Instructor: David Adams
The world of personal finance has become a challenging, intertwined and often complex place. Join radio show and podcast host, author, speaker, and Raymond James wealth manager DAVID ADAMS as he demystifies finance through his “3 Buckets Principle” of money management. Irrespective of where you are in your financial planning, this fresh philosophy will allow you to build a fluid, lifelong financial plan that grows and adapts to your changing needs.
Financial advisor and radio host David Adams is a Certified Financial Planner (CFP) professional and CPA in Nashville, Tennessee. As President of David Adams Wealth Group, LLC, an Independent practice offering securities through Raymond James Financial Services, Inc., David is dedicated to helping his clients live well and retire, too. For more than 15 years, David has been committed to the financial well-being of his clients, and now more than ever, David is dedicated to changing an industry he feels is broken. His passion for the business centers around helping people restore vital balance and financial strength through life’s many transitions- selling a business, loss of a loved one, marriage, divorce, retirement, etc.
In 2016, David Adams launched his Retire While You Work radio show, a weekly show on Nashville Newsradio 1510 WLAC and iHeart Radio, offering financial advice and answering listener’s financial questions. David also launched the companion website, RetireWhileYouWork.com, and e-book to share his philosophy of changing retirement in America and offer additional resources to his listeners and readers.
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