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Retire While You Work®

Adams Wealth Partners

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Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®". Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to ...
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Are you an aspiring entrepreneur or a seasoned business owner looking to sharpen your skills and grow your business? The Default Profitable podcast delivers powerful lessons from real Indianapolis-area business owners who have navigated the ups and downs of starting, running, and scaling their ventures. Join Matt Nettleton and tap into a wealth of knowledge and firsthand experiences, learn to avoid common pitfalls, and stay ahead of industry trends. Whether you’re launching your first ventur ...
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The Plan for Happy Podcast

Adam Walkom and Adrian Johnson

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Maandelijks
 
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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In this episode of the Default Profitable Podcast, host Matt Nettleton interviews Phil Powell, a partner at Express Employment Professionals. Phil shares his journey from being a staffing consultant to becoming a partner in the business. He discusses the importance of defining personal and professional goals, the transition from employee to owner, …
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In this episode Matt Nettleton interviews Arrick Garringer, the founder of Windmill Marketing, is a brand strategist, creative director, and graphic artist with over 25 years of experience. He helps nonprofit organizations, mid-sized businesses, and niche manufacturers strengthen their brands and improve ROI. Arrick bridges the gap between sales an…
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In this episode, Matt Nettleton interviews Brian Adams, the owner of Godby Hearth & Home, a fireplace business. Brian shares his journey of starting and growing his own business, highlighting the challenges he faced and the lessons he learned along the way. He emphasizes the importance of understanding the human resource element in small businesses…
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In this episode, Matt Nettleton interviews Jay Balunas, the founder of Angry Ape Creative, about his journey of starting and growing his own business in the marketing industry. Jay shares his experiences, successes, failures, and lessons learned along the way. They discuss topics such as the importance of having a plan, the challenges of running a …
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mo Al Adham, Founder & CEO at Frec. What you’ll get out of this episode: What is Frec?: Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing. The Evolution of Index Investing: Frec offers a modern t…
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In this episode, Matt Nettleton interviews Amanda Parker, the president and owner of Collective Alternative, a full-service marketing firm. They discuss Amanda's journey of starting and growing her business, the importance of strategy in marketing, and the challenges and rewards of being a business owner. Amanda shares her passion for helping small…
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In this episode, Matt Nettleton interviews Dan Oldham, the third-generation owner of Musicians Repair and Sales, Indy's oldest music store. They discuss Dan's journey in taking over the family business, the challenges he faced, and the lessons he learned along the way. The key themes of the conversation include the importance of delegation, managin…
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Inflation is a hot topic these days, and it's impacting all aspects of our lives, including our investments. On the latest episode of the Retire While You Work Podcast®, our team discusses the current market conditions and explores the fluctuating effects of inflation on your portfolio.Don't forget to like, subscribe, and tune in for essential tips…
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In this episode Matt Nettleton interviews Cindy Dunston Quirk. Cindy is the founder of Scout and Zoe's, shares her journey of starting a business focused on creating nutritious treats for pets. She started the business in 2010 after her own dogs developed allergies and she couldn't find suitable treats for them. Cindy's first product was antler che…
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Zuben Mathews, Co-Founder & CEO at Brigit. What you’ll get out of this episode: Brigit is the most downloaded financial health app in the U.S., offering tools like paycheck advances, credit building, and personalized advice. Zuben Mathews explains …
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In this episode, Matt Nettleton interviews Dan Houk, the owner of PODS (Pet Order Disinfectant Solutions), a business that provides cleaning, sanitizing, and disinfecting products for the animal world. Dan shares his journey of starting and growing his niche business, highlighting the importance of passion and understanding the market. He discusses…
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Sometimes, a job change comes out of nowhere, and other times, it's simply the right moment for a new chapter. Either way, it can leave you feeling financially vulnerable. On this week's episode of the Retire While You Work® Podcast, Myles and Carson dive into practical strategies for managing your financial plan when transitioning to a new job. Th…
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The replay from our webinar with Michelle Norris, Nutrition 101 – Eating for Aging, is now available. During the webinar, Michelle discussed the crucial role of different types of foods in influencing the body's ability to combat aging and other external factors. Here are a few key points that Michelle touched on in her presentation:1. Defining the…
