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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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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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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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 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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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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#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
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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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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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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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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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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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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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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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#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
19:24
19:24
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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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Redefining Travel: Immersive Travel Through Education and Recreation
11:54
11:54
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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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22:35
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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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Ep: 31.24 - Adam Coleman, CDLP® with Certified Divorce Financial Analyst, Hazel Secco.
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Gain invaluable insights on navigating the financial complexities of divorce with Adam Coleman and Hazel Secco on the latest episode of the Divorce Podcast by the Divorce Lending Association. From asset evaluation to post-divorce planning, discover the path to financial clarity with a Certified Divorce Financial Analyst (CDFA). Listen now! More abo…
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#3 - Exploring Venture Debt with Christopher Lay, Founding Partner of LEONID
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Christopher Lay, Founding Partner at LEONID. What you’ll get out of this episode: Chris Lay's Background: Transitioned from neurobiology into finance, co-founding LEONID to leverage government contracts for venture debt. LEONID's Investment Strateg…
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What Are the Differences in Cash Accounts?
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On this week's episode of The Retire While You Work ® Podcast the team discusses various cash account options essential for financial planning, including checking, savings, money market accounts, and I-bonds.
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EP: 30.24 - Marcia Zigler, CDLP® with Divorce Realtor, Katie Dorr
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Tune in to the latest episode of the Divorce Podcast as Marcia Zigler, CDLP®, chats with Divorce Realtor Katie Dorr about the crucial role of patience, empathy, and expertise in navigating divorce. Listen now for insightful advice on choosing the right support. More about Katie: With a profound focus on Divorce real estate, I bring a unique blend o…
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EP 29.23 - Amy Valdivia, CDLP® with Partner, General Counsel, and Wealth Advisor, Patrick Kilbane
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Unlock invaluable insights on finding your ideal legal team in the latest episode of the Divorce Podcast by the Divorce Lending Association. Host Amy Valdivia, CDLP, chats with General Counsel and Wealth Advisor, Patrick Kilbane, revealing why the perfect fit is crucial for navigating your divorce journey effectively. More about Patrick: Pat joined…
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Today's Insurance Market: Premium Hikes and Replacement Cost Increases | Tom Panos
48:59
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Today we have a special guest who understands the complexities of the commercial insurance market from all angles. Tom Panos has been a leading commercial insurance broker for over 20 years, protecting the assets of real estate investors across property types and geographies. Tom also keeps a close eye on the ever-changing insurance landscape. From…
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Labour’s tax policy predictions with Nimesh Shah, CEO of Blick Rothenberg
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48:46
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Today’s discussion looks at the prospect of a Labour Government in the UK and what it means for taxation policy. I am joined by Nimesh Shah, CEO of Blick Rothenberg, a chartered accountants and tax advisory business. Nimesh and I dig into the announcements, rumours and reports on what we can expect potentially in a few months time. In detail we dis…
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Leisure Travel and the Changing Way of Living
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17:41
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Nova Haus aims to bring a new experience to leisure travel. In this episode, Adam Torres and Tyler Jordan, General Partner at Nova Haus, explore Nova Haus and plans for its expansion. 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 our podcast…
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In regions with a booming real estate market, clients often wonder if including rental properties in their investment portfolio is necessary. In this week's episode, Myles Zueger and Carson Odom explore how real estate can complement an investment strategy, discuss the advantages and disadvantages, and offer strategies for those who prefer not to m…
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Financing, Chicago, and How To Win Deals w/ Steve Kundert, Jordan Gottlieb, and James Nelson
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In today's episode, we're taking a look back at some of the most influential conversations from the early days of our podcast. Steve Kundert, Senior Vice President at CBRE, shares his vast experience in originating over $10 billion in commercial real estate loans, offering key advice on securing debt from diverse capital sources for a competitive e…
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#2 - Exploring the Future of Banking with Brian Pillmore
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Brian Pillmore, Founder and Chief Executive Officer at Visbanking What you’ll get out of this episode: Career Transition: Brian Pillmore discusses his journey from engineering to finance, emphasizing the problem-solving mindset developed during his…
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The subject of children and financial literacy is a recurring theme among our clients. David Adams, Myles Zueger, and Jeri Anne Agee from Adams Wealth Partners explore various methods for teaching your children about money management and instilling smart financial habits from a young age.
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The Heavens ATX: An Eco Luxurious Boutique Hotel and Wellness Resort in Austin TX
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"The Heavens" is an innovative eco-luxury retreat, event space, and wedding destination, set to address the glaring absence of upscale, sustainable accommodations near the F1/Nascar Circuit of The Americas in East Austin, Texas. In this episode, Adam Torres and Dan Mages, Cofounder & Client Relations of The Heavens ATX, explore The Heavens ATX and …
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How To Combine Finances After Getting Married
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18:05
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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.
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Creating Products for People of Various Skin and Lip Tones
32:24
32:24
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Pound Cake is an award-winning pro-Black, pro-fat, and pro-queer cosmetics company creating products for people of various skin and lip tones. In this episode, Adam Torres and Camille Bell, Co-founder & CEO at Pound Cake, explore the Pound Cake story and Camille's plan to scale. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ f…
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EP: 28.24 - Marc Meglio, CDLP® with Licensed Mental Health Professional, Dr. Beth Karassik
15:27
15:27
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Don't miss out on the latest episode of the Divorce Podcast by the Divorce Lending Association! Host Marc Meglio, CDLP, sits down with Licensed Mental Health Professional, Dr. Beth Karassik, to discuss navigating divorce with mindfulness and resilience. Remember, amidst the storm, take a breath and tackle one piece at a time. You've got this. More …
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EP: 27.24 - Adam Coleman, CDLP® with Collaborative Attorney, Robin Mermans, Esq.
19:22
19:22
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Tune in to the newest episode of the Divorce Podcast by the Divorce Lending Association! Host Adam Coleman, CDLP, dives into the importance of collaboration in divorce with special guest collaborative attorney Robin Mermans. Discover why it's more than just reaching agreements - it's about dignity, understanding, and prioritizing well-being. Don't …
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From Corporate Finance to Commercial Real Estate - Tyler Lyons, Asym Capital
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55:18
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Tired of the nine-to-five grind, Tyler Lyons made a bold move - he left behind a successful corporate accounting career to break into commercial real estate. Now he shares the story of his journey, along with insider tips for navigating today's shifting market. And learn why his firm, Asym Capital, invests exclusively in Phoenix multifamily. Highli…
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#1 - Rain's Financial Wellness Game Changer with Frederic Choquette
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Join us on the very first episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Frederic Choquette, Chief Operating Officer at Rain. What you’ll get out of this episode: Meet Rain and Frederic Choquette: At Rain, led by COO Frederic Choquette, the mission is clear: transform how employees access their earnings and promote f…
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