Listen to Episode 40: iTunes – Spotify – Stitcher – Soundcloud
Financial advisor and radio host David Adams is a CERTIFIED FINANCIAL PLANNER™ 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.
Topics discussed:
- Learning to manage money at a young age
- Becoming a CPA and CFP®
- Working with musicians in Nashville, TN
- 3 buckets of money
- Saving an emergency fund
- Credit card debt
- Self employment tax
- Music industry income levels
- The responsibility of money
- Abundance mindset
- Making decisions that align with our values
- Disability and life insurance
- Wills and estate planning
- Umbrella insurance
- Money scripts
- Starving artist stigma
Resources & names mentioned:
- Retire While You Work
- The Currency of Time by David Adams
- eTrade
- Dave Ramsey
- Mindset by Carol Dweck
- Prince died three years ago, his estate is still unsettled: Here’s why
Connect with David:
Thanks for listening and keep thriving!