bishop, CDLP® with Jessica Simmons, CDFA
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Tune in to the latest Divorce Podcast episode with host Erin Bishop, CDLP®, interviewing Certified Divorce Financial Analyst Jessica Simmons on prioritizing your children, finances, and home for the best possible outcome. More about Jessica: Divorce is an intense emotional process, and having a Divorce Financial Specialist who understands both the …
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EP: 34.24 - Adam Coleman, CDLP® with Divorce and Mediation Coach, Kelly Myers
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Catch the latest episode of the Divorce Podcast with Host Adam Coleman, CDLP®, as he chats with Divorce and Mediation Coach Kelly Myers. They discuss defining post-divorce goals, staying committed, healing, self-growth, and building a brighter future. More about Kelly: Kelly Myers is a dedicated professional with extensive training in communication…
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Celebrating 100 Episodes: A Father-Son Chat on Investing
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In this special 100th episode of The Breneman Blueprint, Drew Breneman interviews a very special guest - his own son William! At just 6 years old, William has listened to every single episode of his dad’s podcast and has become his #1 fan! William shares how he turned $5 from the tooth fairy into $80 by investing in apartment buildings. Don't miss …
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EP: 33.24 - Marc Meglio, CDLP® with Family Law Attorney, Matthew Dolan
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Tune in to the latest episode of the Divorce Podcast, hosted by Marc Meglio, CDLP®, as he interviews Family Law Attorney Matthew Dolan on how trust and open communication are essential for maintaining control over your divorce proceedings and achieving a satisfactory outcome. More About Attorney Dolan: Matthew F. Dolan is a lifelong resident of Con…
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Name, Image, Likeness: The Rise of Ally Batenhorst and the Student-Athlete Entrepreneur
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In this episode, Joe is joined by Ally Batenhorst, a star volleyball player who has taken advantage of the new NCAA rules allowing student-athletes to profit from their name, image, and likeness (NIL). Ally discusses her journey from being a talented youth player in Texas to committing to playing volleyball at the University of Nebraska. Ally share…
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Squigs Beauty: Happy Headcare Rooted in Ayurveda
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Squigs is the first South Asian-owned and inspired brand to be on shelves in Urban Outfitters. It was also awarded the Allure Best of Beauty Award for the Best Hair Oil under the clean category. In this episode, Adam Torres and Nikita Charuza, Founder & CEO of Squigs Beauty, explore the Squigs journey and how Nikita went from fashion and beauty edi…
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This week on the Retire While You Work ® Podcast, the team explores the advantages and drawbacks of having a credit card. Will credit cards enhance your financial strategy or lead to hefty interest fees? Take control of your credit cards and gain insights into whether they align with your needs.
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Insurance Q&A: Coverage Gaps, Coinsurance, Ordinance & Law, Worker’s Comp, and More | Tom Panos
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In this episode, we sit down with Tom Panos, an experienced insurance agent, to dive into the critical aspects of commercial property insurance. We'll explore a range of important topics, including common policy missteps, such as underestimating building values or falling into coinsurance traps, and how to spot and fill coverage gaps. From the bene…
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Innovating in Entertainment: UTA President David Kramer's Blueprint for Thriving Amid Industry Disruption
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In this episode, Joe sits down with David Kramer, President of the leading global talent, entertainment, sports, and advisory company, United Talent Agency (UTA). David shares his remarkable journey from starting in the UTA mailroom in 1992 to rising through the ranks to become President, offering inspiring insights on perseverance, hard work, and …
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EP: 32.24 - Amy Valdivia, CDLP® with Divorced Homeowner, Jamie Christensen
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Tune in to the latest episode of the Divorce Podcast by the Divorce Lending Association! Join host Amy Valdivia, CDLP®, as she interviews Jamie Christensen, a divorced homeowner, about her journey through divorce. Discover valuable insights and personal experiences that can help you navigate your own path. Don't miss it! #DivorcePodcast #DivorceSup…
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This week's installment of the Retire While You Work Podcast ® delves into the importance of contributing to your 401k. The team explores the benefits and drawbacks of saving for retirement through your employer. Tune in for valuable insights and practical advice to enrich your financial path.
