Red Carpet Retirement™

Apr 23 2024 4
Red Carpet Retirement™ Podcast artwork

Welcome to Red Carpet Retirement™ with Adam Scott from WellAcre Wealth Management, LLC. In this podcast, we provide strategies and tools so those in the entertainment and creative industries can achieve greater financial and retirement security. We help make work optional so you only work when you want on the projects you love, with the people you like. Join us for this journey where we explore financial planning for creatives and business owners within the entertainment industry as Adam draws from years of expertise and guest experts to increase your certainty of a Red Carpet Retirement.

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Raising Financially and Mentally Healthy Kids amidst Affluence, with Liz Mohler (Ep. 21)

Apr 23 2024 37 mins  
What’s the secret to raising financially and mentally healthy young adults? This is never easy, and for wealthy families it can be particularly challenging. This week on Red Carpet Retirement, Adam Scott, CFP® teams up with Liz Mohler, an esteemed ICF-accredited career and life coach, to explore the complex but crucial topic of raising financially … Read More Read More

Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)

Mar 12 2024 36 mins  
They say retirement is like a second childhood—except this time, you’re the one in charge! It’s time to set new goals! This week on Red Carpet Retirement, Adam speaks with Liz Mohler, an esteemed ICF-accredited career and life coach, about setting goals in retirement. While focusing on the importance of goal setting and finding purpose, … Read More Read More

2023 Market Wrap-Up and 2024 Projections (Ep. 19)

Feb 19 2024 25 mins  
2023’s market forecasts were dark, but the markets kept out of the shadows. Let’s take a look at what we think 2024 may look like. This week on Red Carpet Retirement, Adam Scott reflects on 2023’s financial market outlook. Looking forward into 2024, he talks about the potential impact of the Federal Reserve’s policies, inflation, … Read More Read More

How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)

Jan 22 2024 30 mins  
Are you looking for ways to maximize your tax-advantaged retirement savings bucket? (In other words, a savings bucket where both growth and withdrawals are tax-free!) A mega backdoor Roth 401(k) might be what you need. This week, Adam Scott, CFP®, delves into the ins and outs of a mega-backdoor Roth 401(k), a financial maneuver that … Read More Read More

Use Roth Conversions to Reduce your Lifetime Taxes: Turning Financial Lemons into Lemonade (Ep. 17)

Dec 12 2023 25 mins  
There are many benefits to Roth conversions. But beware! Don’t step on a land mine when implementing that can blow your finances up! In this episode, Adam introduces his new co-host, Patrice Sikora, before discussing the benefits of Roth conversions. They highlight how these conversions can help reduce taxable income and potentially avoid higher taxes … Read More Read More

The Downtown Real Estate Armageddon (and What it Means for You) (Ep. 16)

Nov 13 2023 26 mins  
We’re not here to spread alarm but to unravel the intricate web of challenges and transformations reshaping the commercial real estate sector. Join us for an in-depth exploration of what’s causing the downtown commercial real estate Armageddon and what it means for the future of these urban landscapes. In this episode, Adam Scott, CFP® discusses … Read More Read More

Don’t Be Fooled By This Dirty Little Secret (Ep. 15)

Oct 17 2023 22 mins  
When it comes to financial advisory, finding the right balance between innovation and caution is crucial. With the rise of data and technology, risk analysis software has become a popular tool for guiding investment strategies. But should we rely on this software? What are the risks of doing so? In this episode, Adam Scott explores … Read More Read More

Real Estate Part 2: The Future May Be Different (Ep. 14)

Sep 12 2023 31 mins  
Real Estate values always go up, right? In this episode, Adam provides an in-depth analysis of the future of rental properties. They dismantle the perception of real estate as a guaranteed win, exploring the pros and cons, tax implications, financial intricacies, and potential challenges of managing rental properties. Throughout the episode, Adam covers: The key … Read More Read

Real Estate Part 1: What Is the Future for Home Prices? (Ep. 13)

Aug 15 2023 29 mins  
We’ve received a lot of questions about real estate and Adam Scott addresses them in this two-part real state series. In this episode, Adam talks about real estate across America and how the future may differ from what we’ve seen happen historically. He goes over what’s going on with the housing market, whether it’s a … Read More Read More

Is Long Term Care Insurance Right For You? 10 Questions To Ask with Jennifer Burnham-Grubbs (Ep. 12)

Jul 11 2023 51 mins  
Medicare doesn’t cover long-term care. If you thought it did or haven’t purchased long-term care insurance for any other reason, Adam has 10 things for you to think about before you make your final decision. In this episode, Adam Scott, CFP®, introduces a dear friend of his, Jennifer Burnham-Grubbs, Founder of Quantum Insurance Services and … Read More Read More