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In our latest episode of Retire While You Work®, we sit down with Dan Hanson of Neuberger Berman to break down what’s really happening beneath the surface of today’s market—across AI, geopolitics, and even space.From portfolio concentration and global risks like tariffs and supply chains, to a reality check on the AI trade—this conversation goes beyond the headlines. Where is capital actually going, and which companies have true staying power versus becoming commoditized?We also dive into SpaceX—from launch cost breakthroughs to the Starlink growth flywheel—and what a future IPO could mean for investors.A timely conversation on where value is being created and how to think long-term in a rapidly changing market.

The Retire While You Work® team sits down with Scott E. Augenbaum, retired FBI Supervisory Special Agent and one of the nation’s leading experts in cybercrime prevention. With 30 years of investigative experience, Scott shares real-world insights on how cyber threats impact your finances—and what you can do to protect yourself and the people who depend on you. From safeguarding personal information to strengthening your financial security, this conversation highlights why online safety is a critical part of any financial plan.

Our next episode of the Retire While You Work® Podcast is live, continuing our Women and Wealth series with special guest Lucy Miller, Founder of Women Connect.In this conversation, the team sits down with Lucy to hear the story behind Women Connect — what inspired her to start it, the gap she saw in professional women's networking, and the purpose she found in bringing women together.They talk about why real, in-person connection matters and how Lucy's passion for connecting others led her to build a community that has grown across multiple states and continues to impact the lives of business women every day.Lucy also shares her heart behind Women Connect and why she believes that when women come together to collaborate and support one another, something truly powerful happens.Together, they explore the deeper purpose in community — why it matters, what it can unlock, and how finding your people can shape both your personal and professional journey.Tune in to hear an inspiring conversation about the power of connection and why the community you build today can make a meaningful difference for the years ahead.

Our next episode of the Retire While You Work® Podcast is live, continuing our Women and Wealth series with special guest Olivia Hails from Janus Henderson Investors. In this conversation, the team sits down with Olivia to explore why financial education is so important for women—particularly when it comes to long-term financial planning. They talk about how life events such as career breaks, caregiving responsibilities, and longer life expectancies can uniquely shape women’s financial journeys, making it even more important for women to feel confident participating in financial decisions. Olivia also shares insights from her experience working in the financial industry and why creating spaces where women feel comfortable asking questions and engaging in conversations about money can make a lasting impact. Together, they discuss the value of building financial knowledge early, encouraging open dialogue around finances, and helping women take an active role in planning for their futures. Tune in to hear a thoughtful discussion about empowering women through financial education and why being part of the financial conversation today can make a meaningful difference for the years ahead.

To kick off Women's History Month, the Retire While You Work team is bringing you a conversation you don't want to miss. Myles sits down with Jeri Anne for a candid and eye-opening Q&A regarding our Women & Wealth series — covering everything from the basics of financial literacy to the life-changing habits that help women build lasting wealth. They also dive deep into the Great Wealth Transfer and what it means for women stepping into financial power right now. And if you love what you hear, take it a step further — join us at one of our Women & Wealth Luncheons, where we bring women together in an intimate setting to learn, grow, and take real steps toward financial freedom. 💡 A seat at this table could change everything.

In this episode, the Retire While You Work® team answers real questions submitted by listeners about the market, personal finances, retirement planning, tax strategy, and more. From navigating market volatility to making smarter long-term financial decisions, we’re breaking down what matters most — clearly and practically. Have a question you’d like covered in a future episode? Leave it in the comments.

In this episode of the Retire While You Work® podcast, Carson and Myles break down the February market update, exploring how AI industry trends are shaping the stock market, the decline of software companies, and what it means for investors. They also dive into the housing market, comparing whether renting or buying makes more sense in today’s economy. Stay informed on stock market analysis, AI investing, and real estate strategies to make smarter financial decisions.

If you’ve ever thought, “I should be further along by now,” you’re not alone.On the Retire While You Work® podcast, Carson, Myles, and Jeri Anne unpack that feeling and break down what real financial progress actually looks like—covering financial planning, retirement strategy, and how small, intentional decisions can build long-term wealth momentum, no matter where you’re starting.

Even the best financial plans can fall apart—and it’s rarely because of the numbers.In this episode of the Retire While You Work® Podcast, Jeri Anne Agee and Myles Zueger unpack why well-intentioned plans fail in real life. From emotional decision-making and inconsistent follow-through to life changes that require flexibility, they explore the gaps that quietly derail progress.This conversation focuses on what actually keeps a plan working over time—and how aligning your strategy with real life helps protect the most important currency you have: time.

On this episode of the Retire While You Work® Podcast, Jeri Anne, Myles, and Carson kick off the new year by sharing their financial goals and priorities for the year ahead. They walk through their personal “ins” and “outs,” offering a practical look at how they set goals, track progress, and stay accountable throughout the year.If you’re using the New Year as a reset for your finances, this episode offers real-world ideas you can apply to your own planning. Tune in, and don’t hesitate to reach out if you’d like help reviewing or refining your financial goals for the year ahead.

As 2025 wraps up, Carson is joined by Adams Wealth Partners’ Spencer Provow, CFP®, and Anthony Breen, CFA®, to recap the year and look ahead to 2026. They cover the top-performing sectors of 2025, key takeaways for investors, and what’s next with the Magnificent 7, space-based data centers, and the IPO market.This conversation provides clear insights on market trends, investment opportunities, and potential risks for the year ahead.

On this episode of Retire While You Work®, Carson and Jeri Anne sit down to discuss how hidden costs can quietly derail your financial plan. From forgotten subscriptions to small recurring fees, these overlooked expenses can add up fast and slow down your progress toward financial freedom. They break down where these hidden costs typically hide, how to identify them in your own budget, and actionable strategies to reclaim that money—so your plan stays on track, and your future stays secure.

The holidays teach us a lot about money—from overspending traps to the value of planning. In this episode, Myles and Jeri Anne break down what this season can show us about budgeting, generosity, stress spending, and setting yourself up for a stronger new year.Tune in for actionable tips you can actually use this season.

In this episode of Retire While You Work®, Carson and Myles sit down with Investment Director of Federated Hermes, Jordan Stuart, for a high-level breakdown of what’s really moving the economy right now. From the rise of AI and power infrastructure to biotech innovation, small-cap opportunities, gold’s momentum, and Mag 7 concentration—Jordan walks through the charts and trends shaping today’s market landscape. Together, they explore how these forces may influence long-term investors, financial planning decisions, and the broader outlook for 2025.

💡 New episode of Retire While You Work® is live! Carson, Myles, and Jeri Anne dive into how you can make your charitable giving meaningful while staying on track with your financial goals.We explore strategies to give with purpose, make a lasting impact, and integrate giving into your overall financial plan. From practical tips to thoughtful approaches, this episode shows how generosity and smart planning can go hand in hand.Learn how to make a difference for others while building a stronger financial future for yourself.