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 1 Andrew Elsener. Listen as Andrew Elsener talks about the passion that has grown Spot from two guys sitting at card tables to more than 700 employees. Lasting relationships are built on the ability to deliver. At Spot, …
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 2, John Ryan. This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 2, John Ryan. John Ryan serves as Chief Executive Officer of OrthoIndy, the …
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Bobby Pinero, Co-Founder & CEO at Equals. What you’ll get out of this episode: Bobby Pinero’s journey from Intercom analyst to CEO of Equals. How Equals aims to simplify financial modeling for spreadsheet lovers. The challenges of creating user-fri…
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 3, Ron Brumbarger. Ron has built grown and exited two companies. His bio is extensive. Here is a brief summary "An enthusiastic servant leader with executive-level experience in motivating teams, applying technology and …
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 4 Shane Araujo. Meet Shane Araujo, President and Co-Founder, 3BG. As a lifelong salesperson, Shane has seen a lot. As a business owner, Shane has taken a small traditional family-owned business and rebuilt it as a fast-g…
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 5, Jared Juett. Jarred Juett is the CEO of 1909 DIGITAL, a digital marketing agency focused on building better marketing programs for organizations of all sizes, with a focus on catapulting non-profits into the 21st cent…
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Planning for medical expenses in retirement is a crucial part of financial planning. In this video, we break down key strategies to help you prepare for healthcare costs in your golden years. Learn about the importance of budgeting for medical expenses, understanding Medicare and supplemental insurance options, and building a health savings account…
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 6 Jimmy Dulin. In this episode, Matt Nettleton interviews Jimmy Dulin, a long-term client, friend, and competitor in the real estate industry. Jimmy shares his journey from getting into real estate in 1991 to becoming th…
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 7, Paul Schwartz. Paul is approaching 20 years of coaching experience at the collegiate, high school, and 2018 state champion level. Paul has trained at least 30 plus players in the NBA, hundreds of collegiate players, a…
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On this week's episode of the Retire While You Work® Podcast, the team discusses various strategies for saving towards your children's college education. While it may often feel early to plan for college when it seems so far off, the truth is that it can arrive quicker than anticipated. Join hosts Carson Odom, David Adams, and Jeri Anne Agee as the…
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 8, Andrew and Celia Yeo. Founder Glenn Foy started Best Equipment and Welding in his 800 square foot garage in 1983 as a one-man crew servicing dock equipment. Best Equipment and Welding now operates from a 21,000 square…
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 9, Doug Zabonick. In this episode, Matt Nettleton interviews Douglas Zabonick, the president of Patriot Engineering and Environmental. Doug joined Patriot in June, 2015 as the leader of the Environmental Practice and was…
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On this week's episode of the Retire While You Work Podcast®, the team explores the current market conditions and economy. The discussion examines market trends, the factors contributing to market volatility, and the potential implications for retirement planning. Carson Odom, David Adams, and Myles Zueger will explore the effects of recent market …
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This month we will dip into the archives and repost the 10 most popular episodes from our first 100 episodes. Coming in at number 10, Jonathan Walla. In this episode, host Matt Nettleton interviews Jonathan Walla, owner of Walla Painting, about his journey as a small business owner. Jonathan shares his experience starting with a lawn care business …
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As the technology sector experiences ongoing growth, its influence gradually extends into various industries, impacting and transforming them in various ways. On this episode of the Retire While You Work ® Podcast, Carson, Jeri Anne, and Myles explore the advancements in technology being implemented by the financial industry, including revolutionar…
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In this episode, Matt Nettleton is interviewed by Lorraine Ball about his experience hosting the Default Profitable Podcast. Matt shares his journey from being a guest on Lorraine's podcast ( Episode 1 )to starting his own show. He discusses the importance of planning and adapting, the value of connecting with local business owners, and the need fo…
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In this episode Matt Nettleton interviews Millie Hindes. Millie Hindes, founder of Watergate Roofing, shares her journey of starting and growing a contracting business. Millie Hindes is the FOUNDER of Watergate Roofing. Please do not assume it was her husband's company or her Dad left it to her. She got into the roofing industry after meeting storm…
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Establishing consistency is crucial for freelancers and gig workers, whose jobs often involve variability. In the latest episode of the Retire While You Work® podcast, Carson and Myles discuss financial planning for freelancers and gig workers. They discuss how implementing effective routines and structuring their own benefits can help create stabi…