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The Art and Science of New Happy with Stephanie Harrison
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This week Joe discusses the Science of Happiness with guest Stephanie Harrison, a well-being expert whose new book, NEW HAPPY debunks society's myths about happiness. Stephanie reveals the counterintuitive secrets to true fulfillment, providing a step-by-step guide with insightful artwork to unwinding "Old Happy" mindsets and using your unique gift…
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Creating The Retreat Costa Rica and Truth Bar
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What was the vision behind creating The Retreat Costa Rica and Truth Bar? In this episode, Adam Torres and Diana Stobo, Founder and CEO at Truth Bar and The Retreat Costa Rica, explore Diana's businesses and entrepreneurial vision. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and t…
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The Rohl Model: Marketing Luxury and Transitioning to Entrepreneurship
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38:27
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Joe welcomes Greg Rohl to the podcast. Greg has over 30 years of experience successfully marketing luxury products in a traditionally commodity-driven industry. Greg is now a coach and educator, helping professionals develop compelling storytelling abilities to connect the value of their premium offerings to customers' unmet needs. An expert in fig…
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#4 - Sasha Orloff, Co-Founder & CEO at Puzzle
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Sasha Orloff, Co-Founder & CEO at Puzzle. What you’ll get out of this episode: Sasha Orloff's Vision for Puzzle: Describes Puzzle as a transformative combination of QuickBooks, OpenAI, and Stripe, aiming to automate and enhance financial processes …
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Creating Spaces Where Wealth Meets Spirituality and Doing Business Becomes Effortless
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Can spirituality and business combine effortlessly? In this episode, Adam Torres and Aelia Kos, Startup Founder, Modern Mystic & Experiences Designer at The Universe of Aelia Kos, explore the future of the luxury retreats and experiences industry and The Universe of Aelia Kos. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for…
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On this week's episode of the Retire While You Work® podcast, Myles and Carson dive into the critical topic of managing debt. They explore the nuances of various debt types, explaining why some can be beneficial while others may pose challenges. Tune in to gain valuable insights as the team offers practical strategies to help you navigate your fina…
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The Wine Industry in the Kingdom of Bhutan
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Bhutan Wine Company currently has approximately 200 acres of vineyards, growing 16 different grape varietals—nine red and seven white—spread across nine sites in Bhutan. In this episode, Adam Torres and Michael Juergens, Founder of Bhutan Wine Company, explore the Bhutan Wine Company story and plans for growing the wine industry in Bhutan. Follow A…
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How to Evaluate Deals, Partners, and Property Managers | Dan Brisse
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In this episode, Dan Brisse shares his journey for success from pro snowboarder to multimillion-dollar real estate investor and his top strategies for success. Learn how grit and passion helped him transition careers, scale up through strategic partnerships, and take advantage of today's buying opportunities. Dan provides insider tips for passive i…
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Exiting Right: Sharon Heaton on Selling Your Business Successfully
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Today, Joe Pardavila talks with Sharon Heaton, founder of sbLiftOff, a firm serving commercial and government contracting companies, and author of the book "LIFT OFF: 12 Things to Know Before You Sell Your Company." The discussion centers around the topic of what happens after entrepreneurs have built, scaled, and grown their businesses—the process…
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Redefining Travel: Immersive Travel Through Education and Recreation
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The Hybrid Tours is a travel company that combines fun and culturally immersive experiences. In this episode, Adam Torres and Sibu Szymanowska, Co-Founder of The Hybrid Tours, explore The Hybrid Tours and traveling. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Ap…
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In this week's installment of the Retire While You Work Podcast®, Myles and Carson delve into Retirement Distributions, focusing particularly on the 4% rule. They dissect this principle and assess whether it still holds as a dependable strategy for retirees striving for financial stability that holds up in all market and economic environments.…
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Arabica Coffee House Partners with Mission Matters
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Arabica Coffee House is on a mission to provide the best tasting coffee in the business. In this episode, Adam Torres and Scott Hagg, President of Arabica Coffee House, explore the Arabica Coffee House story and why it's partnering with Mission Matters to get the word out about its superior product. Learn more and experience the coffee for yourself…
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