Red Carpet Retirement™

Oct 14 2024 28 ep. 30 mins 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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Should You Claim Social Security Early or Wait? (Ep. 27)

Oct 14 2024 23 mins  
With the Social Security Trust Fund potentially running out by 2035, should you claim your benefits now or wait for a better payout? Let’s address the reality behind Social Security’s future and its impact on your retirement plans. In this episode, Adam Scott talks about the complexities of Social Security, exploring the imminent depletion of … Read More Read More

The 3 Worst Mistakes to Make in an Election Year (Ep. 26)

Sep 17 2024 17 mins  
Do you struggle with investment decisions during election years? Discover the three worst mistakes you should avoid to keep your portfolio safe. In this episode of Red Carpet Retirement, Adam addresses the three biggest investment blunders investors make during election years. You’ll learn some shocking statistics about market performance during election cycles, why sitting in �

10 Ways to Protect Yourself From the Sneakiest Online Financial Fraud (Ep. 25)

Aug 20 2024 27 mins  
Do you know if your online banking details are truly secure? Today on Red Carpet Retirement, Adam addresses the alarming rise in sophisticated online financial frauds and discusses ten crucial ways to protect yourself. From phishing and vishing to smishing and pharming, you’ll understand the different tactics used by cyber criminals and learn the best … Read More Read More

Protecting You and Your Loved Ones from Financial Fraud (Ep. 24)

Jul 09 2024 26 mins  
Americans lost $13BN to fraud in 2023. Young adults are particularly vulnerable – along with the elderly – as social engineering becomes increasingly sophisticated. Don’t think it can’t happen to you. Today on Red Carpet Retirement, Adam Scott, CFP® delves into the concerning rise of financial fraud and offers practical tools to help safeguard against … Read More Read Mo

Avoid CPA Mistakes: Why you Should Check your Tax Return (Ep. 23)

Jun 11 2024 26 mins  
Avoid costly CPA mistakes on your current or next tax return! Today on Red Carpet Retirement, Adam talks about common but unintended mistakes CPAs make. Our discussion isn’t about pointing fingers but rather about uncovering common oversights in the filing process, how they happen, and, most importantly, how you can avoid being caught by surprise … Read More Read More

Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)

May 14 2024 30 mins  
What shook the stock market and economy in Q1 of 2024? Dive into this episode for an insightful quarterly wrap-up! In this episode, Adam dissects the impactful first quarter of 2024, analyzing stock market shifts, economic trends, and a surprising twist on the usual recession predictions. He unravels the events that led to one of … Read More Read More

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