Retire While You Work® Podcast
Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All EpisodesJoin us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All Episodes
To Our David Adams Wealth Group Friends and Family,
What a year this has been, and as cliché as it is to say, boy did it go by fast! This year started off on the personal side dealing with a very delicate issue with my mother’s health, as many of you know about already. Signs of early dementia crept in and sent the family into a whirlwind for a few months, and also brought us closer together. I experienced some very intense emotions during this period and learned a lot, ultimately partnering with my sister and father to find the proper care for my mother. I’m proud to say that we are currently in a very stable care situation for her at home with my dad and a good group of doctors watching over us. My heart goes out to any of you dealing with similar family dynamics and caretaking loved ones. My heart is just so happy to be able to spend some quality time with my mother again after what felt like may be no more. I cannot stress how valuable every moment is with those we love, and how time is the true currency…
Which leads to one of the most fulfilling parts of my journey on the business side with the January release of “The Currency of Time”, my first book that was dedicated to my amazing, loving, and selfless parents. It’s been so fun sharing my message, speaking to book clubs and groups around town (and out of town), and helping more people than I was previously able to one on one in our office. Thanks to all of you who supported and encouraged me through the process, and who read my message and shared it with others. You are the best!
Many of you know that this season of life for me has introduced the deep desire for world travel and accumulating experiences and memories. I had a great time going to Bali and Singapore this summer with my best friends, Josh and Carly, and their daughter, Luna. This amazing journey was followed up during the Fall with a trip to South Africa for the Raymond James Chairman’s Council Trip, in which we experienced safaris in Krueger National Park, Victoria Falls in Zimbabwe, and Table Mountain in Cape Town. I feel so blessed and fortunate for this time with dear friends seeing God’s beautiful creations. I am currently working on my travel Vision Board for 2020 and hope to share it with you soon.
I look forward to being with family over the holidays, cherishing every hug and “I love you” with my mother, and watching my niece turn 11. As we get ready to wrap up another year, we wish you and your family as many warm days and family gatherings as possible.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Adams Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Adams Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP® holders at Adams Wealth Partners, LLC are: David Adams, Myles Zueger, Carson Odom, Spencer Provow, and Nick Wolf.
CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
CFA holders at Adams Wealth Partners, LLC are: Anthony Breen.
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.
The 2026 Nashville Business Journal Best Places to Work award is based on employee surveys evaluated by Quantum Workplace. To be considered, a company must have a minimum of 10 employees, be located in one of the following counties in TN: Cheatham, Davidson, Maury, Montgomery, Robertson, Rutherford, Sumner, Williamson, or Wilson, and pay a participation fee of $250. Of 100+ companies considered, 40 were recognized. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's past or future performance. Raymond James is not affiliated with Nashville Business Journal or Quantum Workplace.
Barron’s Top 1,500 Financial Advisors 2026, is based on the period from 09/30/2024 – 09/30/2025 and was released on 03/20/2026. 7,855 nominations were received and 1,500 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4smNviU.
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James is not affiliated and does not endorse the above-mentioned organizations.
Nashville Wealth Management & Financial Advisors | David Adams CPA, CFP® | Copyright © 2026 | Raymond James Privacy Notice | Raymond James Legal Disclosure