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In this episode Matt Nettleton interviews Jeremy York. Jeremy York is the founder and president of InvigorateHR, an LGBTBE-certified HR consulting firm that develops tailored solutions to help clients enhance employee performance, improve workplace culture, and drive overall business success. With over two decades of experience in human resource st…
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Renato Villanueva, Co-Founder & CEO at Parallel. What you’ll get out of this episode: Renato Villanueva shares the inspiration behind founding Parallel and the excitement of solving tough problems. The critical role of financial forecasting in the …
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In this episode Matt Nettleton interviews Brian Schroeder, founder of Preventia. Brian shares his journey of starting a business focused on preventive care and wellness. He discusses the limitations of traditional healthcare models and the need for a proactive approach to health. Brian emphasizes the importance of building relationships and focusin…
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In this episode, Matt Nettleton interviews Lesley Crane. Lesley is CoFounder and Creator of DiversiFind. DiversiFind is a software company that is designed to support diverse-owned companies as they market themselves to companies that want to diversify their spend. DiversiFind also helps companies advertise solicitation and job opportunities so tha…
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In this episode, Matt Nettleton interviews Ben Conner, CEO of Conner Insurance, about the issues surrounding health insurance and healthcare in the United States. Ben discusses the high costs of healthcare and health insurance, the need for employers to take ownership and manage the supply chain, the importance of price transparency and quality inf…
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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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In this episode, Matt Nettleton interviews John Gause, the President and CEO of Apex Benefits, a nationally focused employee benefits company. John shares his journey of starting and growing his business, including the challenges he faced and the lessons he learned along the way. He emphasizes the importance of hiring the right people, having a cle…
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In this episode, Matt Nettleton interviews Scott Hill, a small business owner, about his experiences starting and running multiple businesses. Scott shares stories from his entrepreneurial journey, including successes and failures. He emphasizes the importance of having a passion for the business and seeing economic opportunities. Scott also discus…
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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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In this episode, Matt Nettleton interviews Steve Rupp, the owner of Steve Rupp Coaching, about starting and growing a coaching business. Steve shares his background in residential real estate and how he transitioned from being a realtor to a coach. He emphasizes the importance of taking time off, setting boundaries, and having an exit strategy. Ste…
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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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In this episode, Matt Nettleton interviews Brad Seaman, the CEO and co-founder of Monster Connect, a platform that combines AI and human intelligence to help businesses connect with decision makers. They discuss the importance of cold calling in generating new business and the challenges of getting the right people on the phone. Brad shares his jou…
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In this episode Matt Nettleton interviews James Coppola, owner of the dumpster rental company Bin There Dump That. James shares his journey of starting and growing his business. He discusses how he transitioned from the motorsports industry to the waste management industry and the challenges he faced along the way. James emphasizes the importance o…
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In this episode, Matt Nettleton interviews Jay Beatty, the founder of Vellamon, a financial services firm. Jay shares his journey of starting and running a business focused on retirement planning. He emphasizes the importance of understanding how money works and the need for advanced financial literacy in retirement and exit planning. Jay discusses…
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In this episode, Matt Nettleton interviews Jeff Crane, a business owner and franchise coach, about his journey of starting and running a business. Jeff shares his experience of being downsized multiple times in his advertising career and his decision to buy a business instead of looking for another job. He explains the difference between buying a j…
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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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In this episode, Matt Nettleton interviews Emily Krueger, the president and CEO of 16 Tech Community Corporation, a nonprofit organization focused on creating a destination for innovation and entrepreneurship in Indianapolis. They discuss the challenges and successes of starting and growing a nonprofit, the importance of building a strong team and …
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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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