New Year, Smart Goals: Planning Your Finances for 2026

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.

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📍About Adams Wealth Partners
Adams Wealth Partners is a Nashville-based financial advisors who specialize in wealth and retirement plans that provide you with the most important currency: time. Time to do the things you want with the people you love. Time not worrying about how you’re going to pay for retirement. Time enjoying life. Our professional team of wealth advisors are here to help make sure that planning for your financial future is time well spent.
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🎙About Retire While You Work Podcast
The Retire While You Work® Podcast is all about empowering you with financial literacy, from retirement planning and personal finance to estate planning and beyond. Coined from David Adams book, "The Currency of Time", the podcast focuses on the principle that you CAN retire while you work and create opportunities to spend time with the ones you love while also keeping a strong financial standing. Catch the latest episode every Friday, featuring financial planners Carson and Myles, and sometimes special guests like David Adams or Jeri Anne Agee.